We are live on ! Find out more
MCA

McGuire Capital Advisors Portfolio holdings

AUM $183M
This Fund
S&P 500
This Quarter Est. Return
+31.04%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$183M
AUM Growth
+$27.1M
Cap. Flow
+$3.49M
Cap. Flow %
1.9%
Top 10 Hldgs %
45.51%
Holding
994
New
126
Increased
205
Reduced
169
Closed
84

Top Buys

Rank Stock Value
1
SMH icon
VanEck Semiconductor ETF
SMH
+$4.77M
2
NVDA icon
NVIDIA
NVDA
+$2.95M
3
RMIX
Suncrete Inc
RMIX
+$2.89M
4
AMD icon
Advanced Micro Devices
AMD
+$2.79M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.83M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$3.52M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.74M
3
TSLA icon
Tesla
TSLA
+$2.09M
4
OKE icon
Oneok
OKE
+$1.97M
5
AAPL icon
Apple
AAPL
+$1.79M

Sector Composition

Rank Sector Weight
1 Technology 37.27%
2 Financials 7.45%
3 Energy 6.3%
4 Consumer Discretionary 5.18%
5 Industrials 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CVS icon
276
CVS Health
CVS
$120B
$28K 0.02%
271
+1
+0.4% +$89
NSC icon
277
Norfolk Southern
NSC
$79.3B
$27.7K 0.02%
88
+82
+1,367% +$25.3K
AGG icon
278
iShares Core US Aggregate Bond ETF
AGG
$138B
$27.3K 0.01%
276
– –
VST icon
279
Vistra
VST
$45.5B
$27.1K 0.01%
171
– –
PRU icon
280
Prudential Financial
PRU
$42.3B
$27.1K 0.01%
251
+118
+89% +$12K
UUUU icon
281
Energy Fuels
UUUU
$3.72B
$27K 0.01%
1,862
+4
+0.2% +$74
PLOW icon
282
Douglas Dynamics
PLOW
$961M
$27K 0.01%
500
– –
ATI icon
283
ATI
ATI
$28.6B
$26.8K 0.01%
136
– –
VXF icon
284
Vanguard Extended Market ETF
VXF
$31.4B
$26.3K 0.01%
107
– –
LUV icon
285
Southwest Airlines
LUV
$19.9B
$26.2K 0.01%
510
+93
+22% +$3.91K
IUSB icon
286
iShares Core Universal USD Bond ETF
IUSB
$43.6B
$26.1K 0.01%
565
– –
BA icon
287
Boeing
BA
$166B
$25.8K 0.01%
119
+47
+65% +$10.5K
ORCL icon
288
Oracle
ORCL
$410B
$25.6K 0.01%
175
-30
-15% -$5.44K
GILD icon
289
Gilead Sciences
GILD
$182B
$25.5K 0.01%
202
-146
-42% -$19.2K
CALM icon
290
Cal-Maine
CALM
$3.95B
$25.4K 0.01%
315
-122
-28% -$9.42K
IDEV icon
291
iShares Core MSCI International Developed Markets ETF
IDEV
$32.6B
$25.2K 0.01%
283
– –
SPTI icon
292
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.7B
$25.1K 0.01%
+885
New +$25.2K
CDE icon
293
Coeur Mining
CDE
$21.5B
$25.1K 0.01%
1,536
– –
AIG icon
294
American International
AIG
$40.5B
$25K 0.01%
336
– –
AMGN icon
295
Amgen
AMGN
$240B
$25K 0.01%
69
– –
PUK icon
296
Prudential
PUK
$35.4B
$24.9K 0.01%
929
– –
GDXJ icon
297
VanEck Junior Gold Miners ETF
GDXJ
$9.83B
$24.6K 0.01%
250
– –
AU icon
298
AngloGold Ashanti
AU
$60.9B
$24.2K 0.01%
299
-122
-29% -$11.6K
HLI icon
299
Houlihan Lokey
HLI
$9.01B
$24.1K 0.01%
180
-266
-60% -$39.2K
OKTA icon
300
Okta
OKTA
$22.8B
$24K 0.01%
176
+70
+66% +$6.58K
10 11
12
13 14

Similar funds

CIA
Cascade Investment Advisors Oregon City, Oregon $183M AUM 29.64% 1-Year Est. Return
BWM
BCO Wealth Management Carlsbad, New Mexico $183M AUM 15.82% 1-Year Est. Return
AWF
Alpha Wealth Funds Park City, Utah $183M AUM 8.96% 1-Year Est. Return
MCA
Millennium Capital Advisors Little Rock, Arkansas $183M AUM 33.88% 1-Year Est. Return
HG
Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return
CJ
Caitlin John Brighton, Michigan $183M AUM 30.77% 1-Year Est. Return
LWM
LeConte Wealth Management Maryville, Tennessee $184M AUM 29.46% 1-Year Est. Return
RPGNY
Retirement Planning Group (New York) Malta, New York $184M AUM 27.05% 1-Year Est. Return

McGuire Capital Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, McGuire Capital Advisors held 994 positions worth $183M, up 17% from $156M the previous quarter. Its ten largest holdings account for 46% of the portfolio.

McGuire Capital Advisors's Q2 2026 filing shows 126 new, 205 increased, 169 reduced and 84 closed positions. Its largest new stake was VanEck Semiconductor ETF: 8,750 shares worth $5.74M. The largest sale was Microsoft, an estimated $3.52M.

By sector, the portfolio is most concentrated in Technology at 37% of assets, up from 35% a quarter earlier, followed by Financials and Energy.

  • McGuire Capital Advisors's largest Q2 2026 buy was VanEck Semiconductor ETF: 8,750 shares worth $5.74M.
  • McGuire Capital Advisors added most to NVIDIA in Q2 2026, an estimated $2.95M increase.
  • McGuire Capital Advisors's biggest Q2 2026 reduction was Microsoft, cutting an estimated $3.52M.
  • McGuire Capital Advisors fully exited Haymaker Acquisition Corp 4 in Q2 2026, selling an estimated $1.56M.
  • McGuire Capital Advisors's ten largest holdings make up 46% of its $183M portfolio in Q2 2026.
  • McGuire Capital Advisors opened 126 new positions and closed 84 in Q2 2026.
  • McGuire Capital Advisors's portfolio value rose 17% quarter-over-quarter to $183M.

Based on McGuire Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.