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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 39 of 44  ·  868 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 ESGE ISHARES INC 15.0 $682.0 $45.47 +13.5%
762 TTD THE TRADE DESK INC Technology 30.0 $681.0 $22.70 -10.3%
763 CTRA COTERRA ENERGY INC Energy 19.0 $668.0 -68.0 -78.2% $35.16 -7.4%
764 SCHC SCHWAB STRATEGIC TR 14.0 $654.0 $46.71 +5.6%
765 VGSH VANGUARD SCOTTSDALE FDS 11.0 $644.0 -19.0 -63.3% $58.55 -0.6%
766 GARP ISHARES TR 10.0 $640.0 $64.00 +18.6%
767 DXJ WISDOMTREE TR 4.0 $634.0 $158.50 +5.7%
768 IBDT ISHARES TR 25.0 $633.0 -44.0 -63.8% $25.32 -0.5%
769 TDS TELEPHONE & DATA SYS INC Communication Services 15.0 $632.0 $42.13 -0.3%
770 RPRX ROYALTY PHARMA PLC Healthcare 13.0 $624.0 -23.0 -63.9% $48.00 +10.2%
771 PI IMPINJ INC Technology 6.0 $616.0 $102.67 +29.6%
772 NVS NOVARTIS AG Healthcare 4.0 $611.0 $152.75 -1.0%
773 DNOW DNOW INC Energy 50.0 $596.0 NEW $11.92 +10.5%
774 CARS CARS COM INC Consumer Cyclical 73.0 $593.0 $8.12 +18.1%
775 AFL AFLAC INC Financial Services 5.0 $569.0 $113.80 +3.1%
776 DLR DIGITAL RLTY TR INC Real Estate 3.0 $569.0 $189.67 -1.2%
777 TDIV FIRST TR EXCHANGE TRADED FD 6.0 $562.0 $93.67 +17.7%
778 CQQQ INVESCO EXCH TRADED FD TR II 12.0 $552.0 $46.00 +16.2%
779 BHF BRIGHTHOUSE FINL INC Financial Services 9.0 $539.0 $59.89 +4.3%
780 INTA INTAPP INC Technology 21.0 $539.0 $25.67 -22.0%
Page 39 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%