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Portfolio (Quarterly) Guide ↗

MCGUIRE CAPITAL ADVISORS INC

· CIK 0002112006
13F Portfolio $156M AUM 868 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 83 New 163 Added 222 Reduced 159 Exited
Page 11 of 44  ·  868 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 OUNZ VANECK MERK GOLD ETF Financial Services 900.0 $41K 0.03% $45.05 -4.3%
202 ALL ALLSTATE CORP Financial Services 195.0 $40K 0.03% -115.0 -37.1% $207.34 +8.3%
203 LQD ISHARES TR 367.0 $40K 0.03% $108.94 -1.7%
204 ORI OLD REP INTL CORP Financial Services 1,000.0 $40K 0.03% $39.90 +0.4%
205 WING WINGSTOP INC Consumer Cyclical 255.0 $40K 0.03% -8.0 -3.0% $154.97 -16.8%
206 UBER UBER TECHNOLOGIES INC Technology 538.0 $39K 0.03% -107.0 -16.6% $71.93 +4.4%
207 RNR RENAISSANCERE HLDGS LTD Financial Services 130.0 $39K 0.03% -4.0 -3.0% $297.46 +0.3%
208 DUK DUKE ENERGY CORP NEW Utilities 293.0 $38K 0.03% +3.0 +1.0% $130.94 -6.2%
209 MCY MERCURY GENL CORP NEW Financial Services 430.0 $38K 0.02% $88.15 +14.2%
210 CALF PACER FDS TR 838.0 $38K 0.02% -79.0 -8.6% $44.87 +5.0%
211 TJX TJX COS INC NEW Consumer Cyclical 235.0 $38K 0.02% +31.0 +15.2% $159.70 -5.9%
212 HURN HURON CONSULTING GROUP INC Industrials 292.0 $37K 0.02% $127.49 -15.2%
213 GOOY TIDAL TRUST II 2,900.0 $37K 0.02% $12.70 +17.8%
214 DTE DTE ENERGY CO Utilities 250.0 $37K 0.02% -29.0 -10.4% $146.22 -3.3%
215 KMI KINDER MORGAN INC DEL Energy 1,088.0 $36K 0.02% $33.53 +0.7%
216 CRWV COREWEAVE INC Technology 470.0 $36K 0.02% -1K -68.1% $77.47 +33.9%
217 LMT LOCKHEED MARTIN CORP Industrials 60.0 $36K 0.02% -2.0 -3.2% $601.27 -12.1%
218 YMAG TIDAL TRUST II 3,000.0 $36K 0.02% $11.95 +7.1%
219 APLY TIDAL TRUST II 3,000.0 $35K 0.02% $11.76 +7.2%
220 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 35.0 $35K 0.02% +3.0 +9.4% $996.43 +5.3%
Page 11 of 44  ·  868 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 40.4%
Financial Services 15.3%
Energy 11.5%
Consumer Cyclical 9.1%
Communication Services 8.1%
Industrials 4.7%
Healthcare 3.3%
Consumer Defensive 3.0%
Utilities 2.0%
Basic Materials 1.6%