Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

FORTEM FINANCIAL GROUP, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

FORTEM FINANCIAL GROUP, LLC (CIK 1766509) reported $398.5M across 173 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($15.4M, 3.86%), URA ($14.6M, 3.66%), SRLN ($14.4M, 3.62%), PLTR ($14.1M, 3.53%), AMLP ($12.9M, 3.25%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1NVDANVIDIA CORPORATION$15.4M3.86%88,111Added
2URAGLOBAL X FDS$14.6M3.66%301,066Trimmed
3SRLNSSGA ACTIVE ETF TR$14.4M3.62%359,832Added
4PLTRPALANTIR TECHNOLOGIES INC$14.1M3.53%96,137Trimmed
5AMLPALPS ETF TR$12.9M3.25%245,708Added
6AVGOBROADCOM INC$9.8M2.45%31,528Trimmed
7TSLATESLA INC$9.7M2.43%26,006Added
8KLACKLA CORP$9.7M2.42%6,556Trimmed
9VSLUETF OPPORTUNITIES TRUST$9.0M2.25%214,425Added
10XMESPDR SERIES TRUST$8.9M2.24%82,826Trimmed
11CSPFCOHEN & STEERS ETF TRUST$8.6M2.15%333,994Added
12QQQINVESCO QQQ TR$8.4M2.11%14,586Added
13DELLDELL TECHNOLOGIES INC$7.4M1.87%45,332Added
14AMZNAMAZON COM INC$7.3M1.82%34,856Added
15GOOGLALPHABET INC$7.2M1.81%25,104Added
16AAPLAPPLE INC$6.9M1.73%27,111Added
17VNLAJANUS DETROIT STR TR$6.8M1.71%139,775Trimmed
18EMEEMCOR GROUP INC$6.8M1.71%9,218Added
19TSMTAIWAN SEMICONDUCTOR MFG LTD$6.5M1.63%19,200Trimmed
20LRCXLAM RESEARCH CORP$6.4M1.61%29,955Trimmed
21MSFTMICROSOFT CORP$6.3M1.58%16,957Added
22AMATAPPLIED MATLS INC$6.3M1.58%18,370Added
23SHLDGLOBAL X FDS$5.4M1.35%75,873Added
24METAMETA PLATFORMS INC$5.0M1.26%8,755Added
25NEMNEWMONT CORP$5.0M1.25%46,082Trimmed

Source: SEC Form 13F filings · as of 2026-03-31