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MIG

McGuire Investment Group Portfolio holdings

AUM $1.14B
1-Year Est. Return 79.59%
This Fund
S&P 500
This Quarter Est. Return
+43.75%
1 Year Est. Return
+79.59%
3 Year Est. Return
+184.19%
5 Year Est. Return
+218.18%
10 Year Est. Return
–
AUM
$1.14B
AUM Growth
+$256M
Cap. Flow
+$23M
Cap. Flow %
2.02%
Top 10 Hldgs %
47.23%
Holding
140
New
19
Increased
57
Reduced
39
Closed
3

Top Buys

Rank Stock Value
1
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$9.86M
2
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$9.86M
3
APLD icon
Applied Digital
APLD
+$5.01M
4
HONA
Honeywell Aerospace
HONA
+$4.4M
5
BSX icon
Boston Scientific
BSX
+$3.93M

Top Sells

Rank Stock Value
1
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$8.76M
2
IBTG icon
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
+$8.76M
3
JNJ icon
Johnson & Johnson
JNJ
+$5.21M
4
HON icon
Honeywell
HON
+$4.53M
5
AMD icon
Advanced Micro Devices
AMD
+$1.5M

Sector Composition

Rank Sector Weight
1 Technology 45.49%
2 Miscellaneous 24.2%
3 Industrials 8.88%
4 Healthcare 8.08%
5 Financials 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMD icon
1
Advanced Micro Devices
AMD
$760B
$101M 8.86%
174,182
-3,663
-2% -$1.5M
LRCX icon
2
Lam Research
LRCX
$378B
$79.2M 6.94%
182,811
-3,203
-2% -$972K
AMAT icon
3
Applied Materials
AMAT
$366B
$78.2M 6.85%
108,139
-299
-0.3% -$138K
NVDA icon
4
NVIDIA
NVDA
$5.25T
$69.2M 6.06%
345,691
+278
+0.1% +$57.2K
USFR icon
5
WisdomTree Floating Rate Treasury Fund
USFR
$18.7B
$47.7M 4.18%
947,852
+52,773
+6% +$2.66M
BIL icon
6
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
$47.4M 4.15%
517,151
+27,655
+6% +$2.53M
AAPL icon
7
Apple
AAPL
$4.67T
$33.4M 2.93%
115,570
-1,031
-0.9% -$295K
ADI icon
8
Analog Devices
ADI
$175B
$29.8M 2.61%
75,140
-225
-0.3% -$89.1K
ASML icon
9
ASML
ASML
$651B
$28.8M 2.52%
14,470
-129
-0.9% -$205K
QCOM icon
10
Qualcomm
QCOM
$175B
$24.3M 2.13%
131,629
-236
-0.2% -$44.1K
PLTR icon
11
Palantir
PLTR
$448B
$23.8M 2.09%
204,233
-2,300
-1% -$314K
CAT icon
12
Caterpillar
CAT
$368B
$22.5M 1.97%
21,108
+11
+0.1% +$9.66K
GOOGL icon
13
Alphabet (Google) Class A
GOOGL
$4.24T
$22.4M 1.96%
62,617
-15
-0% -$5.4K
CBOE icon
14
Cboe Global Markets
CBOE
$32.4B
$22.2M 1.94%
91,497
-204
-0.2% -$62.4K
XSD icon
15
State Street SPDR S&P Semiconductor ETF
XSD
$2.59B
$21.1M 1.85%
33,795
-670
-2% -$351K
RKLB icon
16
Rocket Lab Corp
RKLB
$41.2B
$19.3M 1.69%
190,355
-171
-0.1% -$17K
MEDP icon
17
Medpace
MEDP
$16.8B
$18.5M 1.62%
34,929
-446
-1% -$206K
MSFT icon
18
Microsoft
MSFT
$3.81T
$18.2M 1.59%
48,718
+14
+0% +$5.66K
SYK icon
19
Stryker
SYK
$127B
$18.2M 1.59%
57,704
-120
-0.2% -$37.8K
COST icon
20
Costco
COST
$419B
$17.6M 1.54%
18,790
+7
+0% +$6.97K
MS icon
21
Morgan Stanley
MS
$337B
$15.9M 1.39%
75,996
+104
+0.1% +$20.6K
AMZN icon
22
Amazon
AMZN
$2.87T
$15.1M 1.32%
63,382
+8,087
+15% +$2.03M
IJR icon
23
iShares Core S&P Small-Cap ETF
IJR
$110B
$15M 1.31%
101,136
+862
+0.9% +$118K
TMO icon
24
Thermo Fisher Scientific
TMO
$230B
$13.9M 1.22%
27,805
-335
-1% -$161K
WMT icon
25
Walmart Inc
WMT
$820B
$13.8M 1.21%
121,811
-1,668
-1% -$207K
1
2 3 4 5

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PCA
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VCP
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CAM
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PC
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SIM
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McGuire Investment Group's Q2 2026 Portfolio in Review

As of Q2 2026, McGuire Investment Group held 140 positions worth $1.14B, up 29% from $885M the previous quarter. Its ten largest holdings account for 47% of the portfolio.

McGuire Investment Group's Q2 2026 filing shows 19 new, 57 increased, 39 reduced and 3 closed positions. Its largest new stake was Honeywell Aerospace: 19,937 shares worth $4.41M. The largest sale was iShares iBonds Dec 2026 Term Corporate ETF, an estimated $8.76M.

By sector, the portfolio is most concentrated in Technology at 45% of assets, up from 37% a quarter earlier, followed by Miscellaneous and Industrials.

  • McGuire Investment Group's largest Q2 2026 buy was Honeywell Aerospace: 19,937 shares worth $4.41M.
  • McGuire Investment Group added most to iShares iBonds Dec 2027 Term Treasury ETF in Q2 2026, an estimated $9.86M increase.
  • McGuire Investment Group's biggest Q2 2026 reduction was Johnson & Johnson, cutting an estimated $5.21M.
  • McGuire Investment Group fully exited iShares iBonds Dec 2026 Term Corporate ETF in Q2 2026, selling an estimated $8.76M.
  • McGuire Investment Group's ten largest holdings make up 47% of its $1.14B portfolio in Q2 2026.
  • McGuire Investment Group opened 19 new positions and closed 3 in Q2 2026.
  • McGuire Investment Group's portfolio value rose 29% quarter-over-quarter to $1.14B.

Based on McGuire Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.