McGuire Investment Group Buys Shares in Quantum Computing & Utilities; Sells Apple Stock

Portfolio Shifts at McGuire Investment Group

The McGuire Investment Group portfolio registered notable changes during the second quarter of 2026, as evidenced by filings. The total portfolio value stood at approximately $1.11 billion.

Prominent Purchases Observed This Quarter

Several holdings within the McGuire Investment Group portfolio experienced substantial increases during Q2:

• APLD, Applied Digital Corp, saw a significant increase of over 1 million shares (501.44% change), making it one of the largest buying activities for the fund.
• The firm also notably increased its position in IBTH, IShares TR, by over 400 thousand shares (4228.04% change).
• Furthermore, there was a substantial purchase of IBDS, IShares TR, also exceeding 400 thousand new shares.
• In the utilities sector, McGuire Investment Group bought into OKLO and VST, Vistra Corp.
• The investor also added to its positions in exchange-traded funds like GNMA and FTSM, First TR ETF.
• Additionally, the firm purchased shares in healthcare company Boston Scientific Corp (BSX) and technology-focused D-Wave Quantum Inc (QBTS).

Notable Reductions in Holdings

In contrast to the buying activities, McGuire Investment Group also reduced its stake in several prominent holdings:

• The largest reduction was observed in Apple Inc (AAPL), which experienced a nearly 1% decrease (8.88%) in portfolio allocation.
• AMD, Advanced Micro Devices Inc, saw a reduction of over 3 thousand shares (-2.06%).
• Lam Research Corp (LRCX) and Applied Materials Inc (AMAT) also reported slight decreases in shares held (-1.72% and -0.28%, respectively).
• QUALCOMM Inc (QCOM) experienced a small reduction of less than half a percent.

Detailed Breakdown of Changed Holdings

The McGuire Investment Group portfolio saw changes across various sectors. The Technology sector, which includes holdings like AAPL, AMD, and others, showed mixed results with some significant reductions.

In the Healthcare sector, notable changes occurred. Boston Scientific Corp (BSX) saw a 100% increase in shares held during Q2, while Johnson & Johnson (JNJ) experienced a substantial decrease of nearly half its position (-45.07%).

The Utilities sector also displayed changes, with Vistra Corp (VST) seeing a 100% increase in holdings.

Overall Portfolio Allocation Changes

This quarter's filing indicates that McGuire Investment Group has adjusted its portfolio allocation. The Technology sector remains the largest holding, but there were changes within it and across other sectors like Healthcare and Utilities.

The firm also maintained positions in several ETFs, including SPDR Series Trust (BIL) which saw a 5.65% increase in shares held during Q2.