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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 6 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 EPD ENTERPRISE PRODS PARTNERS L 21,313.0 $783K 0.16% -784.0 -3.5% $36.76
102 XLB SELECT SECTOR SPDR TR 15,400.0 $783K 0.16% -253.0 -1.6% $50.83 +5.4%
103 GD GENERAL DYNAMICS CORP Industrials 2,191.0 $776K 0.16% $354.24 +8.3%
104 VO VANGUARD INDEX FDS 9,620.0 $775K 0.16% +8K +395.1% $80.57 +2.8%
105 XLU SELECT SECTOR SPDR TR 17,040.0 $773K 0.16% -659.0 -3.7% $45.34 -4.7%
106 ALV AUTOLIV INC Consumer Cyclical 6,647.0 $772K 0.16% +145.0 +2.2% $116.17 +6.0%
107 EBAY EBAY INC. Consumer Cyclical 6,905.0 $772K 0.16% $111.75 -4.2%
108 GOOG ALPHABET INC 2,112.0 $746K 0.15% -14.0 -0.7% $353.26
109 EXPE EXPEDIA GROUP INC Consumer Cyclical 2,850.0 $729K 0.15% -500.0 -14.9% $255.88 +32.5%
110 BLK BLACKROCK INC Financial Services 739.0 $711K 0.14% -24.0 -3.1% $961.56 +21.9%
111 BST BLACKROCK SCIENCE & TECHNOLO Financial Services 13,791.0 $699K 0.14% +428.0 +3.2% $50.71 -3.4%
112 T AT&T INC Communication Services 32,959.0 $682K 0.14% +530.0 +1.6% $20.70 +24.1%
113 ARKK ARK ETF TR 8,208.0 $663K 0.14% -2K -23.2% $80.82 +3.8%
114 LHX L3HARRIS TECHNOLOGIES INC Industrials 2,214.0 $643K 0.13% $290.59 -9.6%
115 WMB WILLIAMS COS INC Energy 8,024.0 $597K 0.12% $74.34 -4.5%
116 CFG CITIZENS FINL GROUP INC Financial Services 8,339.0 $584K 0.12% +235.0 +2.9% $70.07 +0.2%
117 CBOE CBOE GLOBAL MKTS INC Financial Services 2,394.0 $581K 0.12% +50.0 +2.1% $242.71 +26.9%
118 UBER UBER TECHNOLOGIES INC Technology 7,901.0 $570K 0.12% -917.0 -10.4% $72.16 +9.9%
119 MA MASTERCARD INCORPORATED Financial Services 1,093.0 $561K 0.11% -260.0 -19.2% $513.60 +16.8%
120 CASY CASEYS GEN STORES INC Consumer Cyclical 700.0 $556K 0.11% $794.74 +7.5%
Page 6 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%