Filed: 7/27/2026ACC: 0001756959-26-000003
๐ What this filing means
MCGUIRE INVESTMENT GROUP, LLC filed this quarterly 13FโHR report disclosing 137 equity positions with a total reported market value of $1.14B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
137
Positions
$1.14B
Total AUM (reported)
7.73M
Total Shares
Allocation by class
COM$665.49M58.3%
COM NEW$114.01M10.0%
FLOATNG RAT TREA$47.72M4.2%
ST STR BLO 1 ETF$47.39M4.2%
N Y REGISTRY SHS$28.79M2.5%
CL A$24.31M2.1%
CAP STK CL A$22.38M2.0%
Portfolio Concentration
Top 3$258.59M22.6%
4โ10$280.68M24.6%
11โ25$277.46M24.3%
Rest$325.03M28.5%
Top 3 weight
22.6%
Top 10 weight
47.2%
Voting Authority Distribution
Total shares with voting rights: 7.73M
Sole
Full voting authority
7.73M
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)
Sole137
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings137
Rows:
ADVANCED MICRO DEVICES INC
SOLEShares174.18K
TypeSH
Market value$101.18M
8.86%
Sole
174.18K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares182.81K
TypeSH
Market value$79.22M
6.94%
Sole
182.81K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares108.14K
TypeSH
Market value$78.18M
6.85%
Sole
108.14K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares345.69K
TypeSH
Market value$69.17M
6.06%
Sole
345.69K
Shared
0.00
None
0.00
WISDOMTREE TR
SOLEShares947.85K
TypeSH
Market value$47.72M
4.18%
Sole
947.85K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares517.15K
TypeSH
Market value$47.39M
4.15%
Sole
517.15K
Shared
0.00
None
0.00
APPLE INC
SOLEShares115.57K
TypeSH
Market value$33.44M
2.93%
Sole
115.57K
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares75.14K
TypeSH
Market value$29.84M
2.61%
Sole
75.14K
Shared
0.00
None
0.00
ASML HLDG NV
SOLEShares14.47K
TypeSH
Market value$28.79M
2.52%
Sole
14.47K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares131.63K
TypeSH
Market value$24.32M
2.13%
Sole
131.63K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares204.23K
TypeSH
Market value$23.83M
2.09%
Sole
204.23K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares21.11K
TypeSH
Market value$22.48M
1.97%
Sole
21.11K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares62.62K
TypeSH
Market value$22.38M
1.96%
Sole
62.62K
Shared
0.00
None
0.00
CBOE GLOBAL MKTS INC
SOLEShares91.50K
TypeSH
Market value$22.20M
1.94%
Sole
91.50K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares33.80K
TypeSH
Market value$21.08M
1.85%
Sole
33.80K
Shared
0.00
None
0.00
ROCKET LAB CORP
SOLEShares190.35K
TypeSH
Market value$19.35M
1.69%
Sole
190.35K
Shared
0.00
None
0.00
MEDPACE HLDGS INC
SOLEShares34.93K
TypeSH
Market value$18.50M
1.62%
Sole
34.93K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares48.72K
TypeSH
Market value$18.17M
1.59%
Sole
48.72K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares57.70K
TypeSH
Market value$18.17M
1.59%
Sole
57.70K
Shared
0.00
None
0.00
COSTCO WHOLESALE CORPORATION
SOLEShares18.79K
TypeSH
Market value$17.58M
1.54%
Sole
18.79K
Shared
0.00
None
0.00
MORGAN STANLEY
SOLEShares76K
TypeSH
Market value$15.89M
1.39%
Sole
76K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares63.38K
TypeSH
Market value$15.11M
1.32%
Sole
63.38K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares101.14K
TypeSH
Market value$15.00M
1.31%
Sole
101.14K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares27.80K
TypeSH
Market value$13.94M
1.22%
Sole
27.80K
Shared
0.00
None
0.00
WALMART INC
SOLEShares121.81K
TypeSH
Market value$13.80M
1.21%
Sole
121.81K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ADVANCED MICRO DEVICES INCSOLE | COM | 174.18K | SH | $101.18M 8.86% | 174.18K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 182.81K | SH | $79.22M 6.94% | 182.81K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 108.14K | SH | $78.18M 6.85% | 108.14K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 345.69K | SH | $69.17M 6.06% | 345.69K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | FLOATNG RAT TREA | 947.85K | SH | $47.72M 4.18% | 947.85K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR BLO 1 ETF | 517.15K | SH | $47.39M 4.15% | 517.15K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 115.57K | SH | $33.44M 2.93% | 115.57K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 75.14K | SH | $29.84M 2.61% | 75.14K | 0.00 | 0.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 14.47K | SH | $28.79M 2.52% | 14.47K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 131.63K | SH | $24.32M 2.13% | 131.63K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 204.23K | SH | $23.83M 2.09% | 204.23K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 21.11K | SH | $22.48M 1.97% | 21.11K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 62.62K | SH | $22.38M 1.96% | 62.62K | 0.00 | 0.00 |
CBOE GLOBAL MKTS INCSOLE | COM | 91.50K | SH | $22.20M 1.94% | 91.50K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR SP SEMI | 33.80K | SH | $21.08M 1.85% | 33.80K | 0.00 | 0.00 |
ROCKET LAB CORPSOLE | COM | 190.35K | SH | $19.35M 1.69% | 190.35K | 0.00 | 0.00 |
MEDPACE HLDGS INCSOLE | COM | 34.93K | SH | $18.50M 1.62% | 34.93K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 48.72K | SH | $18.17M 1.59% | 48.72K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 57.70K | SH | $18.17M 1.59% | 57.70K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 18.79K | SH | $17.58M 1.54% | 18.79K | 0.00 | 0.00 |
MORGAN STANLEYSOLE | COM NEW | 76K | SH | $15.89M 1.39% | 76K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 63.38K | SH | $15.11M 1.32% | 63.38K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 101.14K | SH | $15.00M 1.31% | 101.14K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 27.80K | SH | $13.94M 1.22% | 27.80K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 121.81K | SH | $13.80M 1.21% | 121.81K | 0.00 | 0.00 |
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