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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 21 of 44  ·  868 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 LUNR INTUITIVE MACHINES INC Industrials 535.0 $10K 0.01% NEW $18.56 +84.5%
402 MTB M & T BK CORP Financial Services 48.0 $10K 0.01% $206.73 +2.7%
403 VMBS VANGUARD SCOTTSDALE FDS 211.0 $10K 0.01% $46.95 -1.0%
404 PPTA PERPETUA RESOURCES CORP Basic Materials 350.0 $10K 0.01% +150.0 +75.0% $28.12 -2.2%
405 USHY ISHARES TR 266.0 $10K 0.01% -305.0 -53.4% $36.84 +0.4%
406 PAYX PAYCHEX INC Industrials 106.0 $10K 0.01% $92.12 +2.3%
407 SRE SEMPRA Utilities 99.0 $10K 0.01% +13.0 +15.1% $97.17 -5.9%
408 MEDP MEDPACE HLDGS INC Healthcare 20.0 $10K 0.01% -98.0 -83.0% $480.20 -10.4%
409 DOCU DOCUSIGN INC Technology 200.0 $9K 0.01% $47.41 +3.3%
410 VO VANGUARD INDEX FDS 33.0 $9K 0.01% -16.0 -32.6% $287.18 -73.0%
411 FIS FIDELITY NATL INFORMATION SV Technology 200.0 $9K 0.01% -20.0 -9.1% $46.91 -7.0%
412 HOG HARLEY DAVIDSON INC Consumer Cyclical 462.0 $9K 0.01% +4.0 +0.9% $20.22 +14.8%
413 MC MOELIS & CO Financial Services 163.0 $9K 0.01% $57.00 +15.2%
414 YUM YUM BRANDS INC Consumer Cyclical 59.0 $9K 0.01% $155.86 -2.0%
415 PYPL PAYPAL HLDGS INC Financial Services 203.0 $9K 0.01% +88.0 +76.5% $45.23 -1.9%
416 EVRG EVERGY INC Utilities 111.0 $9K 0.01% $82.11 +1.9%
417 TXNM ENERGY INC 155.0 $9K 0.01% NEW $58.46
418 CBOE CBOE GLOBAL MKTS INC Financial Services 32.0 $9K 0.01% $281.06 +25.2%
419 TECHNIPFMC PLC 130.0 $9K 0.01% NEW $69.13
420 AOD ABRDN TOTAL DYNAMIC DIVIDEND Financial Services 963.0 $9K 0.01% +38.0 +4.1% $9.21 +13.1%
Page 21 of 44  ·  868 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%