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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 43 of 48  ·  944 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 TDS TELEPHONE & DATA SYS INC Communication Services 15.0 $615.0 NEW $41.00 +2.7%
842 BE BLOOM ENERGY CORP Industrials 7.0 $608.0 NEW $86.86 +225.3%
843 VKTX VIKING THERAPEUTICS INC Healthcare 17.0 $598.0 NEW $35.18 -16.7%
844 NET CLOUDFLARE INC Technology 3.0 $591.0 NEW $197.00 +4.8%
845 FURY FURY GOLD MINES LIMITED Basic Materials 1,000.0 $590.0 NEW $0.59 -0.1%
846 LITHIUM AMERS CORP NEW 135.0 $589.0 NEW $4.36
847 BHF BRIGHTHOUSE FINL INC Financial Services 9.0 $583.0 NEW $64.78 -3.4%
848 TDIV FIRST TR EXCHANGE TRADED FD 6.0 $581.0 NEW $96.83 +14.8%
849 DXJ WISDOMTREE TR 4.0 $577.0 NEW $144.25 +17.2%
850 AFL AFLAC INC Financial Services 5.0 $568.0 NEW $113.60 +3.6%
851 CTAS CINTAS CORP Industrials 3.0 $564.0 NEW $188.00 -9.5%
852 LBRT LIBERTY ENERGY INC Energy 30.0 $562.0 NEW $18.73 +75.2%
853 PRINCIPAL EXCHANGE TRADED FD 17.0 $560.0 NEW $32.94
854 CC CHEMOURS CO Basic Materials 47.0 $554.0 NEW $11.79 +88.6%
855 NVS NOVARTIS AG Healthcare 4.0 $551.0 NEW $137.75 +9.4%
856 WCN WASTE CONNECTIONS INC Industrials 3.0 $526.0 NEW $175.33 -10.5%
857 EXR EXTRA SPACE STORAGE INC Real Estate 4.0 $521.0 NEW $130.25 +9.1%
858 BKR BAKER HUGHES COMPANY Energy 11.0 $501.0 NEW $45.55 +47.0%
859 ORC ORCHID IS CAP INC Real Estate 68.0 $493.0 NEW $7.25 -6.7%
860 GLPI GAMING & LEISURE PPTYS INC Real Estate 11.0 $492.0 NEW $44.73 +5.5%
Page 43 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%