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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 39 of 46  ·  915 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 JOBY JOBY AVIATION INC Industrials 115.0 $1K 0.00% +102.0 +784.6% $8.94 -23.5%
762 BTZ BLACKROCK CR ALLOCATION Financial Services 100.0 $1K 0.00% $10.22 -1.6%
763 AMERICAN BITCOIN CORP. 1,488.0 $1K 0.00% $0.68
764 TSCO TRACTOR SUPPLY CO Consumer Cyclical 32.0 $1K 0.00% +27.0 +540.0% $31.62 +10.4%
765 SHY ISHARES TR 12.0 $1K 0.00% $84.08 -2.6%
766 FFTY CAPITAL-FORCE ETF TR 23.0 $1K 0.00% NEW $43.57 -16.8%
767 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 20.0 $1K 0.00% $50.00 +5.3%
768 EFG ISHARES TR 8.0 $995.0 0.00% NEW $124.38 +0.0%
769 TIDAL TRUST II 52.0 $983.0 0.00% $18.90
770 QTWO Q2 HLDGS INC Technology 20.0 $962.0 0.00% $48.10 +35.2%
771 LNG CHENIERE ENERGY INC Energy 4.0 $956.0 0.00% $239.00 +22.0%
772 ONON ON HLDG AG Consumer Cyclical 27.0 $956.0 0.00% $35.41 -19.5%
773 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 18.0 $951.0 0.00% $52.83 -2.9%
774 IEI ISHARES TR 8.0 $940.0 0.00% -85.0 -91.4% $117.50 -1.1%
775 HOG HARLEY DAVIDSON INC Consumer Cyclical 38.0 $929.0 0.00% -424.0 -91.8% $24.45 +12.9%
776 FELV FIDELITY COVINGTON TRUST 23.0 $922.0 0.00% $40.09 +6.5%
777 FDVV FIDELITY COVINGTON TRUST 15.0 $904.0 $60.27 +4.1%
778 SOFI SOFI TECHNOLOGIES INC Financial Services 50.0 $896.0 $17.92 -0.2%
779 QQQI NEOS ETF TRUST 16.0 $894.0 +1.0 +6.7% $55.88 -2.3%
780 CEREBRAS SYSTEMS INC 4.0 $888.0 NEW $222.00
Page 39 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%