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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 39 of 48  ·  944 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 USMC PRINCIPAL EXCHANGE TRADED FD 18.0 $1K 0.00% NEW $68.44 +6.5%
762 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 18.0 $1K 0.00% NEW $68.22 +11.1%
763 BWXT BWX TECHNOLOGIES INC Industrials 7.0 $1K 0.00% NEW $172.86 +17.2%
764 BHP BHP GROUP LTD Basic Materials 20.0 $1K 0.00% NEW $60.35 +38.4%
765 ROKU ROKU INC Communication Services 11.0 $1K 0.00% NEW $108.45 +11.2%
766 BBAX J P MORGAN EXCHANGE TRADED F 21.0 $1K 0.00% NEW $56.29 +9.7%
767 TER TERADYNE INC Technology 6.0 $1K 0.00% NEW $193.67 +66.0%
768 OMFS INVESCO EXCH TRD SLF IDX FD 26.0 $1K 0.00% NEW $44.46 +12.8%
769 STANDARDAERO INC 40.0 $1K 0.00% NEW $28.68
770 RGR STURM RUGER & CO INC Industrials 35.0 $1K 0.00% NEW $32.66 +20.6%
771 PSTG PURE STORAGE INC Technology 17.0 $1K 0.00% NEW $67.00 +25.1%
772 TTD THE TRADE DESK INC Technology 30.0 $1K 0.00% NEW $37.97 -44.3%
773 COIN COINBASE GLOBAL INC Financial Services 5.0 $1K 0.00% NEW $226.20 -14.5%
774 IGIB ISHARES TR 21.0 $1K 0.00% NEW $53.86 -2.0%
775 HPE HEWLETT PACKARD ENTERPRISE C Technology 47.0 $1K 0.00% NEW $23.85 +36.8%
776 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 4.0 $1K 0.00% NEW $275.50 +166.2%
777 BTZ BLACKROCK CR ALLOCATION INCO Financial Services 100.0 $1K 0.00% NEW $10.83 -7.3%
778 IJR ISHARES TR 9.0 $1K 0.00% NEW $120.22 +13.0%
779 RH RH Consumer Cyclical 6.0 $1K 0.00% NEW $179.17 -31.8%
780 SJM SMUCKER J M CO Consumer Defensive 11.0 $1K 0.00% NEW $96.55 +6.7%
Page 39 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%