GUGGENHEIM CAPITAL LLC

CIK
1283072
City
Chicago
State / Country
IL

Top Portfolio Positions

1,522 positions · $10,195,274,745 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
SPY
Spdr S&P 500 Etf Trust
666,049 $433,158,306 4.25%
AVGO
Broadcom Inc.
Technology
778,536 $240,964,676 2.36%
LRCX
Lam Research Corp
Technology
813,760 $173,867,960 1.71%
WMT
Walmart Inc.
Consumer Defensive
1,271,869 $158,067,877 1.55%
MU
Micron Technology Inc
Technology
440,292 $148,748,247 1.46%
TSLA
Tesla, Inc.
Consumer Cyclical
385,982 $143,488,807 1.41%
AMAT
Applied Materials Inc /De
Technology
415,518 $142,019,896 1.39%
COST
Costco Wholesale Corp /New
Consumer Defensive
134,581 $134,100,545 1.32%
CSCO
Cisco Systems, Inc.
Technology
1,663,935 $129,104,715 1.27%
AMD
Advanced Micro Devices Inc
Technology
529,463 $107,708,656 1.06%

Portfolio Trend

51 quarters · across all stocks

Holdings in PHK

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Shares Held

Position Value (USD)

22 of 22 shown
Report Date Value (USD) Shares
2026-03-31 $4,964,049 1,072,149
2025-12-31 $6,370,210 1,310,743
2025-09-30 $6,810,811 1,364,892
2025-06-30 $6,353,409 1,323,627
2025-03-31 $6,248,608 1,277,834
2024-12-31 $3,964,914 815,826
2024-09-30 $2,216,015 443,203
2024-06-30 $1,222,376 253,605
2024-03-31 $944,829 191,261
2023-12-31 $1,779,972 356,708
2023-09-30 $1,977,119 447,312
2023-06-30 $2,488,560 497,712
2023-03-31 $16,695 3,500
2022-12-31 $3,518,013 743,766
2022-09-30 $3,276,222 704,564
2022-06-30 $3,052,750 590,474
2022-03-31 $3,712,823 642,357
2021-12-31 $3,057,392 497,137
2021-09-30 $2,644,344 421,074
2021-06-30 $2,206,371 322,569
2021-03-31 $1,220,283 181,051
2020-12-31 $247,541 40,916