13F Insight
DOSSIER · 13F-HR · Q1 2026

GUGGENHEIM CAPITAL LLC

GUGGENHEIM's pension fund based in Boston, MA — $12.9B in tracked AUM across 2,956 positions as of Q1 2026.

G
GUGGENHEIM·Boston, MA·Pension Fund
CIK 0001283072 · last filed Mar 31, 2026
Total AUM
$12.9B
▲ 0.2%
vs prior
Holdings
2,956
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
Top sector
Tech
35% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

GUGGENHEIM CAPITAL LLC reported $12.9B in 13F holdings for the quarter ending 2026-03-31, concentrated in technology with leading positions in NVDA, SPY, AAPL. Notable moves this quarter: MRK INCREASED (+$14.2M); ORLY INCREASED (+$3.4M). 8 new positions initiated, 8 closed out, reflecting 58 total changes from the prior quarter.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$451M2.6M3.5%
02
SPY
STATE STR SPDR S&P 500 ETF T
$433M666K3.4%
03
AAPL
APPLE INC
$372M1.5M2.9%
04
MSFT
MICROSOFT CORP
$298M804K2.3%
05
AVGO
BROADCOM INC
$241M779K1.9%
06
AMZN
AMAZON COM INC
$224M1.1M1.7%
07
GOOGL
ALPHABET INC
$207M719K1.6%
08
META
META PLATFORMS INC
$188M329K1.5%
09
LRCX
LAM RESEARCH CORP
$174M814K1.3%
10
WMT
WALMART INC
$158M1.3M1.2%

Filing history

Filing history loading…