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McGuire Investment Group, LLC

CIK 1756959 · latest 13F filed 27 July 2026 · Read the filing on EDGAR

McGuire Investment Group, LLC reported 137 US-listed holdings worth $1.14 billion in its 13F for the quarter ended 30 June 2026, filed 27 July 2026. Its largest: Advanced Micro Devices Inc. (8.9%), Lam Research Corp. (6.9%) and Applied Materials Inc. (6.8%). Against the quarter before, it opened 20 positions, added to 54, trimmed 36 and sold out of 4.

Reported holdings$1.14B+29.0% on Q1 2026
Positions137+16 on Q1 2026
The largest ten47.2%of its reported holdings
Latest 13FQ2 2026filed 27 July 2026
Where the money is
Added toHeldTrimmed
AMD8.9%LRCX6.9%AMAT6.8%NVDA6.1%USFR4.2%BIL4.2%AAPL2.9%ADI2.6%ASML2.5%QCOM2.1%PLTR2.1%CAT2.0%123 more44.8%

The 14 largest of its 137 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $710.2 million in 113 positions$710MQ3 24Q4 2024: $692.6 million in 109 positions$693MQ4 24Q1 2025: $673.0 million in 111 positions$673MQ1 25Q2 2025: $782.5 million in 112 positions$783MQ2 25Q3 2025: $882.6 million in 120 positions$883MQ3 25Q4 2025: $935.8 million in 121 positions$936MQ4 25Q1 2026: $885.3 million in 121 positions$885MQ1 26Q2 2026: $1.14 billion in 137 positions$1.14BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 20Added 54Held 27Trimmed 36Sold out 4
Opened: 20Added: 54Held: 27Trimmed: 36Sold out: 4

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 20

  1. Honeywell International Inc. HON$4.5 million
  2. Honeywell Aerospace Inc. Com HONA$4.4 million
  3. Boston Scientific Corp. BSX$3.1 million
  4. Oklo Inc. OKLO$2.7 million
  5. Vistra Corp. VST$2.2 million
  6. Constellation Energy Corp. CEG$1.8 million
  7. Infleqtion Inc. INFQ$357,309
  8. Cerebras Systems Inc. Com Class A CBRS$291,720

and 12 more in the table below

Added to 54

  1. iShares Trust IBDS+407,333 shares · +4216%
  2. iShares Trust IBTH+440,646 shares · +4228%
  3. Applied Digital Corp. APLD+129,874 shares · +501%
  4. Wisdomtree Trust USFR+52,773 shares · +6%
  5. SPDR Ser Trust BIL+27,655 shares · +6%
  6. Intuitive Surgical Inc. ISRG+4,997 shares · +21%
  7. Amazon.com Inc. AMZN+8,087 shares · +15%
  8. First Trust Exchange-Traded FD FTSM+23,004 shares · +16%

and 46 more in the table below

Trimmed 36

  1. Johnson & Johnson JNJ-22,359 shares · -45%
  2. Advanced Micro Devices Inc. AMD-3,663 shares · -2%
  3. Lam Research Corp. LRCX-3,203 shares · -2%
  4. Vaneck ETF Trust SMH-981 shares · -12%
  5. Danaher Corp. DHR-3,113 shares · -18%
  6. SPDR Ser Trust XSD-670 shares · -2%
  7. Direxion SHS ETF Trust LABU-1,340 shares · -20%
  8. Apple Inc. AAPL-1,031 shares · -1%

and 28 more in the table below

Sold out of 4

  1. Honeywell International Inc. HON$9.1 million last quarter
  2. iShares Trust IBDR$8.8 million last quarter
  3. iShares Trust IBTG$8.8 million last quarter
  4. ARK Investment Management LLC ARKG$541,372 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Advanced Micro Devices Inc. AMD174,182$101.2 million8.86%-3,663
Lam Research Corp. LRCX182,811$79.2 million6.94%-3,203
Applied Materials Inc. AMAT108,139$78.2 million6.85%-299
NVIDIA Corp. NVDA345,691$69.2 million6.06%+278
Wisdomtree Trust USFR947,852$47.7 million4.18%+52,773
SPDR Ser Trust BIL517,151$47.4 million4.15%+27,655
Apple Inc. AAPL115,570$33.4 million2.93%-1,031
Analog Devices Inc. ADI75,140$29.8 million2.61%-225
ASML Holding N.V. ASML14,470$28.8 million2.52%-129
Qualcomm Inc. QCOM131,629$24.3 million2.13%-236
Palantir Technologies Inc. PLTR204,233$23.8 million2.09%-2,300
Caterpillar Inc. CAT21,108$22.5 million1.97%+11
Alphabet Inc. GOOGL62,617$22.4 million1.96%-15
Cboe Global Markets, Inc. CBOE91,497$22.2 million1.94%-204
SPDR Ser Trust XSD33,795$21.1 million1.85%-670
Rocket Lab Corp. RKLB190,355$19.3 million1.69%-171
Medpace Holdings, Inc. MEDP34,929$18.5 million1.62%-446
Microsoft Corp. MSFT48,718$18.2 million1.59%+14
Stryker Corp. SYK57,704$18.2 million1.59%-120
Costco Wholesale Corp. COST18,790$17.6 million1.54%+7
Morgan Stanley MS75,996$15.9 million1.39%+104
Amazon.com Inc. AMZN63,382$15.1 million1.32%+8,087
iShares Core S&P Small-Cap ETF IJR101,136$15.0 million1.31%+862
Thermo Fisher Scientific Inc. TMO27,805$13.9 million1.22%-335
Walmart Inc. WMT121,811$13.8 million1.21%-1,668
Cummins Inc. CMI19,340$13.8 million1.21%-40
Charles Schwab Corp. SCHW133,809$12.3 million1.08%+200
Illinois Tool Works Inc. ITW43,577$11.8 million1.03%+111
Intuitive Surgical Inc. ISRG28,895$11.5 million1.01%+4,997
SPDR S&P Software & Services ETF XSW66,496$11.4 million1.00%+210
BlackRock, Inc. BLK10,694$10.3 million0.90%-82
First Trust Exchange-Traded FD FTSM169,529$10.1 million0.89%+23,004
iShares Trust IBDS416,994$10.1 million0.88%+407,333
iShares Trust IBTH451,068$10.1 million0.88%+440,646
IQVIA Holdings Inc. IQV51,465$9.9 million0.87%-304
D-Wave Quantum Inc. QBTS408,581$9.8 million0.86%+28,692
Ionq Inc. Com IONQ180,002$9.6 million0.84%+11,038
CME Group Inc. CME42,197$9.3 million0.82%+69
iShares Trust GNMA197,745$8.7 million0.77%+26,774
Vaneck ETF Trust NLR70,531$8.2 million0.72%+544
Rockwell Automation, Inc. ROK15,855$7.8 million0.69%+59
Invesco QQQ Trust QQQ10,569$7.8 million0.68%+63
Johnson & Johnson JNJ27,252$6.9 million0.61%-22,359
RTX Corp. RTX36,431$6.9 million0.61%-434
SPDR Gold Trust GLD17,955$6.6 million0.58%+157
Applied Digital Corp. APLD155,774$5.8 million0.51%+129,874
SPDR Ser Trust XAR19,995$5.7 million0.50%+178
iShares Trust IAI30,849$5.4 million0.47%-196
Amplify ETF Trust HACK46,985$4.9 million0.43%+312
iShares Trust ITB46,251$4.8 million0.42%+493
Amgen Inc. AMGN13,184$4.8 million0.42%no change
Lockheed Martin Corp. LMT9,291$4.7 million0.41%-59
Vaneck ETF Trust SMH6,948$4.6 million0.40%-981
Honeywell International Inc. HON20,016$4.5 million0.39%new
Honeywell Aerospace Inc. Com HONA19,937$4.4 million0.39%new
iShares Trust IYT39,090$3.4 million0.30%+162
L3Harris Technologies, Inc. LHX10,847$3.2 million0.28%+96
Rigetti Computing Inc. RGTI161,499$3.1 million0.27%-1,401
Boston Scientific Corp. BSX72,292$3.1 million0.27%new
Select Sector SPDR Trust XLE55,689$3.0 million0.26%+334
Select Sector SPDR Trust XLV18,400$2.9 million0.26%+437
Invesco Exchange Traded FD T RSPT43,032$2.8 million0.24%no change
Danaher Corp. DHR14,413$2.7 million0.24%-3,113
Oklo Inc. OKLO51,877$2.7 million0.24%new
Tractor Supply Co. TSCO78,059$2.5 million0.22%+345
Select Sector SPDR Trust XLI12,803$2.4 million0.21%+304
Vistra Corp. VST13,767$2.2 million0.19%new
Financial Select Sector SPDR ETF XLF38,872$2.1 million0.18%+972
iShares Trust ITA8,412$2.0 million0.18%+178
Vertex Pharmaceuticals Inc. VRTX4,084$2.0 million0.18%-55
iShares Core S&P 500 ETF IVV2,527$1.9 million0.17%+40
Constellation Energy Corp. CEG7,177$1.8 million0.16%new
Technology Select Sector SPDR ETF XLK8,948$1.7 million0.15%+173
SPDR S&P 500 SPY2,121$1.6 million0.14%no change
Vanguard S&P 500 VOO2,243$1.5 million0.13%no change
Defiance Quantum ETF QTUM9,270$1.5 million0.13%+1,257
Direxion SHS ETF Trust LABU5,223$1.5 million0.13%-1,340
Vanguard World FD VGT12,749$1.5 million0.13%+11,177
Invesco ETFs PSCT13,899$1.3 million0.11%+257
KLA Corp. KLAC3,800$1.1 million0.10%+3,420
FedEx Corp. FDX3,390$1.1 million0.09%no change
Vanguard Mid Cap Index ETF VO12,295$990,6080.09%+9,271
iShares Russell 2000 ETF IWM3,185$956,9330.08%no change
SPDR S&P MidCap 400 ETF MDY1,354$952,3220.08%no change
SPDR Ser Trust XBI5,618$889,0490.08%-1,611
Invesco Exchange Traded FD T PSI4,698$882,3780.08%no change
Vanguard World FD VFH6,253$822,8950.07%+165
Vanguard Small Cap ETF VB2,710$821,4550.07%+39
Vanguard World FD VHT2,736$818,0910.07%+63
Invesco S&P Smallcap Health Care ETF PSCH15,281$800,2130.07%+211
Alphabet Inc. GOOG2,065$729,6260.06%no change
Select Sector SPDR Trust XLP8,760$727,6930.06%+224
ProShares Ultra Technology ROM4,600$713,9200.06%no change
iShares Trust IWO1,768$696,5210.06%+38
Marvell Technology, Inc. MRVL2,300$685,1470.06%-782
Vanguard Small Cap Growth ETF VBK1,846$675,0820.06%+42
SPDR Portfolio Small Cap ETF SPSM11,357$654,9580.06%no change
Tesla, Inc. TSLA1,554$653,6120.06%no change
Visa Inc. V1,850$634,7170.06%no change
SPDR Dow Jones Indl Average DIA1,175$613,5470.05%+21
Vertiv Holdings Co. VRT1,688$565,1760.05%no change
Sofi Technologies Inc. SOFI28,318$507,7420.04%-7,800
iShares Trust ITOT3,071$504,4730.04%+192
Alps ETF Trust SBIO7,550$488,1080.04%-1,248
Meta Platforms, Inc. META859$483,8660.04%+19
Cisco Systems, Inc. CSCO3,946$463,4970.04%-900
Procter & Gamble Co. PG2,687$394,0220.03%no change
Eli Lilly & Co. LLY315$377,8200.03%-5
Infleqtion Inc. INFQ26,825$357,3090.03%new
First Trust NAS100 Eq Weighted QQEW2,150$343,1400.03%no change
Direxion SHS ETF Trust TNA4,525$339,8730.03%-1,250
Robinhood Markets, Inc. HOOD3,357$336,6400.03%no change
Nasdaq, Inc. NDAQ4,200$331,0440.03%no change
Select Sector SPDR Trust XLB6,019$305,9460.03%+119
Quantum Emotion Corp. Ordinary Shares QNC97,272$303,4890.03%-21,387
Guardant Health Inc. GH2,000$300,0600.03%-1,200
Cerebras Systems Inc. Com Class A CBRS1,320$291,7200.03%new
iShares Trust OEF789$288,6710.03%no change
iShares Trust IBDT11,158$281,7400.02%new
General Dynamics Corp. GD795$281,6210.02%no change
iShares Trust IBTI12,704$281,2670.02%new
Vanguard ETF VAW1,175$268,8280.02%+27
BTQ Technologies Corp. BTQ49,098$264,6380.02%+5,171
Space Exploration Techn Corp. Class A Com STK SPCX1,538$262,7830.02%new
Xanadu Quantum Technolo Ltd XNDU21,514$260,5350.02%new
Ouster Inc. OUST4,118$257,4570.02%new
Fedex Fght Hldg Co. Inc. Common Stock FDXF1,688$254,8880.02%new
Solstice Advanced Materials Inc. SOLS2,818$249,6750.02%-99
SPDR Ser Trust XRT2,727$239,2230.02%+135
Coreweave Inc. CRWV2,375$236,4080.02%new
Quantinuum Inc. QNT2,879$235,3290.02%new
Vanguard World FD VCR534$211,7900.02%new
Arqit Quantum Inc. ARQQ6,928$205,9000.02%new
Sealsq Corp. LAES50,049$157,6540.01%+10,183
Opendoor Technologies Inc. OPEN10,000$46,2000.00%no change
Innoviz Technologies Ltd INVZ13,159$10,0170.00%new
Cyabra Inc. CYAB14,705$5,7640.00%new
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 4 it sold out of are in the box above.