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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 7 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ROCKET ONE INC 50.0 $50.0 NEW $1.00
122 BROOKFIELD ASSET MANAGMT LTD 1.0 $45.0 NEW $45.00
123 URA GLOBAL X FDS 1.0 $44.0 NEW $44.00 +3.6%
124 FJET STARFIGHTERS SPACE INC Industrials 8.0 $43.0 NEW $5.38 -35.3%
125 AIRJ AIRJOULE TECHNOLOGIES CORP Industrials 6.0 $33.0 NEW $5.50 -17.1%
126 VALARIS LTD 3.0 $25.0 NEW $8.33
127 QXO QXO INC Industrials 1.0 $17.0 NEW $17.00 -20.5%
128 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 1.0 $7.0 NEW $7.00 -32.1%
129 MBI MBIA INC Financial Services 1.0 $7.0 NEW $7.00 -31.6%
130 CURE DIREXION SHARES ETF TRUST NEW
131 YANG DIREXION SHARES ETF TRUST NEW
132 SBIT PROSHARES TR NEW
133 AALG THEMES ETF TR NEW
134 CNCG THEMES ETF TR NEW
Page 7 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%