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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 9 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PHM PULTE GROUP INC Consumer Cyclical 1,900.0 $223K 0.06% -200.0 -9.5% $117.61 +8.0%
162 GS GOLDMAN SACHS GROUP INC Financial Services 258.0 $219K 0.06% -2.0 -0.8% $847.39 +29.4%
163 QUBT QUANTUM COMPUTING INC Technology 31,596.0 $216K 0.05% +12K +58.5% $6.85 +57.1%
164 KDP KEURIG DR PEPPER INC Consumer Defensive 7,946.0 $209K 0.05% NEW $26.33 +16.8%
165 SCHF SCHWAB STRATEGIC TR 8,409.0 $208K 0.05% $24.75 +14.1%
166 C CITIGROUP INC Financial Services 1,803.0 $204K 0.05% -40.0 -2.2% $113.41 +26.2%
167 QBTS D-WAVE QUANTUM INC Technology 12,004.0 $173K 0.04% +4K +43.2% $14.43 +71.1%
168 BLUE OWL CAPITAL CORPORATION 13,929.0 $154K 0.04% -6K -31.0% $11.06
169 F FORD MTR CO Consumer Cyclical 11,019.0 $127K 0.03% $11.54 +21.7%
170 LUMN LUMEN TECHNOLOGIES INC Communication Services 13,150.0 $91K 0.02% +500.0 +4.0% $6.95 +18.0%
171 BULLFROG AI HLDGS INC 50,000.0 $84K 0.02% $1.68
172 NEWSMAX INC 14,175.0 $74K 0.02% $5.22
173 UWMC UWM HOLDINGS CORPORATION Financial Services 14,985.0 $54K 0.01% -2K -10.2% $3.62 -38.7%
Page 9 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%