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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 7 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SBUX STARBUCKS CORP Consumer Cyclical 93.0 $8K 0.01% +78.0 +520.0% $89.59 +18.1%
122 NAT NORDIC AMERICAN TANKERS LIMI Industrials 1,392.0 $8K 0.01% +39.0 +2.9% $5.86 -5.5%
123 ASML ASML HLDG NV Technology 6.0 $8K 0.01% +4.0 +200.0% $1320.83 +14.4%
124 WBD WARNER BROS DISCOVERY INC Communication Services 288.0 $8K 0.01% +8.0 +2.9% $27.46 -1.3%
125 OHI OMEGA HEALTHCARE INVS INC Real Estate 180.0 $8K 0.01% +2.0 +1.1% $43.89 +11.8%
126 ETN EATON CORP PLC Industrials 22.0 $8K 0.01% +18.0 +450.0% $357.68 +4.3%
127 MLM MARTIN MARIETTA MATLS INC Basic Materials 13.0 $8K 0.01% +12.0 +1200.0% $588.69 -9.9%
128 ECL ECOLAB INC Basic Materials 28.0 $7K 0.01% +24.0 +600.0% $266.04 -8.6%
129 IIM INVESCO VALUE MUN INCOME TR Financial Services 612.0 $7K 0.01% +6.0 +1.0% $12.16 -0.7%
130 APH AMPHENOL CORP Technology 53.0 $7K 0.00% +34.0 +178.9% $126.36 -5.0%
131 WCN WASTE CONNECTIONS INC Industrials 41.0 $7K 0.00% +38.0 +1266.7% $162.44 -3.5%
132 EXR EXTRA SPACE STORAGE INC Real Estate 45.0 $6K 0.00% +41.0 +1025.0% $131.13 +9.6%
133 TRIPLE FLAG PRECIOUS METAL 170.0 $6K 0.00% +100.0 +142.9% $34.71
134 EQIX EQUINIX INC Real Estate 6.0 $6K 0.00% +5.0 +500.0% $980.17 +6.9%
135 NOV NOV INC Energy 311.0 $6K 0.00% +2.0 +0.7% $18.80 +13.5%
136 SNPS SYNOPSYS INC Technology 14.0 $6K 0.00% +13.0 +1300.0% $396.50 +20.9%
137 BKR BAKER HUGHES COMPANY Energy 89.0 $5K 0.00% +78.0 +709.1% $61.04 +9.0%
138 RYN RAYONIER INC Real Estate 263.0 $5K 0.00% +4.0 +1.5% $20.59 -2.5%
139 CTAS CINTAS CORP Industrials 32.0 $5K 0.00% +29.0 +966.7% $169.12 +0.4%
140 DXCM DEXCOM INC Healthcare 85.0 $5K 0.00% +78.0 +1114.3% $62.80 +6.7%
Page 7 of 9  ·  163 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%