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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 12 of 44  ·  868 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CALM CAL MAINE FOODS INC Consumer Defensive 437.0 $35K 0.02% -454.0 -51.0% $79.15 -0.7%
222 ICSH ISHARES TR 671.0 $34K 0.02% $50.62 -0.2%
223 MFC MANULIFE FINL CORP Financial Services 985.0 $34K 0.02% $34.44 +11.0%
224 UUUU ENERGY FUELS INC Energy 1,858.0 $34K 0.02% $18.25 -4.7%
225 OSIS OSI SYSTEMS INC Technology 127.0 $34K 0.02% $265.51 -21.7%
226 TEX TEREX CORP NEW Industrials 570.0 $34K 0.02% NEW $59.10 -1.9%
227 SANDISK CORP 53.0 $34K 0.02% +28.0 +112.0% $635.34
228 NUE NUCOR CORP Basic Materials 197.0 $33K 0.02% $169.03 +34.0%
229 HWM HOWMET AEROSPACE INC Industrials 138.0 $32K 0.02% $230.46 +11.5%
230 BLK BLACKROCK INC Financial Services 33.0 $32K 0.02% $961.70 +7.8%
231 IWM ISHARES TR 124.0 $31K 0.02% +56.0 +82.3% $248.00 +10.1%
232 XLB SELECT SECTOR SPDR TR 608.0 $30K 0.02% $49.97 -1.9%
233 ORCL ORACLE CORP Technology 205.0 $30K 0.02% -36.0 -14.9% $147.11 +26.8%
234 GDXJ VANECK ETF TRUST 250.0 $30K 0.02% $120.04 -8.1%
235 ANNALY CAPITAL MANAGEMENT IN 1,412.0 $30K 0.02% +41.0 +3.0% $21.15
236 JCI JOHNSON CONTROLS INTERNATION Industrials 228.0 $30K 0.02% $130.95 +4.9%
237 MMM 3M CO Industrials 203.0 $29K 0.02% $145.23 +5.0%
238 STXE EA SERIES TRUST 750.0 $29K 0.02% NEW $39.08 +20.0%
239 IHS IHS HOLDING LIMITED Communication Services 3,559.0 $29K 0.02% $8.23 +0.1%
240 EQX EQUINOX GOLD CORP Basic Materials 2,000.0 $29K 0.02% +200.0 +11.1% $14.46 -10.6%
Page 12 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%