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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 2 of 46  ·  915 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GS GOLDMAN SACHS GROUP INC Financial Services 2,454.0 $2.5M 1.35% +171.0 +7.5% $1011.25 +2.2%
22 JPM JPMORGAN CHASE & CO Financial Services 7,198.0 $2.4M 1.28% +576.0 +8.7% $327.31 +9.3%
23 ET ENERGY TRANSFER L P Energy 101,963.0 $1.9M 1.06% -3K -3.2% $19.12 +11.5%
24 TIDAL TRUST II 65,012.0 $1.9M 1.01% -1K -1.7% $28.54
25 OKLO OKLO INC Utilities 31,219.0 $1.6M 0.89% +3K +11.9% $52.33 -23.3%
26 AMDY TIDAL TRUST II 27,290.0 $1.6M 0.87% -33K -54.5% $58.74 -28.2%
27 V VISA INC Financial Services 4,108.0 $1.4M 0.77% +137.0 +3.5% $343.11 +11.2%
28 MRVL MARVELL TECHNOLOGY INC Technology 4,275.0 $1.3M 0.69% +3K +312.6% $297.91 -27.3%
29 AVAV AEROVIRONMENT INC Industrials 7,646.0 $1.3M 0.69% +510.0 +7.2% $165.07 -10.4%
30 DELL DELL TECHNOLOGIES INC Technology 2,903.0 $1.3M 0.68% +1K +67.6% $431.46 +5.7%
31 EPD ENTERPRISE PRODS PARTNERS L 33,092.0 $1.2M 0.66% -8K -20.2% $36.76
32 ENVA ENOVA INTL INC Financial Services 4,950.0 $1.2M 0.65% +1K +27.2% $240.73 -3.3%
33 MA MASTERCARD INCORPORATED Financial Services 2,226.0 $1.1M 0.62% +117.0 +5.5% $513.62 +15.9%
34 TSMY TIDAL TRUST II 60,004.0 $1.1M 0.59% $17.98 -16.6%
35 LEIDOS HOLDINGS INC 10,095.0 $1.0M 0.57% +709.0 +7.5% $102.97
36 VOOG VANGUARD ADMIRAL FDS INC 11,869.0 $981K 0.54% +10K +486.1% $82.62 +1.9%
37 FBY TIDAL TRUST II 100,000.0 $896K 0.49% -2K -2.4% $8.96 -7.4%
38 ABBV ABBVIE INC Healthcare 3,431.0 $863K 0.47% $251.64 +1.5%
39 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 12,183.0 $850K 0.46% +785.0 +6.9% $69.74 -15.2%
40 OKE ONEOK INC NEW Energy 9,256.0 $805K 0.44% -22K -70.8% $86.94 +9.0%
Page 2 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%