§ 13F · FUND PROFILE
McGuire Investment Group, LLC.
AUM · $1.1B (13F)Positions · 137Turnover · n/a · Q2Filed · Jul 27, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$22M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AMD | ADVANCED MICRO DEVICES INC | 174K | $101M | 8.9% | −2% |
| 2 | LRCX | LAM RESEARCH CORP | 183K | $79M | 6.9% | −2% |
| 3 | AMAT | APPLIED MATLS INC | 108K | $78M | 6.8% | ±0% |
| 4 | NVDA | NVIDIA CORPORATION | 346K | $69M | 6.1% | ±0% |
| 5 | USFR | WISDOMTREE TR | 948K | $48M | 4.2% | +6% |
| 6 | BIL | SPDR SERIES TRUST | 517K | $47M | 4.2% | +6% |
| 7 | AAPL | APPLE INC | 116K | $33M | 2.9% | −1% |
| 8 | ADI | ANALOG DEVICES INC | 75K | $30M | 2.6% | ±0% |
| 9 | ASML | ASML HLDG NV | 14K | $29M | 2.5% | −1% |
| 10 | QCOM | QUALCOMM INC | 132K | $24M | 2.1% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MCGUIRE SIGNAL
AC read
McGuire Investment Group, LLC is a Other fund managing $1.1 billion in assets. The fund runs a portfolio of 137 positions.
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