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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 6 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DUK DUKE ENERGY CORP NEW Utilities 5,670.0 $742K 0.19% +2K +66.8% $130.94 -5.4%
102 BLK BLACKROCK INC Financial Services 763.0 $734K 0.18% +142.0 +22.9% $961.71 +9.2%
103 ARKK ARK ETF TR 10,688.0 $722K 0.18% -11K -49.7% $67.59 +18.6%
104 MS MORGAN STANLEY Financial Services 4,388.0 $722K 0.18% -220.0 -4.8% $164.57 +35.6%
105 AMD ADVANCED MICRO DEVICES INC Technology 3,509.0 $714K 0.18% +166.0 +5.0% $203.43 +164.2%
106 ALV AUTOLIV INC Consumer Cyclical 6,502.0 $684K 0.17% +645.0 +11.0% $105.16 +12.4%
107 MA MASTERCARD INCORPORATED Financial Services 1,353.0 $676K 0.17% -80.0 -5.6% $499.66 -2.0%
108 CBOE CBOE GLOBAL MKTS INC Financial Services 2,344.0 $659K 0.17% -217.0 -8.5% $281.07 -11.4%
109 BE BLOOM ENERGY CORP Industrials 4,750.0 $644K 0.16% +500.0 +11.8% $135.49 +142.8%
110 PWR QUANTA SVCS INC Industrials 1,168.0 $641K 0.16% +30.0 +2.6% $549.02 +27.9%
111 HON HONEYWELL INTL INC Industrials 2,832.0 $640K 0.16% +209.0 +8.0% $226.03 +1.3%
112 UBER UBER TECHNOLOGIES INC Technology 8,818.0 $634K 0.16% +324.0 +3.8% $71.93 -0.4%
113 EBAY EBAY INC. Consumer Cyclical 6,918.0 $630K 0.16% +1K +26.6% $91.02 +18.9%
114 KMI KINDER MORGAN INC DEL Energy 18,579.0 $623K 0.16% -2K -9.4% $33.53 -5.8%
115 GOOG ALPHABET INC Communication Services 2,126.0 $610K 0.15% -60.0 -2.7% $286.87 +28.1%
116 MU MICRON TECHNOLOGY INC Technology 1,803.0 $609K 0.15% +329.0 +22.3% $337.84 +235.7%
117 PFE PFIZER INC Healthcare 20,955.0 $588K 0.15% +3K +17.1% $28.08 -10.2%
118 WMB WILLIAMS COS INC Energy 8,035.0 $585K 0.15% +5K +130.2% $72.78 +0.5%
119 TPL TEXAS PACIFIC LAND CORPORATI Energy 1,200.0 $569K 0.14% $474.56 -25.2%
120 VO VANGUARD INDEX FDS 1,943.0 $558K 0.14% -34.0 -1.7% $287.18 -72.1%
Page 6 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 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%