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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 14 of 44  ·  868 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 VST VISTRA CORP Utilities 171.0 $26K 0.02% $150.33 -9.0%
262 CMI CUMMINS INC Industrials 47.0 $25K 0.02% $538.02 +22.6%
263 AIG AMERICAN INTL GROUP INC Financial Services 336.0 $25K 0.02% $75.25 +3.0%
264 UPWK UPWORK INC Industrials 2,284.0 $25K 0.02% -1K -31.8% $10.96 -20.2%
265 ENB ENBRIDGE INC Energy 456.0 $25K 0.02% -34.0 -6.9% $54.14 +4.1%
266 METU DIREXION SHARES ETF TRUST 1,101.0 $25K 0.02% $22.39 +7.5%
267 WM WASTE MGMT INC DEL Industrials 106.0 $24K 0.02% -28.0 -20.9% $229.92 -3.1%
268 EZPW EZCORP INC Financial Services 960.0 $24K 0.02% $25.38 +31.5%
269 AMGN AMGEN INC Healthcare 69.0 $24K 0.02% $351.86 -6.0%
270 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 919.0 $24K 0.01% +871.0 +1814.6% $26.35 -2.7%
271 C CITIGROUP INC Financial Services 211.0 $24K 0.01% $113.41 +5.8%
272 IDEV ISHARES TR 283.0 $24K 0.01% $83.57 +5.3%
273 CPB THE CAMPBELLS COMPANY Consumer Defensive 1,050.0 $23K 0.01% NEW $22.27 -8.7%
274 LIT GLOBAL X FDS 304.0 $23K 0.01% +259.0 +575.6% $74.35 +10.0%
275 VXF VANGUARD INDEX FDS 107.0 $22K 0.01% $205.80 +8.0%
276 VMET VERSAMET ROYALTIES CORP Financial Services 2,300.0 $22K 0.01% NEW $9.51 +19.1%
277 CLS CELESTICA INC Technology 76.0 $21K 0.01% $281.68 +20.4%
278 ETH GRAYSCALE ETHEREUM STAKING Financial Services 1,074.0 $21K 0.01% -377.0 -26.0% $19.86 +1.5%
279 FANG DIAMONDBACK ENERGY INC Energy 107.0 $21K 0.01% +1.0 +0.9% $198.61 +3.5%
280 WDC WESTERN DIGITAL CORP Technology 78.0 $21K 0.01% $270.49 +69.6%
Page 14 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%