Latest McGuire Investment Group, LLC Stock Portfolio

McGuire Investment Group, LLC Performance:

2025 Q4: 5.4%YTD: 26.99%2024: 14.87%

Performance for 2025 Q4 is 5.4%, and YTD is 26.99%, and 2024 is 14.87%.

About McGuire Investment Group, LLC and 13F Hedge Fund Stock Holdings

McGuire Investment Group, LLC is a hedge fund based in WAKEFIELD, RI. On 22-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $558.2 Millions. In it's latest 13F Holdings report, McGuire Investment Group, LLC reported an equity portfolio of $935.8 Millions as of 31 Dec, 2025.

The top stock holdings of McGuire Investment Group, LLC are NVDA, LRCX, BIL. The fund has invested 7.2% of it's portfolio in NVIDIA CORPORATION and 4.7% of portfolio in LAM RESEARCH CORP.

The fund managers got completely rid off COREWEAVE INC, OKLO INC (ALCC) and VISTRA CORP (VST) stocks. They significantly reduced their stock positions in VANGUARD WORLD FD (VAW), SPDR SERIES TRUST (BIL) and ADVANCED MICRO DEVICES INC (AMD). McGuire Investment Group, LLC opened new stock positions in SOLSTICE ADVANCED MATLS INC, ELI LILLY & CO (LLY) and GUARDANT HEALTH INC (GH). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), SEALSQ CORP and SPDR SERIES TRUST (BIL).

McGuire Investment Group, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that McGuire Investment Group, LLC made a return of 5.4% in the last quarter. In trailing 12 months, it's portfolio return was 26.99%.

Performance
S&P 500

New Buys

Ticker	$ Bought
solstice advanced matls inc	442,952
eli lilly & co	343,898
guardant health inc	326,848
btq technologies corp	221,957
ishares tr	217,233
ishares tr	216,858

New stocks bought by McGuire Investment Group, LLC

Additions

Ticker	% Inc.
select sector spdr tr	99.93
select sector spdr tr	97.87
select sector spdr tr	92.88
sealsq corp	42.11
spdr series trust	29.14
wisdomtree tr	27.83
etf ser solutions	18.76
ishares tr	11.47

Additions to existing portfolio by McGuire Investment Group, LLC

Reductions

Ticker	% Reduced
vanguard world fd	-24.11
spdr series trust	-16.74
advanced micro devices inc	-16.48
walmart inc	-12.26
vaneck etf trust	-9.48
spdr series trust	-6.77
medpace hldgs inc	-6.77
lam research corp	-5.76

McGuire Investment Group, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
defi technologies inc	-78,412
nuscale pwr corp	-239,904
oklo inc	-369,830
coreweave inc	-378,117
vistra corp	-247,447

McGuire Investment Group, LLC got rid off the above stocks

Sector Distribution

McGuire Investment Group, LLC has about 37.1% of it's holdings in Technology sector.

Sector	%
Technology	37.1
Others	30.5
Healthcare	12.5
Industrials	6.9
Financial Services	4.5
Consumer Defensive	3.4
Communication Services	2.5
Consumer Cyclical	1.9

Market Cap. Distribution

McGuire Investment Group, LLC has about 65.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	37.5
UNALLOCATED	30.5
MEGA-CAP	28.2
MICRO-CAP	1.9
SMALL-CAP	1.7

Stocks belong to which Index?

About 61.5% of the stocks held by McGuire Investment Group, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	59.3
Others	38.5
RUSSELL 2000	2.2

Top 5 Winners (%)		%
BRZU	direxion shs etf tr	70.3 %
	rocket lab corp	45.2 %
ACES	alps etf tr	30.7 %
AMD	advanced micro devices inc	29.7 %
GOOG	alphabet inc	28.7 %

Top 5 Winners ($)		$
AMD	advanced micro devices inc	10.6 M
LRCX	lam research corp	9.8 M
AMAT	applied matls inc	6.3 M
GOOG	alphabet inc	4.9 M
	rocket lab corp	4.2 M

Top 5 Losers (%)		%
XLB	select sector spdr tr	-42.8 %
XLB	select sector spdr tr	-42.6 %
XLB	select sector spdr tr	-41.9 %
IONQ	ionq inc	-27.0 %
OPEN	opendoor technologies inc	-26.9 %

Top 5 Losers ($)		$
XLB	select sector spdr tr	-3.6 M
IONQ	ionq inc	-2.9 M
MSFT	microsoft corp	-1.7 M
XLB	select sector spdr tr	-1.5 M
RGTI	rigetti computing inc	-1.3 M

McGuire Investment Group, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of McGuire Investment Group, LLC

McGuire Investment Group, LLC has 119 stocks in it's portfolio. About 40.3% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. AMD was the most profitable stock for McGuire Investment Group, LLC last quarter.

Last Reported on: 26 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.40	117,115	31,838,900	added	1.2

AAXJ	ishares tr	0.60	31,260	5,607,110	reduced	-0.43

AAXJ	ishares tr	0.47	45,574	4,388,780	added	4.37

AAXJ	ishares tr	0.18	7,847	1,684,670	reduced	-1.00

ACES	alps etf tr	0.05	8,798	450,634	added	5.87

ACIO	etf ser solutions	0.09	7,570	830,126	added	18.76

ADBE	adobe inc	0.02	586	205,094	unchanged	0.00

ADI	analog devices inc	2.40	82,946	22,494,800	reduced	-4.77

AFK	vaneck etf trust	0.82	62,045	7,705,990	added	0.91

AFK	vaneck etf trust	0.47	12,093	4,355,050	reduced	-9.48

AGT	ishares tr	0.96	369,565	8,954,560	added	11.39

ALCC	oklo inc	0.00	0.00	0.00	sold off	-100

AMAT	applied matls inc	3.24	117,997	30,324,000	reduced	-4.67

AMD	advanced micro devices inc	4.23	184,634	39,541,200	reduced	-16.48

AMGN	amgen inc	0.46	13,184	4,315,420	reduced	-0.45

AMLX	amplify etf tr	0.40	46,457	3,733,750	reduced	-0.43

AMPS	ishares tr	0.83	174,950	7,792,270	added	11.47

AMZN	amazon com inc	1.36	54,966	12,687,300	added	1.11

APLD	applied digital corp	0.06	22,737	557,511	unchanged	0.00

ARKF	ark etf tr	0.06	20,298	588,033	added	6.54