Back to FORTEM FINANCIAL GROUP, LLC

FORTEM FINANCIAL GROUP, LLC

Q2 2026 13F filing

Updated 55 days ago

188 disclosed positions worth $490.3M

Portfolio value
$490.3M
Total holdings
188
New positions
22
Closed positions
7
Increased
84
Decreased
71
Turnover
15.4%
Filed
2026-07-20

Full holdings

Every line item disclosed in Q2 2026

K

KLA CORP

+922.7%
Value
$20.2M
Shares
67.0K
% Port
4.13%
D

DELL TECHNOLOGIES INC

+3.1%
Value
$20.2M
Shares
46.7K
% Port
4.11%
N

NVIDIA CORPORATION

+2.3%
Value
$18M
Shares
90.2K
% Port
3.68%
?
4.N/A

SSGA ACTIVE ETF TR

+3.5%
Value
$15M
Shares
372.5K
% Port
3.06%
A

APPLIED MATLS INC

+5.2%
Value
$14M
Shares
19.3K
% Port
2.85%
L

LAM RESEARCH CORP

+4.0%
Value
$13.5M
Shares
31.2K
% Port
2.75%
?
7.N/A

GLOBAL X FDS

+0.3%
Value
$13.2M
Shares
302.0K
% Port
2.69%
?
8.N/A

ALPS ETF TR

-1.3%
Value
$12.6M
Shares
242.5K
% Port
2.56%
A

BROADCOM INC

+3.7%
Value
$12.3M
Shares
32.7K
% Port
2.52%
Q
10.QQQ

INVESCO QQQ TR

+6.1%
Value
$11.4M
Shares
15.5K
% Port
2.32%
T
11.TSLA

TESLA INC

+1.3%
Value
$11.1M
Shares
26.3K
% Port
2.26%
P
12.PLTR

PALANTIR TECHNOLOGIES INC

-3.1%
Value
$10.9M
Shares
93.2K
% Port
2.22%
?
13.N/A

ETF OPPORTUNITIES TRUST

+1.9%
Value
$10.1M
Shares
218.5K
% Port
2.06%
T

TAIWAN SEMICONDUCTOR MANUFAC

+4.9%
Value
$9.6M
Shares
20.1K
% Port
1.96%
G

ALPHABET INC

+3.1%
Value
$9.2M
Shares
25.9K
% Port
1.89%
?
16.N/A

COHEN & STEERS ETF TRUST

+3.1%
Value
$9M
Shares
344.4K
% Port
1.83%
?
17.N/A

SPDR SERIES TRUST

+0.2%
Value
$8.9M
Shares
83.0K
% Port
1.81%
A
18.AMZN

AMAZON COM INC

+2.6%
Value
$8.5M
Shares
35.7K
% Port
1.74%
?
19.N/A

JANUS DETROIT STR TR

+17.1%
Value
$8M
Shares
163.6K
% Port
1.63%
E
20.EME

EMCOR GROUP INC

+4.2%
Value
$8M
Shares
9.6K
% Port
1.63%
A
21.AAPL

APPLE INC

-0.2%
Value
$7.8M
Shares
27.1K
% Port
1.60%
A
22.APH

AMPHENOL CORP

+9.4%
Value
$7.4M
Shares
41.8K
% Port
1.50%
M
23.MU

MICRON TECHNOLOGY INC

+240.0%
Value
$7.1M
Shares
6.1K
% Port
1.44%
?
24.N/A

TERADYNE INC

+7.8%
Value
$6.9M
Shares
14.2K
% Port
1.40%
M
25.MSFT

MICROSOFT CORP

+5.9%
Value
$6.7M
Shares
18.0K
% Port
1.37%
C
26.CMI

CUMMINS INC

-1.2%
Value
$5.4M
Shares
7.6K
% Port
1.10%
A
27.ADI

ANALOG DEVICES INC

+6.7%
Value
$5.4M
Shares
13.5K
% Port
1.09%
C
28.CAH

CARDINAL HEALTH INC

+11.4%
Value
$5.2M
Shares
21.9K
% Port
1.06%
M
29.META

META PLATFORMS INC

+5.0%
Value
$5.2M
Shares
9.2K
% Port
1.06%
?
30.N/A

GLOBAL X FDS

+0.2%
Value
$4.9M
Shares
83.0K
% Port
1.00%
?
31.N/A

TAPESTRY INC

+7.5%
Value
$4.6M
Shares
31.2K
% Port
0.93%
N

NEWMONT CORP

+5.8%
Value
$4.6M
Shares
48.8K
% Port
0.93%
G
33.GEV

GE VERNOVA INC

+161.1%
Value
$4.5M
Shares
3.8K
% Port
0.92%
?
34.N/A

GLOBAL X FDS

-1.1%
Value
$4.5M
Shares
75.0K
% Port
0.91%
N

ANNALY CAPITAL MANAGEMENT IN

+1.4%
Value
$4.4M
Shares
196.7K
% Port
0.90%
H
36.HWM

HOWMET AEROSPACE INC

+7.0%
Value
$4.1M
Shares
15.3K
% Port
0.84%
?
37.N/A

ADVISORS INNER CIRCLE FD III

+1.5%
Value
$4M
Shares
84.5K
% Port
0.82%
V
38.VGES

VANGUARD INDEX FDS

+4.0%
Value
$4M
Shares
11.5K
% Port
0.81%
V
39.VGES

VANGUARD INDEX FDS

+275.6%
Value
$3.8M
Shares
5.5K
% Port
0.77%
?
40.N/A

GOLDMAN SACHS ETF TR

+0.8%
Value
$3.4M
Shares
72.0K
% Port
0.69%
N
41.NRG

NRG ENERGY INC

+6.3%
Value
$3.3M
Shares
22.9K
% Port
0.68%
A
42.ANET

ARISTA NETWORKS INC

Value
$3.3M
Shares
19.2K
% Port
0.67%
S
43.SPY

STATE STR SPDR S&P 500 ETF T

-7.2%
Value
$3.2M
Shares
4.3K
% Port
0.65%
P
44.PNW

PINNACLE WEST CAP CORP

+6.3%
Value
$3.1M
Shares
28.6K
% Port
0.62%
C
45.CRWD

CROWDSTRIKE HLDGS INC

+16.2%
Value
$3M
Shares
4.0K
% Port
0.62%
N
46.NFLX

NETFLIX INC.

+5.0%
Value
$3M
Shares
41.5K
% Port
0.60%
S

SIMON PPTY GROUP INC NEW

+0.8%
Value
$2.9M
Shares
13.1K
% Port
0.60%
H
48.HCA

HCA HEALTHCARE INC

+10.6%
Value
$2.9M
Shares
7.4K
% Port
0.59%
E

ENERGY TRANSFER L P

-7.1%
Value
$2.8M
Shares
144.7K
% Port
0.56%
J

JPMORGAN CHASE & CO

-8.5%
Value
$2.6M
Shares
8.1K
% Port
0.54%