Fund Holdings — FORTEM FINANCIAL GROUP, LLC

Total Portfolio Value
$348.17M
Total Bought
$44.30M
Total Sold
$21.24M
Net Transaction
+$23.06M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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PALANTIR TECHNOLOGIES INC(PLTR)92,26896,062+3,79412,57817,5245.03%+4,946
GLOBAL X FDS
GLOBAL X URANIUM
375,403385,328+9,92514,56918,3695.28%+3,799
TESLA INC(TSLA)24,71925,038+3197,85211,1353.20%+3,283
SPDR SERIES TRUST
ST STR SP METAL
105,040106,949+1,9097,0619,9672.86%+2,906
NVIDIA CORPORATION(NVDA)83,46180,757-2,70413,18615,0684.33%+1,882
HOWMET AEROSPACE INC(HWM)09,515+9,51501,8670.54%+1,867
ARK ETF TR
INNOVATION ETF
019,931+19,93101,7200.49%+1,720
ALPHABET INC(GOOG)23,10723,115+84,0725,6191.61%+1,547
LAM RESEARCH CORP(LRCX)25,92529,650+3,7252,5243,9701.14%+1,447
KINDER MORGAN INC DEL(KMI)9,28157,785+48,5042731,6360.47%+1,363
NEWMONT CORP(NEM)42,28945,108+2,8192,4643,8031.09%+1,339
APPLE INC(AAPL)27,51827,134-3845,6466,9091.98%+1,263
TAIWAN SEMICONDUCTOR MFG LTD(TSM)17,84318,966+1,1234,0415,2971.52%+1,256
KLA CORP(KLAC)7,5767,389-1876,7867,9702.29%+1,184
EMCOR GROUP INC(EME)8,2688,627+3594,4225,6041.61%+1,181
AMPHENOL CORP NEW27,69931,589+3,8902,7353,9091.12%+1,174
BROADCOM INC(AVGO)34,53631,798-2,7389,52010,4903.01%+971
SSGA ACTIVE ETF TR
ST STR BL LN ETF
258,408281,513+23,10510,74711,7053.36%+958
RIGETTI COMPUTING INC(RGTI)47,30650,391+3,0855611,5010.43%+940
TAPESTRY INC(TPR)23,70525,829+2,1242,0822,9240.84%+843
CUMMINS INC(CMI)6,0786,630+5521,9902,8000.80%+810
ORACLE CORP(ORCL)3,9295,787+1,8588591,6270.47%+769
APPLIED MATLS INC15,36517,100+1,7352,8133,5011.01%+688
DELL TECHNOLOGIES INC(DELL)41,01439,777-1,2375,0285,6391.62%+611
GLOBAL X FDS
US INFR DEV ETF
116,930119,713+2,7835,0965,7021.64%+606
ULTA BEAUTY INC(ULTA)2,8383,494+6561,3281,9100.55%+583
AUTOZONE INC(AZO)556614+582,0642,6340.76%+570
BLACKSTONE INC(BX)14,02315,144+1,1212,0982,5870.74%+490
INVESCO QQQ TR11,84811,690-1586,5367,0182.02%+483
TOPBUILD CORP5,1375,475+3381,6632,1400.61%+477
JANUS DETROIT STR TR
HENDRSN SHRT ETF
144,943152,953+8,0107,1317,5392.17%+408
SIMON PPTY GROUP INC NEW(SPG)11,44111,859+4181,8392,2260.64%+386
HCA HEALTHCARE INC(HCA)5,0305,400+3701,9272,3010.66%+374
NATIONAL FUEL GAS CO(NFG)22,75124,787+2,0361,9272,2900.66%+362
NEWSMAX INC(NMAX)027,629+27,62903430.10%+343
NORTHROP GRUMMAN CORP(NOC)2,5242,552+281,2621,5550.45%+293
WILLIAMS COS INC(WMB)04,051+4,05102570.07%+257
CROWDSTRIKE HLDGS INC(CRWD)2,3692,976+6071,2071,4590.42%+253
CAPITAL ONE FINL CORP(COF)6,9918,179+1,1881,4871,7390.50%+251
ROBLOX CORP(RBLX)01,800+1,80002490.07%+249
BANK AMERICA CORP42,33943,612+1,2732,0032,2500.65%+246
NASDAQ INC(NDAQ)02,786+2,78602460.07%+246
AUTODESK INC8,0508,610+5602,4922,7350.79%+243
CENCORA INC7,2997,775+4762,1892,4300.70%+241
VENTAS INC(VTR)03,446+3,44602410.07%+241
ARK ETF TR
BLOC FIN INN ETF
04,240+4,24002410.07%+241
VANGUARD INDEX FDS11,68111,591-903,3333,5681.02%+236
ABBVIE INC(ABBV)6,4066,150-2561,1891,4240.41%+235
ANNALY CAPITAL MANAGEMENT IN161,262161,171-913,0353,2570.94%+222
CONSTELLATION ENERGY CORP(CEG)0662+66202180.06%+218
BAKER HUGHES COMPANY(BKR)10,60712,484+1,8774076080.17%+202
SPDR S&P 500 ETF TR(SPY)4,7684,720-482,9463,1440.90%+198
ADVISORS INNER CIRCLE FD III
STRATEGAS MACRO
87,08485,701-1,3832,9983,1940.92%+196
SELECT SECTOR SPDR TR
ST STR UTIL ETF
3,7055,678+1,9733034950.14%+193
PINNACLE WEST CAP CORP(PNW)16,24218,334+2,0921,4531,6440.47%+191
AST SPACEMOBILE INC(ASTS)4,4548,034+3,5802083940.11%+186
ALPHABET INC(GOOG)1,9202,152+2323415240.15%+183
CARDINAL HEALTH INC(CAH)11,96313,890+1,9272,0102,1800.63%+170
GE AEROSPACE(GE)3,6933,718+259511,1190.32%+168
TEXAS PACIFIC LAND CORPORATI(TPL)200400+2002113730.11%+162
CHENIERE ENERGY INC(LNG)6,2677,153+8861,5261,6810.48%+155
EXPEDIA GROUP INC(EXPE)3,3503,35005657160.21%+151
GRAYSCALE BITCOIN TRUST ETF(GBTC)24,65724,65702,0922,2130.64%+122
NRG ENERGY INC(NRG)18,39318,979+5862,9543,0740.88%+120
INTEL CORP(INTC)10,41510,515+1002333530.10%+119
VALERO ENERGY CORP(VLO)4,3034,098-2055786980.20%+119
AMAZON COM INC(AMZN)26,60727,121+5145,8375,9551.71%+118
VANGUARD INDEX FDS1,5961,913+3174475620.16%+115
PACER FDS TR
US CASH COWS 100
56,86056,511-3493,1333,2480.93%+115
EBAY INC.(EBAY)6,3446,441+974725860.17%+113
GE VERNOVA INC(GEV)1,1661,16606177170.21%+100
JOHNSON & JOHNSON(JNJ)3,1933,144-494885830.17%+95
S&P GLOBAL INC(SPGI)1,7472,079+3329211,0120.29%+91
MORGAN STANLEY(MS)4,6484,679+316557440.21%+89
AUTOLIV INC(ALV)6,1176,237+1206847700.22%+86
UNITED RENTALS INC(URI)42542503204060.12%+86
UBER TECHNOLOGIES INC(UBER)7,7448,194+4507238030.23%+80
UWM HOLDINGS CORPORATION(UWMC)012,885+12,8850780.02%+78
MICROSOFT CORP(MSFT)14,46314,038-4257,1947,2712.09%+77
SELECT SECTOR SPDR TR
ST STR MATER ETF
48,54648,369-1774,2634,3351.25%+72
GENERAL MTRS CO(GM)5,7385,638-1002823440.10%+61
NUVEEN S&P 500 DYNAMIC OVERW
COM
58,41962,687+4,2681,0361,0960.31%+60
PULTE GROUP INC(PHM)2,1052,10502222780.08%+56
CATERPILLAR INC(CAT)2,0491,765-2847958420.24%+47
SELECT SECTOR SPDR TR
ST STR FINL ETF
8,9939,521+5284715130.15%+42
JPMORGAN CHASE & CO.(JPM)11,27810,484-7943,2703,3070.95%+37
HEALTHPEAK PROPERTIES INC(DOC)54,61751,716-2,9019569900.28%+34
QUALCOMM INC(QCOM)5,9635,907-569509830.28%+33
INTERNATIONAL BUSINESS MACHS(IBM)724864+1402132440.07%+30
ALTRIA GROUP INC(MO)3,7443,74402202470.07%+28
VANGUARD INDEX FDS1,0471,054+73183460.10%+28
EOG RES INC(EOG)13,45814,580+1,1221,6101,6350.47%+25
PNC FINL SVCS GROUP INC(PNC)4,9274,693-2349199430.27%+25
BLACKROCK INC(BLK)687639-487217450.21%+24
DUKE ENERGY CORP NEW(DUK)2,5012,576+752953190.09%+24
SCHWAB STRATEGIC TR12,04912,04902943170.09%+23
RTX CORPORATION(RTX)2,1632,019-1443163380.10%+22
WELLS FARGO CO NEW(WFC)5,0595,063+44054240.12%+19
FORD MTR CO(F)10,79810,962+1641171310.04%+14
ANALOG DEVICES INC(ADI)5,9815,847-1341,4241,4360.41%+13
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