Fund Holdings — FORTEM FINANCIAL GROUP, LLC

Total Portfolio Value
$398.52M
Total Bought
$58.38M
Total Sold
$30.64M
Net Transaction
+$27.74M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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ETF OPPORTUNITIES TRUST
APPLIED FINA VAL
7,891214,425+206,5343498,9652.25%+8,616
GLOBAL X FDS
DEFENSE TECH ETF
4,30075,873+71,5732795,3751.35%+5,096
SSGA ACTIVE ETF TR
ST STR BL LN ETF
287,622359,832+72,21011,87014,4443.62%+2,573
DELL TECHNOLOGIES INC(DELL)40,99145,332+4,3415,1607,4401.87%+2,280
APPLIED MATLS INC17,74918,370+6214,5616,2791.58%+1,717
EOG RES INC(EOG)16,11522,644+6,5291,6923,2740.82%+1,581
ALPS ETF TR
ALERIAN MLP
242,111245,708+3,59711,38412,9343.25%+1,550
ANALOG DEVICES INC(ADI)9,68712,660+2,9732,6274,0281.01%+1,401
NASDAQ INC(NDAQ)8,16625,780+17,6147932,1880.55%+1,395
CHENIERE ENERGY INC(LNG)7,85410,194+2,3401,5272,8930.73%+1,366
NETFLIX INC(NFLX)26,79139,553+12,7622,5123,8030.95%+1,291
EMCOR GROUP INC(EME)9,0829,218+1365,5566,8061.71%+1,249
TERADYNE INC(TER)13,97013,205-7652,7043,9150.98%+1,211
HALLIBURTON CO(HAL)47,48164,213+16,7321,3422,5040.63%+1,162
INVESCO QQQ TR11,90814,586+2,6787,3158,4182.11%+1,104
PINNACLE WEST CAP CORP(PNW)19,37626,887+7,5111,7192,7090.68%+990
LAM RESEARCH CORP(LRCX)31,70029,955-1,7455,4266,4001.61%+974
ISHARES TR03,510+3,51008700.22%+870
CARDINAL HEALTH INC(CAH)16,00919,631+3,6223,2904,1481.04%+858
NUVEEN S&P 500 DYNAMIC OVERW
COM
71,181130,912+59,7311,2842,1040.53%+820
HOWMET AEROSPACE INC(HWM)12,07914,259+2,1802,4763,2860.82%+810
COHEN & STEERS ETF TRUST
PFD IN OP AC ETF
300,324333,994+33,6707,7848,5622.15%+778
NATIONAL FUEL GAS CO(NFG)25,16828,736+3,5682,0152,7000.68%+685
KLA CORP(KLAC)7,3926,556-8368,9829,6532.42%+671
NORTHROP GRUMMAN CORP(NOC)2,6863,228+5421,5322,2020.55%+671
PHILIP MORRIS INTL INC(PM)4,7008,469+3,7697541,4000.35%+646
TAPESTRY INC(TPR)27,04728,996+1,9493,4564,0921.03%+636
AMAZON COM INC(AMZN)29,08834,856+5,7686,7147,2591.82%+545
CUMMINS INC(CMI)7,0347,664+6303,5904,1231.03%+533
BLACKROCK SCIENCE & TECHNOLO(BST)013,363+13,36304860.12%+486
ANNALY CAPITAL MANAGEMENT IN161,939193,851+31,9123,6214,1001.03%+479
TAIWAN SEMICONDUCTOR MFG LTD(TSM)19,89919,200-6996,0476,4891.63%+442
TEXAS INSTRS INC(TXN)02,259+2,25904390.11%+439
S&P GLOBAL INC(SPGI)2,3403,834+1,4941,2231,6310.41%+408
WILLIAMS COS INC(WMB)3,4908,035+4,5452105850.15%+375
MCDONALDS CORP(MCD)1,8392,995+1,1565629310.23%+369
BAKER HUGHES COMPANY(BKR)12,19215,036+2,8445559180.23%+363
CF INDS HLDGS INC(CF)02,748+2,74803570.09%+357
GOLDMAN SACHS ETF TR
VALUE OPPOR ETF
61,20371,503+10,3002,4962,8430.71%+347
DUKE ENERGY CORP NEW(DUK)3,4005,670+2,2703997420.19%+344
CHEVRON CORP NEW(CVX)01,613+1,61303340.08%+334
HCA HEALTHCARE INC(HCA)6,0836,700+6172,8403,1710.80%+331
GE VERNOVA INC(GEV)1,4661,46609581,2800.32%+322
VALERO ENERGY CORP(VLO)4,0983,982-1166679840.25%+317
CATERPILLAR INC(CAT)2,3682,353-151,3571,6670.42%+310
CORNING INC(GLW)02,141+2,14102910.07%+291
ROYCE SMALL CAP TRUST INC(RVT)017,388+17,38802890.07%+289
JOHNSON & JOHNSON(JNJ)2,9513,659+7086118940.22%+284
BLOOM ENERGY CORP4,2504,750+5003696440.16%+274
XPO INC(XPO)01,366+1,36602660.07%+266
ENERGY TRANSFER L P(ET)166,641155,804-10,8372,7483,0070.75%+259
WALMART INC(WMT)6,4247,796+1,3727169690.24%+253
ALTRIA GROUP INC(MO)03,735+3,73502460.06%+246
NEWMONT CORP(NEM)47,60946,082-1,5274,7544,9881.25%+235
ENTERPRISE PRODS PARTNERS L(EPD)18,94722,097+3,1506078360.21%+229
COINBASE GLOBAL INC(COIN)01,300+1,30002270.06%+227
TEXAS PACIFIC LAND CORPORATI(TPL)1,2001,20003455690.14%+225
MPLX LP(MPLX)28,09430,073+1,9791,4991,7160.43%+217
KEURIG DR PEPPER INC(KDP)07,946+7,94602090.05%+209
ARM HOLDINGS PLC9,0537,843-1,2109901,1860.30%+197
FIRST INDL RLTY TR INC(FR)4,9478,205+3,2582834750.12%+191
AT&T INC(T)30,21432,429+2,2157519400.24%+190
MICRON TECHNOLOGY INC(MU)1,4741,803+3294216090.15%+188
GILEAD SCIENCES INC(GILD)5,7256,364+6397038870.22%+184
ABBVIE INC(ABBV)5,4266,539+1,1131,2401,4220.36%+182
SIMON PPTY GROUP INC NEW(SPG)12,22113,011+7902,2622,4270.61%+165
QUANTA SVCS INC1,1381,168+304806410.16%+161
COSTCO WHSL CORP NEW(COST)1,4921,452-401,2861,4460.36%+160
EBAY INC.(EBAY)5,4656,918+1,4534766300.16%+154
VENTAS INC(VTR)2,9324,628+1,6962273780.09%+152
PFIZER INC(PFE)17,89720,955+3,0584465880.15%+143
AUTOZONE INC(AZO)623667+442,1132,2530.57%+140
ENERGY FUELS INC(UUUU)11,22016,300+5,0801632970.07%+134
HONEYWELL INTL INC(HON)2,6232,832+2095126400.16%+128
EXXON MOBIL CORP1,7411,982+2412103360.08%+127
AST SPACEMOBILE INC(ASTS)9,0809,177+976597600.19%+101
INTEL CORP(INTC)10,56911,009+4403904860.12%+96
CASEYS GEN STORES INC(CASY)759700-594195090.13%+90
AMPHENOL CORP NEW35,09838,246+3,1484,7434,8321.21%+89
L3HARRIS TECHNOLOGIES INC(LHX)2,3632,216-1476947650.19%+71
CITIZENS FINL GROUP INC(CFG)7,1118,104+9934154860.12%+71
BLACKROCK INC(BLK)621763+1426657340.18%+69
EMERSON ELEC CO(EMR)8,6749,282+6081,1511,2160.31%+65
DEVON ENERGY CORP NEW(DVN)8,2127,220-9923013630.09%+63
KINDER MORGAN INC DEL(KMI)20,50618,579-1,9275646230.16%+59
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
4,0825,082+1,0002342880.07%+54
FREEPORT-MCMORAN INC(FCX)4,4414,642+2012262730.07%+47
LOCKHEED MARTIN CORP(LMT)448436-122172640.07%+47
AMERICAN ELEC PWR CO INC2,5102,528+182893310.08%+42
BULLFROG AI HLDGS INC50,00050,000044840.02%+40
IDEXX LABS INC(IDXX)3,0573,747+6902,0682,1050.53%+37
PNC FINL SVCS GROUP INC(PNC)4,2294,382+1538839120.23%+29
RTX CORPORATION(RTX)2,0092,029+203683910.10%+23
CBOE GLOBAL MKTS INC(CBOE)2,5612,344-2176436590.17%+16
ADVISORS INNER CIRCLE FD III
STRATEGAS MACRO
84,51483,199-1,3153,2553,2670.82%+13
QUANTUM COMPUTING INC(QUBT)19,93931,596+11,6572052160.05%+12
NRG ENERGY INC(NRG)19,69021,527+1,8373,1353,1460.79%+11
SCHWAB STRATEGIC TR8,4098,40902022080.05%+6
ADVANCED MICRO DEVICES INC(AMD)3,3433,509+1667167140.18%-2
SELECT SECTOR SPDR TR
ST STR UTIL ETF
19,10617,699-1,4078168120.20%-3
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FORTEM FINANCIAL GROUP, LLC — 13F Holdings — Q1 2026 | TickerTrail