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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 5 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WFC WELLS FARGO CO NEW Financial Services 5,236.0 $417K 0.10% +173.0 +3.4% $79.61 +3.3%
82 RTX RTX CORPORATION Industrials 2,029.0 $391K 0.10% +20.0 +1.0% $192.90 -3.8%
83 VTR VENTAS INC Real Estate 4,628.0 $378K 0.10% +2K +57.8% $81.78 -0.2%
84 XOM EXXON MOBIL CORP Energy 1,982.0 $336K 0.08% +241.0 +13.8% $169.65 -18.8%
85 AEP AMERICAN ELEC PWR CO INC Utilities 2,528.0 $331K 0.08% +18.0 +0.7% $131.08 -2.6%
86 UUUU ENERGY FUELS INC Energy 16,300.0 $297K 0.07% +5K +45.3% $18.25 -9.3%
87 JEPI J P MORGAN EXCHANGE TRADED F 5,082.0 $288K 0.07% +1K +24.5% $56.68 -1.0%
88 FCX FREEPORT-MCMORAN INC Basic Materials 4,642.0 $273K 0.07% +201.0 +4.5% $58.78 +16.9%
89 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 8,776.0 $263K 0.07% +480.0 +5.8% $29.99 -7.2%
90 QUBT QUANTUM COMPUTING INC Technology 31,596.0 $216K 0.05% +12K +58.5% $6.85 +57.1%
91 QBTS D-WAVE QUANTUM INC Technology 12,004.0 $173K 0.04% +4K +43.2% $14.43 +71.1%
92 LUMN LUMEN TECHNOLOGIES INC Communication Services 13,150.0 $91K 0.02% +500.0 +4.0% $6.95 +18.0%
Page 5 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%