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Portfolio (Quarterly) Guide ↗

FORTEM FINANCIAL GROUP, LLC

· CIK 0001766509
13F Portfolio $374M AUM Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 173 New
Page 4 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LLY ELI LILLY & CO Healthcare 1,497.0 $1.6M 0.43% NEW $1074.38 +2.3%
62 PAA PLAINS ALL AMERN PIPELINE L Energy 88,263.0 $1.6M 0.42% NEW $17.96 +18.8%
63 NOC NORTHROP GRUMMAN CORP Industrials 2,686.0 $1.5M 0.41% NEW $570.21 -8.5%
64 LNG CHENIERE ENERGY INC Energy 7,854.0 $1.5M 0.41% NEW $194.40 +16.8%
65 CRWD CROWDSTRIKE HLDGS INC Technology 3,232.0 $1.5M 0.41% NEW $468.76 +46.1%
66 MPLX MPLX LP Energy 28,094.0 $1.5M 0.40% NEW $53.37 +6.5%
67 VOO VANGUARD INDEX FDS 2,310.0 $1.4M 0.39% NEW $627.16 +9.7%
68 CAT CATERPILLAR INC Industrials 2,368.0 $1.4M 0.36% NEW $572.87 +72.1%
69 HAL HALLIBURTON CO Energy 47,481.0 $1.3M 0.36% NEW $28.26 +23.6%
70 COST COSTCO WHSL CORP NEW Consumer Defensive 1,492.0 $1.3M 0.34% NEW $862.15 +10.4%
71 SPXX NUVEEN S&P 500 DYNAMIC OVERW Financial Services 71,181.0 $1.3M 0.34% NEW $18.04 +0.5%
72 ABBV ABBVIE INC Healthcare 5,426.0 $1.2M 0.33% NEW $228.50 -5.3%
73 GE GE AEROSPACE Industrials 3,983.0 $1.2M 0.33% NEW $308.06 +16.1%
74 SPGI S&P GLOBAL INC Financial Services 2,340.0 $1.2M 0.33% NEW $522.59 -21.4%
75 RGTI RIGETTI COMPUTING INC Technology 53,906.0 $1.2M 0.32% NEW $22.15 -3.6%
76 ORCL ORACLE CORP Technology 5,939.0 $1.2M 0.31% NEW $194.92 -5.5%
77 EMR EMERSON ELEC CO Industrials 8,674.0 $1.2M 0.31% NEW $132.73 +13.5%
78 QCOM QUALCOMM INC Technology 5,797.0 $992K 0.27% NEW $171.05 +32.2%
79 ARM ARM HOLDINGS PLC Technology 9,053.0 $990K 0.27% NEW $109.31 +302.0%
80 GEV GE VERNOVA INC Utilities 1,466.0 $958K 0.26% NEW $653.57 +69.8%
Page 4 of 9  ·  173 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 42.1%
Financial Services 13.1%
Consumer Cyclical 11.3%
Industrials 8.8%
Communication Services 6.5%
Energy 6.0%
Healthcare 4.7%
Utilities 2.5%
Basic Materials 2.0%
Consumer Defensive 1.9%