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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 8 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TWLO TWILIO INC Communication Services 13.0 $3K 0.00% -66.0 -83.5% $206.31 +15.3%
142 DXYZ DESTINY TECH100 INC 104.0 $3K 0.00% -17.0 -14.1% $25.76 +34.9%
143 YMAX TIDAL TRUST II 326.0 $3K 0.00% -5K -93.9% $8.08 -5.7%
144 CXT CRANE NXT CO Industrials 51.0 $3K 0.00% -135.0 -72.6% $51.16 -2.0%
145 VRTX VERTEX PHARMACEUTICALS INC Healthcare 5.0 $2K 0.00% -18.0 -78.3% $496.80 +9.0%
146 XOP SPDR SERIES TRUST 12.0 $2K 0.00% -13.0 -52.0% $155.00 +20.0%
147 TW TRADEWEB MKTS INC Financial Services 17.0 $2K 0.00% -4.0 -19.1% $99.65 +9.3%
148 BHP BHP BILLITON LIMITED Basic Materials 19.0 $2K 0.00% -1.0 -5.0% $83.32 +14.2%
149 GBDC GOLUB CAP BDC INC Financial Services 109.0 $1K 0.00% -102.0 -48.3% $12.88 +1.2%
150 ZS ZSCALER INC Technology 9.0 $1K 0.00% -116.0 -92.8% $141.11 +30.6%
151 ITW ILLINOIS TOOL WKS INC Industrials 4.0 $1K 0.00% -45.0 -91.8% $270.50 +3.5%
152 IEI ISHARES TR 8.0 $940.0 0.00% -85.0 -91.4% $117.50 -1.1%
153 HOG HARLEY DAVIDSON INC Consumer Cyclical 38.0 $929.0 0.00% -424.0 -91.8% $24.45 +14.9%
154 CTRE CARETRUST REIT INC Real Estate 20.0 $807.0 -342.0 -94.5% $40.35 -3.3%
155 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 15.0 $790.0 -7.0 -31.8% $52.67 +20.9%
156 BLBD BLUE BIRD CORP Consumer Cyclical 8.0 $632.0 -1K -99.2% $79.00 -25.0%
157 TSN TYSON FOODS INC Consumer Defensive 10.0 $572.0 -70.0 -87.5% $57.20 -3.1%
158 CLX CLOROX CO DEL Consumer Defensive 5.0 $477.0 -22.0 -81.5% $95.40 +7.5%
159 IMPERIAL PETE INC 86.0 $396.0 -813.0 -90.4% $4.60
160 AA ALCOA CORP Basic Materials 6.0 $313.0 -3K -99.8% $52.17 -3.5%
Page 8 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%