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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 6 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CBRE CBRE GROUP INC Real Estate 100.0 $13K 0.01% -1.0 -1.0% $134.69 +12.0%
102 LHX L3HARRIS TECHNOLOGIES INC Industrials 46.0 $13K 0.01% -13.0 -22.0% $290.59 -9.6%
103 STRT STRATTEC SEC CORP Consumer Cyclical 145.0 $12K 0.01% -64.0 -30.6% $81.45 -7.9%
104 B BARRICK MNG CORP Basic Materials 310.0 $11K 0.01% -38.0 -10.9% $36.73 +24.3%
105 CL COLGATE PALMOLIVE CO Consumer Defensive 122.0 $11K 0.01% -10.0 -7.6% $92.02 -1.4%
106 NKE NIKE INC Consumer Cyclical 250.0 $10K 0.01% -2K -86.1% $41.05 -3.5%
107 GDXY TIDAL TRUST II 1,000.0 $10K 0.01% -70K -98.6% $10.10 +13.1%
108 WF WOORI FINL GROUP INC Financial Services 169.0 $10K 0.01% -111.0 -39.6% $57.40 +27.7%
109 EAT BRINKER INTL INC Consumer Cyclical 54.0 $9K 0.01% -48.0 -47.1% $168.00 +37.0%
110 AEP AMERICAN ELEC PWR CO INC Utilities 62.0 $8K 0.01% -4.0 -6.1% $136.81 -10.6%
111 CAH CARDINAL HEALTH INC Healthcare 35.0 $8K 0.01% -49.0 -58.3% $237.57 -1.3%
112 SRE SEMPRA Utilities 86.0 $8K 0.00% -13.0 -13.1% $92.71 -9.0%
113 UBER UBER TECHNOLOGIES INC Technology 109.0 $8K 0.00% -429.0 -79.7% $72.16 +9.2%
114 SPMO INVESCO EXCH TRADED FD TR II 47.0 $8K 0.00% -45.0 -48.9% $161.53 -9.1%
115 TMUS T-MOBILE US INC Communication Services 45.0 $8K 0.00% -21.0 -31.8% $167.73 +8.1%
116 VEU VANGUARD INTL EQUITY INDEX F 89.0 $7K 0.00% -56.0 -38.6% $83.75 +2.0%
117 VMBS VANGUARD SCOTTSDALE FDS 156.0 $7K 0.00% -55.0 -26.1% $46.81 -1.3%
118 NJAN INNOVATOR ETFS TRUST 120.0 $7K 0.00% -13.0 -9.8% $59.02 +1.5%
119 SMR NUSCALE PWR CORP Utilities 686.0 $7K 0.00% -80.0 -10.4% $10.03 -7.4%
120 PNC PNC FINL SVCS GROUP INC Financial Services 26.0 $6K 0.00% -42.0 -61.8% $246.23 -1.6%
Page 6 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%