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Portfolio (Quarterly) Guide ↗

MCGUIRE CAPITAL ADVISORS INC

· CIK 0002112006
13F Portfolio $157M AUM Filed Feb 19, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 944 New
Page 40 of 48  ·  944 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 ECL ECOLAB INC Basic Materials 4.0 $1K 0.00% NEW $262.50 -7.3%
782 WLKP WESTLAKE CHEM PARTNERS LP Basic Materials 55.0 $1K 0.00% NEW $19.00 +17.8%
783 PI IMPINJ INC Technology 6.0 $1K 0.00% NEW $174.00 -23.6%
784 VB VANGUARD INDEX FDS 4.0 $1K 0.00% NEW $258.00 +8.1%
785 MHO M/I HOMES INC Consumer Cyclical 8.0 $1K 0.00% NEW $128.00 -3.7%
786 HII HUNTINGTON INGALLS INDS INC Industrials 3.0 $1K 0.00% NEW $340.00 -4.6%
787 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 48.0 $1K 0.00% NEW $21.23 +17.7%
788 CNMD CONMED CORP Healthcare 25.0 $1K 0.00% NEW $40.60 -10.6%
789 SCHE SCHWAB STRATEGIC TR 31.0 $1K 0.00% NEW $32.74 +7.6%
790 CFR CULLEN FROST BANKERS INC Financial Services 8.0 $1K 0.00% NEW $126.62 +9.7%
791 WIW WESTERN AST INFL LKD OPP & I Financial Services 117.0 $1K 0.00% NEW $8.59 -1.5%
792 SHY ISHARES TR 12.0 $1K 0.00% NEW $83.58 -1.8%
793 SLB SLB LIMITED Energy 26.0 $998.0 0.00% NEW $38.38 +49.6%
794 SOUN SOUNDHOUND AI INC Technology 100.0 $997.0 0.00% NEW $9.97 -16.3%
795 KJAN INNOVATOR ETFS TRUST 24.0 $994.0 0.00% NEW $41.42 +6.1%
796 ITW ILLINOIS TOOL WKS INC Industrials 4.0 $985.0 0.00% NEW $246.25 -0.5%
797 FLEX FLEX LTD Technology 16.0 $967.0 0.00% NEW $60.44 +113.5%
798 INTA INTAPP INC Technology 21.0 $962.0 0.00% NEW $45.81 -56.3%
799 AES AES CORP Utilities 67.0 $961.0 0.00% NEW $14.34 +1.7%
800 MKSI MKS INC. Technology 6.0 $959.0 0.00% NEW $159.83 +89.2%
Page 40 of 48  ·  944 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 41.7%
Financial Services 16.6%
Energy 10.2%
Consumer Cyclical 7.7%
Communication Services 7.3%
Industrials 5.1%
Healthcare 3.6%
Consumer Defensive 3.3%
Utilities 2.2%
Basic Materials 1.2%