Filed: 7/18/2025ACC: 0001085146-25-003974
📋 What this filing means
MCGUIRE INVESTMENT GROUP, LLC filed this quarterly 13F‑HR report disclosing 112 equity positions with a total reported market value of $782.51M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
112
Positions
$782.51M
Total AUM (reported)
6.57M
Total Shares
Allocation by class
COM$476.77M60.9%
COM NEW$53.80M6.9%
CL A$33.51M4.3%
BLOOMBERG 1-3 MO$31.09M4.0%
FLOATNG RAT TREA$30.98M4.0%
COMP SOFTWARE$12.80M1.6%
CAP STK CL A$11.92M1.5%
Portfolio Concentration
Top 3$126.12M16.1%
4–10$186.27M23.8%
11–25$226.07M28.9%
Rest$244.05M31.2%
Top 3 weight
16.1%
Top 10 weight
39.9%
Voting Authority Distribution
Total shares with voting rights: 6.57M
Sole
Full voting authority
6.57M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole112
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings112
Rows:
NVIDIA CORPORATION
SOLEShares400.46K
TypeSH
Market value$63.27M
8.09%
Sole
400.46K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares223.81K
TypeSH
Market value$31.76M
4.06%
Sole
223.81K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares338.95K
TypeSH
Market value$31.09M
3.97%
Sole
338.95K
Shared
0.00
None
0.00
WISDOMTREE TR
SOLEShares615.69K
TypeSH
Market value$30.98M
3.96%
Sole
615.69K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares225.83K
TypeSH
Market value$30.79M
3.93%
Sole
225.83K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares295.93K
TypeSH
Market value$28.81M
3.68%
Sole
295.93K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares48.93K
TypeSH
Market value$24.34M
3.11%
Sole
48.93K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares152.69K
TypeSH
Market value$24.32M
3.11%
Sole
152.69K
Shared
0.00
None
0.00
APPLE INC
SOLEShares116.41K
TypeSH
Market value$23.88M
3.05%
Sole
116.41K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares58.56K
TypeSH
Market value$23.17M
2.96%
Sole
58.56K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares125.18K
TypeSH
Market value$22.92M
2.93%
Sole
125.18K
Shared
0.00
None
0.00
CBOE GLOBAL MKTS INC
SOLEShares96.18K
TypeSH
Market value$22.43M
2.87%
Sole
96.18K
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares87.62K
TypeSH
Market value$20.86M
2.67%
Sole
87.62K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares19.94K
TypeSH
Market value$19.74M
2.52%
Sole
19.94K
Shared
0.00
None
0.00
WALMART INC
SOLEShares161.38K
TypeSH
Market value$15.78M
2.02%
Sole
161.38K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares33.68K
TypeSH
Market value$13.66M
1.75%
Sole
33.68K
Shared
0.00
None
0.00
MEDPACE HLDGS INC
SOLEShares42.02K
TypeSH
Market value$13.19M
1.69%
Sole
42.02K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares24.08K
TypeSH
Market value$13.09M
1.67%
Sole
24.08K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares67.43K
TypeSH
Market value$12.80M
1.64%
Sole
67.43K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares133.44K
TypeSH
Market value$12.18M
1.56%
Sole
133.44K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares54.72K
TypeSH
Market value$12.00M
1.53%
Sole
54.72K
Shared
0.00
None
0.00
CME GROUP INC
SOLEShares43.49K
TypeSH
Market value$11.99M
1.53%
Sole
43.49K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares67.65K
TypeSH
Market value$11.92M
1.52%
Sole
67.65K
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares14.72K
TypeSH
Market value$11.79M
1.51%
Sole
14.72K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares107.42K
TypeSH
Market value$11.74M
1.50%
Sole
107.42K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 400.46K | SH | $63.27M 8.09% | 400.46K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 223.81K | SH | $31.76M 4.06% | 223.81K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | BLOOMBERG 1-3 MO | 338.95K | SH | $31.09M 3.97% | 338.95K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | FLOATNG RAT TREA | 615.69K | SH | $30.98M 3.96% | 615.69K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 225.83K | SH | $30.79M 3.93% | 225.83K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 295.93K | SH | $28.81M 3.68% | 295.93K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 48.93K | SH | $24.34M 3.11% | 48.93K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 152.69K | SH | $24.32M 3.11% | 152.69K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 116.41K | SH | $23.88M 3.05% | 116.41K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 58.56K | SH | $23.17M 2.96% | 58.56K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 125.18K | SH | $22.92M 2.93% | 125.18K | 0.00 | 0.00 |
CBOE GLOBAL MKTS INCSOLE | COM | 96.18K | SH | $22.43M 2.87% | 96.18K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 87.62K | SH | $20.86M 2.67% | 87.62K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 19.94K | SH | $19.74M 2.52% | 19.94K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 161.38K | SH | $15.78M 2.02% | 161.38K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 33.68K | SH | $13.66M 1.75% | 33.68K | 0.00 | 0.00 |
MEDPACE HLDGS INCSOLE | COM | 42.02K | SH | $13.19M 1.69% | 42.02K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 24.08K | SH | $13.09M 1.67% | 24.08K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | COMP SOFTWARE | 67.43K | SH | $12.80M 1.64% | 67.43K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 133.44K | SH | $12.18M 1.56% | 133.44K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 54.72K | SH | $12.00M 1.53% | 54.72K | 0.00 | 0.00 |
CME GROUP INCSOLE | COM | 43.49K | SH | $11.99M 1.53% | 43.49K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 67.65K | SH | $11.92M 1.52% | 67.65K | 0.00 | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 14.72K | SH | $11.79M 1.51% | 14.72K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 107.42K | SH | $11.74M 1.50% | 107.42K | 0.00 | 0.00 |
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