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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 7 of 20  ·  391 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 NFLX NETFLIX INC. Communication Services 22,018.0 $1.6M 0.11% -1K -5.5% $71.40 +11.5%
122 XLC SELECT SECTOR SPDR TR 14,628.0 $1.6M 0.11% +192.0 +1.3% $107.13 +4.0%
123 AMD ADVANCED MICRO DEVICES INC Technology 2,694.0 $1.6M 0.11% +1K +60.8% $580.91 -18.5%
124 WMB WILLIAMS COS INC Energy 20,994.0 $1.6M 0.11% $74.34 -5.2%
125 XLF SELECT SECTOR SPDR TR 28,793.0 $1.5M 0.11% -414.0 -1.4% $53.61 +7.2%
126 JAAA JANUS DETROIT STR TR 30,482.0 $1.5M 0.11% -8K -21.0% $50.49 +0.4%
127 XLY SELECT SECTOR SPDR TR 12,728.0 $1.5M 0.11% -439.0 -3.3% $117.28 +0.6%
128 VRT VERTIV HOLDINGS CO Industrials 4,402.0 $1.5M 0.10% +1K +51.6% $334.83 -21.8%
129 BAC BANK OF AMER CORP Financial Services 24,597.0 $1.4M 0.10% +1K +4.6% $56.98 +8.3%
130 GE GE AEROSPACE Industrials 3,743.0 $1.4M 0.10% +87.0 +2.4% $373.76 -6.8%
131 VYM VANGUARD WHITEHALL FDS 8,829.0 $1.4M 0.10% $158.03 +4.4%
132 BANK OF AMER CORP 1,109.0 $1.4M 0.10% $1254.50
133 LXP INDUSTRIAL TRUST 25,391.0 $1.4M 0.10% +674.0 +2.7% $53.88
134 GEV GE VERNOVA INC Utilities 1,144.0 $1.3M 0.10% +227.0 +24.8% $1175.31 -18.6%
135 EIPI FIRST TR EXCHNG TRADED FD VI 60,865.0 $1.3M 0.09% $21.84 +3.1%
136 WELLS FARGO & CO 1,142.0 $1.3M 0.09% -215.0 -15.8% $1157.00
137 CSCO CISCO SYS INC Technology 11,172.0 $1.3M 0.09% +170.0 +1.6% $117.46 -5.5%
138 VOE VANGUARD INDEX FDS 6,550.0 $1.3M 0.09% +132.0 +2.1% $197.61 +5.6%
139 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 38,034.0 $1.3M 0.09% $33.88 +10.2%
140 LPX LOUISIANA PAC CORP Basic Materials 15,980.0 $1.3M 0.09% NEW $78.66 -7.0%
Page 7 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%