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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
NVDA icon
1
NVIDIA
NVDA
$5.3T
$67.6M 7.23%
362,571
-19,739
-5% -$3.67M
LRCX icon
2
Lam Research
LRCX
$383B
$43.5M 4.65%
254,080
-15,531
-6% -$2.42M
BIL icon
3
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.9B
$39.9M 4.26%
436,252
+98,442
+29% +$9.01M
USFR icon
4
WisdomTree Floating Rate Treasury Fund
USFR
$18.4B
$39.6M 4.23%
786,566
+171,267
+28% +$8.62M
AMD icon
5
Advanced Micro Devices
AMD
$799B
$39.5M 4.23%
184,634
-36,440
-16% -$8.18M
PLTR icon
6
Palantir
PLTR
$375B
$36.5M 3.9%
205,289
-9,052
-4% -$1.64M
AAPL icon
7
Apple
AAPL
$4.56T
$31.8M 3.4%
117,115
+1,394
+1% +$374K
AMAT icon
8
Applied Materials
AMAT
$419B
$30.3M 3.24%
117,997
-5,776
-5% -$1.38M
QCOM icon
9
Qualcomm
QCOM
$168B
$24.9M 2.66%
145,606
-5,429
-4% -$931K
CBOE icon
10
Cboe Global Markets
CBOE
$30.2B
$23.9M 2.55%
95,092
-227
-0.2% -$56.5K
MSFT icon
11
Microsoft
MSFT
$3.71T
$23.4M 2.5%
48,467
-44
-0.1% -$22K
ADI icon
12
Analog Devices
ADI
$184B
$22.5M 2.4%
82,946
-4,156
-5% -$1.04M
MEDP icon
13
Medpace
MEDP
$16.3B
$21.9M 2.35%
39,072
-2,836
-7% -$1.61M
GOOGL icon
14
Alphabet (Google) Class A
GOOGL
$4.38T
$21.9M 2.34%
69,956
-81
-0.1% -$23.1K
SYK icon
15
Stryker
SYK
$129B
$20.4M 2.18%
57,986
-31
-0.1% -$11.3K
TMO icon
16
Thermo Fisher Scientific
TMO
$214B
$19.3M 2.06%
33,339
+38
+0.1% +$21.5K
COST icon
17
Costco
COST
$421B
$17.1M 1.82%
19,777
-28
-0.1% -$25.4K
ASML icon
18
ASML
ASML
$655B
$15.7M 1.68%
14,655
-22
-0.1% -$22.9K
MS icon
19
Morgan Stanley
MS
$336B
$14.4M 1.54%
80,992
+204
+0.3% +$34K
WMT icon
20
Walmart Inc
WMT
$892B
$14.2M 1.51%
127,236
-17,784
-12% -$1.91M
ISRG icon
21
Intuitive Surgical
ISRG
$132B
$13.6M 1.45%
23,989
+69
+0.3% +$36.7K
CAT icon
22
Caterpillar
CAT
$394B
$13.5M 1.44%
23,525
+184
+0.8% +$102K
RKLB icon
23
Rocket Lab Corp
RKLB
$47.3B
$13.4M 1.43%
192,375
-3,316
-2% -$190K
SCHW
24
Charles Schwab
SCHW
$187B
$13.3M 1.42%
133,426
+879
+0.7% +$83.4K
XSD icon
25
State Street SPDR S&P Semiconductor ETF
XSD
$2.9B
$12.7M 1.36%
39,549
-2,140
-5% -$706K
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.