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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 44 of 46  ·  915 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 AURORA CANNABIS INC 69.0 $193.0 $2.80
862 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 100.0 $192.0 NEW $1.92 -12.5%
863 SCMB SCHWAB STRATEGIC TR 7.0 $181.0 $25.86 -2.6%
864 TPR TAPESTRY INC Consumer Cyclical 1.0 $147.0 NEW $147.00 -14.6%
865 LLYX TIDAL TRUST II 5.0 $139.0 NEW $27.80 -8.1%
866 JKHY HENRY JACK & ASSOC INC Technology 1.0 $138.0 $138.00 +23.0%
867 GAMESTOP CORP 6.0 $132.0 $22.00
868 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 7.0 $130.0 $18.57 -27.3%
869 SGDJ SPROTT ETF TRUST 2.0 $120.0 $60.00 +63.7%
870 AMRN AMARIN CORP PLC Healthcare 7.0 $112.0 $16.00 -12.7%
871 UMAC UNUSUAL MACHS INC Financial Services 5.0 $112.0 NEW $22.40 +7.1%
872 FRO FRONTLINE PLC Energy 3.0 $104.0 NEW $34.67 +27.5%
873 OGI ORGANIGRAM GLOBAL INC Healthcare 100.0 $102.0 $1.02 +19.1%
874 VSAT VIASAT INC Technology 1.0 $90.0 NEW $90.00 -25.1%
875 RDW REDWIRE CORPORATION Industrials 7.0 $86.0 NEW $12.29 -11.5%
876 GOLD GOLD COM INC Financial Services 2.0 $84.0 NEW $42.00 +8.5%
877 AGH AUREUS GREENWAY HLDGS INC Consumer Cyclical 21.0 $84.0 NEW $4.00 +8.2%
878 LITHIUM AMERS CORP NEW 21.0 $81.0 $3.86
879 LADR LADDER CAP CORP Real Estate 8.0 $75.0 +1.0 +14.3% $9.38 +4.7%
880 ALOY REALLOYS INC Basic Materials 5.0 $72.0 NEW $14.40 -27.8%
Page 44 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%