We are live on ! Find out more
MIG

McGuire Investment Group Portfolio holdings

AUM $1.14B
1-Year Est. Return 79.59%
This Fund
S&P 500
This Quarter Est. Return
+1.6%
1 Year Est. Return
+79.59%
3 Year Est. Return
+184.19%
5 Year Est. Return
+218.18%
10 Year Est. Return
–
AUM
$693M
AUM Growth
-$17.5M
Cap. Flow
-$7.46M
Cap. Flow %
-1.08%
Top 10 Hldgs %
38.33%
Holding
119
New
6
Increased
44
Reduced
43
Closed
10

Top Buys

Rank Stock Value
1
PLTR icon
Palantir
PLTR
+$3.22M
2
TSLA icon
Tesla
TSLA
+$512K
3
AI icon
C3.ai
AI
+$285K
4
RKLB icon
Rocket Lab Corp
RKLB
+$214K
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$209K

Top Sells

Rank Stock Value
1
MCHP icon
Microchip Technology
MCHP
+$2.84M
2
CRSP icon
CRISPR Therapeutics
CRSP
+$2.72M
3
NTLA icon
Intellia Therapeutics
NTLA
+$1.47M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.06M
5
IYT icon
iShares US Transportation ETF
IYT
+$590K

Sector Composition

Rank Sector Weight
1 Technology 34.69%
2 Healthcare 14.18%
3 Financials 8.88%
4 Industrials 7.05%
5 Consumer Staples 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IONQ icon
101
IonQ
IONQ
$16.6B
$272K 0.04%
+6,500
New +$163K
QQEW icon
102
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.82B
$269K 0.04%
2,150
– –
ADBE icon
103
Adobe
ADBE
$105B
$261K 0.04%
586
– –
KLAC icon
104
KLA
KLAC
$259B
$239K 0.03%
3,800
+1,050
+38% +$71K
CSCO icon
105
Cisco
CSCO
$479B
$234K 0.03%
3,946
– –
OEF icon
106
iShares S&P 100 ETF
OEF
$20.6B
$233K 0.03%
805
-16
-2% -$4.58K
IGV icon
107
iShares Expanded Tech-Software Sector ETF
IGV
$14.5B
$211K 0.03%
+2,107
New +$209K
RXRX icon
108
Recursion Pharmaceuticals
RXRX
$1.73B
$159K 0.02%
+23,500
New +$158K
CDMO
109
DELISTED
Avid Bioservices, Inc. Common Stock
CDMO
$145K 0.02%
11,728
-21,106
-64% -$242K
BMY icon
110
Bristol-Myers Squibb
BMY
$132B
– –
-20,433
Closed -$1.06M
CRSP icon
111
CRISPR Therapeutics
CRSP
$5.17B
– –
-57,822
Closed -$2.72M
IBM icon
112
IBM
IBM
$224B
– –
-2,048
Closed -$453K
LOW icon
113
Lowe's Companies
LOW
$125B
– –
-1,202
Closed -$326K
MCHP icon
114
Microchip Technology
MCHP
$46B
– –
-35,429
Closed -$2.84M
MKC icon
115
McCormick & Company Non-Voting
MKC
$14.2B
– –
-2,600
Closed -$214K
NOC icon
116
Northrop Grumman
NOC
$81.2B
– –
-792
Closed -$418K
NTLA icon
117
Intellia Therapeutics
NTLA
$1.67B
– –
-71,301
Closed -$1.47M
PEP icon
118
PepsiCo
PEP
$190B
– –
-2,213
Closed -$376K
VAW icon
119
Vanguard Materials ETF
VAW
$3.13B
– –
-1,055
Closed -$223K
1 2 3 4
5

Similar funds

PFCS
Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return
SL
SWF LLC Omaha, Nebraska $1.15B AUM 6.36% 1-Year Est. Return
MIC
Means Investment Company Bangor, Maine $1.15B AUM 21.26% 1-Year Est. Return
ACM
Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return
HMCP
Hook Mill Capital Partners New York $1.13B AUM 31.32% 1-Year Est. Return
OHIF
Oriental Harbor Investment Fund Hong Kong $1.13B AUM 70.63% 1-Year Est. Return
WM
WS Management Jacksonville, Florida $1.13B AUM 53.44% 1-Year Est. Return
AT
American Trust Lexington, Kentucky $1.13B AUM 17.56% 1-Year Est. Return

McGuire Investment Group's Q4 2024 Portfolio in Review

As of Q4 2024, McGuire Investment Group held 119 positions worth $693M, down 2.5% from $710M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

McGuire Investment Group's Q4 2024 filing shows 6 new, 44 increased, 43 reduced and 10 closed positions. Its largest new stake was Tesla: 1,590 shares worth $642K. The largest sale was Microchip Technology, an estimated $2.84M.

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

  • McGuire Investment Group's largest Q4 2024 buy was Tesla: 1,590 shares worth $642K.
  • McGuire Investment Group added most to Palantir in Q4 2024, an estimated $3.22M increase.
  • McGuire Investment Group's biggest Q4 2024 reduction was iShares US Transportation ETF, cutting an estimated $590K.
  • McGuire Investment Group fully exited Microchip Technology in Q4 2024, selling an estimated $2.84M.
  • McGuire Investment Group's ten largest holdings make up 38% of its $693M portfolio in Q4 2024.
  • McGuire Investment Group opened 6 new positions and closed 10 in Q4 2024.
  • McGuire Investment Group's portfolio value fell 2.5% quarter-over-quarter to $693M.

Based on McGuire Investment Group's 13F filing for Q4 2024, filed 21 Jan 2025.