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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 5 of 10  ·  184 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EEM ISHARES TR 32,961.0 $2.3M 0.16% +461.0 +1.4% $68.41 -1.9%
82 KBWB INVESCO EXCH TRADED FD TR II 24,023.0 $2.2M 0.16% +1K +5.8% $92.98 +2.8%
83 FCAL FIRST TR EXCH TRADED FD III 44,624.0 $2.2M 0.16% +382.0 +0.9% $49.65 -2.2%
84 MS MORGAN STANLEY Financial Services 10,249.0 $2.1M 0.15% +409.0 +4.2% $209.03 +2.5%
85 CRWD CROWDSTRIKE HLDGS INC Technology 2,740.0 $2.1M 0.15% +235.0 +9.4% $190.79 +0.6%
86 CIBR FIRST TR EXCHANGE-TRADED FD 21,692.0 $1.9M 0.14% +385.0 +1.8% $89.85 +5.6%
87 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,959.0 $1.8M 0.13% +152.0 +8.4% $935.24 +1.3%
88 JHMM JOHN HANCOCK EXCHANGE TRADED 23,457.0 $1.8M 0.12% +674.0 +3.0% $74.96 +1.3%
89 PEP PEPSICO INC Consumer Defensive 12,913.0 $1.7M 0.12% +205.0 +1.6% $135.40 +6.0%
90 ABBV ABBVIE INC Healthcare 6,845.0 $1.7M 0.12% +51.0 +0.8% $251.65 +5.3%
91 RTX RTX CORPORATION Industrials 9,069.0 $1.7M 0.12% +269.0 +3.1% $189.74 +10.6%
92 UNP UNION PAC CORP Industrials 6,311.0 $1.7M 0.12% +367.0 +6.2% $271.98 +13.3%
93 AXP AMERICAN EXPRESS CO Financial Services 4,859.0 $1.6M 0.12% +74.0 +1.6% $338.23 -0.7%
94 IBB ISHARES TR 8,556.0 $1.6M 0.12% +764.0 +9.8% $190.18 +12.3%
95 XLC SELECT SECTOR SPDR TR 14,628.0 $1.6M 0.11% +192.0 +1.3% $107.13 +4.0%
96 AMD ADVANCED MICRO DEVICES INC Technology 2,694.0 $1.6M 0.11% +1K +60.8% $580.91 -18.5%
97 VRT VERTIV HOLDINGS CO Industrials 4,402.0 $1.5M 0.10% +1K +51.6% $334.83 -21.8%
98 BAC BANK OF AMER CORP Financial Services 24,597.0 $1.4M 0.10% +1K +4.6% $56.98 +8.3%
99 GE GE AEROSPACE Industrials 3,743.0 $1.4M 0.10% +87.0 +2.4% $373.76 -6.8%
100 LXP INDUSTRIAL TRUST 25,391.0 $1.4M 0.10% +674.0 +2.7% $53.88
Page 5 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%