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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 28 of 46  ·  915 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 SWK STANLEY BLACK & DECKER INC Industrials 61.0 $6K 0.00% $94.11 +0.5%
542 RYN RAYONIER INC Real Estate 266.0 $6K 0.00% +3.0 +1.1% $21.27 -4.3%
543 PPL PPL CORP Utilities 155.0 $6K 0.00% +1.0 +0.7% $36.43 -6.4%
544 TEL TE CONNECTIVITY PLC Technology 28.0 $6K 0.00% $201.61 +0.6%
545 VDC VANGUARD WORLD FD 25.0 $6K 0.00% $225.48 +2.3%
546 MOOG INC 13.0 $6K 0.00% NEW $423.85
547 TKO TKO GROUP HOLDINGS INC Communication Services 27.0 $5K 0.00% $201.30 -9.3%
548 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 575.0 $5K 0.00% $9.39 +24.6%
549 NNBR NN INC Industrials 1,500.0 $5K 0.00% NEW $3.59 -6.8%
550 RAMACO RES INC 406.0 $5K 0.00% $13.23
551 SO SOUTHERN CO Utilities 56.0 $5K 0.00% $95.71 -8.3%
552 SCHW SCHWAB CHARLES CORP Financial Services 58.0 $5K 0.00% -84.0 -59.1% $92.28 +17.5%
553 CRH PLC 50.0 $5K 0.00% $107.00
554 ABNB AIRBNB INC Consumer Cyclical 37.0 $5K 0.00% +30.0 +428.6% $143.11 +27.7%
555 MGK VANGUARD WORLD FD 60.0 $5K 0.00% +48.0 +400.0% $87.92 +1.6%
556 PTY PIMCO CORPORATE & INCOME OPP Financial Services 436.0 $5K 0.00% $12.03 -2.0%
557 KMX CARMAX INC Consumer Cyclical 99.0 $5K 0.00% NEW $52.89 +14.4%
558 KINS KINGSTONE COS INC Financial Services 273.0 $5K 0.00% $19.03 +2.7%
559 TRP TC ENERGY CORP Energy 77.0 $5K 0.00% $66.29 -5.4%
560 NOC NORTHROP GRUMMAN CORP Industrials 10.0 $5K 0.00% $509.30 +4.6%
Page 28 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%