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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 15 of 44  ·  868 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 500.0 $21K 0.01% $42.09 +1.8%
282 RMD RESMED INC Healthcare 93.0 $21K 0.01% -404.0 -81.3% $224.48 -7.5%
283 LHX L3HARRIS TECHNOLOGIES INC Industrials 59.0 $20K 0.01% +5.0 +9.3% $345.56 -11.5%
284 EQPT EQUIPMENTSHARE COM INC Industrials 1,000.0 $20K 0.01% NEW $20.37 +6.3%
285 RITM RITHM CAPITAL CORP Real Estate 2,136.0 $20K 0.01% NEW $9.48 -3.2%
286 HAFN HAFNIA LTD Industrials 2,649.0 $20K 0.01% -12K -82.3% $7.60 +16.1%
287 NTAP NETAPP INC Technology 196.0 $20K 0.01% $102.39 +17.3%
288 VEA VANGUARD TAX-MANAGED FDS 311.0 $20K 0.01% +178.0 +133.8% $64.08 +7.9%
289 WTRG ESSENTIAL UTILS INC Utilities 493.0 $20K 0.01% $40.27 -8.2%
290 ZTR VIRTUS TOTAL RETURN FD INC Financial Services 2,991.0 $20K 0.01% NEW $6.62 +1.4%
291 ATI ATI INC Industrials 136.0 $20K 0.01% $145.46 +4.5%
292 WMB WILLIAMS COS INC Energy 269.0 $20K 0.01% $72.81 +9.6%
293 TFC TRUIST FINL CORP Financial Services 424.0 $20K 0.01% -23.0 -5.2% $46.00 +1.1%
294 CVS CVS HEALTH CORP Healthcare 270.0 $19K 0.01% -82.0 -23.3% $71.78 +33.3%
295 IEMG ISHARES INC 274.0 $19K 0.01% $69.75 +13.0%
296 BXSL BLACKSTONE SECD LENDING FD Financial Services 800.0 $19K 0.01% $23.69 -0.5%
297 SLVR SPROTT FDS TR 320.0 $19K 0.01% $59.18 -1.4%
298 AVEM AMERICAN CENTY ETF TR 234.0 $19K 0.01% -3.0 -1.3% $80.58 +12.7%
299 PETROLEO BRASILEIRO S A 1,000.0 $19K 0.01% +700.0 +233.3% $18.75
300 WF WOORI FINL GROUP INC Financial Services 280.0 $19K 0.01% +111.0 +65.7% $66.60 -9.3%
Page 15 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%