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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 3 of 20  ·  391 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DIVO AMPLIFY ETF TR 186,746.0 $8.5M 0.60% +3K +1.8% $45.70 +6.3%
42 RSP INVESCO EXCHANGE TRADED FD T 39,320.0 $8.4M 0.59% +1K +3.6% $212.77 +4.2%
43 LLY ELI LILLY & CO Healthcare 6,605.0 $7.9M 0.56% +89.0 +1.4% $1199.42 +4.6%
44 SOXX ISHARES TR 11,916.0 $7.6M 0.54% +195.0 +1.7% $640.76 -18.8%
45 LRCX LAM RESEARCH CORP Technology 17,459.0 $7.6M 0.54% -1K -7.8% $433.34 -27.5%
46 AVGO BROADCOM INC Technology 19,665.0 $7.4M 0.53% +347.0 +1.8% $377.74 -2.5%
47 XLI SELECT SECTOR SPDR TR 39,413.0 $7.3M 0.52% +1K +3.3% $185.23 -2.7%
48 VGK VANGUARD INTL EQUITY INDEX F 81,367.0 $7.2M 0.51% +918.0 +1.1% $88.54 +4.7%
49 XOM EXXON MOBIL CORP Energy 51,881.0 $7.1M 0.50% +2K +3.0% $136.72 +20.8%
50 IVV ISHARES TR 9,261.0 $6.9M 0.49% $748.86 +2.7%
51 META META PLATFORMS INC Communication Services 11,873.0 $6.7M 0.47% +473.0 +4.2% $563.31 -2.4%
52 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 483,506.0 $6.7M 0.47% +248K +105.3% $13.83 +5.6%
53 XLE SELECT SECTOR SPDR TR 125,791.0 $6.7M 0.47% +699.0 +0.6% $53.11 +19.8%
54 BERKSHIRE HATHAWAY INC DEL 12,950.0 $6.5M 0.46% $500.39
55 CGGR CAPITAL GROUP GROWTH ETF 132,931.0 $6.3M 0.44% +6K +4.8% $47.20 -0.4%
56 GS GOLDMAN SACHS GROUP INC Financial Services 6,060.0 $6.1M 0.43% +2K +42.2% $1011.31 +2.8%
57 QDF FLEXSHARES TR 66,730.0 $6.0M 0.42% $89.92 +2.6%
58 V VISA INC Financial Services 16,119.0 $5.5M 0.39% +522.0 +3.4% $343.10 +8.1%
59 XLV SELECT SECTOR SPDR TR 34,168.0 $5.4M 0.38% +357.0 +1.1% $158.66 +10.1%
60 XLK SELECT SECTOR SPDR TR 25,576.0 $4.9M 0.34% +235.0 +0.9% $190.52 -3.8%
Page 3 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%