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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 14 of 20  ·  391 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 TPR TAPESTRY INC Consumer Cyclical 2,963.0 $434K 0.03% $146.37 -11.1%
262 ARCC ARES CAPITAL CORP Financial Services 23,302.0 $432K 0.03% +592.0 +2.6% $18.53 +7.5%
263 QUAL ISHARES TR 1,959.0 $430K 0.03% -554.0 -22.1% $219.38 +1.7%
264 GCAL GOLDMAN SACHS ETF TR 8,388.0 $429K 0.03% +73.0 +0.9% $51.20 -1.4%
265 SPACE EXPLORATION TECHN CORP 2,499.0 $427K 0.03% NEW $170.87
266 REFI CHICAGO ATLANTIC REAL ESTATE Real Estate 39,818.0 $427K 0.03% +7K +21.6% $10.72 +0.6%
267 MO ALTRIA GROUP INC Consumer Defensive 5,911.0 $425K 0.03% $71.96 -8.2%
268 OEF ISHARES TR 1,155.0 $423K 0.03% -49.0 -4.1% $365.99 +3.2%
269 SPYI NEOS ETF TRUST 7,662.0 $407K 0.03% +1K +17.2% $53.09 +0.7%
270 PFFA ETFIS SER TR I 19,613.0 $403K 0.03% $20.57 +1.6%
271 FBRT FRANKLIN BSP RLTY TR INC Real Estate 48,452.0 $394K 0.03% +10K +26.1% $8.14 +3.1%
272 FCX FREEPORT MCMORAN INC Basic Materials 6,230.0 $392K 0.03% $62.89 +21.9%
273 IYM ISHARES TR 2,182.0 $392K 0.03% +21.0 +1.0% $179.51 +8.7%
274 BLK BLACKROCK INC Financial Services 406.0 $391K 0.03% +16.0 +4.1% $962.65 +20.1%
275 NEBIUS GROUP N.V. 1,369.0 $378K 0.03% NEW $276.17
276 LEU CENTRUS ENERGY CORP Energy 2,250.0 $378K 0.03% $167.87 +11.0%
277 CNBS AMPLIFY ETF TR 12,927.0 $378K 0.03% +3K +28.9% $29.21 -2.2%
278 AVUS AMERICAN CENTY ETF TR 2,942.0 $377K 0.03% -1K -30.2% $128.10 +1.9%
279 MRVL MARVELL TECHNOLOGY INC Technology 1,259.0 $375K 0.03% NEW $297.91 -20.4%
280 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 388.0 $374K 0.03% NEW $965.00 -11.9%
Page 14 of 20  ·  391 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%