FORTEM FINANCIAL GROUP, LLC 13F Portfolio
FORTEM FINANCIAL GROUP, LLC runs FORTEM FINANCIAL GROUP, LLC and currently holds 188 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $490.32M. Their top holdings are KLAC, DELL, NVDA, SRLN, AMAT. The top five represent 17.8% of reported portfolio weight. FORTEM FINANCIAL GROUP, LLC ranks #272 out of 1000 investors tracked by Alpha Score. In the most recent quarter, FORTEM FINANCIAL GROUP, LLC initiated 5 new positions. They added to 61 existing positions. They trimmed 31 positions. Their current best-performing preview position is MU with returns of +241.67%.
Portfolio Value
$490.32M
Alpha Score
78.0
#272 of 1000
Holdings
188
FORTEM FINANCIAL GROUP, LLC Current 13F Holdings
Reported holdings from FORTEM FINANCIAL GROUP, LLC's latest SEC 13F filing, ranked by portfolio weight.
188 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 KLAC KLA CORP | 4.13% | $48.92 | $195.57 | +299.78% | Added +922.71% |
 DELL DELL TECHNOLOGIES INC | 4.11% | $79.94 | $586.28 | +633.40% | Added +3.11% |
 NVDA NVIDIA CORPORATION | 3.68% | $40.46 | $229.28 | +466.68% | Added +2.32% |
 SRLN SSGA ACTIVE ETF TR | 3.06% | $41.12 | $40.22 | -2.19% | Added +3.52% |
 AMAT APPLIED MATLS INC | 2.85% | $204.26 | $507.03 | +148.23% | Added +5.24% |
 LRCX LAM RESEARCH CORP | 2.75% | $111.85 | $318.84 | +185.06% | Added +4.02% |
 URA GLOBAL X FDS | 2.69% | $28.02 | $38.89 | +38.79% | Added +0.31% |
 AMLP ALPS ETF TR | 2.56% | $47.15 | $52.57 | +11.50% | Trimmed -1.29% |
 AVGO BROADCOM INC | 2.52% | $70.18 | $361.54 | +415.16% | Added +3.66% |
 QQQ INVESCO QQQ TR | 2.32% | $371.64 | $751.27 | +102.15% | Added +6.11% |
Showing 1-10 of 188