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Portfolio (Quarterly) Guide ↗

MCGUIRE CAPITAL ADVISORS INC

· CIK 0002112006
13F Portfolio $156.2B AUM 868 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 83 New 163 Added 222 Reduced 159 Exited
Page 3 of 44  ·  868 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NVDY TIDAL TRUST II 48,578.0 $631K 0.40% -964K -95.2% $12.98 +10.1%
42 SLV ISHARES SILVER TR Financial Services 9,192.0 $626K 0.40% -14K -61.2% $68.14 -0.9%
43 QQQY TIDAL TRUST II 30,000.0 $620K 0.40% +6K +25.0% $20.66 +16.2%
44 XLP SELECT SECTOR SPDR TR 7,430.0 $609K 0.39% +647.0 +9.5% $81.98 +5.1%
45 HST HOST HOTELS & RESORTS INC Real Estate 29,294.0 $561K 0.36% +644.0 +2.2% $19.16 +14.4%
46 IWMY TIDAL TRUST II 30,000.0 $543K 0.35% +2K +7.1% $18.09 +5.0%
47 ENVA ENOVA INTL INC Financial Services 3,890.0 $528K 0.34% +892.0 +29.8% $135.83 +19.2%
48 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 11,398.0 $486K 0.31% +4K +48.2% $42.61 +32.8%
49 BERKSHIRE HATHAWAY INC DEL 1,012.0 $485K 0.31% +20.0 +2.0% $479.20
50 GLD SPDR GOLD TR Financial Services 1,127.0 $485K 0.31% -20.0 -1.7% $430.29 -3.8%
51 AVGO BROADCOM INC Technology 1,524.0 $472K 0.30% -60.0 -3.8% $309.51 +33.4%
52 PTCT PTC THERAPEUTICS INC Healthcare 6,892.0 $470K 0.30% +2K +31.9% $68.13 +3.9%
53 INCY INCYTE CORP Healthcare 4,977.0 $468K 0.30% +203.0 +4.2% $94.12 +1.7%
54 SSRM SSR MINING IN Basic Materials 14,874.0 $437K 0.28% +6K +69.2% $29.37 +2.3%
55 XLY SELECT SECTOR SPDR TR 3,881.0 $423K 0.27% +2K +173.7% $108.97 +5.4%
56 XLE SELECT SECTOR SPDR TR 6,457.0 $396K 0.25% -2K -21.8% $61.26 -0.2%
57 CVX CHEVRON CORPORATION Energy 1,912.0 $396K 0.25% -357.0 -15.7% $206.87 -5.2%
58 ITA ISHARES TR 1,804.0 $395K 0.25% $218.73 +0.1%
59 IBM INTERNATIONAL BUSINESS MACHS Technology 1,489.0 $361K 0.23% $242.41 -8.2%
60 MRK MERCK & CO INC Healthcare 2,985.0 $359K 0.23% +529.0 +21.5% $120.29 -4.8%
Page 3 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%