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Portfolio (Quarterly) Guide ↗

Magnus Financial Group LLC

· CIK 0001765216
13F Portfolio $1.2B AUM 373 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 28 New 98 Added 177 Reduced 74 Exited
Page 12 of 19  ·  373 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 IYE ISHARES TR 7,996.0 $518K 0.04% $64.77 -7.1%
222 TT TRANE TECHNOLOGIES PLC Industrials 1,243.0 $518K 0.04% $416.58 +11.0%
223 IUSG ISHARES TR 3,327.0 $516K 0.04% +129.0 +4.0% $155.11 +21.5%
224 C CITIGROUP INC Financial Services 4,522.0 $513K 0.04% -2K -29.7% $113.42 +10.9%
225 PSX PHILLIPS 66 Energy 2,810.0 $512K 0.04% -341.0 -10.8% $182.16 -5.4%
226 SDY SPDR SERIES TRUST 3,448.0 $503K 0.04% +144.0 +4.4% $145.93 +3.3%
227 AMGN AMGEN INC Healthcare 1,425.0 $501K 0.04% -300.0 -17.4% $351.79 -3.1%
228 LITE LUMENTUM HLDGS INC Technology 713.0 $501K 0.04% -33.0 -4.4% $702.76 +25.4%
229 INTU INTUIT Technology 1,155.0 $499K 0.04% -85.0 -6.8% $432.35 -27.5%
230 CRWV COREWEAVE INC Technology 6,414.0 $497K 0.04% +804.0 +14.3% $77.48 +30.1%
231 KWEB KRANESHARES TRUST 17,216.0 $489K 0.04% +1K +8.3% $28.43 -4.9%
232 BTT BLACKROCK MUN TARGET TERM TR Financial Services 21,425.0 $486K 0.04% $22.70 +0.7%
233 QUAL ISHARES TR 2,513.0 $482K 0.04% -4K -62.3% $191.83 +12.4%
234 SHY ISHARES TR 5,767.0 $476K 0.04% -24K -80.5% $82.57 -0.4%
235 CCJ CAMECO CORP Energy 4,331.0 $470K 0.04% +1K +35.2% $108.61 -1.9%
236 AVUS AMERICAN CENTY ETF TR 4,214.0 $468K 0.04% -15K -77.8% $111.18 +14.2%
237 RNP COHEN & STEERS REIT & PFD & Financial Services 23,158.0 $458K 0.04% -5K -18.7% $19.76 +5.7%
238 KBE SPDR SERIES TRUST 7,679.0 $457K 0.04% $59.55 +8.1%
239 SLV ISHARES SILVER TR Financial Services 6,682.0 $455K 0.04% +1K +26.6% $68.14 -0.7%
240 SHW SHERWIN WILLIAMS CO Basic Materials 1,404.0 $450K 0.04% -218.0 -13.4% $320.48 -2.4%
Page 12 of 19  ·  373 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 31.2%
Technology 23.5%
Communication Services 13.4%
Consumer Cyclical 9.1%
Healthcare 6.4%
Industrials 6.2%
Energy 5.9%
Consumer Defensive 2.8%
Utilities 0.7%
Real Estate 0.4%