Guggenheim Capital LLC

CIK
0001283072
City
Chicago
State / Country
IL

Top Portfolio Positions

1,448 positions · $11,300,689,100 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
1,767,097 $480,402,988 4.25%
MSFT
Microsoft Corp
Technology
944,334 $456,698,807 4.04%
SPY
Spdr S&P 500 Etf Trust
589,549 $402,025,254 3.56%
AVGO
Broadcom Inc.
Technology
860,402 $297,785,131 2.64%
AMZN
Amazon Com Inc
Consumer Cyclical
1,275,666 $294,449,224 2.61%
GOOGL
Alphabet Inc.
Communication Services
862,196 $269,867,348 2.39%
META
Meta Platforms, Inc.
Communication Services
387,342 $255,680,579 2.26%
TSLA
Tesla, Inc.
Consumer Cyclical
408,886 $183,884,211 1.63%
LRCX
Lam Research Corp
Technology
893,068 $152,875,379 1.35%
MU
Micron Technology Inc
Technology
520,075 $148,434,603 1.31%

Portfolio Trend

48 quarters · across all stocks

Holdings in HEQ

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Shares Held

Position Value (USD)

23 of 23 shown
Report Date Value (USD) Shares
2025-09-30 $328,381 30,834
2025-06-30 $603,027 56,997
2025-03-31 $1,045,927 100,570
2024-12-31 $1,284,468 125,805
2024-09-30 $1,723,079 157,072
2024-06-30 $1,344,215 129,376
2024-03-31 $1,180,502 112,536
2023-12-31 $771,628 76,779
2023-09-30 $804,444 84,059
2023-06-30 $817,813 75,864
2023-03-31 $1,515,389 130,300
2022-12-31 $1,657,023 144,089
2022-09-30 $2,074,917 176,139
2022-06-30 $2,198,318 186,773
2022-03-31 $3,026,698 232,644
2021-12-31 $3,295,448 253,496
2021-09-30 $2,574,230 205,118
2021-06-30 $1,613,525 121,592
2021-03-31 $2,567,252 213,050
2020-12-31 $2,421,745 211,691
2020-09-30 $2,344,731 222,039
2020-06-30 $2,774,661 246,856
2020-03-31 $2,818,323 277,394