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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 7 of 12  ·  222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AI C3 AI INC Technology 1,517.0 $13K 0.01% -73.0 -4.6% $8.42 +4.6%
122 VRT VERTIV HOLDINGS CO Industrials 49.0 $12K 0.01% -7.0 -12.5% $250.57 +29.7%
123 TRUMP MEDIA & TECHNOLOGY GRO 2,326.0 $12K 0.01% -500.0 -17.7% $4.94
124 AFRM AFFIRM HLDGS INC Technology 250.0 $11K 0.01% -19.0 -7.1% $45.82 +39.3%
125 CL COLGATE PALMOLIVE CO Consumer Defensive 132.0 $11K 0.01% -14.0 -9.6% $85.23 +5.4%
126 KR KROGER CO Consumer Defensive 154.0 $11K 0.01% -13.0 -7.8% $72.21 -3.4%
127 VEU VANGUARD INTL EQUITY INDEX F 145.0 $11K 0.01% -110.0 -43.1% $75.10 +7.8%
128 CHD CHURCH & DWIGHT CO INC Consumer Defensive 116.0 $11K 0.01% -377.0 -76.5% $93.32 +2.8%
129 TRV TRAVELERS COMPANIES INC Financial Services 35.0 $10K 0.01% -6.0 -14.6% $291.69 +4.0%
130 EMLC VANECK ETF TRUST 401.0 $10K 0.01% -285.0 -41.5% $25.11 -0.1%
131 MRSH MARSH & MCLENNAN COS INC Financial Services 58.0 $10K 0.01% -31.0 -34.8% $173.45 -6.3%
132 TWLO TWILIO INC Communication Services 79.0 $10K 0.01% -4.0 -4.8% $125.82 +53.4%
133 USHY ISHARES TR 266.0 $10K 0.01% -305.0 -53.4% $36.84 -0.2%
134 MEDP MEDPACE HLDGS INC Healthcare 20.0 $10K 0.01% -98.0 -83.0% $480.20 -15.2%
135 VO VANGUARD INDEX FDS 33.0 $9K 0.01% -16.0 -32.6% $287.18 -73.5%
136 FIS FIDELITY NATL INFORMATION SV Technology 200.0 $9K 0.01% -20.0 -9.1% $46.91 -9.4%
137 MET METLIFE INC Financial Services 118.0 $8K 0.01% -97.0 -45.1% $70.78 +14.3%
138 DHI D R HORTON INC Consumer Cyclical 58.0 $8K 0.01% -5.0 -7.9% $137.22 -1.7%
139 CXT CRANE NXT CO Industrials 186.0 $8K 0.01% -156.0 -45.6% $40.59 -6.3%
140 GSY INVESCO ACTIVELY MANAGED EXC 148.0 $7K 0.01% -162.0 -52.3% $50.12 -0.1%
Page 7 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%