FORTEM FINANCIAL GROUP, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1766509
Institutional-grade research for retail investors
13F Reported Value
ⓘ$398.5M
Holdings
173
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
FORTEM FINANCIAL GROUP, LLC disclosed 173 positions worth $398.5M in its Form 13F-HR for Q1 2026, led by $NVDA (NVIDIA CORP) at 3.9% of the equity portfolio, followed by $YMM. During the quarter the fund opened 10 new positions and exited 10 — including a new stake in $BST and a full exit from $CCZ. The portfolio is most concentrated in Technology (36.0% of disclosed assets). All figures are sourced directly from FORTEM FINANCIAL GROUP, LLC’s Form 13F-HR filing with the SEC under CIK 1766509.
AI Fund Analysis
Diversifying
$NVDA3.9% weight
Held 9 quarters
$YMM3.7% weight
Held 9 quarters
SSGA ACTIVE ETF TR
3.6% weight
Held 5 quarters
$PLTR3.5% weight
Held 9 quarters
ALPS ETF TR
3.3% weight
Held 9 quarters
$TSLA5 quarters accumulating
$AMZN5 quarters accumulating
$GOOG5 quarters accumulating
$EME5 quarters accumulating
$AMAT5 quarters accumulating
Sector Allocation
TechnologyOtherIndustrialsConsumer DiscretionaryFinancialsEnergy
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 90.2#1
Quality
$15.4M88,111 sh - —
Quality
$14.6M301,066 sh SSGA ACTIVE ETF TR
—Quality
$14.4M359,832 sh- 85.8
Quality
$14.1M96,137 sh ALPS ETF TR
—Quality
$12.9M245,708 sh- 86.4
Quality
$9.8M31,528 sh - 50.1
Quality
$9.7M26,006 sh - 84.4
Quality
$9.7M6,556 sh ETF OPPORTUNITIES TRUST
—Quality
$9.0M214,425 shSPDR SERIES TRUST
—Quality
$8.9M82,826 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| NVIDIA CORP$NVDA | 90.2#1 | $15.4M | 88,111 |
| Full Truck Alliance Co. Ltd.$YMM | — | $14.6M | 301,066 |
| SSGA ACTIVE ETF TR | — | $14.4M | 359,832 |
| Palantir Technologies Inc.$PLTR | 85.8 | $14.1M | 96,137 |
| ALPS ETF TR | — | $12.9M | 245,708 |
 Broadcom Inc.$AVGO | 86.4 | $9.8M | 31,528 |
| Tesla, Inc.$TSLA | 50.1 | $9.7M | 26,006 |
 KLA CORP$KLAC | 84.4 | $9.7M | 6,556 |
| ETF OPPORTUNITIES TRUST | — | $9.0M | 214,425 |
| SPDR SERIES TRUST | — | $8.9M | 82,826 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of FORTEM FINANCIAL GROUP, LLC's 173 positions.
Showing top 10 of 173 holdings.
Sector Allocation
Technology
$143.6M
Other
$103.3M
Industrials
$36.1M
Consumer Discretionary
$23.4M
Financials
$22.7M
Energy
$22.6M
Healthcare
$10.6M
Materials
$9.9M
Full Holdings — FORTEM FINANCIAL GROUP, LLC (Q1 2026)
All 173 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NVDA | NVIDIA CORP | $15.4M | 3.9% | +5% | 90.2 |
| 2 | $YMM | Full Truck Alliance Co. Ltd. | $14.6M | 3.7% | -23% | — |
| 3 | — | SSGA ACTIVE ETF TR | $14.4M | 3.6% | +25% | — |
| 4 | $PLTR | Palantir Technologies Inc. | $14.1M | 3.5% | -3% | 85.8 |
| 5 | — | ALPS ETF TR | $12.9M | 3.3% | +1% | — |
| 6 | $AVGO | Broadcom Inc. | $9.8M | 2.5% | -2% | 86.4 |
| 7 | $TSLA | Tesla, Inc. | $9.7M | 2.4% | +1% | 50.1 |
| 8 | $KLAC | KLA CORP | $9.7M | 2.4% | -11% | 84.4 |
| 9 | — | ETF OPPORTUNITIES TRUST | $9.0M | 2.3% | +2617% | — |
| 10 | — | SPDR SERIES TRUST | $8.9M | 2.2% | -23% | — |
| 11 | — | COHEN & STEERS ETF TRUST | $8.6M | 2.1% | +11% | — |
| 12 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $8.4M | 2.1% | +22% | — |
| 13 |  $DELL | Dell Technologies Inc. | $7.4M | 1.9% | +11% | 76 |
| 14 | $AMZN | AMAZON COM INC | $7.3M | 1.8% | +20% | 74.6 |
| 15 | $GOOG | Alphabet Inc. | $7.2M | 1.8% | +2% | 80.2 |
| 16 |  $AAPL | Apple Inc. | $6.9M | 1.7% | +2% | 76.1 |
| 17 | — | JANUS DETROIT STR TR | $6.8M | 1.7% | -4% | — |
| 18 | $EME | EMCOR Group, Inc. | $6.8M | 1.7% | +1% | 71.7 |
| 19 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $6.5M | 1.6% | -4% | — |
| 20 |  $LRCX | LAM RESEARCH CORP | $6.4M | 1.6% | -6% | 82.4 |
| 21 | $AMAT | APPLIED MATERIALS INC /DE | $6.3M | 1.6% | +3% | 74.8 |
| 22 |  $MSFT | MICROSOFT CORP | $6.3M | 1.6% | +18% | 83.7 |
| 23 | — | GLOBAL X FDS | $5.4M | 1.4% | +1664% | — |
| 24 |  $META | Meta Platforms, Inc. | $5.0M | 1.3% | +7% | 80.9 |
| 25 |  $NEM | NEWMONT Corp /DE/ | $5.0M | 1.3% | -3% | 88.3 |
| 26 |  $APH | AMPHENOL CORP /DE/ | $4.8M | 1.2% | +9% | 80.5 |
| 27 | — | GLOBAL X FDS | $4.2M | 1.1% | -31% | — |
| 28 |  $CAH | CARDINAL HEALTH INC | $4.1M | 1.0% | +23% | 58.6 |
| 29 |  $CMI | CUMMINS INC | $4.1M | 1.0% | +9% | 58.9 |
| 30 |  $NLY | ANNALY CAPITAL MANAGEMENT INC | $4.1M | 1.0% | +20% | — |
| 31 |  $TPR | TAPESTRY, INC. | $4.1M | 1.0% | +7% | 76.4 |
| 32 |  $ADI | ANALOG DEVICES INC | $4.0M | 1.0% | +31% | 76.2 |
| 33 |  $TER | TERADYNE, INC | $3.9M | 1.0% | -5% | 74.6 |
| 34 |  $NFLX | NETFLIX INC | $3.8M | 0.9% | +48% | 86.7 |
| 35 | — | VANGUARD INDEX FDS | $3.3M | 0.8% | -4% | — |
| 36 |  $HWM | Howmet Aerospace Inc. | $3.3M | 0.8% | +18% | 79.1 |
| 37 |  $EOG | EOG RESOURCES INC | $3.3M | 0.8% | +41% | 71.1 |
| 38 | — | ADVISORS INNER CIRCLE FD III | $3.3M | 0.8% | -2% | — |
| 39 |  $HCA | HCA Healthcare, Inc. | $3.2M | 0.8% | +10% | 70.5 |
| 40 |  $NRG | NRG ENERGY, INC. | $3.1M | 0.8% | +9% | 59.5 |
| 41 |  $ET | Energy Transfer LP | $3.0M | 0.8% | -7% | 64.5 |
| 42 |  $SPY | SPDR S&P 500 ETF TRUST | $3.0M | 0.8% | -4% | — |
| 43 |  $LNG | Cheniere Energy, Inc. | $2.9M | 0.7% | +30% | 48.4 |
| 44 | — | GOLDMAN SACHS ETF TR | $2.8M | 0.7% | +17% | — |
| 45 |  $PNW | PINNACLE WEST CAPITAL CORP | $2.7M | 0.7% | +39% | 55.5 |
| 46 |  $NFG | NATIONAL FUEL GAS CO | $2.7M | 0.7% | +14% | 80.4 |
| 47 |  $ADSK | Autodesk, Inc. | $2.7M | 0.7% | +21% | 76.4 |
| 48 |  $JPM | JPMORGAN CHASE & CO | $2.6M | 0.7% | -17% | 35.6 |
| 49 |  $ULTA | Ulta Beauty, Inc. | $2.5M | 0.6% | +14% | 66.6 |
| 50 |  $HAL | HALLIBURTON CO | $2.5M | 0.6% | +35% | 50.9 |
| 51 |  $SPG | SIMON PROPERTY GROUP INC. | $2.4M | 0.6% | +6% | 76.9 |
| 52 |  $AZO | AUTOZONE INC | $2.3M | 0.6% | +7% | 66.5 |
| 53 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $2.2M | 0.6% | +20% | 60.5 |
| 54 |  $NDAQ | NASDAQ, INC. | $2.2M | 0.6% | +216% | 78.5 |
| 55 |  $BX | Blackstone Inc. | $2.1M | 0.5% | +14% | 68 |
| 56 | — | PACER FDS TR | $2.1M | 0.5% | -34% | — |
| 57 |  $COF | CAPITAL ONE FINANCIAL CORP | $2.1M | 0.5% | +19% | 71 |
| 58 |  $BLD | QXO Insulation, LLC | $2.1M | 0.5% | +5% | 62 |
| 59 |  $IDXX | IDEXX LABORATORIES INC /DE | $2.1M | 0.5% | +23% | 73.6 |
| 60 | — | NUVEEN S&P 500 DYNAMIC OVERW | $2.1M | 0.5% | +84% | — |
| 61 |  $DG | DOLLAR GENERAL CORP | $2.0M | 0.5% | +5% | 60.4 |
| 62 |  $MPLX | MPLX LP | $1.7M | 0.4% | +7% | 76.5 |
| 63 |  $CAT | CATERPILLAR INC | $1.7M | 0.4% | -1% | 67.8 |
| 64 |  $SPGI | S&P Global Inc. | $1.6M | 0.4% | +64% | 79.4 |
| 65 |  $CSCO | CISCO SYSTEMS, INC. | $1.6M | 0.4% | -16% | 72.3 |
| 66 |  $PAA | PLAINS ALL AMERICAN PIPELINE LP | $1.5M | 0.4% | -25% | 57.4 |
| 67 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.4M | 0.4% | -3% | 67 |
| 68 |  $LLY | ELI LILLY & Co | $1.4M | 0.4% | +4% | 89.3 |
| 69 |  $ABBV | AbbVie Inc. | $1.4M | 0.4% | +21% | 59.3 |
| 70 |  $PYPL | PayPal Holdings, Inc. | $1.4M | 0.4% | -1% | 70.5 |
| 71 |  $PM | Philip Morris International Inc. | $1.4M | 0.3% | +80% | 80.5 |
| 72 |  $CRWD | CrowdStrike Holdings, Inc. | $1.3M | 0.3% | +5% | 55 |
| 73 |  $GBTC | Grayscale Bitcoin Trust ETF | $1.3M | 0.3% | +0% | — |
| 74 |  $GEV | GE Vernova Inc. | $1.3M | 0.3% | +0% | 70.1 |
| 75 |  $EMR | EMERSON ELECTRIC CO | $1.2M | 0.3% | +7% | 65.9 |
| 76 |  $GE | GENERAL ELECTRIC CO | $1.2M | 0.3% | +7% | 74.8 |
| 77 |  $ARM | ARM HOLDINGS PLC /UK | $1.2M | 0.3% | -13% | — |
| 78 |  $BAC | BANK OF AMERICA CORP /DE/ | $995,693 | 0.3% | -51% | 68.4 |
| 79 |  $VLO | VALERO ENERGY CORP/TX | $983,873 | 0.3% | -3% | 51.4 |
| 80 |  $WMT | Walmart Inc. | $968,908 | 0.2% | +21% | 63.2 |
| 81 |  $T | AT&T INC. | $940,117 | 0.2% | +7% | 71.9 |
| 82 |  $MCD | MCDONALDS CORP | $930,765 | 0.2% | +63% | 73.9 |
| 83 |  $BKR | Baker Hughes Co | $917,948 | 0.2% | +23% | 63.4 |
| 84 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $911,954 | 0.2% | +4% | 70.9 |
| 85 |  $ORCL | ORACLE CORP | $906,114 | 0.2% | +4% | 67.2 |
| 86 |  $JNJ | JOHNSON & JOHNSON | $894,344 | 0.2% | +24% | 72.8 |
| 87 |  $QCOM | QUALCOMM INC/DE | $893,089 | 0.2% | +20% | 81.9 |
| 88 |  $GILD | GILEAD SCIENCES, INC. | $886,951 | 0.2% | +11% | 77.8 |
| 89 | — | VANGUARD INDEX FDS | $870,644 | 0.2% | -37% | — |
| 90 | — | ISHARES TR | $870,480 | 0.2% | -20% | — |
| 91 |  $BRK.B | BERKSHIRE HATHAWAY INC | $852,497 | 0.2% | -6% | 64.5 |
| 92 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $836,151 | 0.2% | +17% | 66.4 |
| 93 | — | SELECT SECTOR SPDR TR | $812,207 | 0.2% | -7% | — |
| 94 | — | SELECT SECTOR SPDR TR | $782,180 | 0.2% | -84% | — |
| 95 |  $EXPE | Expedia Group, Inc. | $773,482 | 0.2% | +0% | 65.7 |
| 96 |  $RGTI | Rigetti Computing, Inc. | $772,003 | 0.2% | +2% | 8.1 |
| 97 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $764,852 | 0.2% | -6% | 66.5 |
| 98 |  $ASTS | AST SpaceMobile, Inc. | $760,498 | 0.2% | +1% | 29.6 |
| 99 |  $CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | $755,403 | 0.2% | +23% | 67.3 |
| 100 |  $GD | GENERAL DYNAMICS CORP | $755,084 | 0.2% | -6% | 73 |
| 101 |  $DUK | Duke Energy CORP | $742,430 | 0.2% | +67% | 64 |
| 102 |  $BLK | BlackRock, Inc. | $733,785 | 0.2% | +23% | 70.3 |
| 103 | — | ARK ETF TR | $722,402 | 0.2% | -50% | — |
| 104 |  $MS | MORGAN STANLEY | $722,133 | 0.2% | -5% | — |
| 105 |  $AMD | ADVANCED MICRO DEVICES INC | $713,836 | 0.2% | +5% | 78.8 |
| 106 |  $ALV | AUTOLIV INC | $683,750 | 0.2% | +11% | 56.9 |
| 107 |  $MA | Mastercard Inc | $676,040 | 0.2% | -6% | 81.7 |
| 108 |  $CBOE | Cboe Global Markets, Inc. | $658,828 | 0.2% | -8% | 81.2 |
| 109 |  $BE | Bloom Energy Corp | $643,578 | 0.2% | +12% | 54.4 |
| 110 |  $PWR | QUANTA SERVICES, INC. | $641,255 | 0.2% | +3% | 62.6 |
| 111 |  $HON | HONEYWELL INTERNATIONAL INC | $640,117 | 0.2% | +8% | 65.7 |
| 112 |  $UBER | Uber Technologies, Inc | $634,279 | 0.2% | +4% | 79.3 |
| 113 |  $EBAY | EBAY INC | $629,676 | 0.2% | +27% | 69.3 |
| 114 |  $KMI | KINDER MORGAN, INC. | $622,954 | 0.2% | -9% | 74.6 |
| 115 |  $GOOGL | Alphabet Inc. | $609,894 | 0.1% | -3% | 80.2 |
| 116 |  $MU | MICRON TECHNOLOGY INC | $609,126 | 0.1% | +22% | 88.4 |
| 117 |  $PFE | PFIZER INC | $588,416 | 0.1% | +17% | 69 |
| 118 |  $WMB | WILLIAMS COMPANIES, INC. | $584,787 | 0.1% | +130% | 72.8 |
| 119 |  $TPL | Texas Pacific Land Corp | $569,472 | 0.1% | +0% | 79.1 |
| 120 | — | VANGUARD INDEX FDS | $557,991 | 0.1% | -2% | — |
| 121 | — | SELECT SECTOR SPDR TR | $511,720 | 0.1% | -8% | — |
| 122 |  $CASY | CASEYS GENERAL STORES INC | $509,450 | 0.1% | -8% | 59.9 |
| 123 |  $MTG | MGIC INVESTMENT CORP | $508,930 | 0.1% | -24% | 67.1 |
| 124 |  $PANW | Palo Alto Networks Inc | $492,824 | 0.1% | -6% | 66.5 |
| 125 |  $CFG | CITIZENS FINANCIAL GROUP INC/RI | $485,997 | 0.1% | +14% | 68.8 |
| 126 |  $INTC | INTEL CORP | $485,827 | 0.1% | +4% | 41.5 |
| 127 |  $BST | BlackRock Science & Technology Trust | $485,745 | 0.1% | NEW | — |
| 128 |  $FR | FIRST INDUSTRIAL REALTY TRUST INC | $474,659 | 0.1% | +66% | 67.5 |
| 129 |  $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $458,431 | 0.1% | -16% | 69.4 |
| 130 |  $TXN | TEXAS INSTRUMENTS INC | $438,562 | 0.1% | NEW | 70.4 |
| 131 |  $ALB | ALBEMARLE CORP | $427,461 | 0.1% | -41% | 50.2 |
| 132 |  $WFC | WELLS FARGO & COMPANY/MN | $416,861 | 0.1% | +3% | — |
| 133 |  $COR | Cencora, Inc. | $400,529 | 0.1% | -31% | 59.6 |
| 134 |  $RTX | RTX Corp | $391,394 | 0.1% | +1% | 70 |
| 135 |  $VTR | Ventas, Inc. | $378,478 | 0.1% | +58% | 70.3 |
| 136 |  $V | VISA INC. | $373,871 | 0.1% | +0% | 83.5 |
| 137 |  $BA | BOEING CO | $368,206 | 0.1% | -5% | 51.8 |
| 138 |  $DVN | DEVON ENERGY CORP/DE | $363,310 | 0.1% | -12% | 70.2 |
| 139 |  $CF | CF Industries Holdings, Inc. | $356,800 | 0.1% | NEW | 76.8 |
| 140 | — | ISHARES TR | $343,904 | 0.1% | -5% | — |
| 141 |  $XOM | EXXON MOBIL CORP | $336,237 | 0.1% | +14% | 61.8 |
| 142 |  $CVX | CHEVRON CORP | $333,730 | 0.1% | NEW | 54.7 |
| 143 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $331,371 | 0.1% | +1% | 75.4 |
| 144 |  $HD | HOME DEPOT, INC. | $327,177 | 0.1% | -17% | 69.2 |
| 145 |  $URI | UNITED RENTALS, INC. | $309,638 | 0.1% | +0% | 70.7 |
| 146 |  $GM | General Motors Co | $298,447 | 0.1% | -27% | 58.7 |
| 147 |  $UUUU | ENERGY FUELS INC | $297,475 | 0.1% | +45% | 27 |
| 148 | — | VANGUARD INDEX FDS | $291,616 | 0.1% | -9% | — |
| 149 |  $GLW | CORNING INC /NY | $291,112 | 0.1% | NEW | 72.7 |
| 150 |  $RVT | ROYCE SMALL-CAP TRUST, INC. | $288,641 | 0.1% | NEW | — |
| 151 | — | J P MORGAN EXCHANGE TRADED F | $288,048 | 0.1% | +24% | — |
| 152 | — | SCHWAB STRATEGIC TR | $278,912 | 0.1% | -6% | — |
| 153 |  $FCX | FREEPORT-MCMORAN INC | $272,837 | 0.1% | +5% | 73.1 |
| 154 |  $XPO | XPO, Inc. | $265,755 | 0.1% | NEW | 55.3 |
| 155 |  $LMT | LOCKHEED MARTIN CORP | $263,532 | 0.1% | -3% | 65 |
| 156 |  $BTC | Grayscale Bitcoin Mini Trust ETF | $263,192 | 0.1% | +6% | — |
| 157 | — | SELECT SECTOR SPDR TR | $247,771 | 0.1% | +0% | — |
| 158 |  $MO | ALTRIA GROUP, INC. | $246,473 | 0.1% | NEW | 72.1 |
| 159 | — | VANGUARD WHITEHALL FDS | $236,960 | 0.1% | -8% | — |
| 160 |  $COIN | Coinbase Global, Inc. | $226,993 | 0.1% | NEW | 68 |
| 161 |  $PHM | PULTEGROUP INC/MI/ | $223,459 | 0.1% | -10% | 65.1 |
| 162 |  $GS | GOLDMAN SACHS GROUP INC | $218,626 | 0.1% | -1% | — |
| 163 |  $QUBT | Quantum Computing Inc. | $216,433 | 0.1% | +58% | 28.3 |
| 164 |  $KDP | Keurig Dr Pepper Inc. | $209,218 | 0.1% | NEW | 63.1 |
| 165 | — | SCHWAB STRATEGIC TR | $208,123 | 0.1% | +0% | — |
| 166 |  $C | CITIGROUP INC | $204,478 | 0.1% | -2% | 54.8 |
| 167 |  $QBTS | D-Wave Quantum Inc. | $173,218 | 0.0% | +43% | 24.7 |
| 168 |  $OBDC | Blue Owl Capital Corp | $154,055 | 0.0% | -31% | — |
| 169 |  $F | FORD MOTOR CO | $127,160 | 0.0% | +0% | 58.5 |
| 170 |  $LUMN | Lumen Technologies, Inc. | $91,393 | 0.0% | +4% | 39.8 |
| 171 |  $BFRG | BullFrog AI Holdings, Inc. | $84,000 | 0.0% | +0% | — |
| 172 |  $NMAX | Newsmax Inc. | $73,994 | 0.0% | +0% | 33.1 |
| 173 |  $UWMC | UWM Holdings Corp | $54,246 | 0.0% | -10% | 49.4 |
New Positions (10)
$BST BlackRock Science & Technology Trust$485,745$TXN TEXAS INSTRUMENTS INC$438,562$CF CF Industries Holdings, Inc.$356,800$CVX CHEVRON CORP$333,730$GLW CORNING INC /NY$291,112$RVT ROYCE SMALL-CAP TRUST, INC.$288,641$XPO XPO, Inc.$265,755$MO ALTRIA GROUP, INC.$246,473$COIN Coinbase Global, Inc.$226,993$KDP Keurig Dr Pepper Inc.$209,218
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