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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 7 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PFE PFIZER INC Healthcare 17,897.0 $446K 0.12% NEW $24.90 +1.3%
122 V VISA INC Financial Services 1,236.0 $433K 0.12% NEW $350.71 -6.7%
123 BA BOEING CO Industrials 1,950.0 $423K 0.11% NEW $217.12 +2.6%
124 MU MICRON TECHNOLOGY INC Technology 1,474.0 $421K 0.11% NEW $285.41 +297.3%
125 CASY CASEYS GEN STORES INC Consumer Cyclical 759.0 $419K 0.11% NEW $552.63 +52.4%
126 CFG CITIZENS FINL GROUP INC Financial Services 7,111.0 $415K 0.11% NEW $58.41 +14.8%
127 HD HOME DEPOT INC Consumer Cyclical 1,193.0 $410K 0.11% NEW $344.04 -2.8%
128 DUK DUKE ENERGY CORP NEW Utilities 3,400.0 $399K 0.11% NEW $117.21 +5.7%
129 INTC INTEL CORP Technology 10,569.0 $390K 0.10% NEW $36.90 +263.1%
130 BE BLOOM ENERGY CORP Industrials 4,250.0 $369K 0.10% NEW $86.89 +278.5%
131 RTX RTX CORPORATION Industrials 2,009.0 $368K 0.10% NEW $183.40 +1.2%
132 SHY ISHARES TR 4,389.0 $363K 0.10% NEW $82.82 -1.0%
133 PG PROCTER AND GAMBLE CO Consumer Defensive 2,474.0 $355K 0.10% NEW $143.31 +4.9%
134 VSLU ETF OPPORTUNITIES TRUST 7,891.0 $349K 0.09% NEW $44.26 +4.1%
135 TPL TEXAS PACIFIC LAND CORPORATI Energy 1,200.0 $345K 0.09% NEW $287.22 +23.6%
136 URI UNITED RENTALS INC Industrials 425.0 $344K 0.09% NEW $809.32 +33.1%
137 VTI VANGUARD INDEX FDS 999.0 $335K 0.09% NEW $335.27 +10.4%
138 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 8,296.0 $321K 0.09% NEW $38.73 -28.1%
139 SCHX SCHWAB STRATEGIC TR 11,598.0 $312K 0.08% NEW $26.91 +9.6%
140 DVN DEVON ENERGY CORP NEW Energy 8,212.0 $301K 0.08% NEW $36.63 +15.0%
Page 7 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%