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Portfolio (Quarterly) Guide ↗

MCGUIRE CAPITAL ADVISORS INC

· CIK 0002112006
13F Portfolio $183M AUM 915 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 134 New 199 Added 163 Reduced 87 Exited
Page 4 of 46  ·  915 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SLV ISHARES SILVER TR Financial Services 8,579.0 $459K 0.25% -613.0 -6.7% $53.47 +12.2%
62 PARR PAR PAC HOLDINGS INC Energy 7,925.0 $444K 0.24% +6K +424.8% $56.08 +40.6%
63 GTY GETTY RLTY CORP NEW Real Estate 13,190.0 $440K 0.24% +11K +392.9% $33.36 -1.5%
64 ITA ISHARES TR 1,804.0 $437K 0.24% $242.40 -4.0%
65 EXEL EXELIXIS INC Healthcare 8,018.0 $436K 0.24% +6K +300.7% $54.41 +0.1%
66 XLY SELECT SECTOR SPDR TR 3,575.0 $419K 0.23% -306.0 -7.9% $117.28 -0.1%
67 SNDK SANDISK CORP Technology 184.0 $418K 0.23% +131.0 +247.2% $2273.73 -34.7%
68 GLD SPDR GOLD TR Financial Services 1,130.0 $416K 0.23% $368.38 +11.0%
69 SM SM ENERGY COMPANY Energy 14,453.0 $377K 0.21% NEW $26.10 +40.3%
70 VYM VANGUARD WHITEHALL FDS 2,151.0 $340K 0.18% $158.03 +3.9%
71 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,889.0 $339K 0.18% +5K +392.8% $57.62 +15.6%
72 MTDR MATADOR RES CO Energy 6,733.0 $335K 0.18% +7K +10000.0% $49.78 +13.3%
73 GE GE AEROSPACE Industrials 892.0 $333K 0.18% $373.77 -8.3%
74 CVX CHEVRON CORPORATION Energy 1,955.0 $324K 0.18% +43.0 +2.2% $165.77 +21.8%
75 JNJ JOHNSON & JOHNSON Healthcare 1,230.0 $312K 0.17% +39.0 +3.3% $253.92 +5.6%
76 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 614.0 $293K 0.16% -105.0 -14.6% $477.57 -12.6%
77 SYM SYMBOTIC INC Industrials 6,177.0 $278K 0.15% +5K +307.7% $44.95 -11.3%
78 SEZL SEZZLE INC Financial Services 1,566.0 $269K 0.15% NEW $171.63 -27.7%
79 HD HOME DEPOT INC Consumer Cyclical 761.0 $268K 0.15% $352.47 -6.3%
80 CSCO CISCO SYS INC Technology 2,266.0 $266K 0.14% +708.0 +45.4% $117.47 -6.4%
Page 4 of 46  ·  915 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 47.4%
Financial Services 19.7%
Energy 7.2%
Consumer Cyclical 6.6%
Industrials 5.5%
Healthcare 3.5%
Communication Services 2.7%
Consumer Defensive 2.5%
Utilities 2.1%
Real Estate 1.5%