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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 38 of 44  ·  868 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 FELV FIDELITY COVINGTON TRUST 23.0 $803.0 0.00% $34.91 +9.5%
742 SOFI SOFI TECHNOLOGIES INC Financial Services 50.0 $794.0 0.00% -25.0 -33.3% $15.88 -4.6%
743 FNDC SCHWAB STRATEGIC TR 17.0 $788.0 0.00% $46.35 +5.7%
744 FDT FIRST TR EXCH TRD ALPHDX FD 9.0 $782.0 0.00% $86.89 +9.0%
745 TXN TEXAS INSTRS INC Technology 4.0 $782.0 0.00% -63.0 -94.0% $195.50 +55.8%
746 XLC SELECT SECTOR SPDR TR 7.0 $776.0 $110.86 +4.0%
747 INNOVATOR ETFS TRUST 23.0 $768.0 $33.39
748 DLTR DOLLAR TREE INC Consumer Defensive 7.0 $767.0 $109.57 -18.2%
749 MTDR MATADOR RES CO Energy 12.0 $758.0 NEW $63.17 -1.6%
750 QQQI NEOS ETF TRUST 15.0 $755.0 $50.33 +10.7%
751 GPIX GOLDMAN SACHS ETF TR 15.0 $751.0 NEW $50.07 +9.6%
752 SPHD INVESCO EXCH TRADED FD TR II 15.0 $744.0 -50.0 -76.9% $49.60 +0.4%
753 ROK ROCKWELL AUTOMATION INC Industrials 2.0 $718.0 -10.0 -83.3% $359.00 +17.8%
754 GD GENERAL DYNAMICS CORP Industrials 2.0 $717.0 -7.0 -77.8% $358.50 -5.8%
755 VCSH VANGUARD SCOTTSDALE FDS 9.0 $713.0 -15.0 -62.5% $79.22 -0.6%
756 RING ISHARES INC 9.0 $711.0 -23.0 -71.9% $79.00 -7.4%
757 AFK VANECK ETF TRUST 27.0 $695.0 $25.74 +3.9%
758 CNC CENTENE CORP DEL Healthcare 21.0 $688.0 $32.76 +83.5%
759 SOUN SOUNDHOUND AI INC Technology 100.0 $687.0 $6.87 +21.5%
760 SMCI SUPER MICRO COMPUTER INC Technology 30.0 $683.0 $22.77 +38.5%
Page 38 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%