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FORTEM FINANCIAL GROUP, LLC 13F portfolio summary

FORTEM FINANCIAL GROUP, LLC of FORTEM FINANCIAL GROUP, LLC has 172 current stock holdings with a reported portfolio value of $398.5M. The portfolio 1 year return is +30.04%. Top holdings include QQQ (0.00%), GVLE (0.00%), CSPF (0.00%), PAA (0.00%), SPY (0.00%).

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FORTEM FINANCIAL GROUP, LLC

FORTEM FINANCIAL GROUP, LLC
Latest filing: 2026-03-31

FORTEM FINANCIAL GROUP, LLC runs FORTEM FINANCIAL GROUP, LLC and currently holds 172 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $398.52M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. FORTEM FINANCIAL GROUP, LLC ranks #398 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, FORTEM FINANCIAL GROUP, LLC's portfolio at FORTEM FINANCIAL GROUP, LLC has delivered returns of +30.04%. Their 3-year annualized return is +69.95%. Looking at the 5-year horizon, FORTEM FINANCIAL GROUP, LLC has achieved +85.67% annualized returns at FORTEM FINANCIAL GROUP, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+30.04%
#370/1000
3 Year
+69.95%
#487/1000
5 Year
+85.67%
#343/1000

Portfolio Value

$398.52M

Alpha Score

61.3

#398 of 1000

Holdings

172

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change