FORTEM FINANCIAL GROUP, LLC

Open in PORT →← all managers

CIK 1766509

13F portfolio (2026-Q1)

$399M

Positions

173

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

173

Top 5

17.9%

Top 10

29.7%

Effective N

62.0

HHI

0.016

This quarter

11 new · 0 exit →

By sector

Unclassified30.0%

Information Technology28.2%

Consumer Discretionary9.4%

Industrials8.2%

Financials4.9%

Communication Services4.6%

Utilities4.4%

Energy2.8%

Other7.5%

By market cap

Mega (>$200B)33.3%

Large ($10–200B)33.1%

Unknown31.6%

Mid ($2–10B)2.0%

Small ($300M–2B)0.1%

Micro (<$300M)0.0%

By region

North America68.4%

Other30.0%

Asia-Pacific1.6%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	30.18%	36
Semiconductors & Semiconductor Equipment	12.59%	11
Technology Hardware & Equipment	7.52%	6
Software	6.39%	6
Utilities	4.41%	10
Specialty Retail	4.34%	8
Software & IT Services	3.65%	6
Machinery	3.29%	4
Oil, Gas & Consumable Fuels	2.76%	8
Automobiles & Components	2.70%	4
Construction & Engineering	2.45%	4
Metals & Mining	2.22%	4
Banks	2.12%	10
Pharmaceuticals & Biotechnology	1.86%	7
Equity Real Estate Investment Trusts (REITs)	1.85%	4
Capital Markets	1.82%	7
Commercial Services & Supplies	1.42%	7
Aerospace & Defense	1.35%	7
Distributors	1.14%	2
Electrical Equipment & Components	1.09%	4
Textiles, Apparel & Luxury Goods	1.03%	1
Media & Entertainment	0.97%	2
Health Care Providers & Services	0.80%	1
Diversified Telecommunication Services	0.45%	3
Tobacco	0.41%	2
Transportation Infrastructure	0.26%	2
Hotels, Restaurants & Leisure	0.23%	1
Communications Equipment	0.22%	1
Chemicals	0.20%	2
Insurance	0.13%	1
Construction Materials	0.07%	1
Beverages	0.05%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	NVDA	NVIDIA CORP	Information Technology	3.86%
2	URA	GLOBAL X FDS	Unclassified	3.66%
3	SRLN	SSGA ACTIVE ETF TR	Unclassified	3.62%
4	PLTR	Palantir Technologies Inc.	Information Technology	3.53%
5	AMLP	ALPS ETF TR	Unclassified	3.25%
6	AVGO	Broadcom Inc.	Information Technology	2.45%
7	TSLA	Tesla, Inc.	Consumer Discretionary	2.43%
8	KLAC	KLA CORP	Information Technology	2.42%
9	VSLU	ETF OPPORTUNITIES TRUST	Unclassified	2.25%
10	XME	SPDR SERIES TRUST	Unclassified	2.24%

138/173 names classified · sector 70.0% of weight · industry 69.8% · mkt cap 68.4%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 30 quarters

Information TechnologyAAPL, NVDA, AVGO, KLAC, PLTR · other

Consumer DiscretionaryTSLA, AMZN, TGT, DRI, LOW · other

FinancialsJPM, MA, AMP, BAC, TRV · other

IndustrialsFISV, EME, UNP, LRCX, SPGI · other

Health CareLLY, PFE, MRK, JNJ, REGN · other

Communication ServicesMETA, GOOGL, VZ, OMC, DIS · other

UtilitiesET, PEG, CNP, SRE, DTE · other

EnergyCVX, OXY, VLO, PSX, COP · other

Real EstateSPG, NLY, HST, AMT, RITM · other

Consumer StaplesPM, CVS, TSN, STZ, ADM · other

MaterialsECL, CF, NEM, OC, CC · other

UnclassifiedJP Morgan Alerian MLP Index, URA, SPY, AMLP, PFF · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 70.0% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (125 classified)FORTEM FINANCIAL GROUP, LLC centroid (Large Core)

Information TechnologyConsumer DiscretionaryIndustrialsFinancialsCommunication ServicesUtilitiesHealth CareMaterialsEnergyReal EstateConsumer Staples

Style box summary for FORTEM FINANCIAL GROUP, LLC: centroid Large Core. Heaviest cells: Large Growth 26.6%, Large Core 13.8%, Mid Growth 6.6%.

Classified: 65.5% of book weight (125/173 names) · unclassified 34.5%: URA, SRLN, AMLP, VSLU, XME, CSPF, QQQ, VNLA, TSM, SHLD +38 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 173 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	NVDANVIDIA CORPORATION	88,111	$15M	3.9%	ADD 5%
2	URAGLOBAL X FDS	301,066	$15M	3.7%	TRIM −23%
3	SRLNSSGA ACTIVE ETF TR	359,832	$14M	3.6%	ADD 25%
4	PLTRPALANTIR TECHNOLOGIES INC	96,137	$14M	3.5%	TRIM −3%
5	AMLPALPS ETF TR	245,708	$13M	3.2%	HOLD
6	AVGOBROADCOM INC	31,528	$10M	2.4%	HOLD
7	TSLATESLA INC	26,006	$10M	2.4%	HOLD
8	KLACKLA CORP	6,556	$10M	2.4%	TRIM −11%
9	VSLUETF OPPORTUNITIES TRUST	214,425	$9M	2.2%	ADD 2617%
10	XMESPDR SERIES TRUST	82,826	$9M	2.2%	TRIM −23%
11	CSPFCOHEN & STEERS ETF TRUST	333,994	$9M	2.1%	ADD 11%
12	QQQINVESCO QQQ TR	14,586	$8M	2.1%	ADD 22%
13	DELLDELL TECHNOLOGIES INC	45,332	$7M	1.9%	ADD 11%
14	AMZNAMAZON COM INC	34,856	$7M	1.8%	ADD 20%
15	GOOGLALPHABET INC	25,104	$7M	1.8%	HOLD
16	AAPLAPPLE INC	27,111	$7M	1.7%	HOLD
17	VNLAJANUS DETROIT STR TR	139,775	$7M	1.7%	TRIM −4%
18	EMEEMCOR GROUP INC	9,218	$7M	1.7%	HOLD
19	TSMTAIWAN SEMICONDUCTOR MFG LTD	19,200	$6M	1.6%	TRIM −4%
20	LRCXLAM RESEARCH CORP	29,955	$6M	1.6%	TRIM −6%
21	AMATAPPLIED MATLS INC	18,370	$6M	1.6%	ADD 3%
22	MSFTMICROSOFT CORP	16,957	$6M	1.6%	ADD 18%
23	SHLDGLOBAL X FDS	75,873	$5M	1.3%	ADD 1664%
24	METAMETA PLATFORMS INC	8,755	$5M	1.3%	ADD 7%
25	NEMNEWMONT CORP	46,082	$5M	1.3%	TRIM −3%
26	APHAMPHENOL CORP	38,246	$5M	1.2%	ADD 9%
27	PAVEGLOBAL X FDS	82,787	$4M	1.1%	TRIM −31%
28	CAHCARDINAL HEALTH INC	19,631	$4M	1.0%	ADD 23%
29	CMICUMMINS INC	7,664	$4M	1.0%	ADD 9%
30	NLYANNALY CAPITAL MANAGEMENT IN	193,851	$4M	1.0%	ADD 20%
31	TPRTAPESTRY INC	28,996	$4M	1.0%	ADD 7%
32	ADIANALOG DEVICES INC	12,660	$4M	1.0%	ADD 31%
33	TERTERADYNE INC	13,205	$4M	1.0%	TRIM −5%
34	NFLXNETFLIX INC	39,553	$4M	1.0%	ADD 48%
35	VVVANGUARD INDEX FDS	11,091	$3M	0.8%	TRIM −4%
36	HWMHOWMET AEROSPACE INC	14,259	$3M	0.8%	ADD 18%
37	EOGEOG RES INC	22,644	$3M	0.8%	ADD 41%
38	SAMTADVISORS INNER CIRCLE FD III	83,199	$3M	0.8%	HOLD
39	HCAHCA HEALTHCARE INC	6,700	$3M	0.8%	ADD 10%
40	NRGNRG ENERGY INC	21,527	$3M	0.8%	ADD 9%
41	ETENERGY TRANSFER L P	155,804	$3M	0.8%	TRIM −7%
42	SPYSTATE STR SPDR S&P 500 ETF T	4,604	$3M	0.8%	TRIM −4%
43	LNGCheniere Energy, Inc	10,194	$3M	0.7%	ADD 30%
44	GVLEGOLDMAN SACHS ETF TR	71,503	$3M	0.7%	ADD 17%
45	PNWPINNACLE WEST CAP CORP	26,887	$3M	0.7%	ADD 39%
46	NFGNATIONAL FUEL GAS CO	28,736	$3M	0.7%	ADD 14%
47	ADSKAUTODESK INC	11,121	$3M	0.7%	ADD 21%
48	JPMJPMORGAN CHASE & CO	8,819	$3M	0.7%	TRIM −17%
49	ULTAULTA BEAUTY INC	4,841	$3M	0.6%	ADD 14%
50	HALHALLIBURTON CO	64,213	$3M	0.6%	ADD 35%
51	SPGSIMON PPTY GROUP INC NEW	13,011	$2M	0.6%	ADD 6%
52	AZOAUTOZONE INC	667	$2M	0.6%	ADD 7%
53	NOCNORTHROP GRUMMAN CORP	3,228	$2M	0.6%	ADD 20%
54	NDAQNASDAQ INC	25,780	$2M	0.5%	ADD 216%
55	BXBLACKSTONE INC	18,665	$2M	0.5%	ADD 14%
56	COWGPacer Large Cap Cash Cows Growth - ETF	63,393	$2M	0.5%	TRIM −34%
57	COFCAPITAL ONE FINL CORP	11,615	$2M	0.5%	ADD 19%
58	BLDTOPBUILD COR	6,000	$2M	0.5%	ADD 5%
59	IDXXIDEXX LABS INC	3,747	$2M	0.5%	ADD 23%
60	XSSPXNUVEEN S&P 500 DYNAMIC OVERW	130,912	$2M	0.5%	ADD 84%
61	DGDOLLAR GEN CORP	16,980	$2M	0.5%	ADD 5%
62	MPLXMPLX LP	30,073	$2M	0.4%	ADD 7%
63	CATCATERPILLAR INC	2,353	$2M	0.4%	HOLD
64	SPGIS&P GLOBAL INC	3,834	$2M	0.4%	ADD 64%
65	CSCOCISCO SYS INC	20,690	$2M	0.4%	TRIM −16%
66	PAAPLAINS ALL AMERN PIPELINE L	66,211	$1M	0.4%	TRIM −25%
67	COSTCOSTCO WHSL CORP NEW	1,452	$1M	0.4%	TRIM −3%
68	LLYELI LILLY & CO	1,555	$1M	0.4%	ADD 4%
69	ABBVABBVIE INC	6,539	$1M	0.4%	ADD 21%
70	PYPLPAYPAL HLDGS INC	31,347	$1M	0.4%	HOLD
71	PMPHILIP MORRIS INTL INC	8,469	$1M	0.4%	ADD 80%
72	CRWDCROWDSTRIKE HLDGS INC	3,405	$1M	0.3%	ADD 5%
73	GBTCGRAYSCALE BITCOIN TRUST ETF	24,657	$1M	0.3%	HOLD
74	GEVGE VERNOVA INC	1,466	$1M	0.3%	HOLD
75	EMREMERSON ELEC CO	9,282	$1M	0.3%	ADD 7%
76	GEGE AEROSPACE	4,250	$1M	0.3%	ADD 7%
77	ARMARM HOLDINGS PLC	7,843	$1M	0.3%	TRIM −13%
78	BACBANK AMERICA CORP	20,424	$995,693	0.2%	TRIM −51%
79	VLOVALERO ENERGY CORP	3,982	$983,873	0.2%	TRIM −3%
80	WMTWALMART INC	7,796	$968,908	0.2%	ADD 21%
81	TAT&T INC	32,429	$940,117	0.2%	ADD 7%
82	MCDMCDONALDS CORP	2,995	$930,765	0.2%	ADD 63%
83	BKRBAKER HUGHES COMPANY	15,036	$917,948	0.2%	ADD 23%
84	PNCPNC FINL SVCS GROUP INC	4,382	$911,954	0.2%	ADD 4%
85	ORCLORACLE CORP	6,159	$906,114	0.2%	ADD 4%
86	JNJJOHNSON & JOHNSON	3,659	$894,344	0.2%	ADD 24%
87	QCOMQUALCOMM INC	6,935	$893,089	0.2%	ADD 20%
88	GILDGILEAD SCIENCES INC	6,364	$886,951	0.2%	ADD 11%
89	VOOVANGUARD INDEX FDS	1,457	$870,644	0.2%	TRIM −37%
90	IWMISHARES TR	3,510	$870,480	0.2%	NEW
91	BRK.BBERKSHIRE HATHAWAY INC DEL	1,779	$852,497	0.2%	TRIM −6%
92	EPDENTERPRISE PRODS PARTNERS L	22,097	$836,151	0.2%	ADD 17%
93	XLUSELECT SECTOR SPDR TR	17,699	$812,207	0.2%	TRIM −7%
94	XLBSELECT SECTOR SPDR TR	15,653	$782,180	0.2%	TRIM −84%
95	EXPEEXPEDIA GROUP INC	3,350	$773,482	0.2%	HOLD
96	RGTIRIGETTI COMPUTING INC	54,986	$772,003	0.2%	ADD 2%
97	LHXL3HARRIS TECHNOLOGIES INC	2,216	$764,852	0.2%	TRIM −6%
98	ASTSAST SPACEMOBILE INC	9,177	$760,498	0.2%	HOLD
99	CTSHCOGNIZANT TECHNOLOGY SOLUTIO	12,313	$755,403	0.2%	ADD 23%
100	GDGENERAL DYNAMICS CORP	2,200	$755,084	0.2%	TRIM −6%
101	DUKDUKE ENERGY CORP NEW	5,670	$742,430	0.2%	ADD 67%
102	BLKBLACKROCK INC	763	$733,785	0.2%	ADD 23%
103	ARKKARK ETF TR	10,688	$722,402	0.2%	TRIM −50%
104	MSMORGAN STANLEY	4,388	$722,133	0.2%	TRIM −5%
105	AMDADVANCED MICRO DEVICES INC	3,509	$713,836	0.2%	ADD 5%
106	ALVAUTOLIV INC	6,502	$683,750	0.2%	ADD 11%
107	MAMASTERCARD INCORPORATED	1,353	$676,040	0.2%	TRIM −6%
108	CBOECBOE GLOBAL MKTS INC	2,344	$658,828	0.2%	TRIM −8%
109	BEBLOOM ENERGY CORP	4,750	$643,578	0.2%	ADD 12%
110	PWRQUANTA SVCS INC	1,168	$641,255	0.2%	ADD 3%
111	HONHONEYWELL INTL INC	2,832	$640,117	0.2%	ADD 8%
112	UBERUBER TECHNOLOGIES INC	8,818	$634,279	0.2%	ADD 4%
113	EBAYEBAY INC.	6,918	$629,676	0.2%	ADD 27%
114	KMIKINDER MORGAN INC DEL	18,579	$622,954	0.2%	TRIM −9%
115	GOOGALPHABET INC	2,126	$609,894	0.2%	TRIM −3%
116	MUMICRON TECHNOLOGY INC	1,803	$609,126	0.2%	ADD 22%
117	PFEPFIZER INC	20,955	$588,416	0.1%	ADD 17%
118	WMBWILLIAMS COS INC	8,035	$584,787	0.1%	ADD 130%
119	TPLTEXAS PACIFIC LAND CORPORATI	1,200	$569,472	0.1%	HOLD
120	VOVANGUARD INDEX FDS	1,943	$557,991	0.1%	HOLD
121	XLFSELECT SECTOR SPDR TR	10,365	$511,720	0.1%	TRIM −8%
122	CASYCASEYS GEN STORES INC	700	$509,450	0.1%	TRIM −8%
123	MTGMGIC INVT CORP WIS	19,388	$508,930	0.1%	TRIM −24%
124	PANWPALO ALTO NETWORKS INC	3,074	$492,824	0.1%	TRIM −6%
125	CFGCITIZENS FINL GROUP INC	8,104	$485,997	0.1%	ADD 14%
126	INTCINTEL CORP	11,009	$485,827	0.1%	ADD 4%
127	BSTBLACKROCK SCIENCE & TECHNOLO	13,363	$485,745	0.1%	NEW
128	FRFIRST INDL RLTY TR INC	8,205	$474,659	0.1%	ADD 66%
129	HBANHUNTINGTON BANCSHARES INC	29,293	$458,431	0.1%	TRIM −16%
130	TXNTEXAS INSTRS INC	2,259	$438,562	0.1%	NEW
131	ALBALBEMARLE CORP	2,381	$427,461	0.1%	TRIM −41%
132	WFCWELLS FARGO CO NEW	5,236	$416,861	0.1%	ADD 3%
133	CORCENCORA INC	1,275	$400,529	0.1%	TRIM −31%
134	RTXRTX CORPORATION	2,029	$391,394	0.1%	HOLD
135	VTRVENTAS INC	4,628	$378,478	0.1%	ADD 58%
136	VVISA INC	1,237	$373,871	0.1%	HOLD
137	BABOEING CO	1,850	$368,206	0.1%	TRIM −5%
138	DVNDEVON ENERGY CORP NEW	7,220	$363,310	0.1%	TRIM −12%
139	CFCF INDS HLDGS INC	2,748	$356,800	0.1%	NEW
140	SHYISHARES TR	4,165	$343,904	0.1%	TRIM −5%
141	XOMEXXON MOBIL CORP	1,982	$336,237	0.1%	ADD 14%
142	CVXCHEVRON CORP NEW	1,613	$333,730	0.1%	NEW
143	AEPAMERICAN ELEC PWR CO INC	2,528	$331,371	0.1%	HOLD
144	HDHOME DEPOT INC	995	$327,177	0.1%	TRIM −17%
145	URIUNITED RENTALS INC	425	$309,638	0.1%	HOLD
146	GMGENERAL MTRS CO	4,006	$298,447	0.1%	TRIM −27%
147	UUUUENERGY FUELS INC	16,300	$297,475	0.1%	ADD 45%
148	VTIVANGUARD INDEX FDS	909	$291,616	0.1%	TRIM −9%
149	GLWCORNING INC	2,141	$291,112	0.1%	NEW
150	RVTROYCE SMALL CAP TRUST INC	17,388	$288,641	0.1%	NEW
151	JEPIJPMorgan Equity Premium Income ETF	5,082	$288,048	0.1%	ADD 24%
152	SCHXSCHWAB U.S. LARGE-CAP ETF	10,878	$278,912	0.1%	TRIM −6%
153	FCXFREEPORT MCMORAN INC	4,642	$272,837	0.1%	ADD 5%
154	XPOXPO INC	1,366	$265,755	0.1%	NEW
155	LMTLOCKHEED MARTIN CORP	436	$263,532	0.1%	TRIM −3%
156	BTCGRAYSCALE BITCOIN MINI TR ET	8,776	$263,192	0.1%	ADD 6%
157	XLVSELECT SECTOR SPDR TR	1,690	$247,771	0.1%	HOLD
158	MOALTRIA GROUP INC	3,735	$246,473	0.1%	NEW
159	VYMVANGUARD WHITEHALL FDS	1,600	$236,960	0.1%	TRIM −8%
160	COINCOINBASE GLOBAL INC	1,300	$226,993	0.1%	NEW
161	PHMPULTE GROUP INC	1,900	$223,459	0.1%	TRIM −10%
162	GSGOLDMAN SACHS GROUP INC	258	$218,626	0.1%	HOLD
163	QUBTQUANTUM COMPUTING INC	31,596	$216,433	0.1%	ADD 58%
164	KDPKEURIG DR PEPPER INC	7,946	$209,218	0.1%	NEW
165	SCHFSCHWAB STRATEGIC TR	8,409	$208,123	0.1%	HOLD
166	CCITIGROUP INC	1,803	$204,478	0.1%	TRIM −2%
167	QBTSD-WAVE QUANTUM INC	12,004	$173,218	0.0%	ADD 43%
168	OBDCBLUE OWL CAPITAL CORPORATION	13,929	$154,055	0.0%	TRIM −31%
169	FFORD MTR CO	11,019	$127,160	0.0%	HOLD
170	LUMNLUMEN TECHNOLOGIES INC	13,150	$91,393	0.0%	ADD 4%
171	BFRGBULLFROG AI HLDGS INC COM	50,000	$84,000	0.0%	HOLD
172	NMAXNEWSMAX INC	14,175	$73,994	0.0%	HOLD
173	UWMCUWM HOLDINGS CORPORATION	14,985	$54,246	0.0%	TRIM −10%

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

NVDANVIDIA CORPORATION

81K

83K

81K

84K

88K

$15M

URAGLOBAL X FDS

354K

356K

375K

385K

389K

301K

$15M

SRLNSSGA ACTIVE ETF TR

—

116K

258K

282K

288K

360K

$14M

PLTRPALANTIR TECHNOLOGIES INC

75K

85K

92K

96K

99K

96K

$14M

AMLPALPS ETF TR

235K

241K

239K

243K

242K

246K

$13M

AVGOBROADCOM INC

32K

35K

32K

$10M

TSLATESLA INC

24K

25K

26K

$10M

KLACKLA CORP

$10M

VSLUETF OPPORTUNITIES TRUST

—

214K

$9M

XMESPDR SERIES TRUST

92K

99K

105K

107K

83K

$9M

CSPFCOHEN & STEERS ETF TRUST

—

300K

334K

$9M

QQQINVESCO QQQ TR

11K

12K

15K

$8M

DELLDELL TECHNOLOGIES INC

35K

37K

41K

40K

41K

45K

$7M

AMZNAMAZON COM INC

21K

24K

27K

29K

35K

$7M

GOOGLALPHABET INC

19K

21K

23K

25K

$7M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆FORTEM FINANCIAL GROUP, LLC

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 173 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

FORTEM FINANCIAL GROUP, LLC