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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 5 of 12  ·  222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 UBER UBER TECHNOLOGIES INC Technology 538.0 $39K 0.03% -107.0 -16.6% $71.93 +4.4%
82 RNR RENAISSANCERE HLDGS LTD Financial Services 130.0 $39K 0.03% -4.0 -3.0% $297.46 +0.3%
83 CALF PACER FDS TR 838.0 $38K 0.02% -79.0 -8.6% $44.87 +5.0%
84 DTE DTE ENERGY CO Utilities 250.0 $37K 0.02% -29.0 -10.4% $146.22 -3.3%
85 CRWV COREWEAVE INC Technology 470.0 $36K 0.02% -1K -68.1% $77.47 +33.9%
86 LMT LOCKHEED MARTIN CORP Industrials 60.0 $36K 0.02% -2.0 -3.2% $601.27 -12.1%
87 CALM CAL MAINE FOODS INC Consumer Defensive 437.0 $35K 0.02% -454.0 -51.0% $79.15 -0.7%
88 ORCL ORACLE CORP Technology 205.0 $30K 0.02% -36.0 -14.9% $147.11 +26.8%
89 AMZY TIDAL TRUST II 2,600.0 $29K 0.02% -75K -96.6% $11.02 +8.3%
90 UNH UNITEDHEALTH GROUP INC Healthcare 103.0 $28K 0.02% -17.0 -14.2% $271.71 +44.0%
91 CCJ CAMECO CORP Energy 256.0 $28K 0.02% -45.0 -14.9% $108.61 -4.7%
92 MSFO TIDAL TRUST II 2,300.0 $27K 0.02% -3K -54.0% $11.55 +5.0%
93 IUSB ISHARES TR 565.0 $26K 0.02% -85.0 -13.1% $46.19 -1.4%
94 UPWK UPWORK INC Industrials 2,284.0 $25K 0.02% -1K -31.8% $10.96 -20.2%
95 ENB ENBRIDGE INC Energy 456.0 $25K 0.02% -34.0 -6.9% $54.14 +4.1%
96 WM WASTE MGMT INC DEL Industrials 106.0 $24K 0.02% -28.0 -20.9% $229.92 -3.1%
97 ETH GRAYSCALE ETHEREUM STAKING Financial Services 1,074.0 $21K 0.01% -377.0 -26.0% $19.86 +1.5%
98 RMD RESMED INC Healthcare 93.0 $21K 0.01% -404.0 -81.3% $224.48 -9.1%
99 HAFN HAFNIA LTD Industrials 2,649.0 $20K 0.01% -12K -82.3% $7.60 +16.7%
100 TFC TRUIST FINL CORP Financial Services 424.0 $20K 0.01% -23.0 -5.2% $46.00 +2.3%
Page 5 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%