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Portfolio (Quarterly) Guide ↗

MCGUIRE CAPITAL ADVISORS INC

· CIK 0002112006
13F Portfolio $157M AUM Filed Feb 19, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 944 New
Page 8 of 48  ·  944 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NRG NRG ENERGY INC Utilities 621.0 $99K 0.06% NEW $159.24 -21.2%
142 PAYC PAYCOM SOFTWARE INC Technology 597.0 $95K 0.06% NEW $159.36 -12.7%
143 MRVL MARVELL TECHNOLOGY INC Technology 1,116.0 $95K 0.06% NEW $84.98 +98.8%
144 AXP AMERICAN EXPRESS CO Financial Services 248.0 $92K 0.06% NEW $370.38 -16.5%
145 WRB BERKLEY W R CORP Financial Services 1,256.0 $88K 0.06% NEW $70.13 -1.9%
146 VTI VANGUARD INDEX FDS 262.0 $88K 0.06% NEW $335.28 +7.4%
147 RTX RTX CORPORATION Industrials 474.0 $87K 0.06% NEW $183.51 -4.1%
148 KB KB FINL GROUP INC Financial Services 990.0 $85K 0.05% NEW $86.04 +20.5%
149 MDB MONGODB INC Technology 200.0 $84K 0.05% NEW $419.69 -21.4%
150 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 6,620.0 $83K 0.05% NEW $12.60 -6.3%
151 HAFN HAFNIA LTD Industrials 14,964.0 $80K 0.05% NEW $5.33 +66.4%
152 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 1,213.0 $78K 0.05% NEW $64.31 +35.3%
153 MSFO TIDAL TRUST II 5,000.0 $77K 0.05% NEW $15.45 -21.5%
154 QQQM INVESCO EXCH TRADED FD TR II 290.0 $73K 0.05% NEW $252.92 +14.2%
155 COWZ PACER FDS TR 1,206.0 $73K 0.05% NEW $60.17 +5.2%
156 SPSB SPDR SERIES TRUST 2,380.0 $72K 0.05% NEW $30.20 -0.9%
157 GLW CORNING INC Technology 816.0 $71K 0.04% NEW $87.53 +104.0%
158 CALM CAL MAINE FOODS INC Consumer Defensive 891.0 $71K 0.04% NEW $79.57 -1.3%
159 HAL HALLIBURTON CO Energy 2,505.0 $71K 0.04% NEW $28.26 +51.4%
160 STRL STERLING INFRASTRUCTURE INC Industrials 227.0 $70K 0.04% NEW $306.23 +151.7%
Page 8 of 48  ·  944 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 41.7%
Financial Services 16.6%
Energy 10.2%
Consumer Cyclical 7.7%
Communication Services 7.3%
Industrials 5.1%
Healthcare 3.6%
Consumer Defensive 3.3%
Utilities 2.2%
Basic Materials 1.2%