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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 7 of 10  ·  184 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FPF FIRST TR INTER DURATN PFD & Financial Services 43,831.0 $796K 0.06% +894.0 +2.1% $18.17 -2.7%
122 MA MASTERCARD INCORPORATED Financial Services 1,523.0 $782K 0.06% +108.0 +7.6% $513.71 +13.0%
123 ETN EATON CORP PLC Industrials 1,808.0 $770K 0.05% +789.0 +77.4% $426.01 -1.6%
124 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,608.0 $768K 0.05% +675.0 +72.3% $477.57 -12.3%
125 PFE PFIZER INC Healthcare 31,451.0 $757K 0.05% +511.0 +1.6% $24.08 +16.6%
126 CRWV COREWEAVE INC Technology 7,307.0 $727K 0.05% +893.0 +13.9% $99.55 -11.7%
127 COPX GLOBAL X FDS 9,116.0 $702K 0.05% +2K +27.0% $76.97 +22.9%
128 C CITIGROUP INC Financial Services 4,853.0 $679K 0.05% +331.0 +7.3% $139.96 -5.9%
129 UBER UBER TECHNOLOGIES INC Technology 9,166.0 $661K 0.05% +302.0 +3.4% $72.16 +9.2%
130 TJX TJX COS INC NEW Consumer Cyclical 4,336.0 $657K 0.05% +135.0 +3.2% $151.49 -7.2%
131 LITE LUMENTUM HLDGS INC Technology 752.0 $645K 0.05% +39.0 +5.5% $858.06 +1.0%
132 QCOM QUALCOMM INC Technology 3,359.0 $621K 0.04% +35.0 +1.1% $184.76 -13.0%
133 AMAT APPLIED MATLS INC Technology 833.0 $603K 0.04% +112.0 +15.5% $723.34 -31.9%
134 BND VANGUARD BD INDEX FDS 8,112.0 $595K 0.04% +320.0 +4.1% $73.41 -1.6%
135 NKE NIKE INC Consumer Cyclical 14,355.0 $589K 0.04% +119.0 +0.8% $41.05 -0.7%
136 IBHF ISHARES TR 25,515.0 $578K 0.04% +2K +7.9% $22.65 -0.6%
137 MPLX MPLX LP Energy 10,232.0 $576K 0.04% +674.0 +7.0% $56.33 +3.7%
138 EFA ISHARES TR 5,501.0 $571K 0.04% +142.0 +2.6% $103.88 +4.2%
139 T AT&T INC Communication Services 27,403.0 $567K 0.04% +462.0 +1.7% $20.70 +22.3%
140 VLUE ISHARES TR 2,788.0 $557K 0.04% +128.0 +4.8% $199.79 +1.4%
Page 7 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%