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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 32 of 44  ·  868 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 AAL AMERICAN AIRLINES GROUP INC Industrials 235.0 $3K 0.00% $10.74 +20.6%
622 XLV SELECT SECTOR SPDR TR 17.0 $2K 0.00% $146.59 +0.4%
623 TW TRADEWEB MKTS INC Financial Services 21.0 $2K 0.00% -13.0 -38.2% $117.67 -5.8%
624 PSKY PARAMOUNT SKYDANCE CORP Communication Services 273.0 $2K 0.00% $9.03 +9.7%
625 PAGP PLAINS GP HLDGS L P Energy 100.0 $2K 0.00% $24.28 +4.3%
626 IDCC INTERDIGITAL INC Technology 8.0 $2K 0.00% $302.00 -12.3%
627 ILCG ISHARES TR 25.0 $2K 0.00% $95.48 +20.7%
628 HP HELMERICH & PAYNE INC Energy 66.0 $2K 0.00% +1.0 +1.5% $35.82 +14.3%
629 ENLV ENLIVEX LTD Healthcare 2,500.0 $2K 0.00% $0.93 -24.4%
630 BITO PROSHARES TR 249.0 $2K 0.00% $9.32 +13.7%
631 SIDUS SPACE INC 1,000.0 $2K 0.00% $2.32
632 REGN REGENERON PHARMACEUTICALS Healthcare 3.0 $2K 0.00% -2.0 -40.0% $772.67 -18.4%
633 FNDX SCHWAB STRATEGIC TR 83.0 $2K 0.00% $27.86 +9.6%
634 FNX FIRST TR EXCHANGE-TRADED ALP 18.0 $2K 0.00% $128.22 +7.1%
635 MLCO MELCO RESORTS AND ENTMNT LTD Consumer Cyclical 400.0 $2K 0.00% $5.68 -4.2%
636 AGNC AGNC INVT CORP Real Estate 224.0 $2K 0.00% +31.0 +16.1% $10.01 +2.4%
637 IYF ISHARES TR 19.0 $2K 0.00% $117.68 +4.5%
638 CASY CASEYS GEN STORES INC Consumer Cyclical 3.0 $2K 0.00% $736.67 +15.7%
639 TIDAL TRUST II 72.0 $2K 0.00% -2.0 -2.7% $30.67
640 VTRS VIATRIS INC Healthcare 163.0 $2K 0.00% +13.0 +8.7% $13.51 +19.7%
Page 32 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%