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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 6 of 20  ·  391 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 FCAL FIRST TR EXCH TRADED FD III 44,624.0 $2.2M 0.16% +382.0 +0.9% $49.65 -2.2%
102 MS MORGAN STANLEY Financial Services 10,249.0 $2.1M 0.15% +409.0 +4.2% $209.03 +2.5%
103 HD HOME DEPOT INC Consumer Cyclical 6,030.0 $2.1M 0.15% $352.71 -4.8%
104 HEDG SERIES PORTFOLIOS TR 70,346.0 $2.1M 0.15% $30.00 +2.0%
105 DIS DISNEY WALT CO Communication Services 21,782.0 $2.1M 0.15% $96.25 +12.0%
106 CRWD CROWDSTRIKE HLDGS INC Technology 2,740.0 $2.1M 0.15% +235.0 +9.4% $190.79 +0.6%
107 VBR VANGUARD INDEX FDS 8,477.0 $2.1M 0.15% -373.0 -4.2% $242.99 +2.5%
108 VTI VANGUARD INDEX FDS 5,293.0 $2.0M 0.14% -97.0 -1.8% $370.05 +2.2%
109 CIBR FIRST TR EXCHANGE-TRADED FD 21,692.0 $1.9M 0.14% +385.0 +1.8% $89.85 +5.6%
110 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,959.0 $1.8M 0.13% +152.0 +8.4% $935.24 +1.3%
111 JHMM JOHN HANCOCK EXCHANGE TRADED 23,457.0 $1.8M 0.12% +674.0 +3.0% $74.96 +1.3%
112 PEP PEPSICO INC Consumer Defensive 12,913.0 $1.7M 0.12% +205.0 +1.6% $135.40 +6.0%
113 ABBV ABBVIE INC Healthcare 6,845.0 $1.7M 0.12% +51.0 +0.8% $251.65 +5.3%
114 RTX RTX CORPORATION Industrials 9,069.0 $1.7M 0.12% +269.0 +3.1% $189.74 +10.6%
115 UNP UNION PAC CORP Industrials 6,311.0 $1.7M 0.12% +367.0 +6.2% $271.98 +13.3%
116 USXF ISHARES TR 24,666.0 $1.7M 0.12% -2K -6.9% $69.45 -1.7%
117 MCD MCDONALDS CORP Consumer Cyclical 6,226.0 $1.7M 0.12% $270.33 +0.2%
118 AXP AMERICAN EXPRESS CO Financial Services 4,859.0 $1.6M 0.12% +74.0 +1.6% $338.23 -0.7%
119 VFH VANGUARD WORLD FD 12,374.0 $1.6M 0.12% $131.60 +6.9%
120 IBB ISHARES TR 8,556.0 $1.6M 0.12% +764.0 +9.8% $190.18 +12.3%
Page 6 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%