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Portfolio (Quarterly) Guide ↗

MCGUIRE CAPITAL ADVISORS INC

· CIK 0002112006
13F Portfolio $157M AUM Filed Feb 19, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 944 New
Page 32 of 48  ·  944 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 GBDC GOLUB CAP BDC INC Financial Services 211.0 $3K 0.00% NEW $13.57 -4.4%
622 HYLS FIRST TR EXCHANGE-TRADED FD 68.0 $3K 0.00% NEW $41.85 -2.8%
623 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 48.0 $3K 0.00% NEW $58.88 -2.4%
624 VPU VANGUARD WORLD FD 15.0 $3K 0.00% NEW $185.07 +5.3%
625 TIDAL TRUST II 74.0 $3K 0.00% NEW $37.39
626 PATH UIPATH INC Technology 168.0 $3K 0.00% NEW $16.39 -35.5%
627 YUMC YUM CHINA HLDGS INC Consumer Cyclical 56.0 $3K 0.00% NEW $48.04 -5.2%
628 RUM RUMBLE INC Technology 422.0 $3K 0.00% NEW $6.32 +16.6%
629 BTG B2GOLD CORP Basic Materials 589.0 $3K 0.00% NEW $4.51 +2.9%
630 PH PARKER-HANNIFIN CORP Industrials 3.0 $3K 0.00% NEW $879.00 -2.2%
631 LECO LINCOLN ELEC HLDGS INC Industrials 11.0 $3K 0.00% NEW $239.64 +8.5%
632 XLV SELECT SECTOR SPDR TR 17.0 $3K 0.00% NEW $154.82 -4.3%
633 ILCG ISHARES TR 25.0 $3K 0.00% NEW $104.04 +10.9%
634 NSC NORFOLK SOUTHN CORP Industrials 9.0 $3K 0.00% NEW $288.67 +7.9%
635 EFAV ISHARES TR 30.0 $3K 0.00% NEW $86.27 +6.8%
636 LTC LTC PPTYS INC Real Estate 75.0 $3K 0.00% NEW $34.37 +12.4%
637 DDEC FIRST TR EXCHNG TRADED FD VI 57.0 $3K 0.00% NEW $45.09 +4.3%
638 APH AMPHENOL CORP NEW Technology 19.0 $3K 0.00% NEW $135.16 -7.6%
639 RIO RIO TINTO PLC Basic Materials 32.0 $3K 0.00% NEW $80.03 +29.1%
640 IDCC INTERDIGITAL INC Technology 8.0 $3K 0.00% NEW $318.38 -16.1%
Page 32 of 48  ·  944 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 41.7%
Financial Services 16.6%
Energy 10.2%
Consumer Cyclical 7.7%
Communication Services 7.3%
Industrials 5.1%
Healthcare 3.6%
Consumer Defensive 3.3%
Utilities 2.2%
Basic Materials 1.2%