CIK: 0001756959
Total reported value
$885.3M
Reporting period: 2026-03-31 · Number of holdings: 121
McGuire Investment Group, LLC disclosed 121 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $885.3M and a quarterly turnover rate of 14.6%.
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McGuire Investment Group, LLC's disclosed holdings carry a Herfindahl concentration index of 0.026 — mathematically equivalent to about 38 equally-sized positions, well below its 121 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.49), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 54% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Add AMAT
-8.1% $6.7M
Add USFR
+13.8% $5.5M
Add BIL
+12.2% $5.0M
Trim QCOM
-9.4% -$7.9M
Trim TMO
-15.6% -$5.5M
Add ASML
-0.4% $3.6M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.80% | -0.43% | -4.73% | |
| 2 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 5.09% | +0.86% | +13.80% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 5.07% | +0.81% | +12.20% | |
| 4 | LRCX | Lam Research CORP | Stock-Tech | 4.49% | -0.16% | -26.79% | |
| 5 | AMAT | Applied Materials INC | Stock-Tech | 4.19% | +0.95% | -8.10% | |
| 6 | AMD | Advanced Micro Devices | Stock-Tech | 4.09% | -0.14% | -3.68% | |
| 7 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 3.41% | -0.49% | +0.61% | |
| 8 | AAPL | Apple INC | Stock-Tech | 3.34% | -0.06% | -0.44% | |
| 9 | CBOE | Cboe Global Markets INC | Stock-Financials | 2.91% | +0.36% | -3.57% | |
| 10 | ADI | Analog Devices INC | Stock-Tech | 2.71% | +0.31% | -9.14% | |
| 11 | ASML | ASML Holding N.V. | Stock-Tech | 2.18% | +0.50% | -0.38% | |
| 12 | SYK | Stryker CORP | Stock-Healthcare | 2.15% | -0.03% | -0.28% | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.11% | +0.29% | -5.03% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 2.04% | -0.46% | +0.49% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.03% | -0.31% | -10.47% | |
| 16 | MEDP | Medpace Holdings INC | Stock-Healthcare | 1.92% | -0.43% | -9.46% | |
| 17 | QCOM | Qualcomm INC | Stock-Tech | 1.92% | -0.74% | -9.44% | |
| 18 | WMT | Walmart INC | Stock-Consumer Staples | 1.73% | +0.22% | -2.95% | |
| 19 | CAT | Caterpillar INC | Stock-Industrials | 1.69% | +0.25% | -10.32% | |
| 20 | TMO | Thermo Fisher Scientific INC | Stock-Healthcare | 1.56% | -0.50% | -15.59% | |
| 21 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.42% | — | +0.14% | |
| 22 | MS | Morgan Stanley | Stock-Financials | 1.41% | -0.13% | -6.30% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.41% | +0.12% | +0.03% | |
| 24 | CME | Cme Group INC | Stock-Financials | 1.41% | +0.18% | -0.39% | |
| 25 | RKLB | Rocket Lab CORP | Stock-Industrials | 1.38% | -0.05% | -0.96% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.37% | +0.27% | -0.11% | |
| 27 | AMZN | Amazon.com INC | Stock-Consumer Disc | 1.30% | -0.06% | +0.60% | |
| 28 | ITW | Illinois Tool Works | Stock-Industrials | 1.28% | +0.13% | -0.63% | |
| 29 | XSD | Ss Spdr S&p Semiconductor | ETF-Other | 1.27% | -0.09% | -12.85% | |
| 30 | ISRG | Intuitive Surgical INC | Stock-Healthcare | 1.24% | -0.21% | -0.38% | |
| 31 | CMI | Cummins INC | Stock-Industrials | 1.18% | +0.13% | +1.00% | |
| 32 | BLK | Blackrock INC | Stock-Financials | 1.17% | -0.07% | -0.36% | |
| 33 | XSW | Ss Spdr S&p Soft & Serv ETF | ETF-Other | 1.07% | -0.26% | -0.56% | |
| 34 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 1.05% | +0.23% | +12.80% | |
| 35 | HON | Honeywell International INC | Stock-Industrials | 1.03% | +0.19% | +0.02% | |
| 36 | IQV | Iqvia Holdings INC | Stock-Healthcare | 1.00% | -0.25% | -0.25% | |
| 37 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.99% | — | -2.21% | |
| 38 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.99% | — | -2.24% | |
| 39 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.99% | — | -2.21% | |
| 40 | GLD | Spdr Gold Shares | ETF-Commodities | 0.87% | +0.11% | +0.29% | |
| 41 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 0.86% | — | -2.27% | |
| 42 | RTX | Rtx CORP | Stock-Industrials | 0.80% | — | +0.10% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.68% | -0.03% | -2.35% | |
| 44 | ROK | Rockwell Automation INC | Stock-Industrials | 0.64% | -0.02% | -0.45% | |
| 45 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.64% | +0.15% | -0.39% | |
| 46 | QBTS | D-wave Quantum INC | Stock-Tech | 0.62% | -0.47% | -2.82% | |
| 47 | IAI | Ishares U.s. Broker-dealers | ETF-Other | 0.58% | -0.02% | -0.69% | |
| 48 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 0.57% | — | +1.34% | |
| 49 | IONQ | Ionq INC | Stock-Tech | 0.55% | -0.28% | -2.49% | |
| 50 | AMGN | Amgen INC | Stock-Healthcare | 0.52% | — | — |
Performance for Q3 2026
+6.3%
Performance Last 4 Quarters
+42.1%
Based on 80% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 121 | $885.3M | 15 | |
| 2025-12-31 | 121 | $935.8M | 11 | |
| 2025-09-30 | 120 | $882.6M | 35 | |
| 2025-06-30 | 112 | $782.5M | 0 | |
| 2025-03-31 | 111 | $673.0M | 100 | |
| 2024-12-31 | 109 | $692.6M | 0 | |
| 2024-09-30 | 113 | $710.2M | 0 | |
| 2024-06-30 | 113 | $697.5M | 0 | |
| 2024-03-31 | 116 | $684.6M | 0 | |
| 2023-12-31 | 115 | $599.5M | 0 | |
| 2023-09-30 | 116 | $518.6M | 0 | |
| 2023-06-30 | 120 | $536.6M | 0 | |
| 2023-03-31 | 116 | $503.2M | 0 | |
| 2022-12-31 | 115 | $462.1M | 0 | |
| 2022-09-30 | 113 | $439.0M | 0 | |
| 2022-06-30 | 118 | $464.2M | 0 | |
| 2022-03-31 | 127 | $545.3M | 0 | |
| 2021-12-31 | 121 | $607.5M | 0 | |
| 2021-09-30 | 118 | $531.8M | 0 | |
| 2021-06-30 | 116 | $526.9M | 95 | |
| 2021-03-31 | 109 | $473.9M | 24 | |
| 2020-12-31 | 96 | $403.6M | 25 | |
| 2020-09-30 | 95 | $335.9M | 17 | |
| 2020-06-30 | 86 | $288.2M | 20 | |
| 2020-03-31 | 82 | $240.4M | 40 | |
| 2019-12-31 | 91 | $336.7M | 17 | |
| 2019-09-30 | 98 | $305.0M | 20 | |
| 2019-06-30 | 93 | $315.6M | 9 | |
| 2019-03-31 | 92 | $305.1M | 23 | |
| 2018-12-31 | 85 | $264.4M | 20 | |
| 2018-09-30 | 88 | $302.6M | 0 |
McGuire Investment Group, LLC's most significant position changes for 2026-03-31: Trim: Applied Materials INC (AMAT) — shares -8.10%; Add: Wisdomtree Floating Rate Tre (USFR) — shares +13.80%; Add: Ss Spdr Bb 1-3m T-bill ETF (BIL) — shares +12.20%; Trim: Qualcomm INC (QCOM) — shares -9.44%; Trim: Thermo Fisher Scientific INC (TMO) — shares -15.59%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials INC | +1% | -8.10% | Trim |
| 2 | USFR | Wisdomtree Floating Rate Tre | +0.9% | +13.80% | Add |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.8% | +12.20% | Add |
| 4 | ASML | ASML Holding N.V. | +0.5% | -0.38% | Trim |
| 5 | CBOE | Cboe Global Markets INC | +0.4% | -3.57% | Trim |
| 6 | ADI | Analog Devices INC | +0.3% | -9.14% | Trim |
| 7 | COST | Costco Wholesale CORP | +0.3% | -5.03% | Trim |
| 8 | JNJ | Johnson & Johnson | +0.3% | -0.11% | Trim |
| 9 | CAT | Caterpillar INC | +0.3% | -10.32% | Trim |
| 10 | NLR | Vaneck Urani & Nuclr Etf-usd | +0.2% | +12.80% | Add |
| 11 | WMT | Walmart INC | +0.2% | -2.95% | Trim |
| 12 | HON | Honeywell International INC | +0.2% | +0.02% | Add |
| 13 | CME | Cme Group INC | +0.2% | -0.39% | Trim |
| 14 | LMT | Lockheed Martin CORP | +0.2% | -0.39% | Trim |
| 15 | CMI | Cummins INC | +0.1% | +1.00% | Add |
| 16 | ITW | Illinois Tool Works | +0.1% | -0.63% | Trim |
| 17 | IJR | Ishares Core S&p Small-cap E | +0.1% | +0.03% | Add |
| 18 | GLD | Spdr Gold Shares | +0.1% | +0.29% | Add |
| 19 | LHX | L3harris Technologies INC | +0.1% | +3.62% | Add |
| 20 | SCHW | Schwab (charles) CORP | — | +0.14% | Add |
| 21 | IAI | Ishares U.s. Broker-dealers | 0% | -0.69% | Trim |
| 22 | ROK | Rockwell Automation INC | 0% | -0.45% | Trim |
| 23 | SYK | Stryker CORP | 0% | -0.28% | Trim |
| 24 | QQQ | Invesco Qqq Trust Series 1 | 0% | -2.35% | Trim |
| 25 | RKLB | Rocket Lab CORP | -0.1% | -0.96% | Trim |
| 26 | VGT | Vanguard Info Tech ETF | -0.1% | -25.46% | Trim |
| 27 | AAPL | Apple INC | -0.1% | -0.44% | Trim |
| 28 | AMZN | Amazon.com INC | -0.1% | +0.60% | Add |
| 29 | BLK | Blackrock INC | -0.1% | -0.36% | Trim |
| 30 | XSD | Ss Spdr S&p Semiconductor | -0.1% | -12.85% | Trim |
| 31 | XLK | Ss Technology Select Sector | -0.1% | -40.92% | Trim |
| 32 | RGTI | Rigetti Computing INC | -0.1% | +0.78% | Add |
| 33 | MS | Morgan Stanley | -0.1% | -6.30% | Trim |
| 34 | SMH | Vaneck Semiconductor ETF | -0.1% | -34.43% | Trim |
| 35 | AMD | Advanced Micro Devices | -0.1% | -3.68% | Trim |
| 36 | XLE | Ss Energy Select Sector | -0.1% | -49.18% | Trim |
| 37 | LRCX | Lam Research CORP | -0.2% | -26.79% | Trim |
| 38 | ISRG | Intuitive Surgical INC | -0.2% | -0.38% | Trim |
| 39 | IQV | Iqvia Holdings INC | -0.3% | -0.25% | Trim |
| 40 | XSW | Ss Spdr S&p Soft & Serv ETF | -0.3% | -0.56% | Trim |
| 41 | IONQ | Ionq INC | -0.3% | -2.49% | Trim |
| 42 | GOOGL | Alphabet Inc-cl A | -0.3% | -10.47% | Trim |
| 43 | DHR | Danaher CORP | -0.4% | -46.55% | Trim |
| 44 | NVDA | Nvidia CORP | -0.4% | -4.73% | Trim |
| 45 | MEDP | Medpace Holdings INC | -0.4% | -9.46% | Trim |
| 46 | MSFT | Microsoft CORP | -0.5% | +0.49% | Add |
| 47 | QBTS | D-wave Quantum INC | -0.5% | -2.82% | Trim |
| 48 | PLTR | Palantir Technologies Inc-a | -0.5% | +0.61% | Add |
| 49 | TMO | Thermo Fisher Scientific INC | -0.5% | -15.59% | Trim |
| 50 | QCOM | Qualcomm INC | -0.7% | -9.44% | Trim |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-29 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-26 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-21 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-18 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-25 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-21 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-10 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-24 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-26 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-12 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-12 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-18 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-04-20 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-01-10 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-10-13 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-15 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-04-25 | Amendment | View on EDGAR |
| 2022-03-31 | 2022-04-14 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-01-13 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-10-19 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-07-16 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-04-20 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-01-13 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-10-19 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-07-14 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-04-02 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-01-07 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-10-25 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-07-25 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-04-23 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-01-28 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-07 | 13F-HR | View on EDGAR |
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