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Portfolio (Quarterly) Guide ↗

FORTEM FINANCIAL GROUP, LLC

· CIK 0001766509
13F Portfolio $399M AUM 173 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 92 Added 59 Reduced 11 Exited
Page 4 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GILD GILEAD SCIENCES INC Healthcare 6,364.0 $887K 0.22% +639.0 +11.2% $139.37 -11.2%
62 EPD ENTERPRISE PRODS PARTNERS L Energy 22,097.0 $836K 0.21% +3K +16.6% $37.84 -3.3%
63 RGTI RIGETTI COMPUTING INC Technology 54,986.0 $772K 0.19% +1K +2.0% $14.04 +52.1%
64 ASTS AST SPACEMOBILE INC Technology 9,177.0 $760K 0.19% +97.0 +1.1% $82.87 -2.7%
65 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 12,313.0 $755K 0.19% +2K +23.4% $61.35 -28.8%
66 DUK DUKE ENERGY CORP NEW Utilities 5,670.0 $742K 0.19% +2K +66.8% $130.94 -5.4%
67 BLK BLACKROCK INC Financial Services 763.0 $734K 0.18% +142.0 +22.9% $961.71 +9.2%
68 AMD ADVANCED MICRO DEVICES INC Technology 3,509.0 $714K 0.18% +166.0 +5.0% $203.43 +164.2%
69 ALV AUTOLIV INC Consumer Cyclical 6,502.0 $684K 0.17% +645.0 +11.0% $105.16 +12.4%
70 BE BLOOM ENERGY CORP Industrials 4,750.0 $644K 0.16% +500.0 +11.8% $135.49 +142.8%
71 PWR QUANTA SVCS INC Industrials 1,168.0 $641K 0.16% +30.0 +2.6% $549.02 +27.9%
72 HON HONEYWELL INTL INC Industrials 2,832.0 $640K 0.16% +209.0 +8.0% $226.03 +1.3%
73 UBER UBER TECHNOLOGIES INC Technology 8,818.0 $634K 0.16% +324.0 +3.8% $71.93 -0.4%
74 EBAY EBAY INC. Consumer Cyclical 6,918.0 $630K 0.16% +1K +26.6% $91.02 +18.9%
75 MU MICRON TECHNOLOGY INC Technology 1,803.0 $609K 0.15% +329.0 +22.3% $337.84 +235.7%
76 PFE PFIZER INC Healthcare 20,955.0 $588K 0.15% +3K +17.1% $28.08 -10.2%
77 WMB WILLIAMS COS INC Energy 8,035.0 $585K 0.15% +5K +130.2% $72.78 +0.5%
78 CFG CITIZENS FINL GROUP INC Financial Services 8,104.0 $486K 0.12% +993.0 +14.0% $59.97 +11.9%
79 INTC INTEL CORP Technology 11,009.0 $486K 0.12% +440.0 +4.2% $44.13 +203.6%
80 FR FIRST INDL RLTY TR INC Real Estate 8,205.0 $475K 0.12% +3K +65.9% $57.85 +6.8%
Page 4 of 5  ·  92 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
Technology 40.2%
Financial Services 12.3%
Consumer Cyclical 10.5%
Industrials 9.6%
Energy 8.1%
Communication Services 6.1%
Healthcare 5.1%
Utilities 2.8%
Consumer Defensive 2.2%
Basic Materials 2.1%