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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 8 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 RTX RTX CORPORATION Industrials 2,038.0 $387K 0.08% $189.73 +10.3%
142 V VISA INC Financial Services 1,098.0 $377K 0.08% -139.0 -11.2% $343.09 +11.5%
143 BA BOEING CO Industrials 1,725.0 $373K 0.08% -125.0 -6.8% $216.47 -2.8%
144 VTI VANGUARD INDEX FDS 943.0 $349K 0.07% +34.0 +3.7% $370.04 +1.9%
145 AEP AMERICAN ELEC PWR CO INC Utilities 2,547.0 $348K 0.07% +19.0 +0.8% $136.80 -10.8%
146 JAAA JANUS DETROIT STR TR 6,567.0 $332K 0.07% NEW $50.49 +0.4%
147 HONEYWELL INTL INC 1,474.0 $330K 0.07% NEW $223.90
148 SCHX SCHWAB STRATEGIC TR 11,004.0 $324K 0.07% +126.0 +1.2% $29.43 +2.4%
149 HONEYWELL AEROSPACE INC 1,464.0 $324K 0.07% NEW $221.08
150 ALB ALBEMARLE CORP Basic Materials 2,386.0 $322K 0.07% $135.03 +4.8%
151 UPRO PROSHARES TR 2,250.0 $319K 0.07% NEW $141.79 +4.8%
152 CVX CHEVRON CORPORATION Energy 1,904.0 $316K 0.06% +291.0 +18.0% $165.76 +22.5%
153 RVT ROYCE SMALL CAP TRUST INC Financial Services 16,450.0 $304K 0.06% -938.0 -5.4% $18.47 +0.6%
154 SHY ISHARES TR 3,640.0 $299K 0.06% -525.0 -12.6% $82.11 -0.1%
155 DVN DEVON ENERGY CORP NEW Energy 7,220.0 $298K 0.06% $41.32 +16.7%
156 CF CF INDUSTRIES HOLD Basic Materials 2,734.0 $296K 0.06% -14.0 -0.5% $108.26 +19.4%
157 FCX FREEPORT MCMORAN INC Basic Materials 4,672.0 $294K 0.06% +30.0 +0.7% $62.89 +23.7%
158 GM GENERAL MTRS CO Consumer Cyclical 3,804.0 $293K 0.06% -202.0 -5.0% $77.08 +12.8%
159 HD HOME DEPOT INC Consumer Cyclical 828.0 $292K 0.06% -167.0 -16.8% $352.59 -4.3%
160 CENCORA INC 1,022.0 $289K 0.06% -253.0 -19.8% $282.98
Page 8 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%