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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 10 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 UUUU ENERGY FUELS INC Energy 13,840.0 $201K 0.04% -2K -15.1% $14.50 +2.6%
182 F FORD MTR CO Consumer Cyclical 10,842.0 $151K 0.03% -177.0 -1.6% $13.90 +0.2%
183 BLUE OWL CAPITAL CORPORATION 10,680.0 $116K 0.02% -3K -23.3% $10.87
184 NEWSMAX INC 13,175.0 $109K 0.02% -1K -7.0% $8.28
185 LUMN LUMEN TECHNOLOGIES INC Communication Services 10,000.0 $77K 0.02% -3K -23.9% $7.68 -26.2%
186 BULLFROG AI HLDGS INC 50,000.0 $36K 0.01% $0.71
187 UWMC UWM HOLDINGS CORPORATION Financial Services 13,485.0 $31K 0.01% -2K -10.0% $2.29 -38.0%
188 BMEA BIOMEA FUSION INC Healthcare 10,000.0 $15K 0.00% NEW $1.47 +8.2%
Page 10 of 10  ·  188 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%