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Portfolio (Quarterly) Guide ↗

MCGUIRE CAPITAL ADVISORS INC

· CIK 0002112006
13F Portfolio $157M AUM Filed Feb 19, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 944 New
Page 23 of 48  ·  944 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 UNP UNION PAC CORP Industrials 36.0 $8K 0.01% NEW $231.33 +14.4%
442 VEA VANGUARD TAX-MANAGED FDS 133.0 $8K 0.01% NEW $62.47 +11.5%
443 APOS APOLLO GLOBAL MGMT INC Financial Services 57.0 $8K 0.01% NEW $144.75 -82.0%
444 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 615.0 $8K 0.01% NEW $13.28 -23.2%
445 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 89.0 $8K 0.01% NEW $91.21 +0.3%
446 GROY GOLD ROYALTY CORP Basic Materials 2,000.0 $8K 0.01% NEW $4.04 -21.9%
447 WBD WARNER BROS DISCOVERY INC Communication Services 280.0 $8K 0.01% NEW $28.82 -5.0%
448 EVRG EVERGY INC Utilities 111.0 $8K 0.01% NEW $72.58 +14.3%
449 CBOE CBOE GLOBAL MKTS INC Financial Services 32.0 $8K 0.01% NEW $251.00 +43.4%
450 ADP AUTOMATIC DATA PROCESSING IN Industrials 31.0 $8K 0.01% NEW $257.23 -15.3%
451 HLN HALEON PLC Healthcare 787.0 $8K 0.01% NEW $10.11 -8.7%
452 OHI OMEGA HEALTHCARE INVS INC Real Estate 178.0 $8K 0.01% NEW $44.46 +9.2%
453 TGTX TG THERAPEUTICS INC Healthcare 259.0 $8K 0.01% NEW $29.81 +31.0%
454 SRE SEMPRA Utilities 86.0 $8K 0.01% NEW $88.29 +2.8%
455 PSA PUBLIC STORAGE OPER CO Real Estate 29.0 $8K 0.01% NEW $259.97 +14.6%
456 ALB ALBEMARLE CORP Basic Materials 53.0 $7K 0.01% NEW $141.43 +18.8%
457 IIM INVESCO VALUE MUN INCOME TR Financial Services 606.0 $7K 0.01% NEW $12.31 -2.1%
458 DNP DNP SELECT INCOME FD INC Financial Services 743.0 $7K 0.01% NEW $9.99 +7.6%
459 CRM SALESFORCE INC Technology 28.0 $7K 0.01% NEW $264.89 -34.9%
460 TAC TRANSALTA CORP Utilities 579.0 $7K 0.01% NEW $12.64 +2.8%
Page 23 of 48  ·  944 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 41.7%
Financial Services 16.6%
Energy 10.2%
Consumer Cyclical 7.7%
Communication Services 7.3%
Industrials 5.1%
Healthcare 3.6%
Consumer Defensive 3.3%
Utilities 2.2%
Basic Materials 1.2%