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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 1 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 23,446.0 $6.8M 3.70% -6K -21.1% $289.37 +10.5%
2 MU MICRON TECHNOLOGY INC Technology 4,571.0 $5.3M 2.88% -2K -25.7% $1154.36 -19.2%
3 TSLA TESLA INC Consumer Cyclical 11,718.0 $4.9M 2.69% -5K -31.0% $420.60 -17.1%
4 XOM EXXON MOBIL CORP Energy 35,130.0 $4.8M 2.62% -541.0 -1.5% $136.72 +14.6%
5 AMZN AMAZON COM INC Consumer Cyclical 14,398.0 $3.4M 1.87% -7K -31.2% $238.34 +11.8%
6 MSFT MICROSOFT CORP Technology 7,793.0 $2.9M 1.59% -9K -52.7% $373.04 +37.7%
7 META META PLATFORMS INC Communication Services 4,437.0 $2.5M 1.36% -2K -35.1% $563.24 +2.6%
8 ET ENERGY TRANSFER L P Energy 101,963.0 $1.9M 1.06% -3K -3.2% $19.12 +11.5%
9 TIDAL TRUST II 65,012.0 $1.9M 1.01% -1K -1.7% $28.54
10 AMDY TIDAL TRUST II 27,290.0 $1.6M 0.87% -33K -54.5% $58.74 -28.2%
11 EPD ENTERPRISE PRODS PARTNERS L 33,092.0 $1.2M 0.66% -8K -20.2% $36.76
12 FBY TIDAL TRUST II 100,000.0 $896K 0.49% -2K -2.4% $8.96 -7.4%
13 OKE ONEOK INC NEW Energy 9,256.0 $805K 0.44% -22K -70.8% $86.94 +9.0%
14 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 38,987.0 $736K 0.40% -11K -21.2% $18.87 +15.7%
15 DVN DEVON ENERGY CORP NEW Energy 17,164.0 $709K 0.39% -3K -12.8% $41.32 +14.6%
16 GOOGL ALPHABET INC Communication Services 1,865.0 $666K 0.36% -8K -80.3% $357.28 -3.0%
17 NEM NEWMONT CORP Basic Materials 7,041.0 $658K 0.36% -36.0 -0.5% $93.40 +37.0%
18 BERKSHIRE HATHAWAY INC DEL 943.0 $472K 0.26% -69.0 -6.8% $500.39
19 SLV ISHARES SILVER TR Financial Services 8,579.0 $459K 0.25% -613.0 -6.7% $53.47 +12.2%
20 XLY SELECT SECTOR SPDR TR 3,575.0 $419K 0.23% -306.0 -7.9% $117.28 -0.1%
Page 1 of 9  ·  163 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%