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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 31 of 44  ·  868 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 LC LENDINGCLUB ISSUANCE TR SER Financial Services 196.0 $3K 0.00% $14.32 +6.5%
602 CLX CLOROX CO DEL Consumer Defensive 27.0 $3K 0.00% -74.0 -73.3% $103.63 -10.7%
603 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 48.0 $3K 0.00% $58.25 -5.3%
604 LTC LTC PPTYS INC Real Estate 75.0 $3K 0.00% $37.16 +3.9%
605 YUMC YUM CHINA HLDGS INC Consumer Cyclical 57.0 $3K 0.00% +1.0 +1.8% $48.49 -6.5%
606 EFAV ISHARES TR 30.0 $3K 0.00% $91.37 +1.0%
607 LECO LINCOLN ELEC HLDGS INC Industrials 11.0 $3K 0.00% $249.09 +1.9%
608 IWY ISHARES TR 11.0 $3K 0.00% +2.0 +22.2% $248.82 +17.7%
609 NG NOVAGOLD RESOURCES INC Basic Materials 300.0 $3K 0.00% NEW $8.98 -13.9%
610 VCTR VICTORY CAP HLDGS INC DEL Financial Services 41.0 $3K 0.00% -938.0 -95.8% $65.49 +25.7%
611 BTG B2GOLD CORP Basic Materials 592.0 $3K 0.00% +3.0 +0.5% $4.53 +3.1%
612 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 29.0 $3K 0.00% -60.0 -67.4% $92.31 -0.4%
613 USO UNITED STS OIL FD LP Financial Services 21.0 $3K 0.00% $127.24 +20.2%
614 GBDC GOLUB CAP BDC INC Financial Services 211.0 $3K 0.00% $12.66 +1.0%
615 PPA INVESCO EXCHANGE TRADED FD T 16.0 $3K 0.00% $165.75 +1.5%
616 CRSP CRISPR THERAPEUTICS AG Healthcare 55.0 $3K 0.00% -413.0 -88.2% $47.56 +0.1%
617 QYLD GLOBAL X FDS 151.0 $3K 0.00% NEW $17.10 +4.1%
618 HDV ISHARES TR 19.0 $3K 0.00% $135.74 -79.7%
619 XLU SELECT SECTOR SPDR TR 56.0 $3K 0.00% -76.0 -57.6% $45.89 -3.0%
620 WAB WABTEC Industrials 10.0 $3K 0.00% +3.0 +42.9% $256.60 -0.5%
Page 31 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%