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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 42 of 44  ·  868 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 WS WORTHINGTON STL INC Basic Materials 9.0 $273.0 $30.33 +27.0%
822 PRINCIPAL EXCHANGE TRADED FD 8.0 $272.0 -9.0 -52.9% $34.00
823 DDL DINGDONG CAYMAN LTD Consumer Defensive 100.0 $257.0 NEW $2.57 -1.9%
824 SCHB SCHWAB STRATEGIC TR 10.0 $252.0 $25.20 +11.9%
825 BX BLACKSTONE INC Financial Services 2.0 $246.0 $123.00 -7.1%
826 DG DOLLAR GEN CORP Consumer Defensive 2.0 $237.0 $118.50 -10.4%
827 TSCO TRACTOR SUPPLY CO Consumer Cyclical 5.0 $232.0 $46.40 -31.6%
828 AURORA CANNABIS INC 69.0 $226.0 -6.0 -8.0% $3.28
829 ELDN ELEDON PHARMACEUTICALS INC Healthcare 66.0 $203.0 NEW $3.08 +16.4%
830 SCMB SCHWAB STRATEGIC TR 7.0 $178.0 $25.43 -0.2%
831 RCAT RED CAT HLDGS INC Technology 13.0 $170.0 NEW $13.08 -31.7%
832 AMC ENTMT HLDGS INC 170.0 $167.0 -1.0 -0.6% $0.98
833 JKHY HENRY JACK & ASSOC INC Technology 1.0 $158.0 -4.0 -80.0% $158.00 -12.0%
834 PY PRINCIPAL EXCHANGE TRADED FD 3.0 $154.0 $51.33 +4.6%
835 GAMESTOP CORP 6.0 $138.0 $23.00
836 SGDJ SPROTT ETF TRUST 2.0 $137.0 -20.0 -90.9% $68.50 +24.4%
837 OGI ORGANIGRAM GLOBAL INC Healthcare 100.0 $134.0 $1.34 -22.4%
838 CIFR CIPHER DIGITAL INC Financial Services 10.0 $129.0 NEW $12.90 +45.7%
839 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 7.0 $123.0 $17.57 -0.2%
840 JOBY JOBY AVIATION INC Industrials 13.0 $107.0 $8.23 +25.7%
Page 42 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%