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Portfolio (Quarterly) Guide ↗

MCGUIRE CAPITAL ADVISORS INC

· CIK 0002112006
13F Portfolio $183M AUM 915 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 134 New 199 Added 163 Reduced 87 Exited
Page 4 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CAVA CAVA GROUP INC Consumer Cyclical 80.0 $6K 0.00% NEW $78.47 -14.7%
62 BN BROOKFIELD CORP Financial Services 145.0 $6K 0.00% NEW $42.59 -3.0%
63 MOOG INC 13.0 $6K 0.00% NEW $423.85
64 NNBR NN INC Industrials 1,500.0 $5K 0.00% NEW $3.59 -5.6%
65 KMX CARMAX INC Consumer Cyclical 99.0 $5K 0.00% NEW $52.89 +17.4%
66 GEOS GEOSPACE TECHNOLOGIES CORP Energy 750.0 $5K 0.00% NEW $6.77 -22.0%
67 VLTO VERALTO CORP Industrials 57.0 $5K 0.00% NEW $88.68 +11.1%
68 IYW ISHARES TR 19.0 $5K 0.00% NEW $252.21 -0.4%
69 ORA ORMAT TECHNOLOGIES INC Utilities 42.0 $5K 0.00% NEW $108.90 -5.4%
70 DUPONT DE NEMOURS INC 33.0 $4K 0.00% NEW $135.64
71 WKSP WORKSPORT LTD Consumer Cyclical 4,000.0 $4K 0.00% NEW $1.09 -47.2%
72 KRP KIMBELL RTY PARTNERS LP Energy 300.0 $4K 0.00% NEW $14.53 +2.6%
73 ACN ACCENTURE PLC IRELAND Technology 30.0 $4K 0.00% NEW $124.43 +52.4%
74 KEX KIRBY CORP Industrials 27.0 $4K 0.00% NEW $135.96 +2.3%
75 UAMY UNITED STATES ANTIMONY CORP Basic Materials 500.0 $4K 0.00% NEW $7.26 -33.2%
76 HYDR GLOBAL X FDS 66.0 $4K 0.00% NEW $53.14 -18.3%
77 IVOL KRANESHARES TRUST 201.0 $3K 0.00% NEW $17.31 -1.7%
78 TEMA ETF TRUST 111.0 $3K 0.00% NEW $30.38
79 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 100.0 $3K 0.00% NEW $33.39 -23.3%
80 AIQ GLOBAL X FDS 48.0 $3K 0.00% NEW $65.60 -2.1%
Page 4 of 7  ·  134 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 47.4%
Financial Services 19.7%
Energy 7.2%
Consumer Cyclical 6.6%
Industrials 5.5%
Healthcare 3.5%
Communication Services 2.7%
Consumer Defensive 2.5%
Utilities 2.1%
Real Estate 1.5%