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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 16 of 44  ·  868 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 MBB ISHARES TR 194.0 $18K 0.01% -2.0 -1.0% $94.95 -1.6%
302 MDLZ MONDELEZ INTL INC Consumer Defensive 314.0 $18K 0.01% +2.0 +0.6% $57.71 +6.1%
303 VONE VANGUARD SCOTTSDALE FDS 61.0 $18K 0.01% $295.11 +12.7%
304 EOG EOG RES INC Energy 124.0 $18K 0.01% -13.0 -9.5% $144.57 -1.5%
305 CAH CARDINAL HEALTH INC Healthcare 84.0 $18K 0.01% -9.0 -9.7% $211.31 -6.2%
306 DC DAKOTA GOLD CORP Basic Materials 3,500.0 $18K 0.01% +668.0 +23.6% $5.05 +5.3%
307 SFM SPROUTS FMRS MKT INC Consumer Defensive 229.0 $18K 0.01% -42.0 -15.5% $77.13 +10.2%
308 ZS ZSCALER INC Technology 125.0 $18K 0.01% -17.0 -12.0% $140.29 +23.4%
309 OIS OIL STS INTL INC Energy 1,499.0 $17K 0.01% $11.64 -22.3%
310 QBTS D-WAVE QUANTUM INC Technology 1,200.0 $17K 0.01% $14.43 +61.9%
311 STM STMICROELECTRONICS N V Technology 500.0 $17K 0.01% NEW $34.55 +85.9%
312 DTM DT MIDSTREAM INC Energy 125.0 $17K 0.01% $134.67 +10.0%
313 VTIP VANGUARD MALVERN FDS 337.0 $17K 0.01% $49.95 +0.7%
314 RGA REINSURANCE GROUP AMER INC Financial Services 82.0 $17K 0.01% $204.16 +3.8%
315 USB US BANCORP Financial Services 321.0 $17K 0.01% $52.01 +4.0%
316 PPC PILGRIMS PRIDE CORP Consumer Defensive 441.0 $17K 0.01% $37.76 -25.6%
317 SGOV ISHARES TR 165.0 $17K 0.01% +150.0 +1000.0% $100.66 -0.1%
318 QCOM QUALCOMM INC Technology 128.0 $16K 0.01% +26.0 +25.5% $128.48 +58.6%
319 STRT STRATTEC SEC CORP Consumer Cyclical 209.0 $16K 0.01% -12.0 -5.4% $78.34 -10.7%
320 FAST FASTENAL CO Industrials 348.0 $16K 0.01% $46.40 -7.1%
Page 16 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%