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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 9 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 JEPI J P MORGAN EXCHANGE TRADED F 5,082.0 $287K 0.06% $56.48 +2.9%
162 XPO XPO INC Industrials 1,366.0 $280K 0.06% $205.29 -6.5%
163 IBM INTERNATIONAL BUSINESS MACHS Technology 992.0 $279K 0.06% NEW $281.30 -17.9%
164 QUBT QUANTUM COMPUTING INC Technology 28,248.0 $274K 0.06% -3K -10.6% $9.70 -15.1%
165 COF CAPITAL ONE FINL CORP Financial Services 1,340.0 $269K 0.06% -10K -88.5% $200.59 +7.8%
166 XLV SELECT SECTOR SPDR TR 1,693.0 $269K 0.06% $158.66 +10.1%
167 GS GOLDMAN SACHS GROUP INC Financial Services 260.0 $263K 0.05% +2.0 +0.8% $1009.67 +2.6%
168 KDP KEURIG DR PEPPER INC Consumer Defensive 7,919.0 $259K 0.05% $32.73 -0.7%
169 VYM VANGUARD WHITEHALL FDS 1,600.0 $253K 0.05% $158.03 +4.5%
170 C CITIGROUP INC Financial Services 1,803.0 $252K 0.05% $139.96 -5.9%
171 MO ALTRIA GROUP INC Consumer Defensive 3,353.0 $241K 0.05% -382.0 -10.2% $71.95 -4.8%
172 PHM PULTE GROUP INC Consumer Cyclical 1,700.0 $233K 0.05% -200.0 -10.5% $137.21 -5.5%
173 SCHF SCHWAB STRATEGIC TR 8,409.0 $233K 0.05% $27.70 +2.2%
174 EOG EOG RES INC Energy 1,787.0 $232K 0.05% -21K -92.1% $129.73 +15.8%
175 WELL WELLTOWER INC Real Estate 1,000.0 $227K 0.05% NEW $226.97 +5.7%
176 SOXX ISHARES TR 350.0 $224K 0.05% NEW $640.76 -21.0%
177 APLD APPLIED DIGITAL CORP Technology 6,000.0 $224K 0.05% NEW $37.30 -27.9%
178 XOM EXXON MOBIL CORP Energy 1,556.0 $213K 0.04% -426.0 -21.5% $136.76 +20.0%
179 ZION ZIONS BANCORPORATION NATL AS Financial Services 3,000.0 $208K 0.04% NEW $69.19 -1.9%
180 IWF ISHARES TR 1,640.0 $204K 0.04% NEW $124.17 -2.5%
Page 9 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%