Filed: 10/21/2025ACC: 0001756959-25-000004
📋 What this filing means
MCGUIRE INVESTMENT GROUP, LLC filed this quarterly 13F‑HR report disclosing 120 equity positions with a total reported market value of $882.60M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
120
Positions
$882.60M
Total AUM (reported)
6.74M
Total Shares
Allocation by class
COM$526.27M59.6%
COM NEW$60.57M6.9%
CL A$39.70M4.5%
BLOOMBERG 1-3 MO$30.99M3.5%
FLOATNG RAT TREA$30.93M3.5%
CAP STK CL A$17.03M1.9%
N Y REGISTRY SHS$14.21M1.6%
Portfolio Concentration
Top 3$146.53M16.6%
4–10$202.75M23.0%
11–25$245.35M27.8%
Rest$287.97M32.6%
Top 3 weight
16.6%
Top 10 weight
39.6%
Voting Authority Distribution
Total shares with voting rights: 6.74M
Sole
Full voting authority
6.74M
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)
Sole120
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings120
Rows:
NVIDIA CORPORATION
SOLEShares382.31K
TypeSH
Market value$71.33M
8.08%
Sole
382.31K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares214.34K
TypeSH
Market value$39.10M
4.43%
Sole
214.34K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares269.61K
TypeSH
Market value$36.10M
4.09%
Sole
269.61K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares221.07K
TypeSH
Market value$35.77M
4.05%
Sole
221.07K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares337.81K
TypeSH
Market value$30.99M
3.51%
Sole
337.81K
Shared
0.00
None
0.00
WISDOMTREE TR
SOLEShares615.30K
TypeSH
Market value$30.93M
3.50%
Sole
615.30K
Shared
0.00
None
0.00
APPLE INC
SOLEShares115.72K
TypeSH
Market value$29.47M
3.34%
Sole
115.72K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares123.77K
TypeSH
Market value$25.34M
2.87%
Sole
123.77K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares151.03K
TypeSH
Market value$25.13M
2.85%
Sole
151.03K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares48.51K
TypeSH
Market value$25.13M
2.85%
Sole
48.51K
Shared
0.00
None
0.00
CBOE GLOBAL MKTS INC
SOLEShares95.32K
TypeSH
Market value$23.38M
2.65%
Sole
95.32K
Shared
0.00
None
0.00
MEDPACE HLDGS INC
SOLEShares41.91K
TypeSH
Market value$21.55M
2.44%
Sole
41.91K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares58.02K
TypeSH
Market value$21.45M
2.43%
Sole
58.02K
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares87.10K
TypeSH
Market value$21.40M
2.42%
Sole
87.10K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares19.80K
TypeSH
Market value$18.33M
2.08%
Sole
19.80K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares70.04K
TypeSH
Market value$17.03M
1.93%
Sole
70.04K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares33.30K
TypeSH
Market value$16.15M
1.83%
Sole
33.30K
Shared
0.00
None
0.00
WALMART INC
SOLEShares145.02K
TypeSH
Market value$14.95M
1.69%
Sole
145.02K
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares14.68K
TypeSH
Market value$14.21M
1.61%
Sole
14.68K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares41.69K
TypeSH
Market value$13.30M
1.51%
Sole
41.69K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares66.77K
TypeSH
Market value$13.21M
1.50%
Sole
66.77K
Shared
0.00
None
0.00
MORGAN STANLEY
SOLEShares80.79K
TypeSH
Market value$12.84M
1.46%
Sole
80.79K
Shared
0.00
None
0.00
BLACKROCK INC
SOLEShares10.90K
TypeSH
Market value$12.71M
1.44%
Sole
10.90K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares132.55K
TypeSH
Market value$12.65M
1.43%
Sole
132.55K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares102.67K
TypeSH
Market value$12.20M
1.38%
Sole
102.67K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 382.31K | SH | $71.33M 8.08% | 382.31K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 214.34K | SH | $39.10M 4.43% | 214.34K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 269.61K | SH | $36.10M 4.09% | 269.61K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 221.07K | SH | $35.77M 4.05% | 221.07K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | BLOOMBERG 1-3 MO | 337.81K | SH | $30.99M 3.51% | 337.81K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | FLOATNG RAT TREA | 615.30K | SH | $30.93M 3.50% | 615.30K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 115.72K | SH | $29.47M 3.34% | 115.72K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 123.77K | SH | $25.34M 2.87% | 123.77K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 151.03K | SH | $25.13M 2.85% | 151.03K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 48.51K | SH | $25.13M 2.85% | 48.51K | 0.00 | 0.00 |
CBOE GLOBAL MKTS INCSOLE | COM | 95.32K | SH | $23.38M 2.65% | 95.32K | 0.00 | 0.00 |
MEDPACE HLDGS INCSOLE | COM | 41.91K | SH | $21.55M 2.44% | 41.91K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 58.02K | SH | $21.45M 2.43% | 58.02K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 87.10K | SH | $21.40M 2.42% | 87.10K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 19.80K | SH | $18.33M 2.08% | 19.80K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 70.04K | SH | $17.03M 1.93% | 70.04K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 33.30K | SH | $16.15M 1.83% | 33.30K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 145.02K | SH | $14.95M 1.69% | 145.02K | 0.00 | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 14.68K | SH | $14.21M 1.61% | 14.68K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | S&P SEMICNDCTR | 41.69K | SH | $13.30M 1.51% | 41.69K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | COMP SOFTWARE | 66.77K | SH | $13.21M 1.50% | 66.77K | 0.00 | 0.00 |
MORGAN STANLEYSOLE | COM NEW | 80.79K | SH | $12.84M 1.46% | 80.79K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 10.90K | SH | $12.71M 1.44% | 10.90K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 132.55K | SH | $12.65M 1.43% | 132.55K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 102.67K | SH | $12.20M 1.38% | 102.67K | 0.00 | 0.00 |
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