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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
+7.56%
1 Year Est. Return
+79.59%
3 Year Est. Return
+184.19%
5 Year Est. Return
+218.18%
10 Year Est. Return
–
AUM
$936M
AUM Growth
+$53.2M
Cap. Flow
-$3.21M
Cap. Flow %
-0.34%
Top 10 Hldgs %
40.34%
Holding
126
New
6
Increased
31
Reduced
61
Closed
5

Top Buys

Rank Stock Value
1
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$9.01M
2
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$8.62M
3
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$916K
4
IBTG icon
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
+$914K
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$887K

Top Sells

Rank Stock Value
1
AMD icon
Advanced Micro Devices
AMD
+$8.18M
2
NVDA icon
NVIDIA
NVDA
+$3.67M
3
LRCX icon
Lam Research
LRCX
+$2.42M
4
WMT icon
Walmart Inc
WMT
+$1.91M
5
PLTR icon
Palantir
PLTR
+$1.64M

Sector Composition

Rank Sector Weight
1 Technology 38.42%
2 Healthcare 11.94%
3 Industrials 8.24%
4 Financials 8.24%
5 Consumer Staples 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMZN icon
26
Amazon
AMZN
$2.96T
$12.7M 1.36%
54,966
+602
+1% +$138K
XSW icon
27
State Street SPDR S&P Software & Services ETF
XSW
$484M
$12.5M 1.33%
66,657
-116
-0.2% -$22.3K
IJR icon
28
iShares Core S&P Small-Cap ETF
IJR
$112B
$12M 1.29%
100,242
-2,423
-2% -$290K
IQV icon
29
IQVIA
IQV
$39.3B
$11.7M 1.25%
51,900
-75
-0.1% -$16.3K
BLK icon
30
Blackrock
BLK
$176B
$11.6M 1.24%
10,815
-85
-0.8% -$92.9K
CME icon
31
CME Group
CME
$94.8B
$11.5M 1.23%
42,291
-758
-2% -$206K
ITW icon
32
Illinois Tool Works
ITW
$85.3B
$10.8M 1.15%
43,740
+418
+1% +$104K
JNJ icon
33
Johnson & Johnson
JNJ
$625B
$10.3M 1.1%
49,668
-411
-0.8% -$81.3K
QBTS icon
34
D-Wave Quantum Inc. Common Stock
QBTS
$7.69B
$10.2M 1.09%
390,915
-4,863
-1% -$142K
CMI icon
35
Cummins
CMI
$88.7B
$9.79M 1.05%
19,188
+197
+1% +$92.1K
FTSM icon
36
First Trust Enhanced Short Maturity ETF
FTSM
$6.5B
$8.98M 0.96%
149,879
+14,791
+11% +$887K
IBDR icon
37
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.4B
$8.95M 0.96%
369,565
+37,782
+11% +$916K
IBTG icon
38
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.22B
$8.94M 0.96%
390,806
+39,918
+11% +$914K
HON icon
39
Honeywell
HON
$78B
$7.86M 0.84%
40,301
-2,224
-5% -$435K
GNMA icon
40
iShares GNMA Bond ETF
GNMA
$423M
$7.79M 0.83%
174,950
+18,007
+11% +$802K
IONQ icon
41
IonQ
IONQ
$16.6B
$7.78M 0.83%
173,287
+385
+0.2% +$21.6K
NLR icon
42
VanEck Uranium + Nuclear Energy ETF
NLR
$4.18B
$7.71M 0.82%
62,045
+560
+0.9% +$77K
DHR icon
43
Danaher
DHR
$144B
$7.51M 0.8%
32,789
-36
-0.1% -$7.91K
GLD icon
44
SPDR Gold Trust
GLD
$141B
$7.03M 0.75%
17,747
+141
+0.8% +$53.8K
RTX icon
45
RTX Corp
RTX
$301B
$6.75M 0.72%
36,828
+315
+0.9% +$54.7K
QQQ icon
46
Invesco QQQ Trust
QQQ
$484B
$6.61M 0.71%
10,759
-57
-0.5% -$35K
ROK icon
47
Rockwell Automation
ROK
$49B
$6.17M 0.66%
15,868
+132
+0.8% +$49.6K
IAI icon
48
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.36B
$5.61M 0.6%
31,260
-135
-0.4% -$23.7K
XLE icon
49
State Street Energy Select Sector SPDR ETF
XLE
$37.7B
$4.87M 0.52%
108,925
-37
-0% -$1.65K
XAR icon
50
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.49B
$4.72M 0.5%
19,555
+726
+4% +$173K
1
2
3 4 5

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McGuire Investment Group's Q4 2025 Portfolio in Review

As of Q4 2025, McGuire Investment Group held 126 positions worth $936M, up 6% from $883M the previous quarter. Its ten largest holdings account for 40% of the portfolio.

McGuire Investment Group's Q4 2025 filing shows 6 new, 31 increased, 61 reduced and 5 closed positions. Its largest new stake was Solstice Advanced Materials: 9,118 shares worth $443K. The largest sale was Advanced Micro Devices, an estimated $8.18M.

By sector, the portfolio is most concentrated in Technology at 38% of assets, down from 40% a quarter earlier, followed by Healthcare and Industrials.

  • McGuire Investment Group's largest Q4 2025 buy was Solstice Advanced Materials: 9,118 shares worth $443K.
  • McGuire Investment Group added most to State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2025, an estimated $9.01M increase.
  • McGuire Investment Group's biggest Q4 2025 reduction was Advanced Micro Devices, cutting an estimated $8.18M.
  • McGuire Investment Group fully exited CoreWeave in Q4 2025, selling an estimated $378K.
  • McGuire Investment Group's ten largest holdings make up 40% of its $936M portfolio in Q4 2025.
  • McGuire Investment Group opened 6 new positions and closed 5 in Q4 2025.
  • McGuire Investment Group's portfolio value rose 6% quarter-over-quarter to $936M.

Based on McGuire Investment Group's 13F filing for Q4 2025, filed 26 Jan 2026.