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Portfolio (Quarterly) Guide ↗

Magnus Financial Group LLC

· CIK 0001765216
13F Portfolio $1.4B AUM 391 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 45 New 184 Added 82 Reduced 27 Exited
Page 3 of 10  ·  184 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XLI SELECT SECTOR SPDR TR 39,413.0 $7.3M 0.52% +1K +3.3% $185.23 -2.7%
42 VGK VANGUARD INTL EQUITY INDEX F 81,367.0 $7.2M 0.51% +918.0 +1.1% $88.54 +4.7%
43 XOM EXXON MOBIL CORP Energy 51,881.0 $7.1M 0.50% +2K +3.0% $136.72 +20.8%
44 META META PLATFORMS INC Communication Services 11,873.0 $6.7M 0.47% +473.0 +4.2% $563.31 -2.4%
45 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 483,506.0 $6.7M 0.47% +248K +105.3% $13.83 +5.6%
46 XLE SELECT SECTOR SPDR TR 125,791.0 $6.7M 0.47% +699.0 +0.6% $53.11 +19.8%
47 CGGR CAPITAL GROUP GROWTH ETF 132,931.0 $6.3M 0.44% +6K +4.8% $47.20 -0.4%
48 GS GOLDMAN SACHS GROUP INC Financial Services 6,060.0 $6.1M 0.43% +2K +42.2% $1011.31 +2.8%
49 V VISA INC Financial Services 16,119.0 $5.5M 0.39% +522.0 +3.4% $343.10 +8.1%
50 XLV SELECT SECTOR SPDR TR 34,168.0 $5.4M 0.38% +357.0 +1.1% $158.66 +10.1%
51 XLK SELECT SECTOR SPDR TR 25,576.0 $4.9M 0.34% +235.0 +0.9% $190.52 -3.8%
52 VEA VANGUARD TAX-MANAGED FDS 66,496.0 $4.7M 0.34% +6K +10.1% $71.25 +3.0%
53 SMH VANECK ETF TRUST 7,169.0 $4.7M 0.33% +2K +26.7% $655.89 -14.6%
54 FMB FIRST TR EXCH TRADED FD III 85,923.0 $4.4M 0.31% +2K +2.3% $51.37 -2.3%
55 ENERGY TRANSFER L P 370,051.0 $4.2M 0.30% +14K +4.1% $11.46
56 PAVE GLOBAL X FDS 70,866.0 $4.2M 0.29% +9K +14.1% $58.92 -4.3%
57 RAAX VANECK ETF TRUST 98,355.0 $3.9M 0.28% +26K +36.4% $39.67 +5.9%
58 CAT CATERPILLAR INC Industrials 3,452.0 $3.7M 0.26% +110.0 +3.3% $1064.94 -22.3%
59 VO VANGUARD INDEX FDS 44,728.0 $3.6M 0.26% +34K +298.9% $80.57 +3.0%
60 GDX VANECK ETF TRUST 45,957.0 $3.5M 0.24% +858.0 +1.9% $75.45 +36.3%
Page 3 of 10  ·  184 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 33.3%
Technology 29.0%
Consumer Cyclical 9.3%
Communication Services 7.1%
Healthcare 6.9%
Industrials 5.6%
Energy 4.3%
Consumer Defensive 2.6%
Utilities 0.8%
Basic Materials 0.7%