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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 3 of 4  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WFC WELLS FARGO & CO Financial Services 5,133.0 $424K 0.09% -103.0 -2.0% $82.64 +2.5%
42 MTG MGIC INVT CORP WIS Financial Services 14,555.0 $410K 0.08% -5K -24.9% $28.20 +10.3%
43 HBAN HUNTINGTON BANCSHARES INC Financial Services 23,125.0 $410K 0.08% -6K -21.1% $17.73 -3.9%
44 XLF SELECT SECTOR SPDR TR 7,576.0 $406K 0.08% -3K -26.9% $53.61 +8.6%
45 V VISA INC Financial Services 1,098.0 $377K 0.08% -139.0 -11.2% $343.09 +11.5%
46 BA BOEING CO Industrials 1,725.0 $373K 0.08% -125.0 -6.8% $216.47 -2.8%
47 RVT ROYCE SMALL CAP TRUST INC Financial Services 16,450.0 $304K 0.06% -938.0 -5.4% $18.47 +0.6%
48 SHY ISHARES TR 3,640.0 $299K 0.06% -525.0 -12.6% $82.11 -0.1%
49 CF CF INDUSTRIES HOLD Basic Materials 2,734.0 $296K 0.06% -14.0 -0.5% $108.26 +19.4%
50 GM GENERAL MTRS CO Consumer Cyclical 3,804.0 $293K 0.06% -202.0 -5.0% $77.08 +12.8%
51 HD HOME DEPOT INC Consumer Cyclical 828.0 $292K 0.06% -167.0 -16.8% $352.59 -4.3%
52 CENCORA INC 1,022.0 $289K 0.06% -253.0 -19.8% $282.98
53 QUBT QUANTUM COMPUTING INC Technology 28,248.0 $274K 0.06% -3K -10.6% $9.70 -15.1%
54 COF CAPITAL ONE FINL CORP Financial Services 1,340.0 $269K 0.06% -10K -88.5% $200.59 +7.8%
55 MO ALTRIA GROUP INC Consumer Defensive 3,353.0 $241K 0.05% -382.0 -10.2% $71.95 -4.8%
56 PHM PULTE GROUP INC Consumer Cyclical 1,700.0 $233K 0.05% -200.0 -10.5% $137.21 -5.5%
57 EOG EOG RES INC Energy 1,787.0 $232K 0.05% -21K -92.1% $129.73 +15.8%
58 XOM EXXON MOBIL CORP Energy 1,556.0 $213K 0.04% -426.0 -21.5% $136.76 +20.0%
59 UUUU ENERGY FUELS INC Energy 13,840.0 $201K 0.04% -2K -15.1% $14.50 +2.6%
60 F FORD MTR CO Consumer Cyclical 10,842.0 $151K 0.03% -177.0 -1.6% $13.90 +0.2%
Page 3 of 4  ·  64 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%