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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 19 of 44  ·  868 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 AI C3 AI INC Technology 1,517.0 $13K 0.01% -73.0 -4.6% $8.42 +10.2%
362 ITW ILLINOIS TOOL WKS INC Industrials 49.0 $13K 0.01% +45.0 +1125.0% $260.29 -5.0%
363 FMF FIRST TR EXCHANGE-TRADED FD 249.0 $13K 0.01% $50.62 +2.6%
364 IWV ISHARES TR 34.0 $13K 0.01% $370.68 +13.2%
365 PFF ISHARES TR 408.0 $12K 0.01% $30.32 +2.6%
366 VRT VERTIV HOLDINGS CO Industrials 49.0 $12K 0.01% -7.0 -12.5% $250.57 +28.8%
367 PWR QUANTA SVCS INC Industrials 22.0 $12K 0.01% +11.0 +100.0% $549.00 +30.1%
368 FIRST TR EXCH TRADED FD III 171.0 $12K 0.01% $70.36
369 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 510.0 $12K 0.01% $23.56 -13.1%
370 TER TERADYNE INC Technology 40.0 $12K 0.01% +34.0 +566.7% $296.45 +8.5%
371 EAPR INNOVATOR ETFS TRUST 395.0 $12K 0.01% $29.88 +8.8%
372 UAL UNITED AIRLS HLDGS INC Industrials 128.0 $12K 0.01% $92.07 -3.2%
373 XRAY DENTSPLY SIRONA INC Healthcare 1,000.0 $12K 0.01% $11.60 -16.0%
374 SPYG SPDR SERIES TRUST 118.0 $12K 0.01% NEW $97.91 +20.6%
375 WULF TERAWULF INC Financial Services 800.0 $12K 0.01% +600.0 +300.0% $14.43 +47.9%
376 TRUMP MEDIA & TECHNOLOGY GRO 2,326.0 $12K 0.01% -500.0 -17.7% $4.94
377 AFRM AFFIRM HLDGS INC Technology 250.0 $11K 0.01% -19.0 -7.1% $45.82 +42.5%
378 IHF ISHARES TR 272.0 $11K 0.01% NEW $41.85 +20.8%
379 SPMB SPDR SERIES TRUST 508.0 $11K 0.01% NEW $22.39 -1.2%
380 CL COLGATE PALMOLIVE CO Consumer Defensive 132.0 $11K 0.01% -14.0 -9.6% $85.23 +5.6%
Page 19 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%