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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 37 of 46  ·  915 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 HYMB SPDR SERIES TRUST 60.0 $2K 0.00% $25.43 -2.7%
722 TECK TECK RESOURCES LTD Basic Materials 25.0 $1K 0.00% $59.44 +14.6%
723 IJR ISHARES TR 10.0 $1K 0.00% +1.0 +11.1% $148.30 -2.5%
724 CC CHEMOURS CO Basic Materials 72.0 $1K 0.00% +25.0 +53.2% $20.51 -24.1%
725 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 12.0 $1K 0.00% $123.08 +30.6%
726 IINN QTREX QUANTUM LTD Healthcare 1,000.0 $1K 0.00% $1.44 -27.1%
727 PLUG PLUG PWR INC Industrials 528.0 $1K 0.00% +170.0 +47.5% $2.71 -20.3%
728 NGG NATIONAL GRID PLC Utilities 17.0 $1K 0.00% NEW $82.88 -4.5%
729 GBDC GOLUB CAP BDC INC Financial Services 109.0 $1K 0.00% -102.0 -48.3% $12.88 +2.2%
730 PATH UIPATH INC Technology 129.0 $1K 0.00% $10.87 +71.8%
731 BNS BANK NOVA SCOTIA B C Financial Services 16.0 $1K 0.00% $86.81 +5.6%
732 KEY KEYCORP Financial Services 60.0 $1K 0.00% $23.05 -6.2%
733 ENLV ENLIVEX LTD Healthcare 2,500.0 $1K 0.00% $0.55 +132.7%
734 SCHZ SCHWAB STRATEGIC TR 59.0 $1K 0.00% NEW $23.00 -1.0%
735 RGR STURM RUGER & CO INC Industrials 35.0 $1K 0.00% $37.86 +0.3%
736 AUGO AURA MINERALS INC Basic Materials 21.0 $1K 0.00% NEW $62.95 +32.8%
737 ROBT FIRST TR EXCHANGE TRADED FD 23.0 $1K 0.00% NEW $57.35 +5.1%
738 PGR PROGRESSIVE CORP Financial Services 6.0 $1K 0.00% $218.50 -0.2%
739 THNQ EXCHANGE TRADED CONCEPTS TRU 14.0 $1K 0.00% NEW $92.79 -2.1%
740 MHO M/I HOMES INC Consumer Cyclical 8.0 $1K 0.00% $160.75 -7.4%
Page 37 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%