McGuire Investment Group, LLC 13F Holdings · Q2 2026
McGuire Investment Group, LLC reported 137 securities worth $1.14B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AMD (8.86%), LRCX (6.94%), AMAT (6.85%). Among its top 25 positions this quarter: 9 added, 16 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMD | ADVANCED MICRO DEVICES INC | $101.2M | 8.86% | 174,182 | Trimmed |
| 2 | LRCX | LAM RESEARCH CORP | $79.2M | 6.94% | 182,811 | Trimmed |
| 3 | AMAT | APPLIED MATLS INC | $78.2M | 6.85% | 108,139 | Trimmed |
| 4 | NVDA | NVIDIA CORPORATION | $69.2M | 6.06% | 345,691 | Added |
| 5 | USFR | WISDOMTREE TR | $47.7M | 4.18% | 947,852 | Added |
| 6 | BIL | SPDR SERIES TRUST | $47.4M | 4.15% | 517,151 | Added |
| 7 | AAPL | APPLE INC | $33.4M | 2.93% | 115,570 | Trimmed |
| 8 | ADI | ANALOG DEVICES INC | $29.8M | 2.61% | 75,140 | Trimmed |
| 9 | ASML | ASML HLDG NV | $28.8M | 2.52% | 14,470 | Trimmed |
| 10 | QCOM | QUALCOMM INC | $24.3M | 2.13% | 131,629 | Trimmed |
| 11 | PLTR | PALANTIR TECHNOLOGIES INC | $23.8M | 2.09% | 204,233 | Trimmed |
| 12 | CAT | CATERPILLAR INC | $22.5M | 1.97% | 21,108 | Added |
| 13 | GOOGL | ALPHABET INC | $22.4M | 1.96% | 62,617 | Trimmed |
| 14 | CBOE | CBOE GLOBAL MKTS INC | $22.2M | 1.94% | 91,497 | Trimmed |
| 15 | XSD | SPDR SERIES TRUST | $21.1M | 1.85% | 33,795 | Trimmed |
| 16 | RKLB | ROCKET LAB CORP | $19.3M | 1.69% | 190,355 | Trimmed |
| 17 | MEDP | MEDPACE HLDGS INC | $18.5M | 1.62% | 34,929 | Trimmed |
| 18 | MSFT | MICROSOFT CORP | $18.2M | 1.59% | 48,718 | Added |
| 19 | SYK | STRYKER CORPORATION | $18.2M | 1.59% | 57,704 | Trimmed |
| 20 | COST | COSTCO WHOLESALE CORPORATION | $17.6M | 1.54% | 18,790 | Added |
| 21 | MS | MORGAN STANLEY | $15.9M | 1.39% | 75,996 | Added |
| 22 | AMZN | AMAZON COM INC | $15.1M | 1.32% | 63,382 | Added |
| 23 | IJR | ISHARES TR | $15.0M | 1.31% | 101,136 | Added |
| 24 | TMO | THERMO FISHER SCIENTIFIC INC | $13.9M | 1.22% | 27,805 | Trimmed |
| 25 | CMI | CUMMINS INC | $13.8M | 1.21% | 19,340 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR