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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 35 of 44  ·  868 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 MOS MOSAIC CO Basic Materials 55.0 $1K 0.00% -670.0 -92.4% $25.49 -16.0%
682 LII LENNOX INTL INC Industrials 3.0 $1K 0.00% $464.00 +4.0%
683 AMERICAN BITCOIN CORP. 1,488.0 $1K 0.00% $0.92
684 TIDAL TRUST II 52.0 $1K 0.00% $26.35
685 ICVT ISHARES TR 13.0 $1K 0.00% -12.0 -48.0% $101.77 +13.6%
686 TECK TECK RESOURCES LTD Basic Materials 25.0 $1K 0.00% -19.0 -43.2% $51.76 +14.7%
687 MTD METTLER TOLEDO INTERNATIONAL Healthcare 1.0 $1K 0.00% $1261.00 -16.7%
688 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 17.0 $1K 0.00% $72.47 +19.2%
689 SNOW SNOWFLAKE INC Technology 8.0 $1K 0.00% -44.0 -84.6% $150.88 +12.4%
690 KEY KEYCORP Financial Services 60.0 $1K 0.00% $20.05 +4.3%
691 KD KYNDRYL HLDGS INC Technology 91.0 $1K 0.00% -61.0 -40.1% $13.12 -8.3%
692 OLN OLIN CORP Basic Materials 40.0 $1K 0.00% NEW $29.73 -12.7%
693 PGR PROGRESSIVE CORP Financial Services 6.0 $1K 0.00% $198.17 +2.4%
694 AZN ASTRAZENECA PLC Healthcare 6.0 $1K 0.00% NEW $197.17 -4.9%
695 EIX EDISON INTL Utilities 16.0 $1K 0.00% -13.0 -44.8% $73.19 -3.4%
696 USMC PRINCIPAL EXCHANGE TRADED FD 18.0 $1K 0.00% $64.33 +13.3%
697 HII HUNTINGTON INGALLS INDS INC Industrials 3.0 $1K 0.00% $380.00 -14.6%
698 LNG CHENIERE ENERGY INC Energy 4.0 $1K 0.00% NEW $283.75 -13.0%
699 BBCA J P MORGAN EXCHANGE TRADED F 12.0 $1K 0.00% -3.0 -20.0% $94.08 +6.4%
700 IJR ISHARES TR 9.0 $1K 0.00% $124.33 +9.3%
Page 35 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%