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Portfolio (Quarterly) Guide ↗

MCGUIRE CAPITAL ADVISORS INC

· CIK 0002112006
13F Portfolio $157M AUM Filed Feb 19, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 944 New
Page 14 of 48  ·  944 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 JCI JOHNSON CTLS INTL PLC Industrials 228.0 $27K 0.02% NEW $119.75 +13.1%
262 APLD APPLIED DIGITAL CORP Technology 1,112.0 $27K 0.02% NEW $24.52 +61.2%
263 UUUU ENERGY FUELS INC Energy 1,858.0 $27K 0.02% NEW $14.54 +11.3%
264 NEW GOLD INC CDA 3,101.0 $27K 0.02% NEW $8.71
265 APP APPLOVIN CORP Technology 40.0 $27K 0.02% NEW $673.83 -28.4%
266 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 1,139.0 $27K 0.02% NEW $23.65 +3.5%
267 VRSK VERISK ANALYTICS INC Industrials 120.0 $27K 0.02% NEW $223.69 -23.7%
268 BKNG BOOKING HOLDINGS INC Consumer Cyclical 5.0 $27K 0.02% NEW $5355.40 -97.1%
269 RKLB ROCKET LAB CORP Industrials 382.0 $27K 0.02% NEW $69.76 +82.5%
270 EFV ISHARES TR 372.0 $27K 0.02% NEW $71.41 +10.3%
271 IHS IHS HOLDING LIMITED Communication Services 3,559.0 $27K 0.02% NEW $7.46 +10.7%
272 CMB.TECH NV 2,700.0 $26K 0.02% NEW $9.65
273 IMPERIAL PETE INC 6,983.0 $25K 0.02% NEW $3.62
274 EQX EQUINOX GOLD CORP Basic Materials 1,800.0 $25K 0.02% NEW $14.04 -7.9%
275 APD AIR PRODS & CHEMS INC Basic Materials 102.0 $25K 0.02% NEW $247.02 +17.1%
276 C CITIGROUP INC Financial Services 211.0 $25K 0.02% NEW $116.69 +6.9%
277 CRSP CRISPR THERAPEUTICS AG Healthcare 468.0 $25K 0.02% NEW $52.44 -9.2%
278 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 323.0 $25K 0.02% NEW $75.91 -29.6%
279 CMI CUMMINS INC Industrials 47.0 $24K 0.01% NEW $510.45 +29.2%
280 HOOD ROBINHOOD MKTS INC Financial Services 210.0 $24K 0.01% NEW $113.10 -34.4%
Page 14 of 48  ·  944 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 41.7%
Financial Services 16.6%
Energy 10.2%
Consumer Cyclical 7.7%
Communication Services 7.3%
Industrials 5.1%
Healthcare 3.6%
Consumer Defensive 3.3%
Utilities 2.2%
Basic Materials 1.2%