Guggenheim Capital LLC
Annual return
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SPY
—
Alpha
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Invested
$12.7B
Holdings
1,593
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +13.4% (22.6k → 25.7k shares)
3.5%
02
$AAPL
APPLE INC
Q1 2026: Increased +2.9% (195.5k → 201.1k shares)
2.9%
03
$MSFT
MICROSOFT CORP
Q1 2026: Increased +9.7% (196.9k → 215.9k shares)
2.3%
04
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Increased +7.2% (64.0k → 68.6k shares)
2.1%
05
$AVGO
BROADCOM INC
Q1 2026: Increased +1028.4% (9.4k → 105.6k shares)
1.9%
06
$AMZN
AMAZON COM INC
Q1 2026: Sold 5.1% (703.0k → 667.1k shares)
1.8%
07
$GOOGL
ALPHABET INC
Q1 2026: Sold 1.5% (14.5k → 14.3k shares)
1.6%
08
$META
META PLATFORMS INC
Q1 2026: Increased +2293.3% (3.7k → 89.3k shares)
1.5%
09
$LRCX
LAM RESEARCH CORP
Q4 2025: Exited (was 1.53M shares)
1.4%
10
$WMT
WALMART INC
Q1 2026: Sold 5.2% (3.2k → 3.0k shares)
1.2%
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.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 06:01 UTC.