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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 8 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 XOM EXXON MOBIL CORP Energy 1,982.0 $336K 0.08% +241.0 +13.8% $169.65 -18.8%
142 CVX CHEVRON CORP NEW Energy 1,613.0 $334K 0.08% NEW $206.90 -16.1%
143 AEP AMERICAN ELEC PWR CO INC Utilities 2,528.0 $331K 0.08% +18.0 +0.7% $131.08 -2.6%
144 HD HOME DEPOT INC Consumer Cyclical 995.0 $327K 0.08% -198.0 -16.6% $328.82 +1.7%
145 URI UNITED RENTALS INC Industrials 425.0 $310K 0.08% $728.56 +47.8%
146 GM GENERAL MTRS CO Consumer Cyclical 4,006.0 $298K 0.07% -2K -27.5% $74.50 +6.4%
147 UUUU ENERGY FUELS INC Energy 16,300.0 $297K 0.07% +5K +45.3% $18.25 -9.2%
148 VTI VANGUARD INDEX FDS 909.0 $292K 0.07% -90.0 -9.0% $320.81 +15.3%
149 GLW CORNING INC Technology 2,141.0 $291K 0.07% NEW $135.97 +43.4%
150 RVT ROYCE SMALL CAP TRUST INC Financial Services 17,388.0 $289K 0.07% NEW $16.60 +8.1%
151 JEPI J P MORGAN EXCHANGE TRADED F 5,082.0 $288K 0.07% +1K +24.5% $56.68 -1.0%
152 SCHX SCHWAB STRATEGIC TR 10,878.0 $279K 0.07% -720.0 -6.2% $25.64 +15.0%
153 FCX FREEPORT-MCMORAN INC Basic Materials 4,642.0 $273K 0.07% +201.0 +4.5% $58.78 +16.8%
154 XPO XPO INC Industrials 1,366.0 $266K 0.07% NEW $194.55 +2.5%
155 LMT LOCKHEED MARTIN CORP Industrials 436.0 $264K 0.07% -12.0 -2.7% $604.43 -15.5%
156 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 8,776.0 $263K 0.07% +480.0 +5.8% $29.99 -7.2%
157 XLV SELECT SECTOR SPDR TR 1,690.0 $248K 0.06% $146.61 +1.9%
158 MO ALTRIA GROUP INC Consumer Defensive 3,735.0 $246K 0.06% NEW $65.99 +4.7%
159 VYM VANGUARD WHITEHALL FDS 1,600.0 $237K 0.06% -136.0 -7.8% $148.10 +6.8%
160 COIN COINBASE GLOBAL INC Financial Services 1,300.0 $227K 0.06% NEW $174.61 -6.5%
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 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%