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Portfolio (Quarterly) Guide ↗

MCGUIRE CAPITAL ADVISORS INC

· CIK 0002112006
13F Portfolio $157M AUM Filed Feb 19, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 944 New
Page 13 of 48  ·  944 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 FXO FIRST TR EXCHANGE TRADED FD 500.0 $30K 0.02% NEW $60.35 -2.7%
242 KMI KINDER MORGAN INC DEL Energy 1,088.0 $30K 0.02% NEW $27.49 +25.7%
243 ARM ARM HOLDINGS PLC Technology 273.0 $30K 0.02% NEW $109.31 +119.7%
244 LMT LOCKHEED MARTIN CORP Industrials 62.0 $30K 0.02% NEW $480.37 +8.8%
245 WM WASTE MGMT INC DEL Industrials 134.0 $29K 0.02% NEW $219.79 +0.3%
246 BNDX VANGUARD CHARLOTTE FDS 609.0 $29K 0.02% NEW $48.32 -1.2%
247 XLK SELECT SECTOR SPDR TR 204.0 $29K 0.02% NEW $143.97 +21.4%
248 MOAT VANECK ETF TRUST 282.0 $29K 0.02% NEW $103.56 -4.1%
249 PUK PRUDENTIAL PLC Financial Services 929.0 $29K 0.02% NEW $31.12 -1.7%
250 AIG AMERICAN INTL GROUP INC Financial Services 336.0 $29K 0.02% NEW $85.55 -10.0%
251 PODD INSULET CORP Healthcare 101.0 $29K 0.02% NEW $284.24 -46.3%
252 GDXJ VANECK ETF TRUST 250.0 $28K 0.02% NEW $113.78 -2.8%
253 IXN ISHARES TR 271.0 $28K 0.02% NEW $104.82 +24.6%
254 HWM HOWMET AEROSPACE INC Industrials 138.0 $28K 0.02% NEW $205.02 +25.0%
255 CVS CVS HEALTH CORP Healthcare 352.0 $28K 0.02% NEW $79.25 +20.7%
256 COST COSTCO WHSL CORP NEW Consumer Defensive 32.0 $28K 0.02% NEW $862.34 +26.3%
257 VST VISTRA CORP Utilities 171.0 $28K 0.02% NEW $161.33 -13.4%
258 XLB SELECT SECTOR SPDR TR 608.0 $28K 0.02% NEW $45.35 +8.4%
259 CCJ CAMECO CORP Energy 301.0 $28K 0.02% NEW $91.49 +14.0%
260 LRCX LAM RESEARCH CORP Technology 160.0 $27K 0.02% NEW $171.18 +65.1%
Page 13 of 48  ·  944 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 41.7%
Financial Services 16.6%
Energy 10.2%
Consumer Cyclical 7.7%
Communication Services 7.3%
Industrials 5.1%
Healthcare 3.6%
Consumer Defensive 3.3%
Utilities 2.2%
Basic Materials 1.2%