McGuire Investment Group, LLC
Annual return '25
+21.3%
SPY '25
+17.7%
Alpha
+3.6ptsvs SPY
Invested
$927.4M
Holdings
19
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$PDX
PIMCO DYNAMIC INCOME STRATEG
Held since at least Q1 2024
8.3%
02
$ASA
ASA GOLD AND PRECIOUS MTLS L
Held since at least Q1 2024
7.7%
03
$RVT
ROYCE SMALL CAP TRUST INC
Held since at least Q1 2024
7.6%
04
$PCQ
PIMCO CALIF MUN INCOME FD
Held since at least Q1 2024
6.8%
05
$GAM
GENERAL AMERN INVS CO INC
Held since at least Q1 2024
6.8%
06
$LEO
BNY MELLON STRATEGIC MUNS IN
Held since at least Q1 2024
6.6%
07
$RMT
ROYCE MICRO-CAP TR INC
Held since at least Q1 2024
6.5%
08
$MXF
MEXICO FD INC
Held since at least Q1 2024
6.4%
09
$NBXG
NEUBERGER NEXT GENERATION
Held since at least Q1 2024
6.3%
10
$SPXX
NUVEEN S&P 500 DYNAMIC OVERW
Held since at least Q1 2024
6.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:54 UTC.