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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 40 of 44  ·  868 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 FLO FLOWERS FOODS INC Consumer Defensive 65.0 $530.0 $8.15 -14.3%
782 DMLP DORCHESTER MINERALS L P Energy 19.0 $517.0 $27.21 +5.3%
783 SOUTH BOW CORP 15.0 $500.0 $33.33
784 HUBC HUB CYBER SECURITY LTD Technology 5,000.0 $496.0 NEW $0.10 +24.1%
785 CIVEO CORP CDA 18.0 $476.0 $26.44
786 TPL TEXAS PACIFIC LAND CORPORATI Energy 1.0 $475.0 -18.0 -94.7% $475.00 -17.4%
787 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 71.0 $471.0 NEW $6.63 -16.0%
788 WOR WORTHINGTON ENTERPRISES INC Industrials 9.0 $469.0 $52.11 +1.8%
789 PSC PRINCIPAL EXCHANGE TRADED FD 8.0 $459.0 $57.38 +9.8%
790 AES AES CORP Utilities 32.0 $451.0 -35.0 -52.2% $14.09 +3.5%
791 IINN INSPIRA TECHNOLOGIES OXY BHN Healthcare 1,000.0 $447.0 $0.45 -15.0%
792 WLKP WESTLAKE CHEM PARTNERS LP Basic Materials 20.0 $442.0 -35.0 -63.6% $22.10 +1.3%
793 INTU INTUIT Technology 1.0 $440.0 $440.00 -13.8%
794 UNM UNUM GROUP Financial Services 6.0 $438.0 $73.00 +13.5%
795 TLT ISHARES TR 5.0 $433.0 -10.0 -66.7% $86.60 -3.9%
796 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 5.0 $432.0 $86.40 +34.2%
797 OGS ONE GAS INC Utilities 5.0 $431.0 $86.20 -3.8%
798 BEN FRANKLIN RESOURCES INC Financial Services 18.0 $418.0 +1.0 +5.9% $23.22 +33.5%
799 TDAY USA TODAY CO INC Communication Services 59.0 $416.0 $7.05 +7.1%
800 JBS N.V. 23.0 $413.0 $17.96
Page 40 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%