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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 8 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AEP AMERICAN ELEC PWR CO INC Utilities 2,510.0 $289K 0.08% NEW $115.31 +10.7%
142 FR FIRST INDL RLTY TR INC Real Estate 4,947.0 $283K 0.08% NEW $57.27 +7.9%
143 CEG CONSTELLATION ENERGY CORP Utilities 796.0 $281K 0.07% NEW $353.27 -22.4%
144 SHLD GLOBAL X FDS 4,300.0 $279K 0.07% NEW $64.79 -3.8%
145 OXY OCCIDENTAL PETE CORP Energy 6,429.0 $264K 0.07% NEW $41.12 +26.0%
146 XLV SELECT SECTOR SPDR TR 1,690.0 $262K 0.07% NEW $154.80 -3.5%
147 BLUE OWL CAPITAL CORPORATION 20,175.0 $251K 0.07% NEW $12.43
148 VYM VANGUARD WHITEHALL FDS 1,736.0 $249K 0.07% NEW $143.52 +10.2%
149 PHM PULTE GROUP INC Consumer Cyclical 2,100.0 $246K 0.07% NEW $117.26 +8.3%
150 SYF SYNCHRONY FINANCIAL Financial Services 2,906.0 $242K 0.07% NEW $83.44 -9.8%
151 IBM INTERNATIONAL BUSINESS MACHS Technology 793.0 $235K 0.06% NEW $296.24 -15.9%
152 JEPI J P MORGAN EXCHANGE TRADED F 4,082.0 $234K 0.06% NEW $57.24 -2.0%
153 GS GOLDMAN SACHS GROUP INC Financial Services 260.0 $229K 0.06% NEW $878.99 +24.8%
154 VTR VENTAS INC Real Estate 2,932.0 $227K 0.06% NEW $77.38 +5.5%
155 FCX FREEPORT-MCMORAN INC Basic Materials 4,441.0 $226K 0.06% NEW $50.79 +35.2%
156 QBTS D-WAVE QUANTUM INC Technology 8,381.0 $219K 0.06% NEW $26.15 -5.6%
157 LMT LOCKHEED MARTIN CORP Industrials 448.0 $217K 0.06% NEW $483.47 +5.7%
158 C CITIGROUP INC Financial Services 1,843.0 $215K 0.06% NEW $116.69 +22.6%
159 WMB WILLIAMS COS INC Energy 3,490.0 $210K 0.06% NEW $60.11 +21.6%
160 XOM EXXON MOBIL CORP Energy 1,741.0 $210K 0.06% NEW $120.36 +14.5%
Page 8 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%