BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders Shorts
Screener
Sign in Register
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 22 of 44  ·  868 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 ROKU ROKU INC Communication Services 93.0 $9K 0.01% +82.0 +745.5% $94.62 +31.2%
422 AEP AMERICAN ELEC PWR CO INC Utilities 66.0 $9K 0.01% +3.0 +4.8% $131.08 -1.1%
423 TGTX TG THERAPEUTICS INC Healthcare 259.0 $9K 0.01% $33.22 +19.7%
424 XTIA XTI AEROSPACE INC Industrials 4,115.0 $9K 0.01% $2.07 -17.9%
425 EMR EMERSON ELEC CO Industrials 65.0 $9K 0.01% $131.02 +3.0%
426 CPNG COUPANG INC Consumer Cyclical 450.0 $8K 0.01% $18.88 -16.7%
427 SE SEA LTD Consumer Cyclical 101.0 $8K 0.01% $82.81 +5.4%
428 MET METLIFE INC Financial Services 118.0 $8K 0.01% -97.0 -45.1% $70.78 +19.1%
429 OKTA OKTA INC Technology 106.0 $8K 0.01% $78.71 +13.6%
430 SBUX STARBUCKS CORP Consumer Cyclical 93.0 $8K 0.01% +78.0 +520.0% $89.59 +18.9%
431 SMR NUSCALE PWR CORP Utilities 766.0 $8K 0.01% $10.84 -4.1%
432 NAT NORDIC AMERICAN TANKERS LIMI Industrials 1,392.0 $8K 0.01% +39.0 +2.9% $5.86 -6.2%
433 CCI CROWN CASTLE INC Real Estate 100.0 $8K 0.01% $81.31 +13.2%
434 DHI D R HORTON INC Consumer Cyclical 58.0 $8K 0.01% -5.0 -7.9% $137.22 +5.0%
435 LIN LINDE PLC Basic Materials 16.0 $8K 0.01% $495.75 +3.8%
436 ASML ASML HLDG NV Technology 6.0 $8K 0.01% +4.0 +200.0% $1320.83 +20.5%
437 WBD WARNER BROS DISCOVERY INC Communication Services 288.0 $8K 0.01% +8.0 +2.9% $27.46 -0.1%
438 OHI OMEGA HEALTHCARE INVS INC Real Estate 180.0 $8K 0.01% +2.0 +1.1% $43.89 +9.9%
439 ETN EATON CORP PLC Industrials 22.0 $8K 0.01% +18.0 +450.0% $357.68 +6.7%
440 EDESA BIOTECH INC 1,500.0 $8K 0.01% NEW $5.23
Page 22 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%