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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 37 of 44  ·  868 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 TRGP TARGA RES CORP Energy 4.0 $1K 0.00% -279.0 -98.6% $250.75 +10.1%
722 SCHA SCHWAB STRATEGIC TR 34.0 $989.0 0.00% -39.0 -53.4% $29.09 +12.7%
723 MHO M/I HOMES INC Consumer Cyclical 8.0 $980.0 0.00% $122.50 -0.1%
724 ADBE ADOBE INC Technology 4.0 $972.0 0.00% -39.0 -90.7% $243.00 +4.3%
725 BE BLOOM ENERGY CORP Industrials 7.0 $948.0 0.00% $135.43 +108.5%
726 QTWO Q2 HLDGS INC Technology 20.0 $946.0 0.00% NEW $47.30 -0.1%
727 ONON ON HLDG AG Consumer Cyclical 27.0 $919.0 0.00% $34.04 +9.7%
728 GTLB GITLAB INC Technology 42.0 $909.0 0.00% $21.64 +17.6%
729 FNY FIRST TR EXCHANGE-TRADED ALP 10.0 $905.0 0.00% $90.50 +11.5%
730 ABNB AIRBNB INC Consumer Cyclical 7.0 $884.0 0.00% -6.0 -46.1% $126.29 +7.3%
731 CNMD CONMED CORP Healthcare 25.0 $884.0 0.00% $35.36 +2.3%
732 LBRT LIBERTY ENERGY INC Energy 31.0 $879.0 0.00% +1.0 +3.3% $28.35 +16.8%
733 COIN COINBASE GLOBAL INC Financial Services 5.0 $873.0 0.00% $174.60 +10.8%
734 BGR BLACKROCK ENERGY & RES TR Financial Services 49.0 $856.0 0.00% $17.47 -5.3%
735 AXTI AXT INC Technology 15.0 $855.0 0.00% NEW $57.00 +83.5%
736 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 18.0 $836.0 0.00% $46.44 +3.0%
737 FDVV FIDELITY COVINGTON TRUST 15.0 $829.0 0.00% NEW $55.27 +8.6%
738 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 20.0 $825.0 0.00% $41.25 +23.8%
739 ATEC ALPHATEC HLDGS INC Healthcare 75.0 $816.0 0.00% NEW $10.88 -24.4%
740 PLUG PLUG PWR INC Industrials 358.0 $809.0 0.00% NEW $2.26 +46.5%
Page 37 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%