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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 8 of 10  ·  184 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BMO BANK MONTREAL MEDIUM Financial Services 3,035.0 $536K 0.04% +740.0 +32.2% $176.70 -1.3%
142 TOTALENERGIES SE 6,406.0 $498K 0.04% +2K +34.7% $77.76
143 TXN TEXAS INSTRS INC Technology 1,627.0 $485K 0.03% +9.0 +0.6% $298.00 -11.3%
144 SBUX STARBUCKS CORP Consumer Cyclical 4,740.0 $484K 0.03% +31.0 +0.7% $102.20 +4.8%
145 CCJ CAMECO CORP Energy 4,746.0 $483K 0.03% +415.0 +9.6% $101.86 +0.6%
146 KWEB KRANESHARES TRUST 19,696.0 $482K 0.03% +2K +14.4% $24.47 +8.9%
147 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,291.0 $478K 0.03% +358.0 +38.4% $370.47 -3.8%
148 NOW SERVICENOW INC Technology 4,809.0 $477K 0.03% +717.0 +17.5% $99.28 +29.4%
149 JHSC JOHN HANCOCK EXCHANGE TRADED 9,799.0 $476K 0.03% +328.0 +3.5% $48.56 +0.9%
150 QQQI NEOS ETF TRUST 7,808.0 $443K 0.03% +2K +33.6% $56.79 -4.5%
151 ARCC ARES CAPITAL CORP Financial Services 23,302.0 $432K 0.03% +592.0 +2.6% $18.53 +7.5%
152 GCAL GOLDMAN SACHS ETF TR 8,388.0 $429K 0.03% +73.0 +0.9% $51.20 -1.4%
153 REFI CHICAGO ATLANTIC REAL ESTATE Real Estate 39,818.0 $427K 0.03% +7K +21.6% $10.72 +0.6%
154 SPYI NEOS ETF TRUST 7,662.0 $407K 0.03% +1K +17.2% $53.09 +0.7%
155 FBRT FRANKLIN BSP RLTY TR INC Real Estate 48,452.0 $394K 0.03% +10K +26.1% $8.14 +3.1%
156 IYM ISHARES TR 2,182.0 $392K 0.03% +21.0 +1.0% $179.51 +8.7%
157 BLK BLACKROCK INC Financial Services 406.0 $391K 0.03% +16.0 +4.1% $962.65 +20.1%
158 CNBS AMPLIFY ETF TR 12,927.0 $378K 0.03% +3K +28.9% $29.21 -2.2%
159 EOG EOG RES INC Energy 2,852.0 $370K 0.03% +22.0 +0.8% $129.74 +18.0%
160 IDV ISHARES TR 8,383.0 $347K 0.03% +1K +14.2% $41.43 +8.8%
Page 8 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%