Fortem Financial Group, Llc Portfolio Stock Holdings

Fortem Financial Group, Llc disclosed 173 stock positions valued at approximately $398.5 million in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, GLOBAL X FDS, and SSGA ACTIVE ETF TR. The filing reflects positions held as of March 31, 2026 and was filed on April 16, 2026.

Report Period
March 31, 2026
No. of Stocks
173
Portfolio Value
$398.5M
Holdings by Sector
Fortem Financial Group, Llc Portfolio Holdings in Q1 2026

170 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NVIDIA CORPORATIONNVDATechnology3.86%88,111+4,244+5.06%$15,366,611
GLOBAL X FDSURAOther3.66%301,066-88,104-22.64%$14,580,626
SSGA ACTIVE ETF TRSRLNOther3.62%359,832+72,210+25.11%$14,443,656
PALANTIR TECHNOLOGIES INCPLTRTechnology3.53%96,137-2,600-2.63%$14,062,920
ALPS ETF TRAMLPOther3.25%245,708+3,597+1.49%$12,934,079
BROADCOM INCAVGOTechnology2.45%31,528-643-2.00%$9,758,125
TESLA INCTSLAConsumer Cyclical2.43%26,006+363+1.42%$9,667,731
KLA CORPKLACTechnology2.42%6,556-836-11.31%$9,653,120
ETF OPPORTUNITIES TRUSTVSLUOther2.25%214,425+206,534+2617.34%$8,965,109
SPDR SERIES TRUSTXMEOther2.24%82,826-24,446-22.79%$8,946,036
INVESCO QQQ TRQQQOther2.11%14,586+2,678+22.49%$8,418,494
DELL TECHNOLOGIES INCDELLTechnology1.87%45,332+4,341+10.59%$7,440,285
AMAZON COM INCAMZNConsumer Cyclical1.82%34,856+5,768+19.83%$7,259,459
ALPHABET INCGOOGLCommunication Services1.81%25,104+371+1.50%$7,218,816
APPLE INCAAPLTechnology1.73%27,111+455+1.71%$6,880,460
JANUS DETROIT STR TRVNLAOther1.71%139,775-6,291-4.31%$6,829,407
EMCOR GROUP INCEMEIndustrials1.71%9,218+136+1.50%$6,805,742
TAIWAN SEMICONDUCTOR MFG LTDTSMTechnology1.63%19,200-699-3.51%$6,488,640
LAM RESEARCH CORPLRCXOther1.61%29,955-1,745-5.50%$6,400,185
APPLIED MATLS INCAMATTechnology1.58%18,370+621+3.50%$6,278,555
MICROSOFT CORPMSFTTechnology1.58%16,957+2,628+18.34%$6,276,969
GLOBAL X FDSSHLDOther1.35%75,873+71,573+1664.49%$5,374,843
META PLATFORMS INCMETACommunication Services1.26%8,755+546+6.65%$5,008,976
NEWMONT CORPNEMBasic Materials1.25%46,082-1,527-3.21%$4,988,329
AMPHENOL CORP NEWAPHTechnology1.21%38,246+3,148+8.97%$4,832,382
GLOBAL X FDSPAVEOther1.06%82,787-36,458-30.57%$4,206,407
CARDINAL HEALTH INCCAHHealthcare1.04%19,631+3,622+22.62%$4,148,227
CUMMINS INCCMIIndustrials1.03%7,664+630+8.96%$4,123,176
ANNALY CAPITAL MANAGEMENT INNLYReal Estate1.03%193,851+31,912+19.71%$4,099,941
TAPESTRY INCTPRConsumer Cyclical1.03%28,996+1,949+7.21%$4,091,649
ANALOG DEVICES INCADITechnology1.01%12,660+2,973+30.69%$4,027,547
TERADYNE INCTERTechnology0.98%13,205-765-5.48%$3,914,754
NETFLIX INCNFLXCommunication Services0.95%39,553+12,762+47.64%$3,803,021
VANGUARD INDEX FDSVVOther0.83%11,091-500-4.31%$3,314,545
HOWMET AEROSPACE INCHWMIndustrials0.82%14,259+2,180+18.05%$3,286,129
EOG RES INCEOGEnergy0.82%22,644+6,529+40.52%$3,273,643
ADVISORS INNER CIRCLE FD IIISAMTOther0.82%83,199-1,315-1.56%$3,267,225
HCA HEALTHCARE INCHCAHealthcare0.80%6,700+617+10.14%$3,170,708
NRG ENERGY INCNRGUtilities0.79%21,527+1,837+9.33%$3,145,976
ENERGY TRANSFER L PETEnergy0.75%155,804-10,837-6.50%$3,007,019
SPDR S&P 500 ETF TRSPYOther0.75%4,604-192-4.00%$2,994,203
CHENIERE ENERGY INCLNGEnergy0.73%10,194+2,340+29.79%$2,892,751
PINNACLE WEST CAP CORPPNWUtilities0.68%26,887+7,511+38.76%$2,708,865
NATIONAL FUEL GAS CONFGEnergy0.68%28,736+3,568+14.18%$2,700,035
AUTODESK INCADSKTechnology0.67%11,121+1,961+21.41%$2,662,367
JPMORGAN CHASE & CO.JPMFinancial Services0.65%8,819-1,744-16.51%$2,594,088
ULTA BEAUTY INCULTAConsumer Cyclical0.63%4,841+588+13.83%$2,530,439
HALLIBURTON COHALEnergy0.63%64,213+16,732+35.24%$2,503,665
SIMON PPTY GROUP INC NEWSPGReal Estate0.61%13,011+790+6.46%$2,426,942
AUTOZONE INCAZOConsumer Cyclical0.57%667+44+7.06%$2,252,979
NORTHROP GRUMMAN CORPNOCIndustrials0.55%3,228+542+20.18%$2,202,271
NASDAQ INCNDAQFinancial Services0.55%25,780+17,614+215.70%$2,188,466
BLACKSTONE INCBXFinancial Services0.54%18,665+2,337+14.31%$2,146,288
PACER FDS TRCOWGOther0.54%63,393-32,940-34.19%$2,138,810
CAPITAL ONE FINL CORPCOFFinancial Services0.53%11,615+1,882+19.34%$2,118,903
TOPBUILD CORPBLDIndustrials0.53%6,000+269+4.69%$2,107,800
IDEXX LABS INCIDXXHealthcare0.53%3,747+690+22.57%$2,105,402
NUVEEN S&P 500 DYNAMIC OVERWXSSPXOther0.53%130,912+59,731+83.91%$2,103,762
DOLLAR GEN CORP NEWDGConsumer Defensive0.51%16,980+779+4.81%$2,016,035
MPLX LPMPLXEnergy0.43%30,073+1,979+7.04%$1,716,266
CATERPILLAR INCCATIndustrials0.42%2,353-15-0.63%$1,667,006
S&P GLOBAL INCSPGIFinancial Services0.41%3,834+1,494+63.85%$1,630,754
CISCO SYS INCCSCOTechnology0.40%20,690-3,943-16.01%$1,605,328
PLAINS ALL AMERN PIPELINE LPAAEnergy0.37%66,211-22,052-24.98%$1,478,492
COSTCO WHSL CORP NEWCOSTConsumer Defensive0.36%1,452-40-2.68%$1,446,484
ELI LILLY & COLLYHealthcare0.36%1,555+58+3.87%$1,430,063
ABBVIE INCABBVHealthcare0.36%6,539+1,113+20.51%$1,422,225
PAYPAL HLDGS INCPYPLFinancial Services0.36%31,347-316-1.00%$1,417,825
PHILIP MORRIS INTL INCPMConsumer Defensive0.35%8,469+3,769+80.19%$1,400,264
CROWDSTRIKE HLDGS INCCRWDTechnology0.33%3,405+173+5.35%$1,329,346
GRAYSCALE BITCOIN TRUST ETFGBTCOther0.33%24,657--$1,300,903
GE VERNOVA INCGEVUtilities0.32%1,466--$1,279,671
EMERSON ELEC COEMRIndustrials0.31%9,282+608+7.01%$1,216,178
GE AEROSPACEGEIndustrials0.30%4,250+267+6.70%$1,206,023
ARM HOLDINGS PLCARMTechnology0.30%7,843-1,210-13.37%$1,186,489
BANK AMERICA CORPBACFinancial Services0.25%20,424-21,587-51.38%$995,693
VALERO ENERGY CORPVLOEnergy0.25%3,982-116-2.83%$983,873
WALMART INCWMTConsumer Defensive0.24%7,796+1,372+21.36%$968,908
AT&T INCTCommunication Services0.24%32,429+2,215+7.33%$940,117
MCDONALDS CORPMCDConsumer Cyclical0.23%2,995+1,156+62.86%$930,765
BAKER HUGHES COMPANYBKREnergy0.23%15,036+2,844+23.33%$917,948
PNC FINL SVCS GROUP INCPNCFinancial Services0.23%4,382+153+3.62%$911,954
ORACLE CORPORCLTechnology0.23%6,159+220+3.70%$906,114
JOHNSON & JOHNSONJNJHealthcare0.22%3,659+708+23.99%$894,344
QUALCOMM INCQCOMTechnology0.22%6,935+1,138+19.63%$893,089
GILEAD SCIENCES INCGILDHealthcare0.22%6,364+639+11.16%$886,951
VANGUARD INDEX FDSVOOOther0.22%1,457-853-36.93%$870,644
ISHARES TRIWMOther0.22%3,510+3,510+100.00%$870,480
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.21%1,779-110-5.82%$852,497
ENTERPRISE PRODS PARTNERS LEPDEnergy0.21%22,097+3,150+16.63%$836,151
SELECT SECTOR SPDR TRXLUOther0.20%17,699-1,407-7.36%$812,207
SELECT SECTOR SPDR TRXLBOther0.20%15,653-79,907-83.62%$782,180
EXPEDIA GROUP INCEXPEConsumer Cyclical0.19%3,350--$773,482
RIGETTI COMPUTING INCRGTITechnology0.19%54,986+1,080+2.00%$772,003
L3HARRIS TECHNOLOGIES INCLHXIndustrials0.19%2,216-147-6.22%$764,852
AST SPACEMOBILE INCASTSTechnology0.19%9,177+97+1.07%$760,498
COGNIZANT TECHNOLOGY SOLUTIOCTSHTechnology0.19%12,313+2,332+23.36%$755,403
GENERAL DYNAMICS CORPGDIndustrials0.19%2,200-146-6.22%$755,084
DUKE ENERGY CORP NEWDUKUtilities0.19%5,670+2,270+66.76%$742,430
BLACKROCK INCBLKOther0.18%763+142+22.87%$733,785