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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 2 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 614.0 $293K 0.16% -105.0 -14.6% $477.57 -12.6%
22 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 4,940.0 $225K 0.12% -1K -19.5% $45.52 +31.8%
23 XLE SELECT SECTOR SPDR TR 4,194.0 $223K 0.12% -2K -35.0% $53.11 +18.0%
24 ABT ABBOTT LABORATORIES Healthcare 2,365.0 $215K 0.12% -74.0 -3.0% $90.72 +24.0%
25 STRL STERLING INFRASTRUCTURE INC Industrials 243.0 $204K 0.11% -358.0 -59.6% $839.36 -43.9%
26 NXT NEXTPOWER INC Technology 1,498.0 $178K 0.10% -1K -43.4% $119.14 -28.3%
27 MTZ MASTEC INC Industrials 427.0 $178K 0.10% -375.0 -46.8% $416.06 -42.1%
28 VISN VISTANCE NETWORKS INC Technology 13,363.0 $171K 0.09% -6K -31.0% $12.78 -52.6%
29 VIV TELEFONICA BRASIL SA Communication Services 12,764.0 $168K 0.09% -554.0 -4.2% $13.16 -13.4%
30 KO COCA COLA CO Consumer Defensive 1,838.0 $149K 0.08% -605.0 -24.8% $81.29 +10.3%
31 NFLX NETFLIX INC. Communication Services 1,990.0 $142K 0.08% -33.0 -1.6% $71.40 +14.5%
32 INCY INCYTE CORP Healthcare 1,166.0 $132K 0.07% -4K -76.6% $113.36 +9.7%
33 MRK MERCK & CO INC Healthcare 1,025.0 $132K 0.07% -2K -65.7% $128.50 +15.4%
34 MSTR STRATEGY INC Technology 1,514.0 $132K 0.07% -157.0 -9.4% $86.93 +46.5%
35 PTCT PTC THERAPEUTICS INC Healthcare 1,601.0 $131K 0.07% -5K -76.8% $81.57 -14.1%
36 SYF SYNCHRONY FINANCIAL Financial Services 1,705.0 $130K 0.07% -782.0 -31.4% $76.05 +2.6%
37 ALLY ALLY FINL INC Financial Services 2,805.0 $129K 0.07% -4K -59.6% $45.95 -8.2%
38 PM PHILIP MORRIS INTL INC Consumer Defensive 708.0 $128K 0.07% -20.0 -2.8% $180.90 +6.1%
39 VONG VANGUARD SCOTTSDALE FDS 923.0 $118K 0.06% -90.0 -8.9% $127.81 -1.1%
40 MCD MCDONALDS CORP Consumer Cyclical 425.0 $115K 0.06% -21.0 -4.7% $270.10 -1.9%
Page 2 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%