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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
Q2 2026 Q1 2026 · All 83 New 163 Added 222 Reduced
Page 44 of 44  ·  868 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 OGN ORGANON & CO Healthcare 2.0 $12.0 $6.00 +129.3%
862 OFF THE HOOK YS INC 6.0 $12.0 NEW $2.00
863 BORR DRILLING LTD 1.0 $6.0 NEW $6.00
864 HELP CYBIN INC Healthcare 1.0 $5.0 $5.00 +143.6%
865 BBAI BIGBEAR AI HLDGS INC Technology 1.0 $4.0 $4.00 -23.4%
866 BTTC BLACK TITAN CORP Financial Services 2.0 $3.0 $1.50 -70.7%
867 SKYE BIOSCIENCE INC 2.0 $1.0 $0.50
868 PLTS PLATINUM ANALYTICS CAYMAN LT Financial Services 100.0
Page 44 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 41.9%
Financial Services 15.6%
Energy 10.7%
Consumer Cyclical 9.5%
Communication Services 6.0%
Industrials 4.8%
Healthcare 3.4%
Consumer Defensive 3.1%
Utilities 2.1%
Basic Materials 1.7%