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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
+0.68%
1 Year Est. Return
+79.59%
3 Year Est. Return
+184.19%
5 Year Est. Return
+218.18%
10 Year Est. Return
–
AUM
$885M
AUM Growth
-$50.4M
Cap. Flow
-$39.6M
Cap. Flow %
-4.48%
Top 10 Hldgs %
42.1%
Holding
123
New
2
Increased
46
Reduced
47
Closed
2

Top Buys

Rank Stock Value
1
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$5.47M
2
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$4.87M
3
NLR icon
VanEck Uranium + Nuclear Energy ETF
NLR
+$1.14M
4
QNC
Quantum eMotion
QNC
+$346K
5
GD icon
General Dynamics
GD
+$282K

Top Sells

Rank Stock Value
1
LRCX icon
Lam Research
LRCX
+$15.2M
2
DHR icon
Danaher
DHR
+$3.25M
3
AMAT icon
Applied Materials
AMAT
+$3.22M
4
NVDA icon
NVIDIA
NVDA
+$3.15M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$2.87M

Sector Composition

Rank Sector Weight
1 Technology 36.85%
2 Healthcare 10.41%
3 Industrials 9.27%
4 Financials 8.51%
5 Consumer Staples 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MDY icon
76
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
$835K 0.09%
1,354
– –
PSCT icon
77
Invesco S&P SmallCap Information Technology ETF
PSCT
$520M
$820K 0.09%
13,642
+893
+7% +$54.5K
IWM icon
78
iShares Russell 2000 ETF
IWM
$83B
$790K 0.09%
3,185
– –
VFH icon
79
Vanguard Financials ETF
VFH
$13.6B
$735K 0.08%
6,088
+44
+0.7% +$5.61K
VHT icon
80
Vanguard Health Care ETF
VHT
$18.6B
$728K 0.08%
2,673
+21
+0.8% +$6K
XLP icon
81
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
$700K 0.08%
8,536
+48
+0.6% +$4.04K
VB icon
82
Vanguard Morningstar Small-Cap ETF
VB
$82.4B
$700K 0.08%
2,671
+15
+0.6% +$4.06K
PSCH icon
83
Invesco S&P SmallCap Health Care ETF
PSCH
$168M
$620K 0.07%
15,070
+558
+4% +$24K
APLD icon
84
Applied Digital
APLD
$8.41B
$615K 0.07%
25,900
+3,163
+14% +$99K
GOOG icon
85
Alphabet (Google) Class C
GOOG
$4.32T
$592K 0.07%
2,065
-60
-3% -$18.9K
TSLA icon
86
Tesla
TSLA
$1.3T
$578K 0.07%
1,554
– –
SOFI icon
87
SoFi Technologies
SOFI
$23.7B
$574K 0.06%
36,118
+168
+0.5% +$3.54K
KLAC icon
88
KLA
KLAC
$259B
$560K 0.06%
3,800
– –
V icon
89
Visa
V
$677B
$559K 0.06%
1,850
– –
SPSM icon
90
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.4B
$549K 0.06%
11,357
– –
VBK icon
91
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.5B
$545K 0.06%
1,804
+12
+0.7% +$3.77K
IWO icon
92
iShares Russell 2000 Growth ETF
IWO
$15.1B
$543K 0.06%
1,730
+18
+1% +$5.99K
ARKG icon
93
ARK Genomic Revolution ETF
ARKG
$1.73B
$541K 0.06%
20,491
+193
+1% +$5.65K
DIA icon
94
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$46.5B
$535K 0.06%
1,154
+84
+8% +$40.7K
META icon
95
Meta Platforms (Facebook)
META
$1.51T
$481K 0.05%
840
-8
-0.9% -$5.13K
SBIO icon
96
ALPS Medical Breakthroughs ETF
SBIO
$215M
$460K 0.05%
8,798
– –
PSI icon
97
Invesco Semiconductors ETF
PSI
$2.5B
$443K 0.05%
4,698
– –
VRT icon
98
Vertiv
VRT
$105B
$423K 0.05%
1,688
– –
ITOT icon
99
iShares Core S&P Total US Stock Market ETF
ITOT
$97.8B
$410K 0.05%
2,879
+316
+12% +$47K
PG icon
100
Procter & Gamble
PG
$339B
$388K 0.04%
2,687
– –
1 2 3
4
5

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McGuire Investment Group's Q1 2026 Portfolio in Review

As of Q1 2026, McGuire Investment Group held 123 positions worth $885M, down 5.4% from $936M the previous quarter. Its ten largest holdings account for 42% of the portfolio.

McGuire Investment Group withdrew a net $39.6M in Q1 2026, closing 2 positions and reducing 47 holdings. Its most notable exit was iShares Expanded Tech-Software Sector ETF, an estimated $223K position sold in full.

By sector, the portfolio is most concentrated in Technology at 37% of assets, down from 38% a quarter earlier, followed by Healthcare and Industrials.

Against the trend, McGuire Investment Group opened a new position in Quantum eMotion worth $272K.

  • McGuire Investment Group's largest Q1 2026 buy was Quantum eMotion: 118,659 shares worth $272K.
  • McGuire Investment Group added most to WisdomTree Floating Rate Treasury Fund in Q1 2026, an estimated $5.47M increase.
  • McGuire Investment Group's biggest Q1 2026 reduction was Lam Research, cutting an estimated $15.2M.
  • McGuire Investment Group fully exited iShares Expanded Tech-Software Sector ETF in Q1 2026, selling an estimated $223K.
  • McGuire Investment Group's ten largest holdings make up 42% of its $885M portfolio in Q1 2026.
  • McGuire Investment Group opened 2 new positions and closed 2 in Q1 2026.
  • McGuire Investment Group's portfolio value fell 5.4% quarter-over-quarter to $885M.

Based on McGuire Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.