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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 5 of 19  ·  373 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IEI ISHARES TR 22,923.0 $2.7M 0.22% -8K -25.6% $118.60 -1.0%
82 BA BOEING CO Industrials 13,578.0 $2.7M 0.22% -573.0 -4.0% $199.03 +10.2%
83 NYF ISHARES TR 50,302.0 $2.7M 0.22% -8K -13.5% $53.12 +0.5%
84 SCHD SCHWAB STRATEGIC TR 84,695.0 $2.6M 0.21% +46K +120.2% $30.68 +6.5%
85 XLP SELECT SECTOR SPDR TR 30,603.0 $2.5M 0.20% $81.98 +2.0%
86 BX BLACKSTONE INC Financial Services 21,771.0 $2.5M 0.20% -164.0 -0.8% $114.99 +2.5%
87 EPD ENTERPRISE PRODS PARTNERS L Energy 63,606.0 $2.4M 0.20% +3K +4.3% $37.84 +2.3%
88 HON HONEYWELL INTL INC Industrials 10,604.0 $2.4M 0.20% +369.0 +3.6% $226.03 +2.9%
89 DVY ISHARES TR 15,823.0 $2.4M 0.19% +112.0 +0.7% $151.41 +2.6%
90 CAT CATERPILLAR INC Industrials 3,342.0 $2.4M 0.19% -292.0 -8.0% $708.46 +27.9%
91 VOT VANGUARD INDEX FDS 9,109.0 $2.3M 0.19% $257.36 +14.5%
92 IWF ISHARES TR 5,308.0 $2.3M 0.18% -392.0 -6.9% $426.37 -70.6%
93 NFLX NETFLIX INC. Communication Services 23,300.0 $2.2M 0.18% +995.0 +4.5% $96.15 -8.7%
94 CGCP CAPITAL GRP FIXED INCM ETF T 99,267.0 $2.2M 0.18% +18K +21.7% $22.34 -0.1%
95 SMH VANECK ETF TRUST 5,660.0 $2.2M 0.18% $383.40 +56.0%
96 FCAL FIRST TR EXCH TRADED FD III 44,242.0 $2.2M 0.18% $48.89 +0.5%
97 DIS DISNEY WALT CO Communication Services 21,843.0 $2.1M 0.17% -1K -4.8% $96.38 +6.7%
98 KNRG SIMPLIFY EXCHANGE TRADED FUN 81,991.0 $2.1M 0.17% NEW $25.41 +1.2%
99 HEDG SERIES PORTFOLIOS TR 70,450.0 $2.0M 0.17% $28.98 +3.3%
100 HD HOME DEPOT INC Consumer Cyclical 6,058.0 $2.0M 0.16% -825.0 -12.0% $328.86 -5.7%
Page 5 of 19  ·  373 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%