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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 19 of 19  ·  373 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 TEL TE CONNECTIVITY PLC Technology 981.0 $205K 0.02% -11.0 -1.1% $208.96 +0.7%
362 MCO MOODYS CORP Financial Services 464.0 $202K 0.02% -156.0 -25.2% $436.25 +3.3%
363 ITOT ISHARES TR 1,417.0 $202K 0.02% -681.0 -32.5% $142.46 +14.9%
364 MBB ISHARES TR 2,125.0 $202K 0.02% -7K -76.7% $94.93 -0.7%
365 ISHARES TR 4,606.0 $201K 0.02% -130.0 -2.7% $43.70
366 KBDC KAYNE ANDERSON BDC INC Financial Services 13,225.0 $181K 0.01% NEW $13.72 +7.9%
367 PXLW PIXELWORKS INC Technology 12,500.0 $68K 0.01% $5.40 +25.8%
368 SNAL SNAIL INC Technology 111,491.0 $57K 0.01% $0.51 +91.6%
369 SNAP SNAP INC Communication Services 12,032.0 $55K 0.00% NEW $4.60 +25.8%
370 LFMD LIFEMD INC Healthcare 12,000.0 $43K 0.00% $3.61 +21.1%
371 HYLN HYLIION HOLDINGS CORP Consumer Cyclical 16,686.0 $29K 0.00% NEW $1.76 +275.6%
372 BIOATLA INC 20,000.0 $3K $0.16
373 SGMO SANGAMO THERAPEUTICS INC Healthcare 10,000.0 $2K $0.25 -18.9%
Page 19 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%