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MCGUIRE CAPITAL ADVISORS INC

Location
BETHANY, OK
Portfolio Value
Small $132,346,500
Diversification
Diversified
Filing Date
Global Rank
#4,771 / 8,232 ▲ 518
Top Industry
Semiconductors 27.0%
3Y Alpha vs SPY
-7.7%
Period ended 2 months ago
Filed May 14, 2026 · 31d
2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+7.2%
SPY
+9.1%
Annualised alpha
-6.8%
Max drawdown
−9.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

626 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
22.6%
−1.6 pts
Top 5
42.3%
+1.5 pts
Top 10
55.6%
+1.3 pts
HHI
686
Dec 2025 → Mar 2026 · range 686 – 736
Diversified−50

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 41.1% $54,387,851
Energy 11.5% $15,171,165
Financial Services 10.2% $13,488,645
Consumer Cyclical 9.0% $11,891,083
Unclassified 6.8% $8,984,242
Communication Services 5.8% $7,624,925
Industrials 4.8% $6,301,163
Healthcare 3.3% $4,336,095
Consumer Defensive 2.9% $3,896,407
Utilities 1.9% $2,466,423
Basic Materials 1.6% $2,181,680
Real Estate 1.2% $1,616,821

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
626 positions · $132,346,500 total · as of Mar 31, 2026
Showing 1–50 of 626 positions by value · page 1 of 13
Ticker Company Shares Value (USD) % of Portfolio History