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Portfolio (Quarterly) Guide ↗

Magnus Financial Group LLC

· CIK 0001765216
13F Portfolio $1.2B AUM 373 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 28 New 98 Added 177 Reduced 74 Exited
Page 4 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 AVGE AMERICAN CENTY ETF TR 2,431 $209K 0.02% SOLD
62 EFG ISHARES TR 1,825 $208K 0.02% SOLD
63 PAYX PAYCHEX INC Industrials 1,845 $207K 0.02% SOLD
64 CALL APPLE INC 2,000 $206K 0.02% SOLD
65 UPS UNITED PARCEL SERVICE INC Industrials 2,056 $204K 0.02% SOLD
66 GSBD GOLDMAN SACHS BDC INC Financial Services 14,012 $130K 0.01% SOLD
67 BLMN BLOOMIN BRANDS INC Consumer Cyclical 15,001 $93K 0.01% SOLD
68 MSOS ADVISORSHARES TR 19,030 $90K 0.01% SOLD
69 LYG LLOYDS BANKING GROUP PLC Financial Services 15,711 $83K 0.01% SOLD
70 PMNT PERFECT MOMENT LTD Consumer Cyclical 185,371 $77K 0.01% SOLD
71 OPTX SYNTEC OPTICS HLDGS INC Technology 12,444 $36K 0.00% SOLD
72 MAPS WM TECHNOLOGY INC Technology 26,074 $22K 0.00% SOLD
73 RILY B. RILEY FINANCIAL INC Financial Services 10,000 $5K SOLD
74 CALL EIGHTCO HOLDINGS INC 15,000 $2K SOLD
Page 4 of 4  ·  74 positions
Sector Allocation
Financial Services 31.2%
Technology 23.5%
Communication Services 13.4%
Consumer Cyclical 9.1%
Healthcare 6.4%
Industrials 6.2%
Energy 5.9%
Consumer Defensive 2.8%
Utilities 0.7%
Real Estate 0.4%