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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 17 of 20  ·  391 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 SNDK SANDISK CORP Technology 122.0 $277K 0.02% NEW $2273.73 -29.8%
322 CELC CELCUITY INC Healthcare 2,639.0 $276K 0.02% $104.62 -10.6%
323 VUSB VANGUARD BD INDEX FDS 5,540.0 $276K 0.02% NEW $49.78 -0.1%
324 AVAV AEROVIRONMENT INC Industrials 1,661.0 $274K 0.02% -412.0 -19.9% $165.07 -2.9%
325 GWW WW GRAINGER INC Industrials 201.0 $273K 0.02% +1.0 +0.5% $1360.40 -3.5%
326 TEM TEMPUS AI INC Healthcare 4,720.0 $273K 0.02% $57.93 +25.5%
327 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 3,060.0 $271K 0.02% NEW $88.61 -36.6%
328 DB DEUTSCHE BK AG Financial Services 8,028.0 $271K 0.02% $33.76 +12.0%
329 SHOP SHOPIFY INC Technology 2,367.0 $270K 0.02% +537.0 +29.3% $114.18 +30.7%
330 UAL UNITED AIRLS HLDGS INC Industrials 1,977.0 $269K 0.02% NEW $135.99 -16.8%
331 SCHF SCHWAB STRATEGIC TR 9,591.0 $266K 0.02% +527.0 +5.8% $27.70 +2.7%
332 GBDC GOLUB CAP BDC INC Financial Services 20,615.0 $266K 0.02% +150.0 +0.7% $12.88 +2.5%
333 HSBC HSBC HLDGS PLC Financial Services 2,787.0 $265K 0.02% NEW $95.09 +9.5%
334 IXUS ISHARES TR 2,769.0 $264K 0.02% +200.0 +7.8% $95.44 +2.6%
335 GENB GENERATE BIOMEDICINES INC Financial Services 15,600.0 $263K 0.02% NEW $16.87 -4.4%
336 CLDT CHATHAM LODGING TR Real Estate 19,840.0 $262K 0.02% NEW $13.23 +2.5%
337 EW EDWARDS LIFESCIENCES CORP Healthcare 2,890.0 $261K 0.02% NEW $90.46 -0.7%
338 CALL AMAZON COM INC 2,100.0 $261K 0.02% -2K -48.8% $124.49
339 TLT ISHARES TR 3,024.0 $261K 0.02% +173.0 +6.1% $86.43 -5.1%
340 BIOHARVEST SCIENCES INC 90,000.0 $257K 0.02% +35K +63.6% $2.86
Page 17 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%