Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $37.2M | 20.3% | +8.4% |
| AAPLApple Inc | $6.8M | 3.7% | −21.1% |
| SMHVaneck Etf Trust | $5.7M | 3.1% | New |
| SPYState Str Spdr S&p 500 Etf T | $5.3M | 2.9% | +47.2% |
| MUMicron Technology Inc | $5.3M | 2.9% | −25.7% |
| AMDAdvanced Micro Devices Inc | $4.9M | 2.7% | +401.7% |
| TSLATesla Inc | $4.9M | 2.7% | −31.0% |
| Exxon Mobil CorpCUSIP 30231G102 | $4.8M | 2.6% | −1.5% |
| QQQInvesco Qqq Tr | $4.4M | 2.4% | +81.1% |
| CATCaterpillar Inc | $4.1M | 2.2% | +1.1% |
| GOOGAlphabet Inc | $3.8M | 2.1% | |
| RMIXSuncrete Inc | $3.8M | 2.1% | New |
| DIAState Str Spdr Dow Jones Ind | $3.7M | 2.0% | +42.2% |
| VOOVanguard Index Fds | $3.5M | 1.9% | +1.6% |
| AMZNAmazon Com Inc | $3.4M | 1.9% | −31.2% |
| BINCBlackrock Etf Trust II | $3.3M | 1.8% | +121.6% |
| MSFTMicrosoft Corp | $2.9M | 1.6% | −52.7% |
| PLTRPalantir Technologies Inc | $2.8M | 1.5% | +4.4% |
| METAMeta Platforms Inc | $2.5M | 1.4% | −35.1% |
| WMTWalmart Inc | $2.5M | 1.4% | +1.6% |
| GSGoldman Sachs Group Inc | $2.5M | 1.4% | +7.5% |
| JPMJpmorgan Chase & Co | $2.4M | 1.3% | +8.7% |
| ETEnergy Transfer L P | $1.9M | 1.1% | −3.2% |
| TSLYTidal Trust II | $1.9M | 1.0% | −1.7% |
| OKLOOklo Inc | $1.6M | 0.9% | +11.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| DELLDell Technologies Inc | December 31, 2025 | +242.8% | $1.3M |
| AMDAdvanced Micro Devices Inc | December 31, 2025 | +171.3% | $4.9M |
| BTSGBrightspring Health Svcs Inc | December 31, 2025 | +86.2% | $850K |
| CATCaterpillar Inc | December 31, 2025 | +85.9% | $4.1M |
| AMDYTidal Trust II | December 31, 2025 | +54.4% | $1.6M |
| ENVAEnova Intl Inc | December 31, 2025 | +53.1% | $1.2M |
| QQQInvesco Qqq Tr | December 31, 2025 | +19.9% | $4.4M |
| Oneok Inc NewCUSIP 682680103 | December 31, 2025 | +18.3% | $805K |
| ETEnergy Transfer L P | December 31, 2025 | +15.9% | $1.9M |
| TSMYTidal Trust II | December 31, 2025 | +15.7% | $1.1M |
Sold off last quarter
- Haymaker Acquisition Corp IvCUSIP G4375F108 was $1.6M
- GHGuardant Health Inc was $275K
- Carnival CorpCUSIP 143658300 was $222K
- MPCMarathon Pete Corp was $184K
- HALHalliburton Co was $96K
- XHRXenia Hotels & Resorts Inc was $45K
- XNQPXNuveen Pa Invt Quality Mun F was $42K
- HURNHuron Consulting Group Inc was $37K
- GOOYTidal Trust II was $37K
- YMAGTidal Trust II was $36K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.7% | +14.8% |
| March 31, 2026 | −4.3% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Mcguire Capital Advisors Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2112006&type=13F-HR&dateb=&owner=include&count=40CIK 2112006
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2112006/000211200626000004/Filed August 14, 2026 · accession 0002112006-26-000004