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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 7 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TPL TEXAS PACIFIC LAND CORPORATI Energy 1,250.0 $547K 0.11% +50.0 +4.2% $437.64 -14.7%
122 GLW CORNING INC Technology 2,091.0 $534K 0.11% -50.0 -2.3% $255.43 -43.0%
123 KMI KINDER MORGAN INC DEL Energy 16,634.0 $532K 0.11% -2K -10.5% $31.97 -3.0%
124 PFE PFIZER INC Healthcare 21,388.0 $515K 0.10% +433.0 +2.1% $24.08 +16.2%
125 TXN TEXAS INSTRS INC Technology 1,713.0 $511K 0.10% -546.0 -24.2% $298.07 -13.1%
126 LMT LOCKHEED MARTIN CORP Industrials 988.0 $503K 0.10% +552.0 +126.6% $509.61 +10.7%
127 URI UNITED RENTALS INC Industrials 433.0 $491K 0.10% +8.0 +1.9% $1132.89 -4.4%
128 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 12,588.0 $488K 0.10% +275.0 +2.2% $38.73 +60.6%
129 FR FIRST INDL RLTY TR INC Real Estate 7,792.0 $478K 0.10% -413.0 -5.0% $61.31 +3.5%
130 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,409.0 $447K 0.09% NEW $317.55 -7.7%
131 HDV ISHARES TR 16,265.0 $446K 0.09% NEW $27.41 +9.2%
132 DE DEERE & CO Industrials 700.0 $444K 0.09% NEW $634.33 +2.3%
133 WFC WELLS FARGO & CO Financial Services 5,133.0 $424K 0.09% -103.0 -2.0% $82.64 +2.5%
134 PTLC PACER FDS TR 7,260.0 $423K 0.09% NEW $58.26 +2.2%
135 VTR VENTAS INC Real Estate 4,645.0 $412K 0.08% $88.80 +5.3%
136 MTG MGIC INVT CORP WIS Financial Services 14,555.0 $410K 0.08% -5K -24.9% $28.20 +10.3%
137 HBAN HUNTINGTON BANCSHARES INC Financial Services 23,125.0 $410K 0.08% -6K -21.1% $17.73 -3.9%
138 XLF SELECT SECTOR SPDR TR 7,576.0 $406K 0.08% -3K -26.9% $53.61 +8.6%
139 QUAL ISHARES TR 1,813.0 $398K 0.08% NEW $219.43 +2.0%
140 IONQ IONQ INC Technology 7,345.0 $391K 0.08% NEW $53.26 -22.9%
Page 7 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%