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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 24 of 44  ·  868 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 NJAN INNOVATOR ETFS TRUST 133.0 $7K 0.01% -79.0 -37.3% $53.37 +9.7%
462 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 760.0 $7K 0.01% $9.28 -14.3%
463 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 250.0 $7K 0.00% $28.01 +8.9%
464 MCK MCKESSON CORP Healthcare 8.0 $7K 0.00% $865.38 -11.4%
465 IMMUNITYBIO INC 900.0 $7K 0.00% NEW $7.67
466 EQT EQT CORP Energy 108.0 $7K 0.00% -50.0 -31.6% $63.54 -9.1%
467 CRPT FIRST TR EXCHNG TRADED FD VI 589.0 $7K 0.00% $11.64 +28.6%
468 NOC NORTHROP GRUMMAN CORP Industrials 10.0 $7K 0.00% $682.20 -19.1%
469 MCHP MICROCHIP TECHNOLOGY INC. Technology 104.0 $7K 0.00% $64.61 +41.0%
470 APH AMPHENOL CORP Technology 53.0 $7K 0.00% +34.0 +178.9% $126.36 -1.2%
471 WCN WASTE CONNECTIONS INC Industrials 41.0 $7K 0.00% +38.0 +1266.7% $162.44 -3.4%
472 DAAQ DIGITAL ASSET ACQUISITION CO Financial Services 635.0 $7K 0.00% NEW $10.24 +0.7%
473 AG FIRST MAJESTIC SILVER CORP Basic Materials 300.0 $6K 0.00% $21.48 -7.4%
474 IGBH ISHARES U S ETF TR 266.0 $6K 0.00% $24.18 +2.1%
475 SEMR SEMRUSH HLDGS INC Technology 531.0 $6K 0.00% $11.94 +0.5%
476 MTCH MATCH GROUP INC NEW Communication Services 206.0 $6K 0.00% $30.71 +16.1%
477 RAMACO RES INC 406.0 $6K 0.00% $15.46
478 NNE NANO NUCLEAR ENERGY INC Industrials 301.0 $6K 0.00% $20.48 +22.5%
479 OWLET INC 1,190.0 $6K 0.00% NEW $5.14
480 BLOK AMPLIFY ETF TR 122.0 $6K 0.00% $49.81 +29.1%
Page 24 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%