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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 4 of 44  ·  868 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VISN VISTANCE NETWORKS INC Technology 19,374.0 $353K 0.23% +3K +15.5% $18.20 -38.7%
62 AMD ADVANCED MICRO DEVICES INC Technology 1,693.0 $344K 0.22% +902.0 +114.0% $203.43 +103.5%
63 DRH DIAMONDROCK HOSPITALITY CO Real Estate 36,482.0 $342K 0.22% +15K +73.5% $9.37 +13.2%
64 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 6,140.0 $324K 0.21% +249.0 +4.2% $52.76 +13.0%
65 NXT NEXTPOWER INC Technology 2,646.0 $319K 0.20% $120.55 +11.6%
66 VYM VANGUARD WHITEHALL FDS 2,151.0 $319K 0.20% -45.0 -2.0% $148.10 +5.3%
67 VLYPN VALLEY NATL BANCORP Financial Services 23,754.0 $292K 0.19% +10K +79.2% $12.28 +111.2%
68 JNJ JOHNSON & JOHNSON Healthcare 1,191.0 $291K 0.19% +49.0 +4.3% $244.39 -6.3%
69 PSX PHILLIPS 66 Energy 1,597.0 $291K 0.19% $182.18 -1.3%
70 DELL DELL TECHNOLOGIES INC Technology 1,732.0 $284K 0.18% -57.0 -3.2% $164.13 +45.0%
71 OMF ONEMAIN HLDGS INC Financial Services 5,226.0 $280K 0.18% -347.0 -6.2% $53.49 +0.1%
72 GH GUARDANT HEALTH INC Healthcare 2,976.0 $275K 0.18% +1K +96.6% $92.37 +3.6%
73 ALLY ALLY FINL INC Financial Services 6,942.0 $272K 0.17% +2K +27.8% $39.23 +4.1%
74 MTZ MASTEC INC Industrials 802.0 $258K 0.17% -5.0 -0.6% $321.74 +19.8%
75 GE GE AEROSPACE Industrials 892.0 $253K 0.16% +24.0 +2.8% $283.74 +0.8%
76 ABT ABBOTT LABORATORIES Healthcare 2,439.0 $250K 0.16% +51.0 +2.1% $102.65 -13.5%
77 HD HOME DEPOT INC Consumer Cyclical 760.0 $250K 0.16% +91.0 +13.6% $328.77 -8.8%
78 STRL STERLING INFRASTRUCTURE INC Industrials 601.0 $245K 0.16% +374.0 +164.8% $407.27 +89.3%
79 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 719.0 $243K 0.16% +115.0 +19.0% $337.95 +17.2%
80 HUT 8 CORP 5,123.0 $240K 0.15% +915.0 +21.7% $46.91
Page 4 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%