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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 3 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SHLD GLOBAL X FDS 1,856.0 $111K 0.06% -377.0 -16.9% $59.71 +10.9%
42 HUT 8 CORP 897.0 $104K 0.06% -4K -82.5% $115.44
43 VICI VICI PPTYS INC Real Estate 3,815.0 $101K 0.06% -1K -20.8% $26.55 -2.6%
44 GNW GENWORTH FINL INC Financial Services 10,337.0 $98K 0.05% -11K -52.5% $9.47 +5.4%
45 LAUR LAUREATE ED INC Consumer Defensive 2,671.0 $97K 0.05% -298.0 -10.0% $36.32 +6.8%
46 AEM AGNICO EAGLE MINES LTD Basic Materials 618.0 $96K 0.05% -6.0 -1.0% $155.13 +33.0%
47 FALN ISHARES TR 3,490.0 $95K 0.05% -133.0 -3.7% $27.24 -0.8%
48 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 3,050.0 $91K 0.05% -295.0 -8.8% $29.85 +1.7%
49 RGLD ROYAL GOLD INC Basic Materials 456.0 $91K 0.05% -150.0 -24.8% $199.61 +31.7%
50 WRB BERKLEY W R CORP Financial Services 1,244.0 $88K 0.05% -12.0 -1.0% $70.55 -3.0%
51 NRG NRG ENERGY INC Utilities 565.0 $83K 0.04% -56.0 -9.0% $146.06 -23.9%
52 SKYW SKYWEST INC Industrials 786.0 $78K 0.04% -1K -56.8% $99.33 -0.5%
53 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 4,422.0 $77K 0.04% -2K -33.2% $17.31 +1.3%
54 AXP AMERICAN EXPRESS CO Financial Services 220.0 $74K 0.04% -22.0 -9.1% $338.17 -1.5%
55 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 2,630.0 $68K 0.04% -70.0 -2.6% $25.95 +32.2%
56 DE DEERE & CO Industrials 107.0 $68K 0.04% -5.0 -4.5% $634.33 -0.6%
57 PRDO PERDOCEO ED CORP Consumer Defensive 2,005.0 $64K 0.04% -357.0 -15.1% $32.00 +4.9%
58 BAC BANK OF AMER CORP Financial Services 1,122.0 $64K 0.04% -166.0 -12.9% $56.99 +9.4%
59 BND VANGUARD BD INDEX FDS 855.0 $63K 0.03% -81.0 -8.7% $73.41 -1.5%
60 ED CONSOLIDATED EDISON INC Utilities 550.0 $61K 0.03% -128.0 -18.9% $110.63 -2.8%
Page 3 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%