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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 11 of 12  ·  222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 RPRX ROYALTY PHARMA PLC Healthcare 13.0 $624.0 -23.0 -63.9% $48.00 +8.5%
202 TPL TEXAS PACIFIC LAND CORPORATI Energy 1.0 $475.0 -18.0 -94.7% $475.00 -18.6%
203 AES AES CORP Utilities 32.0 $451.0 -35.0 -52.2% $14.09 +3.4%
204 WLKP WESTLAKE CHEM PARTNERS LP Basic Materials 20.0 $442.0 -35.0 -63.6% $22.10 +2.8%
205 TLT ISHARES TR 5.0 $433.0 -10.0 -66.7% $86.60 -4.1%
206 CRWD CROWDSTRIKE HLDGS INC Technology 1.0 $390.0 -27.0 -96.4% $390.00 +58.7%
207 SPYD SPDR SERIES TRUST 8.0 $364.0 -136.0 -94.4% $45.50 +3.1%
208 WIW WESTERN AST INFL LKD OPP & I Financial Services 43.0 $364.0 -74.0 -63.2% $8.47 -0.3%
209 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1.0 $275.0 -7.0 -87.5% $275.00 -8.1%
210 PRINCIPAL EXCHANGE TRADED FD 8.0 $272.0 -9.0 -52.9% $34.00
211 AURORA CANNABIS INC 69.0 $226.0 -6.0 -8.0% $3.28
212 AMC ENTMT HLDGS INC 170.0 $167.0 -1.0 -0.6% $0.98
213 JKHY HENRY JACK & ASSOC INC Technology 1.0 $158.0 -4.0 -80.0% $158.00 -12.0%
214 SGDJ SPROTT ETF TRUST 2.0 $137.0 -20.0 -90.9% $68.50 +24.4%
215 LITHIUM AMERS CORP NEW 21.0 $83.0 -114.0 -84.4% $3.95
216 ACHR ARCHER AVIATION INC Industrials 15.0 $78.0 -39.0 -72.2% $5.20 +13.7%
217 LADR LADDER CAP CORP Real Estate 7.0 $72.0 -4.0 -36.4% $10.29 -2.9%
218 TLRY TILRAY BRANDS INC Healthcare 10.0 $65.0 -27.0 -73.0% $6.50 -20.3%
219 VWO VANGUARD INTL EQUITY INDEX F 1.0 $54.0 -46.0 -97.9% $54.00 +7.2%
220 SBRA SABRA HEALTH CARE REIT INC Real Estate 2.0 $44.0 -9.0 -81.8% $22.00 -4.9%
Page 11 of 12  ·  222 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%