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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 4 of 12  ·  222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NTES NETEASE COM INC Technology 631.0 $71K 0.04% -281.0 -30.8% $111.94 +4.4%
62 PAYC PAYCOM SOFTWARE INC Technology 574.0 $70K 0.04% -23.0 -3.9% $121.54 +13.4%
63 QQQM INVESCO EXCH TRADED FD TR II 277.0 $66K 0.04% -13.0 -4.5% $237.62 +23.0%
64 HLI HOULIHAN LOKEY INC Financial Services 446.0 $64K 0.04% -2K -80.9% $143.62 +4.0%
65 IWD ISHARES TR 293.0 $63K 0.04% -25.0 -7.9% $213.67 +9.1%
66 BLBD BLUE BIRD CORP Consumer Cyclical 1,030.0 $58K 0.04% -314.0 -23.4% $56.79 +15.4%
67 PANW PALO ALTO NETWORKS INC Technology 346.0 $55K 0.04% -25.0 -6.7% $160.32 +53.4%
68 BIV VANGUARD BD INDEX FDS 659.0 $51K 0.03% -26.0 -3.8% $77.18 -1.3%
69 HSY HERSHEY CO Consumer Defensive 236.0 $49K 0.03% -24.0 -9.2% $207.59 -7.9%
70 ISRG INTUITIVE SURGICAL INC Healthcare 102.0 $47K 0.03% -8.0 -7.3% $460.99 -3.1%
71 XHR XENIA HOTELS & RESORTS INC Real Estate 3,038.0 $45K 0.03% -868.0 -22.2% $14.83 +13.1%
72 ATAT ATOUR LIFESTYLE HLDGS LTD Consumer Cyclical 1,198.0 $44K 0.03% -41.0 -3.3% $36.81 -0.2%
73 VUG VANGUARD INDEX FDS 97.0 $42K 0.03% -20.0 -17.1% $436.79 -80.1%
74 ETHU VOLATILITY SHS TR 1,874.0 $42K 0.03% -306.0 -14.0% $22.35 -0.1%
75 YMAX TIDAL TRUST II 5,326.0 $42K 0.03% -56K -91.3% $7.83 +7.3%
76 WFC WELLS FARGO & CO Financial Services 515.0 $41K 0.03% -10.0 -1.9% $79.61 -4.8%
77 ANGLOGOLD ASHANTI PLC 421.0 $41K 0.03% -5.0 -1.2% $97.36
78 ARM ARM HOLDINGS PLC Technology 270.0 $41K 0.03% -3.0 -1.1% $151.28 +68.0%
79 ALL ALLSTATE CORP Financial Services 195.0 $40K 0.03% -115.0 -37.1% $207.34 +7.1%
80 WING WINGSTOP INC Consumer Cyclical 255.0 $40K 0.03% -8.0 -3.0% $154.97 -17.8%
Page 4 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%