MCGUIRE CAPITAL ADVISORS INC

CIK 0002112006 · Q1 2026

13F Equity AUM

$156.2M

-0.6% QoQ

Positions

845

-79 QoQ

AUM Rank

#8,380

Top 67%

Skill Alpha (FF)

—

No alpha data

Quarters Tracked

~0 years

Portfolio Concentration

Top 5: 35.8%Top 10: 47.2%Top 20: 62.8%

NVDA19.2%

AAPL4.8%

TSLA4.0%

MSFT3.9%

XOM3.9%

AMZN2.8%

META2.5%

PLTR2.2%

SPY2.0%

GOOG1.9%

Others (835)52.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology34.9%

Financial Services24.4%

Energy9.7%

Consumer Cyclical7.7%

Communication Services6.8%

Industrials3.1%

Healthcare2.8%

Consumer Defensive2.4%

Other8.4%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 845Median: 0.01%Avg: 0.12%

0–0.5%

808(22.7%)

0.5–1%

13(9.9%)

1–3%

19(31.6%)

3–5%

4(16.6%)

5%+

1(19.2%)

Count of positions per weight bucket — (%) = combined portfolio weight

Loading summary cards...

Portfolio Overlap

Shared: 785Unique: 60vs 20 funds

10.7%Low

845

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

14.4%

BANK OF AMERICA CORP /DE/

15.4%

14.4%

15.4%

20.1%

14.8%

VANGUARD CAPITAL MANAGEMENT LLC

14.3%

GEODE CAPITAL MANAGEMENT, LLC

14%

VANGUARD PORTFOLIO MANAGEMENT LLC

15.3%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

Loading overlap analysis...

Position Changes This Quarter

New83Increased169Decreased225Exited159

New Positions

HAYMAKER ACQUISITION…1.0%

+135K

IVZ0.1%

+9K

PARR0.1%

+2K

GTY0.1%

+3K

PULS0.0%

+1K

STXE0.0%

+750

TEX0.0%

+570

CDE0.0%

+2K

FTI0.0%

+130

SAN0.0%

+1K

Increased

TSLY1.3%

+66K(+13289%)

FBY0.7%

+50K(+96%)

PSLV/U0.8%

+48K(+4246%)

AMDY1.2%

+47K(+355%)

GDXY0.6%

+33K(+86%)

TSMY0.6%

+20K(+50%)

NVDA19.2%

+18K(+12%)

DRH0.2%

+15K(+74%)

ET1.3%

+12K(+13%)

VLY0.2%

+10K(+79%)

Decreased

NVDY0.4%

-963,711(-95%)

AMZY0.0%

-74,750(-97%)

YMAX0.0%

-56,000(-91%)

SLV0.4%

-14,492(-61%)

GNW0.1%

-13,688(-39%)

HAFN0.0%

-12,315(-82%)

EPD1.0%

-7,989(-16%)

OKE1.8%

-6,399(-17%)

IMPERIAL PETE INC0.0%

-6,084(-87%)

T0.1%

-4,488(-37%)

Exited

-10,300

-10,000

-15,077

-5,103

-2,642

-1,213

-995

-942

-3,101

-2,700

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

Loading position changes...

Holdings

Loading holdings...