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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 28 of 44  ·  868 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1.0 $4K 0.00% -4.0 -80.0% $4210.00 -96.3%
542 CRUS CIRRUS LOGIC INC Technology 29.0 $4K 0.00% $144.62 +15.5%
543 KSCP KNIGHTSCOPE INC Industrials 1,000.0 $4K 0.00% NEW $4.17 -32.9%
544 USAR USA RARE EARTH INC Basic Materials 275.0 $4K 0.00% NEW $15.13 +58.9%
545 UROY URANIUM RTY CORP Energy 1,140.0 $4K 0.00% +25.0 +2.2% $3.65 -4.2%
546 LONGEVERON INC 4,000.0 $4K 0.00% NEW $1.04
547 EON RESOURCES INC 5,000.0 $4K 0.00% NEW $0.83
548 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 58.0 $4K 0.00% +11.0 +23.4% $71.38 -10.6%
549 FISV FISERV INC Technology 74.0 $4K 0.00% +64.0 +640.0% $55.80 -0.8%
550 USIG ISHARES TR 80.0 $4K 0.00% +50.0 +166.7% $51.23 -0.9%
551 AXSM AXSOME THERAPEUTICS INC. Healthcare 24.0 $4K 0.00% -11.0 -31.4% $169.00 +37.6%
552 WGMI VALKYRIE ETF TRUST II 116.0 $4K 0.00% $34.82 +75.5%
553 DD DUPONT DE NEMOURS INC Basic Materials 88.0 $4K 0.00% $45.80 +1.7%
554 KINS KINGSTONE COS INC Financial Services 273.0 $4K 0.00% -759.0 -73.5% $14.57 +10.5%
555 MARB FIRST TR EXCH TRADED FD III 192.0 $4K 0.00% $20.70 +0.9%
556 WPC WP CAREY INC Real Estate 58.0 $4K 0.00% $67.97 +10.0%
557 BIL SPDR SERIES TRUST 43.0 $4K 0.00% $91.65 -0.1%
558 SCHM SCHWAB STRATEGIC TR 127.0 $4K 0.00% +28.0 +28.3% $30.96 +10.6%
559 JEPI J P MORGAN EXCHANGE TRADED F 69.0 $4K 0.00% -253.0 -78.6% $56.68 -1.3%
560 IMPERIAL PETE INC 899.0 $4K 0.00% -6K -87.1% $4.28
Page 28 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%