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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 4 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PAYC PAYCOM SOFTWARE INC Technology 441.0 $55K 0.03% -133.0 -23.2% $125.68 +89.8%
62 WPM WHEATON PRECIOUS METALS CORP Basic Materials 480.0 $54K 0.03% -570.0 -54.3% $112.32 +36.5%
63 GOVT ISHARES TR 2,338.0 $53K 0.03% -52.0 -2.2% $22.78 -1.4%
64 COWZ PACER FDS TR 856.0 $53K 0.03% -350.0 -29.0% $62.22 +16.4%
65 LOPE GRAND CANYON ED INC Consumer Defensive 340.0 $49K 0.03% -78.0 -18.7% $143.11 +5.6%
66 QQQM INVESCO EXCH TRADED FD TR II 160.0 $48K 0.03% -117.0 -42.2% $302.97 -2.6%
67 HHH HOWARD HUGHES HOLDINGS INC Real Estate 675.0 $48K 0.03% -1K -66.2% $71.49 -9.4%
68 GM GENERAL MTRS CO Consumer Cyclical 580.0 $45K 0.02% -231.0 -28.5% $77.08 +11.9%
69 COP CONOCOPHILLIPS Energy 409.0 $43K 0.02% -1K -77.4% $103.96 +25.4%
70 CALF PACER FDS TR 827.0 $42K 0.02% -11.0 -1.3% $50.61 +14.3%
71 MCY MERCURY GENL CORP NEW Financial Services 387.0 $41K 0.02% -43.0 -10.0% $106.62 -3.4%
72 RNR RENAISSANCERE HLDGS LTD Financial Services 124.0 $39K 0.02% -6.0 -4.6% $317.58 +4.1%
73 TPC TUTOR PERINI CORP Industrials 469.0 $39K 0.02% -2K -77.1% $82.97 +7.1%
74 OMF ONEMAIN HLDGS INC Financial Services 617.0 $38K 0.02% -5K -88.2% $60.97 +3.1%
75 DUK DUKE ENERGY CORP NEW Utilities 290.0 $37K 0.02% -3.0 -1.0% $126.58 -5.0%
76 ATAT ATOUR LIFESTYLE HLDGS LTD Consumer Cyclical 1,149.0 $37K 0.02% -49.0 -4.1% $31.80 +11.6%
77 WING WINGSTOP INC Consumer Cyclical 208.0 $36K 0.02% -47.0 -18.4% $173.41 -34.5%
78 VTI VANGUARD INDEX FDS 96.0 $36K 0.02% -166.0 -63.4% $370.10 +2.5%
79 GAP GAP INC Consumer Cyclical 1,767.0 $33K 0.02% -180.0 -9.2% $18.68 +25.7%
80 WFC WELLS FARGO & CO Financial Services 395.0 $33K 0.02% -120.0 -23.3% $82.64 +4.9%
Page 4 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%