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Portfolio (Quarterly) Guide ↗

MCGUIRE CAPITAL ADVISORS INC

· CIK 0002112006
13F Portfolio $156M AUM 868 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 83 New 163 Added 222 Reduced 159 Exited
Page 12 of 12  ·  222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 NVO NOVO-NORDISK A S Healthcare 1.0 $37.0 -12.0 -92.3% $37.00 +19.7%
222 CANOPY GROWTH CORPORATION 17.0 $16.0 -56.0 -76.7% $0.94
Page 12 of 12  ·  222 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 40.4%
Financial Services 15.3%
Energy 11.5%
Consumer Cyclical 9.1%
Communication Services 8.1%
Industrials 4.7%
Healthcare 3.3%
Consumer Defensive 3.0%
Utilities 2.0%
Basic Materials 1.6%