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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 9 of 20  ·  391 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 EMLP FIRST TR EXCHANGE-TRADED FD 23,635.0 $1.0M 0.07% $43.50 +0.5%
162 VNQ VANGUARD INDEX FDS 10,462.0 $1.0M 0.07% -2K -12.9% $96.43 +2.1%
163 XLRE SELECT SECTOR SPDR TR 22,511.0 $991K 0.07% -377.0 -1.6% $44.03 +2.4%
164 SCHB SCHWAB STRATEGIC TR 32,841.0 $951K 0.07% +1K +3.5% $28.96 +2.2%
165 MRK MERCK & CO INC Healthcare 7,351.0 $945K 0.07% $128.49 +18.7%
166 FPEI FIRST TR EXCH TRADED FD III 48,810.0 $942K 0.07% +478.0 +1.0% $19.29 -1.3%
167 PM PHILIP MORRIS INTL INC Consumer Defensive 5,202.0 $941K 0.07% -743.0 -12.5% $180.90 +4.1%
168 SPOT SPOTIFY TECHNOLOGY S A Communication Services 1,996.0 $916K 0.07% +135.0 +7.2% $459.13 +16.2%
169 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 30,261.0 $913K 0.07% $30.17 +16.0%
170 SPLV INVESCO EXCH TRADED FD TR II 12,189.0 $913K 0.07% -88.0 -0.7% $74.90 +0.5%
171 XVV ISHARES TR 16,054.0 $912K 0.06% -2K -12.8% $56.79 +3.2%
172 DMXF ISHARES TR 10,652.0 $901K 0.06% +128.0 +1.2% $84.60 +2.7%
173 SWMR SWARMER INC Technology 20,000.0 $886K 0.06% NEW $44.31 -4.1%
174 URI UNITED RENTALS INC Industrials 782.0 $886K 0.06% +25.0 +3.3% $1133.15 -3.1%
175 IMNM IMMUNOME INC Healthcare 41,759.0 $885K 0.06% -4K -8.7% $21.19 +34.6%
176 FIRST TR HIGH YIELD OPPRT 20 64,489.0 $884K 0.06% -5K -7.1% $13.70
177 VIG VANGUARD SPECIALIZED FUNDS 3,714.0 $879K 0.06% $236.63 +3.1%
178 VBK VANGUARD INDEX FDS 2,340.0 $856K 0.06% -20.0 -0.8% $365.75 -1.9%
179 IEFA ISHARES TR 8,720.0 $842K 0.06% -314.0 -3.5% $96.58 +4.4%
180 DE DEERE & CO Industrials 1,317.0 $836K 0.06% +11.0 +0.8% $634.40 +2.1%
Page 9 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%