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Portfolio (Quarterly) Guide ↗

MCGUIRE CAPITAL ADVISORS INC

· CIK 0002112006
13F Portfolio $183M AUM 915 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 134 New 199 Added 163 Reduced 87 Exited
Page 27 of 46  ·  915 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 680.0 $7K 0.00% $9.81 +1.0%
522 DHR DANAHER CORP DEL Healthcare 35.0 $7K 0.00% NEW $190.49 +8.5%
523 PSMT PRICESMART INC Consumer Defensive 34.0 $7K 0.00% $195.35 -12.2%
524 EME EMCOR GROUP INC Industrials 8.0 $7K 0.00% $829.88 -11.6%
525 FCX FREEPORT MCMORAN INC Basic Materials 105.0 $7K 0.00% NEW $62.89 +17.6%
526 UPS UNITED PARCEL SVCS INC Industrials 60.0 $6K 0.00% $107.50 -5.0%
527 PNC PNC FINL SVCS GROUP INC Financial Services 26.0 $6K 0.00% -42.0 -61.8% $246.23 -3.8%
528 CAVA CAVA GROUP INC Consumer Cyclical 80.0 $6K 0.00% NEW $78.47 -20.8%
529 BN BROOKFIELD CORP Financial Services 145.0 $6K 0.00% NEW $42.59 -6.5%
530 USAR USA RARE EARTH INC Basic Materials 285.0 $6K 0.00% +10.0 +3.6% $21.61 -19.3%
531 VB VANGUARD INDEX FDS 20.0 $6K 0.00% +16.0 +400.0% $303.10 -2.3%
532 MCK MCKESSON CORP Healthcare 8.0 $6K 0.00% $755.62 +20.3%
533 XMLV INVESCO EXCH TRADED FD TR II 90.0 $6K 0.00% $66.33 +1.1%
534 NIOCORP DEVS LTD 1,225.0 $6K 0.00% $4.82
535 AXSM AXSOME THERAPEUTICS INC. Healthcare 24.0 $6K 0.00% $244.75 -16.4%
536 NOV NOV INC Energy 314.0 $6K 0.00% +3.0 +1.0% $18.53 +15.6%
537 WABC WESTAMERICA BANCORPORATION Financial Services 99.0 $6K 0.00% $58.67 -1.7%
538 O REALTY INCOME CORP Real Estate 94.0 $6K 0.00% -1K -91.5% $61.78 -0.7%
539 IVZ INVESCO LTD Financial Services 220.0 $6K 0.00% -9K -97.6% $26.39 +21.6%
540 EQT EQT CORP Energy 108.0 $6K 0.00% $53.23 +3.8%
Page 27 of 46  ·  915 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 47.4%
Financial Services 19.7%
Energy 7.2%
Consumer Cyclical 6.6%
Industrials 5.5%
Healthcare 3.5%
Communication Services 2.7%
Consumer Defensive 2.5%
Utilities 2.1%
Real Estate 1.5%