FORTEM FINANCIAL GROUP, LLC

CIK: 0001766509Latest portfolio: $374.1M · Q4 2025

Holdings

173

Total Value

$374.1M

New Positions

173

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
PLTRPALANTIR TECHNOLOGIES INC
98,737$17.6M4.69%NEW
2
URAGLOBAL X FDS
389,170$16.6M4.45%NEW
3
NVDANVIDIA CORPORATION
83,867$15.6M4.18%NEW
4
SRLNSSGA ACTIVE ETF TR
287,622$11.9M3.17%NEW
5
TSLATESLA INC
25,643$11.5M3.08%NEW
6
AMLPALPS ETF TR
242,111$11.4M3.04%NEW
7
AVGOBROADCOM INC
32,171$11.1M2.98%NEW
8
XMESPDR SERIES TRUST
107,272$11.1M2.97%NEW
9
KLACKLA CORP
7,392$9.0M2.40%NEW
10
CSPFCOHEN & STEERS ETF TRUST
300,324$7.8M2.08%NEW
11
GOOGLALPHABET INC
24,733$7.7M2.07%NEW
12
NDQINVESCO QQQ TR
11,908$7.3M1.96%NEW
13
AAPLAPPLE INC
26,656$7.2M1.94%NEW
14
VNLAJANUS DETROIT STR TR
146,066$7.2M1.92%NEW
15
MSFTMICROSOFT CORP
14,329$6.9M1.85%NEW
16
AMZNAMAZON COM INC
29,088$6.7M1.79%NEW
17
TSMTAIWAN SEMICONDUCTOR MFG LTD
19,899$6.0M1.62%NEW
18
BCCCGLOBAL X FDS
119,245$5.7M1.52%NEW
19
EMEEMCOR GROUP INC
9,082$5.6M1.49%NEW
20
LRCXLAM RESEARCH CORP
31,700$5.4M1.45%NEW
21
METAMETA PLATFORMS INC
8,209$5.4M1.45%NEW
22
DELLDELL TECHNOLOGIES INC
40,991$5.2M1.38%NEW
23
NEMNEWMONT CORP
47,609$4.8M1.27%NEW
24
APHAMPHENOL CORP NEW
35,098$4.7M1.27%NEW
25
AMATAPPLIED MATLS INC
17,749$4.6M1.22%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial Services0.0% ($1.662911870113841e+154T)
Technology0.0% ($1.755015641111349e+114T)
Industrials0.0% ($5.556359024762389e+55T)
Energy0.0% ($2.747201416921585e+45T)
Consumer Cyclical0.0% ($1.1532671434552573e+38T)
Unknown0.0% ($7.314569831351285e+24T)
Healthcare0.0% ($3.289283920681609e+23T)
Communication Services0.0% ($77415418251175056.0T)
Utilities0.0% ($1718958.4T)
Consumer Defensive0.0% ($21511.3T)
Real Estate0.0% ($36.2T)
Basic Materials0.0% ($4.8T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 4, 2026$374.1M173
Q3 2025Nov 4, 2025$348.2B0
Q2 2025Aug 12, 2025$310.1B171
Q1 2025May 1, 2025$257.0B185

Fund Information

CIK0001766509
Most Recent FilingFeb 4, 2026
Number of Filings4

FORTEM FINANCIAL GROUP, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $374.1M across 173 holdings. The largest position is PALANTIR TECHNOLOGIES INC (PLTR), representing 4.7% of the portfolio. Compared to the previous quarter, the fund opened 173 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.