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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 5 of 20  ·  391 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BA BOEING CO Industrials 13,947.0 $3.0M 0.21% +369.0 +2.7% $216.47 -1.0%
82 SCHD SCHWAB STRATEGIC TR 94,161.0 $3.0M 0.21% +9K +11.2% $31.71 +10.7%
83 WMT WALMART INC Consumer Defensive 25,810.0 $2.9M 0.21% +456.0 +1.8% $113.26 -8.4%
84 LMT LOCKHEED MARTIN CORP Industrials 5,705.0 $2.9M 0.21% +76.0 +1.4% $509.45 +10.6%
85 CVX CHEVRON CORPORATION Energy 17,329.0 $2.9M 0.20% +543.0 +3.2% $165.76 +23.8%
86 VOT VANGUARD INDEX FDS 9,086.0 $2.8M 0.20% $306.30 -0.3%
87 IEI ISHARES TR 23,212.0 $2.7M 0.19% +289.0 +1.3% $117.45 -0.9%
88 GLD SPDR GOLD TR Financial Services 7,370.0 $2.7M 0.19% +102.0 +1.4% $368.38 +14.9%
89 BX BLACKSTONE INC Financial Services 22,443.0 $2.6M 0.19% +672.0 +3.1% $117.67 +21.8%
90 IWF ISHARES TR 21,105.0 $2.6M 0.18% +16K +297.6% $124.17 -1.4%
91 XLP SELECT SECTOR SPDR TR 30,908.0 $2.6M 0.18% +305.0 +1.0% $83.07 +3.5%
92 UNH UNITEDHEALTH GROUP INC Healthcare 6,151.0 $2.6M 0.18% +519.0 +9.2% $415.62 -6.1%
93 DVY ISHARES TR 15,951.0 $2.5M 0.18% +128.0 +0.8% $156.30 +5.0%
94 IYW ISHARES TR 9,825.0 $2.5M 0.17% $252.24 -2.0%
95 EPD ENTERPRISE PRODS PARTNERS L 65,080.0 $2.4M 0.17% +1K +2.3% $36.76
96 MTUM ISHARES TR 6,850.0 $2.3M 0.17% +307.0 +4.7% $342.83 -11.0%
97 CGCP CAPITAL GRP FIXED INCM ETF T 104,739.0 $2.3M 0.17% +5K +5.5% $22.29 -1.3%
98 MU MICRON TECHNOLOGY INC Technology 2,006.0 $2.3M 0.16% -86.0 -4.1% $1154.30 -16.2%
99 EEM ISHARES TR 32,961.0 $2.3M 0.16% +461.0 +1.4% $68.41 -1.9%
100 KBWB INVESCO EXCH TRADED FD TR II 24,023.0 $2.2M 0.16% +1K +5.8% $92.98 +2.8%
Page 5 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%