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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
DEFT
126
Defi Technologies
DEFT
$183M
– –
-37,162
Closed -$78.4K
2 3 4 5
6

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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.