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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
Q1 2026 Q4 2025 · All 83 New 163 Added 222 Reduced 159 Exited
Page 6 of 44  ·  868 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TPC TUTOR PERINI CORP Industrials 2,052.0 $158K 0.10% -391.0 -16.0% $77.19 -2.3%
102 SHLD GLOBAL X FDS 2,233.0 $158K 0.10% $70.84 -9.6%
103 RGLD ROYAL GOLD INC Basic Materials 606.0 $154K 0.10% -6.0 -1.0% $254.49 -11.1%
104 RSP INVESCO EXCHANGE TRADED FD T 768.0 $147K 0.09% $191.92 +5.1%
105 SPIB SPDR SERIES TRUST 4,260.0 $143K 0.09% $33.54 -1.1%
106 MCD MCDONALDS CORP Consumer Cyclical 446.0 $139K 0.09% -82.0 -15.5% $310.59 -9.1%
107 WPM WHEATON PRECIOUS METALS CORP Basic Materials 1,050.0 $138K 0.09% -122.0 -10.4% $131.01 -1.2%
108 TOTL SSGA ACTIVE ETF TR 3,435.0 $136K 0.09% $39.73 -1.8%
109 VZ VERIZON COMMUNICATIONS INC Communication Services 2,663.0 $134K 0.09% -355.0 -11.8% $50.20 -6.9%
110 VICI VICI PPTYS INC Real Estate 4,817.0 $132K 0.08% -324.0 -6.3% $27.32 +4.3%
111 GALAXY DIGITAL INC. 6,950.0 $128K 0.08% +75.0 +1.1% $18.45
112 AEM AGNICO EAGLE MINES LTD Basic Materials 624.0 $127K 0.08% -68.0 -9.8% $202.98 -14.6%
113 HHH HOWARD HUGHES HOLDINGS INC Real Estate 1,998.0 $126K 0.08% -144.0 -6.7% $63.26 +0.8%
114 ENFR ALPS ETF TR 3,214.0 $123K 0.08% $38.21 +5.7%
115 CSCO CISCO SYS INC Technology 1,558.0 $121K 0.08% +254.0 +19.5% $77.57 +53.3%
116 PM PHILIP MORRIS INTL INC Consumer Defensive 728.0 $120K 0.08% -90.0 -11.0% $165.40 +15.8%
117 THG HANOVER INS GROUP INC Financial Services 688.0 $119K 0.08% -52.0 -7.0% $173.35 +14.0%
118 JMBS JANUS DETROIT STR TR 2,630.0 $119K 0.08% $45.18 -1.5%
119 SCHD SCHWAB STRATEGIC TR 3,793.0 $116K 0.07% +35.0 +0.9% $30.68 +4.6%
120 MO ALTRIA GROUP INC Consumer Defensive 1,758.0 $116K 0.07% -3K -59.9% $66.00 +11.7%
Page 6 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 40.4%
Financial Services 15.3%
Energy 11.5%
Consumer Cyclical 9.1%
Communication Services 8.1%
Industrials 4.7%
Healthcare 3.3%
Consumer Defensive 3.0%
Utilities 2.0%
Basic Materials 1.6%