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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 41 of 44  ·  868 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 HIG HARTFORD INSURANCE GROUP INC Financial Services 3.0 $406.0 $135.33 +0.9%
802 VTS VITESSE ENERGY INC Energy 22.0 $400.0 $18.18 +1.0%
803 CRWD CROWDSTRIKE HLDGS INC Technology 1.0 $390.0 -27.0 -96.4% $390.00 +58.7%
804 EXP EAGLE MATLS INC Basic Materials 2.0 $388.0 $194.00 +1.4%
805 HAUZ DBX ETF TR 17.0 $384.0 $22.59 +2.2%
806 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 20.0 $374.0 $18.70 -18.4%
807 SPYD SPDR SERIES TRUST 8.0 $364.0 -136.0 -94.4% $45.50 +3.1%
808 WIW WESTERN AST INFL LKD OPP & I Financial Services 43.0 $364.0 -74.0 -63.2% $8.47 -0.3%
809 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 5.0 $363.0 $72.60 +9.4%
810 VOYG VOYAGER TECHNOLOGIES INC Industrials 15.0 $351.0 NEW $23.40 +64.0%
811 SCHH SCHWAB STRATEGIC TR 16.0 $344.0 $21.50 +8.6%
812 CRON CRONOS GROUP INC Healthcare 130.0 $326.0 $2.51 +4.5%
813 SCHP SCHWAB STRATEGIC TR 12.0 $319.0 $26.58 -0.1%
814 BB BLACKBERRY LTD Technology 96.0 $311.0 NEW $3.24 +91.7%
815 EBND SPDR SERIES TRUST 15.0 $310.0 $20.67 -0.4%
816 MRNA MODERNA INC Healthcare 6.0 $305.0 $50.83 -5.4%
817 AXS AXIS CAP HLDGS LTD Financial Services 3.0 $304.0 $101.33 -1.3%
818 VENTURE GLOBAL INC 19.0 $299.0 NEW $15.74
819 GOLY STRATEGY SHS 10.0 $294.0 $29.40 -5.3%
820 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1.0 $275.0 -7.0 -87.5% $275.00 -8.1%
Page 41 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%