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Portfolio (Quarterly) Guide ↗

FORTEM FINANCIAL GROUP, LLC

· CIK 0001766509
13F Portfolio $490M AUM 188 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 22 New 77 Added 64 Reduced 7 Exited
Page 4 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VO VANGUARD INDEX FDS 9,620.0 $775K 0.16% +8K +395.1% $80.57 +2.8%
62 ALV AUTOLIV INC Consumer Cyclical 6,647.0 $772K 0.16% +145.0 +2.2% $116.17 +6.0%
63 BST BLACKROCK SCIENCE & TECHNOLO Financial Services 13,791.0 $699K 0.14% +428.0 +3.2% $50.71 -3.4%
64 T AT&T INC Communication Services 32,959.0 $682K 0.14% +530.0 +1.6% $20.70 +24.1%
65 CFG CITIZENS FINL GROUP INC Financial Services 8,339.0 $584K 0.12% +235.0 +2.9% $70.07 +0.2%
66 CBOE CBOE GLOBAL MKTS INC Financial Services 2,394.0 $581K 0.12% +50.0 +2.1% $242.71 +26.9%
67 TPL TEXAS PACIFIC LAND CORPORATI Energy 1,250.0 $547K 0.11% +50.0 +4.2% $437.64 -14.7%
68 PFE PFIZER INC Healthcare 21,388.0 $515K 0.10% +433.0 +2.1% $24.08 +16.2%
69 LMT LOCKHEED MARTIN CORP Industrials 988.0 $503K 0.10% +552.0 +126.6% $509.61 +10.7%
70 URI UNITED RENTALS INC Industrials 433.0 $491K 0.10% +8.0 +1.9% $1132.89 -4.4%
71 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 12,588.0 $488K 0.10% +275.0 +2.2% $38.73 +60.6%
72 VTI VANGUARD INDEX FDS 943.0 $349K 0.07% +34.0 +3.7% $370.04 +1.9%
73 AEP AMERICAN ELEC PWR CO INC Utilities 2,547.0 $348K 0.07% +19.0 +0.8% $136.80 -10.8%
74 SCHX SCHWAB STRATEGIC TR 11,004.0 $324K 0.07% +126.0 +1.2% $29.43 +2.4%
75 CVX CHEVRON CORPORATION Energy 1,904.0 $316K 0.06% +291.0 +18.0% $165.76 +22.5%
76 FCX FREEPORT MCMORAN INC Basic Materials 4,672.0 $294K 0.06% +30.0 +0.7% $62.89 +23.7%
77 GS GOLDMAN SACHS GROUP INC Financial Services 260.0 $263K 0.05% +2.0 +0.8% $1009.67 +2.6%
Page 4 of 4  ·  77 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 50.0%
Financial Services 9.8%
Consumer Cyclical 9.4%
Industrials 8.4%
Communication Services 6.1%
Energy 4.5%
Healthcare 4.3%
Utilities 3.3%
Consumer Defensive 1.7%
Basic Materials 1.5%