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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
NVDA icon
1
NVIDIA
NVDA
$4.76T
$60.2M 6.8%
345,413
-17,158
-5% -$3.15M
USFR icon
2
WisdomTree Floating Rate Treasury Fund
USFR
$18.1B
$45.1M 5.09%
895,079
+108,513
+14% +$5.47M
BIL icon
3
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47.1B
$44.9M 5.07%
489,496
+53,244
+12% +$4.87M
LRCX icon
4
Lam Research
LRCX
$329B
$39.7M 4.49%
186,014
-68,066
-27% -$15.2M
AMAT icon
5
Applied Materials
AMAT
$375B
$37.1M 4.19%
108,438
-9,559
-8% -$3.22M
AMD icon
6
Advanced Micro Devices
AMD
$738B
$36.2M 4.09%
177,845
-6,789
-4% -$1.45M
PLTR icon
7
Palantir
PLTR
$294B
$30.2M 3.41%
206,533
+1,244
+0.6% +$190K
AAPL icon
8
Apple
AAPL
$4.98T
$29.6M 3.34%
116,601
-514
-0.4% -$134K
CBOE icon
9
Cboe Global Markets
CBOE
$31B
$25.8M 2.91%
91,701
-3,391
-4% -$944K
ADI icon
10
Analog Devices
ADI
$179B
$24M 2.71%
75,365
-7,581
-9% -$2.41M
ASML icon
11
ASML
ASML
$602B
$19.3M 2.18%
14,599
-56
-0.4% -$76.7K
SYK icon
12
Stryker
SYK
$133B
$19M 2.15%
57,824
-162
-0.3% -$58.2K
COST icon
13
Costco
COST
$435B
$18.7M 2.11%
18,783
-994
-5% -$969K
MSFT icon
14
Microsoft
MSFT
$2.96T
$18M 2.04%
48,704
+237
+0.5% +$99.2K
GOOGL icon
15
Alphabet (Google) Class A
GOOGL
$4.04T
$18M 2.03%
62,632
-7,324
-10% -$2.3M
MEDP icon
16
Medpace
MEDP
$16.3B
$17M 1.92%
35,375
-3,697
-9% -$1.89M
QCOM icon
17
Qualcomm
QCOM
$175B
$17M 1.92%
131,865
-13,741
-9% -$2.01M
WMT icon
18
Walmart Inc
WMT
$915B
$15.3M 1.73%
123,479
-3,757
-3% -$461K
CAT icon
19
Caterpillar
CAT
$382B
$14.9M 1.69%
21,097
-2,428
-10% -$1.68M
TMO icon
20
Thermo Fisher Scientific
TMO
$214B
$13.8M 1.56%
28,140
-5,199
-16% -$2.82M
SCHW
21
Charles Schwab
SCHW
$184B
$12.6M 1.42%
133,609
+183
+0.1% +$17.9K
MS icon
22
Morgan Stanley
MS
$331B
$12.5M 1.41%
75,892
-5,100
-6% -$883K
IJR icon
23
iShares Core S&P Small-Cap ETF
IJR
$110B
$12.5M 1.41%
100,274
+32
+0% +$4.07K
CME icon
24
CME Group
CME
$93.9B
$12.4M 1.41%
42,128
-163
-0.4% -$48.4K
RKLB icon
25
Rocket Lab Corp
RKLB
$38.9B
$12.2M 1.38%
190,526
-1,849
-1% -$139K
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.