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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 6 of 19  ·  373 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PEP PEPSICO INC Consumer Defensive 12,708.0 $2.0M 0.16% +100.0 +0.8% $155.29 -6.0%
102 JAAA JANUS DETROIT STR TR 38,581.0 $1.9M 0.16% -82K -68.0% $50.37 +0.7%
103 MCD MCDONALDS CORP Consumer Cyclical 6,243.0 $1.9M 0.16% -515.0 -7.6% $310.80 -10.2%
104 VBR VANGUARD INDEX FDS 8,850.0 $1.9M 0.16% -350.0 -3.8% $217.24 +8.2%
105 EEM ISHARES TR 32,500.0 $1.8M 0.15% -266.0 -0.8% $56.79 +20.4%
106 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,807.0 $1.8M 0.15% $996.51 +0.7%
107 KBWB INVESCO EXCH TRADED FD TR II 22,716.0 $1.8M 0.15% +653.0 +3.0% $79.12 +9.9%
108 IYW ISHARES TR 9,820.0 $1.8M 0.14% -887.0 -8.3% $181.41 +36.2%
109 VTI VANGUARD INDEX FDS 5,390.0 $1.7M 0.14% -1K -19.5% $320.84 +15.0%
110 RTX RTX CORPORATION Industrials 8,800.0 $1.7M 0.14% -1K -12.2% $192.90 -7.5%
111 MS MORGAN STANLEY Financial Services 9,840.0 $1.6M 0.13% -2K -15.0% $164.58 +22.2%
112 XLC SELECT SECTOR SPDR TR 14,436.0 $1.6M 0.13% -4K -22.5% $110.86 +4.0%
113 GLW CORNING INC Technology 11,680.0 $1.6M 0.13% +232.0 +2.0% $135.97 +44.9%
114 MTUM ISHARES TR 6,543.0 $1.6M 0.13% -181.0 -2.7% $239.98 +30.8%
115 WELLS FARGO & CO 1,357.0 $1.6M 0.13% -155.0 -10.2% $1155.00
116 AXON AXON ENTERPRISE INC Industrials 3,606.0 $1.5M 0.12% +67.0 +1.9% $424.69 -7.2%
117 JHMM JOHN HANCOCK EXCHANGE TRADED 22,783.0 $1.5M 0.12% $67.12 +9.1%
118 WMB WILLIAMS COS INC Energy 20,979.0 $1.5M 0.12% -1K -4.6% $72.78 +5.4%
119 UNH UNITEDHEALTH GROUP INC Healthcare 5,632.0 $1.5M 0.12% -675.0 -10.7% $270.59 +40.2%
120 VFH VANGUARD WORLD FD 12,353.0 $1.5M 0.12% $120.81 +5.3%
Page 6 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%