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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 45 of 46  ·  915 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 SD SANDRIDGE ENERGY INC Energy 5.0 $69.0 +2.0 +66.7% $13.80 +1.2%
882 KD KYNDRYL HLDGS INC Technology 6.0 $68.0 -85.0 -93.4% $11.33 +16.5%
883 VFF VILLAGE FARMS INTL INC Consumer Defensive 30.0 $60.0 $2.00 +45.5%
884 POWERLAW CORP 4.0 $59.0 NEW $14.75
885 HYBL SSGA ACTIVE TR 2.0 $56.0 $28.00 +0.4%
886 SATL SATELLOGIC INC Technology 9.0 $51.0 NEW $5.67 -14.4%
887 ROCKET ONE INC 50.0 $50.0 NEW $1.00
888 NVO NOVO-NORDISK A S Healthcare 1.0 $48.0 $48.00 -5.0%
889 WY WEYERHAEUSER CO Real Estate 2.0 $48.0 $24.00 -1.5%
890 SBRA SABRA HEALTH CARE REIT INC Real Estate 2.0 $45.0 $22.50 -8.4%
891 TLRY TILRAY BRANDS INC Healthcare 10.0 $45.0 $4.50 +2.0%
892 BROOKFIELD ASSET MANAGMT LTD 1.0 $45.0 NEW $45.00
893 URA GLOBAL X FDS 1.0 $44.0 NEW $44.00 +3.6%
894 FJET STARFIGHTERS SPACE INC Industrials 8.0 $43.0 NEW $5.38 -35.3%
895 ONDS ONDAS INC Technology 5.0 $41.0 -5.0 -50.0% $8.20 -3.7%
896 AIRJ AIRJOULE TECHNOLOGIES CORP Industrials 6.0 $33.0 NEW $5.50 -17.1%
897 NLOP NET LEASE OFFICE PROPERTIES Real Estate 3.0 $33.0 $11.00 +4.6%
898 PXH INVESCO EXCH TRADED FD TR II 1.0 $28.0 $28.00 +5.4%
899 OGN ORGANON & CO Healthcare 2.0 $27.0 $13.50 +1.9%
900 VALARIS LTD 3.0 $25.0 NEW $8.33
Page 45 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%