Fortem Financial Group Q2 2026 Stock Activity Report

Fortem Financial Group, LLC has released its portfolio holdings data for the period ending June 30, 2026. The investment firm manages a substantial portfolio valued at $476 million.

The bulk of Fortem's activity appears concentrated in Technology stocks and Exchange-Traded Funds (ETFs). Among individual equities, KLA Corporation (KLAC) stands out with a massive increase of 922.71% in its shareholding during the quarter.

Additionally, Fortem demonstrated significant buying interest in other Technology names like NVIDIA Corporation (NVDA) and Applied Materials Inc. (AMAT). Furthermore, the firm recently acquired substantial positions in several high-growth sectors:

• JANUS DETROIT STR TR (VNLA): A significant increase of approximately 17%.
• ARISTA NETWORKS INC (ANET): Acquired a new position with an initial stake representing about 0.67% allocation.
• REDDIT INC (RDDT): Acquired a new position, adding this social media stock to the portfolio.
• ROKU INC (ROKU): Acquired a new position in this streaming service company.

On the selling side, Fortem Financial Group divested from certain holdings during Q2 2026. Notably, they sold shares of CAPITAL ONE FINL CORP (COF) (COF) and EOG RES INC (EOG) (EOG). These exits resulted in a nearly 89% reduction in shares for Capital One, while the sale of EOG reduced its stake significantly.

The firm also saw substantial changes with ETFs. SSGA ACTIVE ETF TR (SRLN) experienced a notable increase in allocation, rising by about 3.52%. Conversely, the holding of VANGUARD INDEX FDS (VO) decreased sharply by approximately 96%.

In summary, Fortem Financial Group's Q2 activity highlights a strong focus on Technology and ETFs. Major purchases include KLAC, NVDA, AMAT, along with new positions in several high-growth companies like ANET, ROKU, RDDT, and VNLA. Sales were noted for COF and EOG, alongside a significant reduction in the Vanguard ETF holding.