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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 18 of 20  ·  391 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 5,638.0 $257K 0.02% -133.0 -2.3% $45.52 +31.0%
342 PRU PRUDENTIAL FINL INC Financial Services 2,359.0 $255K 0.02% +12.0 +0.5% $107.91 +12.3%
343 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 3,131.0 $254K 0.02% +47.0 +1.5% $81.17 -10.5%
344 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 357.0 $251K 0.02% -2.0 -0.6% $704.16 -0.6%
345 XLB SELECT SECTOR SPDR TR 4,944.0 $251K 0.02% -232.0 -4.5% $50.83 +5.3%
346 CCB COASTAL FINL CORP WA Financial Services 3,152.0 $244K 0.02% $77.51 -40.3%
347 NOC NORTHROP GRUMMAN CORP Industrials 479.0 $244K 0.02% $509.79 +8.1%
348 NOBL PROSHARES TR 4,226.0 $237K 0.02% +2K +101.0% $56.16 +4.6%
349 WELL WELLTOWER INC Real Estate 1,040.0 $236K 0.02% NEW $226.93 +5.5%
350 GMUB GOLDMAN SACHS ETF TR 4,587.0 $236K 0.02% $51.45 -1.4%
351 VZ VERIZON COMMUNICATIONS INC Communication Services 5,566.0 $236K 0.02% -32.0 -0.6% $42.34 +16.8%
352 GUNR FLEXSHARES TR 4,759.0 $235K 0.02% +34.0 +0.7% $49.28 +15.5%
353 MCHP MICROCHIP TECHNOLOGY INC. Technology 2,567.0 $234K 0.02% NEW $91.20 -16.6%
354 THO THOR INDS INC Consumer Cyclical 3,109.0 $234K 0.02% -223.0 -6.7% $75.17 +5.8%
355 ARES ARES MANAGEMENT CORPORATION Financial Services 2,099.0 $234K 0.02% -29.0 -1.4% $111.33 +26.9%
356 TGT TARGET CORP Consumer Defensive 1,786.0 $233K 0.02% NEW $130.61 +26.6%
357 ITOT ISHARES TR 1,420.0 $233K 0.02% $164.28 +2.2%
358 HWM HOWMET AEROSPACE INC Industrials 864.0 $232K 0.02% NEW $268.99 +1.0%
359 MSTR STRATEGY INC Technology 2,671.0 $232K 0.02% $86.93 +37.2%
360 IUSB ISHARES TR 5,024.0 $232K 0.02% NEW $46.15 -1.6%
Page 18 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%