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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
Q2 2026 Q1 2026 · All 83 New 163 Added 222 Reduced
Page 34 of 44  ·  868 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 FNDF SCHWAB STRATEGIC TR 35.0 $2K 0.00% $48.94 +13.8%
662 AM ANTERO MIDSTREAM CORP Energy 75.0 $2K 0.00% $22.80 -1.7%
663 APA APA CORPORATION Energy 39.0 $2K 0.00% $42.44 +1.0%
664 DECK DECKERS OUTDOOR CORP Consumer Cyclical 16.0 $2K 0.00% $100.06 -12.9%
665 BBJP J P MORGAN EXCHANGE TRADED F 23.0 $2K 0.00% -7.0 -23.3% $68.91 +12.8%
666 SCHF SCHWAB STRATEGIC TR 64.0 $2K 0.00% $24.75 +14.4%
667 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 4.0 $2K 0.00% $391.75 +111.1%
668 LEG LEGGETT & PLATT INC Consumer Cyclical 158.0 $2K 0.00% $9.88 -6.9%
669 FEMB FIRST TR EXCH TRADED FD III 54.0 $2K 0.00% $28.74 +2.7%
670 FNDE SCHWAB STRATEGIC TR 40.0 $2K 0.00% $38.25 +10.4%
671 PLBY PLAYBOY INC Consumer Cyclical 1,000.0 $2K 0.00% $1.52 -21.7%
672 TEM TEMPUS AI INC Healthcare 33.0 $1K 0.00% $45.21 +38.4%
673 HYMB SPDR SERIES TRUST 60.0 $1K 0.00% $24.80 -0.3%
674 CME CME GROUP INC Financial Services 5.0 $1K 0.00% -4.0 -44.4% $295.40 -3.0%
675 BHP BHP BILLITON LIMITED Basic Materials 20.0 $1K 0.00% $72.75 +29.9%
676 PATH UIPATH INC Technology 129.0 $1K 0.00% -39.0 -23.2% $11.10 +64.7%
677 FNDA SCHWAB STRATEGIC TR 44.0 $1K 0.00% $32.43 +14.3%
678 HALO HALOZYME THERAPEUTICS INC Healthcare 22.0 $1K 0.00% $64.64 +62.2%
679 IYR ISHARES TR 15.0 $1K 0.00% $94.53 +8.2%
680 RGR STURM RUGER & CO INC Industrials 35.0 $1K 0.00% $40.09 -5.6%
Page 34 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 41.9%
Financial Services 15.6%
Energy 10.7%
Consumer Cyclical 9.5%
Communication Services 6.0%
Industrials 4.8%
Healthcare 3.4%
Consumer Defensive 3.1%
Utilities 2.1%
Basic Materials 1.7%