MCGUIRE CAPITAL ADVISORS INC
Registered adviserFiling Date
Global Rank
#6,797
/ 8,817
▲ 257
Top Industry
Semiconductors
36.4%
Period ended 4 months ago
Filed Aug 14, 2026 · 2mo
3 quarters · since Dec 2025
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Holder type
Registered adviser
Form ADV roster, Oct 1, 2026
Regulatory AUM
$202,424,203
Main clients
Individuals and high net worth
(98% of AUM)
Form ADV history
Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Jul 2026 to Oct 2026 | $202,424,203 | Individuals and high net worth (98%) |
| Apr 2026 to Jun 2026 | $200,809,133 | Individuals and high net worth (99%) |
| Aug 2025 to Mar 2026 | $116,140,538 | Individuals and high net worth (94%) |
In the firm's words
- Fundamental active:
McGuire Capital also uses fundamental methods of analysis
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Style
Diversified active
Top 10 weight 48.2%, 17.7 effective positions, active share 62.6% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests
Turnover
Turnover unknown
It needs four straight quarters of measured turnover
Horizon
Short horizon
Value-weighted holding period 2.8 quarters (under 4)
Closest benchmark: the S&P 500 as of 2026-06-30, active share 62.6%; sector active share 23.0% against the combined 13F book's sector weights.
Over time 3 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
911 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
20.6%
−0.3 pts
Top 5
34.7%
−4.4 pts
Top 10
48.2%
−5.3 pts
HHI
565
Diversified−39
Portfolio Trend
3 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 37.9% | $68,333,776 |
| Unclassified | 23.6% | $42,504,379 |
| Financial Services | 8.3% | $15,017,533 |
| Energy | 5.3% | $9,622,313 |
| Consumer Cyclical | 5.3% | $9,497,309 |
| Industrials | 4.8% | $8,749,520 |
| Communication Services | 4.3% | $7,679,645 |
| Basic Materials | 3.1% | $5,636,726 |
| Healthcare | 2.7% | $4,929,636 |
| Consumer Defensive | 2.0% | $3,605,077 |
| Utilities | 1.5% | $2,732,248 |
| Real Estate | 1.2% | $2,169,933 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BINC | +34,909 | 63,612 | $3,329,452 | ||
| INDV | Indivior Pharmaceuticals, Inc. | +14,776 | 14,872 | $610,198 | |
| NVDA | Nvidia Corp | +14,369 | 186,077 | $37,232,146 | |
| DRH | DiamondRock Hospitality Co | +12,680 | 49,162 | $598,793 | |
| VLY | Valley National Bancorp | +11,021 | 34,775 | $509,453 | |
| GTY | Getty Realty Corp | +10,514 | 13,190 | $440,018 | |
| VOOG | VANGUARD S&P 500 GROWTH INDEX FUND | +9,844 | 11,869 | $980,616 | |
| AMD | Advanced Micro Devices Inc | +6,800 | 8,493 | $4,933,668 | |
| MTDR | Matador Resources Co | +6,721 | 6,733 | $335,168 | |
| PARR | Par Pacific Holdings, Inc. | +6,415 | 7,925 | $444,434 | |
| EXEL | Exelixis, Inc. | +6,017 | 8,018 | $436,259 | |
| SMCI | Super Micro Computer, Inc. | +5,621 | 5,651 | $165,743 | |
| SSRM | Ssr Mining Inc. | +5,173 | 20,047 | $566,929 | |
| HAPN | Happen, Inc. | +4,991 | 5,187 | $107,578 | |
| BMY | Bristol Myers Squibb Co | +4,694 | 5,889 | $339,324 | |
| SYM | Symbotic Inc. | +4,662 | 6,177 | $277,656 | |
| NVDY | YieldMax(R) Nvda Option Income Strategy ETF | +3,337 | 51,915 | $645,822 | |
| OKLO | Oklo Inc. | +3,328 | 31,219 | $1,633,690 | |
| MRVL | Marvell Technology, Inc. | +3,239 | 4,275 | $1,273,479 | |
| QQQ | Invesco Qqq Trust, Series 1 | +2,665 | 5,950 | $4,381,580 | |
| SPY | Spdr S&P 500 ETF Trust | +2,275 | 7,090 | $5,294,599 | |
| DIA | Spdr Dow Jones Industrial Average ETF Trust | +2,114 | 7,128 | $3,723,595 | |
| GLXY | Galaxy Digital Inc. | +2,035 | 8,985 | $245,649 | |
| FLEX | Flex Ltd. | +1,538 | 1,554 | $251,856 | |
| HST | Host Hotels & Resorts, Inc. | +1,535 | 30,829 | $730,955 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GDXY | YieldMax(R) Gold Miners Option Income Strategy ETF | −69,550 | 1,000 | $10,100 | |
| AMDY | YieldMax(R) Amd Option Income Strategy ETF | −32,710 | 27,290 | $1,603,014 | |
| OKE | Oneok Inc | −22,393 | 9,256 | $804,716 | |
| BITX | Volatility Shares Trust | −12,354 | 1,935 | $19,969 | |
| GNW | Genworth Financial Inc | −11,431 | 10,337 | $97,891 | |
| PSLV | Sprott Physical Silver Trust | −10,517 | 38,987 | $735,684 | |
| IVZ | Invesco Ltd. | −9,118 | 220 | $5,805 | |
| MSFT | Microsoft Corp | −8,693 | 7,793 | $2,906,944 | |
| EPD | Enterprise Products Partners L.P. | −8,356 | 33,092 | $1,216,461 | |
| GOOGL | Alphabet Inc. | −7,618 | 1,865 | $666,495 | |
| AMZN | Amazon Com Inc | −6,521 | 14,398 | $3,431,619 | |
| AAPL | Apple Inc. | −6,252 | 23,446 | $6,784,334 | |
| VISN | Vistance Networks, Inc. | −6,011 | 13,363 | $170,779 | |
| PTCT | Ptc Therapeutics, Inc. | −5,291 | 1,601 | $130,593 | |
| TSLA | Tesla, Inc. | −5,255 | 11,718 | $4,928,590 | |
| CCL | Carnival Corp Ltd. | −5,002 | 3,587 | $102,480 | |
| YMAX | YieldMax(R) Universe Fund of Option Income ETFs | −5,000 | 326 | $2,634 | |
| OMF | OneMain Holdings, Inc. | −4,609 | 617 | $37,618 | |
| HUT | Hut 8 Corp. | −4,226 | 897 | $103,554 | |
| ALLY | Ally Financial Inc. | −4,137 | 2,805 | $128,889 | |
| INCY | Incyte Corp | −3,811 | 1,166 | $132,177 | |
| ET | Energy Transfer LP | −3,421 | 101,963 | $0 | |
| DVN | Devon Energy Corp | −2,516 | 17,164 | $709,216 | |
| AA | Alcoa Corp | −2,502 | 6 | $312 | |
| FBY | YieldMax(R) Meta Option Income Strategy ETF | −2,500 | 100,000 | $896,500 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SMH | VanEck Semiconductor ETF | 8,750 | $5,739,037 | |
| RMIX | Suncrete, Inc. | 167,361 | $3,770,643 | |
| SPCX | Space Exploration Technologies Corp | 3,536 | $604,160 | |
| SNEX | StoneX Group Inc. | 4,894 | $579,939 | |
| STT | State Street Corp | 3,059 | $518,806 | |
| SM | SM Energy Co | 14,453 | $377,223 | |
| SEZL | Sezzle Inc. | 1,566 | $268,772 | |
| NBIX | Neurocrine Biosciences Inc | 1,318 | $222,135 | |
| DDFZ | 8,661 | $167,936 | ||
| JEPQ | JPMorgan Nasdaq Equity Premium Income ETF | 2,610 | $160,410 | |
| DNN | Denison Mines Corp. | 49,781 | $152,329 | |
| TILE | Interface Inc | 3,258 | $116,766 | |
| ECO | Okeanis Eco Tankers Corp. | 2,285 | $114,524 | |
| CGGR | Capital Group Growth ETF | 1,525 | $71,980 | |
| REMX | VanEck Rare Earth and Strategic Metals ETF | 756 | $66,906 | |
| CGGO | Capital Group Global Growth Equity ETF | 1,372 | $58,076 | |
| CGBL | Capital Group Core Balanced ETF | 1,454 | $55,193 | |
| PSI | Victory Portfolios II | 251 | $47,142 | |
| NMZ | Nuveen Municipal High Income Opportunity Fund | 4,215 | $44,552 | |
| AIR | Aar Corp | 279 | $39,877 | |
| MAIR | Madison Air Solutions Corp | 800 | $31,200 | |
| SCHK | Schwab 1000 Index ETF | 800 | $28,848 | |
| SPTI | State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF | 885 | $25,125 | |
| DY | Dycom Industries Inc | 47 | $23,762 | |
| FTXL | First Trust Nasdaq Semiconductor ETF | 82 | $23,365 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| GH | Guardant Health, Inc. | 2,976 | $274,893 | |
| MPC | Marathon Petroleum Corp | 755 | $184,355 | |
| HAL | Halliburton Co | 2,459 | $95,876 | |
| XHR | Xenia Hotels & Resorts, Inc. | 3,038 | $45,053 | |
| HURN | Huron Consulting Group Inc. | 292 | $37,227 | |
| UPWK | Upwork, Inc | 2,284 | $25,032 | |
| CPB | CAMPBELL'S Co | 1,050 | $23,383 | |
| EQPT | EquipmentShare.com Inc | 1,000 | $20,370 | |
| VONE | VANGUARD RUSSELL 1000 INDEX FUND | 61 | $18,002 | |
| SAN | Banco Santander, S.A. | 1,200 | $13,536 | |
| TER | Teradyne, Inc | 40 | $11,858 | |
| UAL | United Airlines Holdings, Inc. | 128 | $11,784 | |
| KR | Kroger Co | 154 | $11,143 | |
| AVAH | Aveanna Healthcare Holdings, Inc. | 1,209 | $7,785 | |
| HRMY | Harmony Biosciences Holdings, Inc. | 250 | $7,002 | |
| — | 49 | $5,909 | ||
| UA | Under Armour, Inc. | 1,000 | $5,790 | |
| HTGC | Hercules Capital, Inc. | 348 | $5,139 | |
| HL | Hecla Mining Co | 260 | $4,843 | |
| SCZM | Santacruz Silver Mining Ltd. | 508 | $4,353 | |
| KSCP | Knightscope, Inc. | 1,000 | $4,170 | |
| FISV | Fiserv Inc | 74 | $4,129 | |
| POWL | Powell Industries Inc | 7 | $3,787 | |
| THC | Tenet Healthcare Corp | 20 | $3,774 | |
| SKWD | Skyward Specialty Insurance Group, Inc. | 85 | $3,712 | |
| No positions match the current search. | ||||
911 tracked positions ·
$180,478,095 total
· filing declares
915 positions · $183,330,658
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 911 positions by value
· page 1 of 19
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 186,077 | $37,232,146 | 20.63% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 23,446 | $6,784,334 | 3.76% | |
| SMH |
VanEck Semiconductor ETF
|
NEW | 8,750 | $5,739,037 | 3.18% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 7,090 | $5,294,599 | 2.93% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 4,571 | $5,276,259 | 2.92% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 8,493 | $4,933,668 | 2.73% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 11,718 | $4,928,590 | 2.73% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 35,130 | $4,802,973 | 2.66% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 5,950 | $4,381,580 | 2.43% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 3,808 | $4,055,139 | 2.25% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Added | 10,705 | $3,782,397 | 2.10% | |
| RMIX |
Suncrete, Inc.
Basic Materials
|
NEW | 167,361 | $3,770,643 | 2.09% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Added | 7,128 | $3,723,595 | 2.06% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 5,130 | $3,523,335 | 1.95% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 14,398 | $3,431,619 | 1.90% | |
| BINC |
|
Added | 63,612 | $3,329,452 | 1.84% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 7,793 | $2,906,944 | 1.61% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 24,099 | $2,811,630 | 1.56% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 4,437 | $2,499,317 | 1.38% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 22,050 | $2,497,383 | 1.38% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 2,454 | $2,481,901 | 1.38% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 7,198 | $2,356,121 | 1.31% | |
| TSLY |
YieldMax(R) Tsla Option Income Strategy ETF
|
Reduced | 65,012 | $1,855,442 | 1.03% | |
| OKLO |
Oklo Inc.
Utilities
|
Added | 31,219 | $1,633,690 | 0.91% | |
| AMDY |
YieldMax(R) Amd Option Income Strategy ETF
|
Reduced | 27,290 | $1,603,014 | 0.89% | |
| V |
Visa Inc.
Financial Services
|
Added | 4,108 | $1,409,413 | 0.78% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Added | 4,275 | $1,273,479 | 0.71% | |
| AVAV |
AeroVironment Inc
Industrials
|
Added | 7,646 | $1,262,125 | 0.70% | |
| DELL |
Dell Technologies Inc.
Technology
|
Added | 2,903 | $1,252,528 | 0.69% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Reduced | 33,092 | $1,216,461 | 0.67% | |
| ENVA |
Enova International, Inc.
Financial Services
|
Added | 4,950 | $1,191,613 | 0.66% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 2,226 | $1,143,273 | 0.63% | |
| TSMY |
YieldMax(R) Tsm Option Income Strategy ETF
|
Held | 60,004 | $1,078,871 | 0.60% | |
| LDOS |
Leidos Holdings, Inc.
Technology
|
Added | 10,095 | $1,039,482 | 0.58% | |
| VOOG |
VANGUARD S&P 500 GROWTH INDEX FUND
|
Added | 11,869 | $980,616 | 0.54% | |
| FBY |
YieldMax(R) Meta Option Income Strategy ETF
|
Reduced | 100,000 | $896,500 | 0.50% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 3,431 | $863,376 | 0.48% | |
| BTSG |
BrightSpring Health Services, Inc.
Healthcare
|
Added | 12,183 | $849,642 | 0.47% | |
| OKE |
Oneok Inc
Energy
|
Reduced | 9,256 | $804,716 | 0.45% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 2,046 | $772,876 | 0.43% | |
| PSLV |
Sprott Physical Silver Trust
Financial Services
|
Reduced | 38,987 | $735,684 | 0.41% | |
| HST |
Host Hotels & Resorts, Inc.
Real Estate
|
Added | 30,829 | $730,955 | 0.41% | |
| QQQY |
Defiance Nasdaq 100 Weekly Distribution ETF
|
Held | 30,000 | $721,500 | 0.40% | |
| OGE |
Oge Energy Corp.
Utilities
|
Added | 14,582 | $709,560 | 0.39% | |
| DVN |
Devon Energy Corp
Energy
|
Reduced | 17,164 | $709,216 | 0.39% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,865 | $666,495 | 0.37% | |
|
|
Added | 7,981 | $662,981 | 0.37% | ||
| NEM |
NEWMONT Corp
Basic Materials
|
Reduced | 7,041 | $657,629 | 0.36% | |
| NVDY |
YieldMax(R) Nvda Option Income Strategy ETF
|
Added | 51,915 | $645,822 | 0.36% | |
| INDV |
Indivior Pharmaceuticals, Inc.
Healthcare
|
Added | 14,872 | $610,198 | 0.34% |
Showing the top 50 of 911 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.