McGuire Investment Group, LLC — 13F holdings

McGuire Investment Group, LLC reported 132 holdings worth $1.12B in its 13F filing for Q3 2026, filed October 23, 2026.

Largest positions

1. AMD ADVANCED MICRO DEVICES INC — $97.2M (8.7%)
2. NVDA NVIDIA CORPORATION — $80.5M (7.2%)
3. LRCX Lam Research Corp — $58.7M (5.2%)
4. AMAT APPLIED MATLS INC — $53.3M (4.8%)
5. BIL SPDR SERIES TRUST — $49.8M (4.4%)
6. USFR WISDOMTREE TR — $49.6M (4.4%)
7. AAPL APPLE INC — $38.5M (3.4%)
8. PLTR PALANTIR TECHNOLOGIES INC — $37.4M (3.3%)
9. ADI ANALOG DEVICES INC — $30.2M (2.7%)
10. ASML ASML HOLDING N V — $27.3M (2.4%)