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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 13 of 46  ·  915 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ATAT ATOUR LIFESTYLE HLDGS LTD Consumer Cyclical 1,149.0 $37K 0.02% -49.0 -4.1% $31.80 +10.0%
242 WING WINGSTOP INC Consumer Cyclical 208.0 $36K 0.02% -47.0 -18.4% $173.41 -36.9%
243 SPYG SPDR SERIES TRUST 301.0 $36K 0.02% +183.0 +155.1% $118.99 +1.6%
244 LRCX LAM RESEARCH CORP Technology 82.0 $36K 0.02% +12.0 +17.1% $433.33 -30.4%
245 VTI VANGUARD INDEX FDS 96.0 $36K 0.02% -166.0 -63.4% $370.10 +2.2%
246 VO VANGUARD INDEX FDS 432.0 $35K 0.02% +399.0 +1209.1% $80.57 +1.9%
247 KMI KINDER MORGAN INC DEL Energy 1,088.0 $35K 0.02% $31.97 +0.8%
248 OUNZ VANECK MERK GOLD ETF Financial Services 900.0 $35K 0.02% $38.59 +10.9%
249 CCJ CAMECO CORP Energy 337.0 $34K 0.02% +81.0 +31.6% $101.86 -3.0%
250 VEA VANGUARD TAX-MANAGED FDS 478.0 $34K 0.02% +167.0 +53.7% $71.25 +2.3%
251 ICSH ISHARES TR 671.0 $34K 0.02% $50.58 -0.1%
252 JCI JOHNSON CONTROLS INTERNATION Industrials 228.0 $33K 0.02% $146.11 -5.4%
253 GAP GAP INC Consumer Cyclical 1,767.0 $33K 0.02% -180.0 -9.2% $18.68 +19.4%
254 MMM 3M CO Industrials 203.0 $33K 0.02% $161.91 +6.1%
255 WFC WELLS FARGO & CO Financial Services 395.0 $33K 0.02% -120.0 -23.3% $82.64 +4.5%
256 ANNALY CAPITAL MANAGEMENT IN 1,455.0 $33K 0.02% +43.0 +3.0% $22.36
257 BLK BLACKROCK INC Financial Services 33.0 $32K 0.02% $961.55 +20.2%
258 FXO FIRST TR EXCHANGE-TRADED FD 500.0 $31K 0.02% $62.46 +5.5%
259 MAIR MADISON AIR SOLUTIONS CORP Industrials 800.0 $31K 0.02% NEW $39.00 -32.3%
260 XLB SELECT SECTOR SPDR TR 608.0 $31K 0.02% $50.83 +3.7%
Page 13 of 46  ·  915 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%