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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 1 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 GSAT GLOBALSTAR INC Communication Services 229,086 $15.2M 1.24% SOLD
2 HON HONEYWELL INTL INC Industrials 10,604 $2.4M 0.20% SOLD
3 AXON AXON ENTERPRISE INC Industrials 3,606 $1.5M 0.12% SOLD
4 IEUR ISHARES TR 4,380 $308K 0.03% SOLD
5 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 4,305 $304K 0.03% SOLD
6 ORACLE CORP 6,500 $293K 0.02% SOLD
7 AVDE AMERICAN CENTY ETF TR 3,402 $289K 0.02% SOLD
8 LQD ISHARES TR 2,500 $272K 0.02% SOLD
9 TMUS T-MOBILE US INC Communication Services 1,166 $245K 0.02% SOLD
10 CLOI VANECK ETF TRUST 4,534 $239K 0.02% SOLD
11 BDX BECTON DICKINSON & CO Healthcare 1,465 $230K 0.02% SOLD
12 VLO VALERO ENERGY CORP Energy 930 $230K 0.02% SOLD
13 GDXJ VANECK ETF TRUST 1,870 $224K 0.02% SOLD
14 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,351 $212K 0.02% SOLD
15 DYNF BLACKROCK ETF TRUST 3,622 $211K 0.02% SOLD
16 CME CME GROUP INC Financial Services 713 $210K 0.02% SOLD
17 AEM AGNICO EAGLE MINES LTD Basic Materials 1,037 $210K 0.02% SOLD
18 TEL TE CONNECTIVITY PLC Technology 981 $205K 0.02% SOLD
19 MCO MOODYS CORP Financial Services 464 $202K 0.02% SOLD
20 MBB ISHARES TR 2,125 $202K 0.02% SOLD
Page 1 of 2  ·  27 positions
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%