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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 5 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 QCOM QUALCOMM INC Technology 6,361.0 $1.2M 0.24% -574.0 -8.3% $184.79 -14.2%
82 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 24,657.0 $1.1M 0.23% $45.52 +33.9%
83 IWM ISHARES TR 3,569.0 $1.1M 0.22% +59.0 +1.7% $300.46 -0.8%
84 BAC BANK OF AMER CORP Financial Services 18,598.0 $1.1M 0.22% -2K -8.9% $56.98 +9.4%
85 PNC PNC FINL SVCS GROUP INC Financial Services 4,191.0 $1.0M 0.21% -191.0 -4.4% $246.22 -1.0%
86 JNJ JOHNSON & JOHNSON Healthcare 4,057.0 $1.0M 0.21% +398.0 +10.9% $253.97 +7.5%
87 PANW PALO ALTO NETWORKS INC Technology 2,982.0 $1.0M 0.21% -92.0 -3.0% $341.02 +2.9%
88 RGTI RIGETTI COMPUTING INC Technology 52,366.0 $1.0M 0.21% -3K -4.8% $19.32 -15.3%
89 RIG TRANSOCEAN LTD Energy 206,000.0 $1.0M 0.20% NEW $4.89 +18.0%
90 VLO VALERO ENERGY CORP Energy 3,832.0 $998K 0.20% -150.0 -3.8% $260.44 +32.9%
91 MS MORGAN STANLEY Financial Services 4,288.0 $896K 0.18% -100.0 -2.3% $209.05 +2.4%
92 BERKSHIRE HATHAWAY INC DEL 1,758.0 $880K 0.18% -21.0 -1.2% $500.39
93 SPACE EXPLORATION TECHN CORP 5,089.0 $870K 0.18% NEW $170.86
94 WMT WALMART INC Consumer Defensive 7,671.0 $869K 0.18% -125.0 -1.6% $113.26 -6.0%
95 BKR BAKER HUGHES COMPANY Energy 15,646.0 $868K 0.18% +610.0 +4.1% $55.50 +11.7%
96 DUK DUKE ENERGY CORP NEW Utilities 6,829.0 $864K 0.18% +1K +20.4% $126.58 -3.6%
97 PWR QUANTA SVCS INC Industrials 1,168.0 $841K 0.17% $720.04 -14.3%
98 GILD GILEAD SCIENCES INC Healthcare 6,585.0 $832K 0.17% +221.0 +3.5% $126.34 +16.1%
99 ASTS AST SPACEMOBILE INC Technology 9,025.0 $802K 0.16% -152.0 -1.7% $88.86 -29.8%
100 ORCL ORACLE CORP Technology 5,414.0 $793K 0.16% -745.0 -12.1% $146.56 -2.8%
Page 5 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%