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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 8 of 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NOC NORTHROP GRUMMAN CORP Industrials 477.0 $325K 0.03% -3.0 -0.6% $681.96 -18.4%
142 INTC INTEL CORP Technology 7,369.0 $325K 0.03% -1K -16.1% $44.13 +179.9%
143 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 933.0 $315K 0.03% -39.0 -4.0% $337.79 +22.1%
144 BMO BANK MONTREAL MEDIUM Financial Services 2,295.0 $311K 0.03% -47.0 -2.0% $135.34 +19.6%
145 IEUR ISHARES TR 4,380.0 $308K 0.03% -20K -81.8% $70.27 +8.7%
146 MAR MARRIOTT INTL INC NEW Consumer Cyclical 933.0 $305K 0.03% -515.0 -35.6% $326.95 +14.3%
147 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,960.0 $301K 0.02% -2K -33.4% $60.64 -4.3%
148 AVDE AMERICAN CENTY ETF TR 3,402.0 $289K 0.02% -13K -79.6% $84.85 +8.4%
149 PAA PLAINS ALL AMERN PIPELINE L Energy 12,921.0 $289K 0.02% -2K -13.0% $22.33 +5.5%
150 TRV TRAVELERS COMPANIES INC Financial Services 988.0 $288K 0.02% -84.0 -7.8% $291.70 +4.5%
151 VZ VERIZON COMMUNICATIONS INC Communication Services 5,598.0 $281K 0.02% -3K -34.8% $50.20 -3.7%
152 LQD ISHARES TR 2,500.0 $272K 0.02% -7K -74.0% $108.99 -0.2%
153 XHB SPDR SERIES TRUST 2,750.0 $272K 0.02% -58.0 -2.1% $98.73 +3.7%
154 SUSA ISHARES TR 2,027.0 $268K 0.02% -57.0 -2.7% $132.07 +15.6%
155 GBDC GOLUB CAP BDC INC Financial Services 20,465.0 $259K 0.02% -12K -36.8% $12.66 +3.4%
156 EMR EMERSON ELEC CO Industrials 1,957.0 $256K 0.02% -172.0 -8.1% $131.01 +7.6%
157 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 3,084.0 $250K 0.02% -64.0 -2.0% $80.94 -1.1%
158 LYV LIVE NATION ENTERTAINMENT IN Communication Services 1,627.0 $248K 0.02% -27.0 -1.6% $152.51 +9.2%
159 TLT ISHARES TR 2,851.0 $247K 0.02% -630.0 -18.1% $86.69 -1.9%
160 TMUS T-MOBILE US INC Communication Services 1,166.0 $245K 0.02% -14.0 -1.2% $210.01 -9.0%
Page 8 of 9  ·  177 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 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%