FORTEM FINANCIAL GROUP, LLC
FORTEM FINANCIAL GROUP, LLC reported 188 positions worth $490.3M as of June 30, 2026 (13F filed July 20, 2026). Largest holding: KLAC (4.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | KLAC | SH | $20.2M | 4.13% | 67,049 | — | — | |
| ▸ 2 | DELL | SH | $20.2M | 4.11% | 46,741 | — | — | |
| ▸ 3 | NVDA | SH | $18.0M | 3.68% | 90,155 | — | — | |
| ▸ 4 | SRLN | SH | $15.0M | 3.06% | 372,511 | — | — | |
| ▸ 5 | AMAT | SH | $14.0M | 2.85% | 19,333 | — | — | |
| ▸ 6 | LRCX | SH | $13.5M | 2.75% | 31,159 | — | — | |
| ▸ 7 | URA | SH | $13.2M | 2.69% | 301,997 | — | — | |
| ▸ 8 | AMLP | SH | $12.6M | 2.56% | 242,533 | — | — | |
| ▸ 9 | AVGO | SH | $12.3M | 2.52% | 32,683 | — | — | |
| ▸ 10 | QQQ | SH | $11.4M | 2.32% | 15,477 | — | — |
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Frequently Asked Questions
What stocks does FORTEM FINANCIAL GROUP, LLC hold as of Q2 2026?
FORTEM FINANCIAL GROUP, LLC reported 188 positions worth $490.3M in its Q2 2026 13F filing. Largest positions: KLAC (4.1%), DELL (4.1%), NVDA (3.7%), SRLN (3.1%) and AMAT (2.9%).
What did FORTEM FINANCIAL GROUP, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did FORTEM FINANCIAL GROUP, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.