McGuire Investment Group, LLC
McGuire Investment Group, LLC reported 137 holdings worth US$1.14B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 27, 2026
McGuire Investment Group, LLC reported 137 holdings worth US$1.14B as of Jun 30, 2026. Largest: Advanced Micro Devices Inc, Lam Research Corporation and Applied Materials, Inc. Filed Jul 27, 2026 (Form 13F).
- Holdings
- 137
- Value as reported
- US$1.14B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Advanced Micro Devices Inc | 174K | US$101M | 8.9% |
| Lam Research Corporation | 183K | US$79.2M | 6.9% |
| Applied Materials, Inc. | 108K | US$78.2M | 6.8% |
| Nvidia Corporation | 346K | US$69.2M | 6.1% |
| Apple Inc | 116K | US$33.4M | 2.9% |
| Analog Devices, Inc. | 75,140 | US$29.8M | 2.6% |
| Asml Holding Nv | 14,470 | US$28.8M | 2.5% |
| Qualcomm Incorporated | 132K | US$24.3M | 2.1% |
| Palantir Technologies Inc. | 204K | US$23.8M | 2.1% |
| Alphabet Inc (google) Class C | 64,659 | US$23.1M | 2.0% |
| Caterpillar, Inc. | 21,108 | US$22.5M | 2.0% |
| Cboe Global Markets, Inc. | 91,497 | US$22.2M | 1.9% |
| Rocket Lab Corporation | 190K | US$19.3M | 1.7% |
| Medpace Holdings, Inc. | 34,929 | US$18.5M | 1.6% |
| Microsoft Corp. | 48,718 | US$18.2M | 1.6% |
| Stryker Corporation | 57,704 | US$18.2M | 1.6% |
| Costco Wholesale Corporation | 18,790 | US$17.6M | 1.5% |
| Morgan Stanley | 75,996 | US$15.9M | 1.4% |
| Amazon.com, Inc. | 63,382 | US$15.1M | 1.3% |
| Thermo Fisher Scientific Inc | 27,805 | US$13.9M | 1.2% |
| Walmart Inc. | 122K | US$13.8M | 1.2% |
| Cummins Inc. | 19,340 | US$13.8M | 1.2% |
| Charles Schwab Corporation (the) | 134K | US$12.3M | 1.1% |
| Illinois Tool Works Inc. | 43,577 | US$11.8M | 1.0% |
| Intuitive Surgical, Inc. | 28,895 | US$11.5M | 1.0% |
| Blackrock, Inc. | 10,694 | US$10.3M | 0.90% |
| Iqvia Holdings, Inc. | 51,465 | US$9.94M | 0.87% |
| D-wave Quantum Inc. | 409K | US$9.8M | 0.86% |
| Ionq, Inc. | 180K | US$9.59M | 0.84% |
| Cme Group Inc. | 42,197 | US$9.32M | 0.82% |
| Rockwell Automation, Inc. | 15,855 | US$7.85M | 0.69% |
| Johnson & Johnson | 27,252 | US$6.92M | 0.61% |
| Rtx Corporation | 36,431 | US$6.91M | 0.61% |
| Applied Digital Corporation | 156K | US$5.81M | 0.51% |
| Amgen Inc. | 13,184 | US$4.77M | 0.42% |
| Lockheed Martin Corporation | 9,291 | US$4.73M | 0.41% |
| L3harris Technologies, Inc. | 10,847 | US$3.15M | 0.28% |
| Rigetti Computing, Inc. | 161K | US$3.12M | 0.27% |
| Boston Scientific Corporation | 72,292 | US$3.09M | 0.27% |
| Danaher Corporation | 14,413 | US$2.75M | 0.24% |
| Oklo Inc. | 51,877 | US$2.71M | 0.24% |
| Tractor Supply Company | 78,059 | US$2.47M | 0.22% |
| Vistra Corp. | 13,767 | US$2.18M | 0.19% |
| Vertex Pharmaceuticals Incorporated | 4,084 | US$2.03M | 0.18% |
| Constellation Energy Corporation | 7,177 | US$1.78M | 0.16% |
| Kla Corporation | 3,800 | US$1.15M | 0.10% |
| Fedex Corporation | 3,390 | US$1.06M | 0.09% |
| Marvell Technology, Inc. | 2,300 | US$685K | 0.06% |
| Tesla, Inc. | 1,554 | US$654K | 0.06% |
| Visa Inc. | 1,850 | US$635K | 0.06% |
| Vertiv Holdings, Llc | 1,688 | US$565K | 0.05% |
| Sofi Technologies, Inc. | 28,318 | US$508K | 0.04% |
| Meta Platforms, Inc. | 859 | US$484K | 0.04% |
| Cisco Systems, Inc. | 3,946 | US$463K | 0.04% |
| Procter & Gamble Company (the) | 2,687 | US$394K | 0.03% |
| Eli Lilly And Company | 315 | US$378K | 0.03% |
| Infleqtion, Inc. | 26,825 | US$357K | 0.03% |
| Robinhood Markets, Inc. | 3,357 | US$337K | 0.03% |
| Nasdaq, Inc. | 4,200 | US$331K | 0.03% |
| Quantum Emotion Corp. | 97,272 | US$303K | 0.03% |
| Guardant Health, Inc. | 2,000 | US$300K | 0.03% |
| Cerebras Systems Inc. | 1,320 | US$292K | 0.03% |
| General Dynamics Corporation | 795 | US$282K | 0.02% |
| Btq Technologies Corp. | 49,098 | US$265K | 0.02% |
| Space Exploration Technologies Corp | 1,538 | US$263K | 0.02% |
| Xanadu Quantum Technologies Limited Class B | 21,514 | US$261K | 0.02% |
| Ouster, Inc. | 4,118 | US$257K | 0.02% |
| Solstice Advanced Materials Inc. | 2,818 | US$250K | 0.02% |
| Coreweave, Inc. | 2,375 | US$236K | 0.02% |
| Quantinuum Inc. | 2,879 | US$235K | 0.02% |
| Arqit Quantum Inc. | 6,928 | US$206K | 0.02% |
| Sealsq Corp | 50,049 | US$158K | 0.01% |
| Opendoor Technologies Inc | 10,000 | US$46,200 | <0.01% |
| Cyabra, Inc. | 14,705 | US$5,764 | <0.01% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
Source
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