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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 43 of 44  ·  868 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 AMRN AMARIN CORP PLC Healthcare 7.0 $101.0 $14.43 -2.6%
842 CABO CABLE ONE INC Communication Services 1.0 $91.0 $91.00 -47.8%
843 ONDS ONDAS INC Technology 10.0 $90.0 NEW $9.00 +7.8%
844 VFF VILLAGE FARMS INTL INC Consumer Defensive 30.0 $85.0 $2.83 -10.4%
845 LITHIUM AMERS CORP NEW 21.0 $83.0 -114.0 -84.4% $3.95
846 ACHR ARCHER AVIATION INC Industrials 15.0 $78.0 -39.0 -72.2% $5.20 +13.7%
847 LADR LADDER CAP CORP Real Estate 7.0 $72.0 -4.0 -36.4% $10.29 -2.9%
848 TLRY TILRAY BRANDS INC Healthcare 10.0 $65.0 -27.0 -73.0% $6.50 -20.3%
849 HYBL SSGA ACTIVE TR 2.0 $56.0 NEW $28.00 -0.2%
850 VWO VANGUARD INTL EQUITY INDEX F 1.0 $54.0 -46.0 -97.9% $54.00 +7.2%
851 SD SANDRIDGE ENERGY INC Energy 3.0 $49.0 $16.33 -6.3%
852 WY WEYERHAEUSER CO Real Estate 2.0 $49.0 $24.50 -6.7%
853 SBRA SABRA HEALTH CARE REIT INC Real Estate 2.0 $44.0 -9.0 -81.8% $22.00 -4.9%
854 NVO NOVO-NORDISK A S Healthcare 1.0 $37.0 -12.0 -92.3% $37.00 +19.7%
855 NLOP NET LEASE OFFICE PROPERTIES Real Estate 3.0 $35.0 $11.67 -1.6%
856 EVTL VERTICAL AEROSPACE LTD Industrials 15.0 $33.0 NEW $2.20 +10.5%
857 PXH INVESCO EXCH TRADED FD TR II 1.0 $27.0 $27.00 +5.0%
858 CRBU CARIBOU BIOSCIENCES INC Healthcare 10.0 $19.0 $1.90 +3.7%
859 CANOPY GROWTH CORPORATION 17.0 $16.0 -56.0 -76.7% $0.94
860 THTA TIDAL TRUST I 1.0 $15.0 $15.00 +3.5%
Page 43 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%