Institutions / Fortem Financial Group, LLC
Fortem Financial Group, LLC
CIK 1766509 · Institution · as of Dec 31, 2025
Portfolio value
$374.08M
Positions
173
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 173 →
| Company | Value | % of portfolio |
|---|---|---|
| Palantir Technologies Inc | $17.55M | 4.7% |
| Global X Fds | $16.63M | 4.4% |
| NVIDIA Corp | $15.64M | 4.2% |
| Ssga Active ETF Tr | $11.87M | 3.2% |
| Tesla Inc | $11.53M | 3.1% |
| Alps ETF Tr | $11.38M | 3.0% |
| Broadcom Inc. | $11.13M | 3.0% |
| SPDR Series Trust | $11.11M | 3.0% |
| Kla Corp | $8.98M | 2.4% |
| Cohen & Steers ETF Trust | $7.78M | 2.1% |
| Alphabet Inc. | $7.74M | 2.1% |
| Invesco Qqq Tr | $7.31M | 2.0% |
| Apple Inc. | $7.25M | 1.9% |
| Janus Detroit Str Tr | $7.18M | 1.9% |
| Microsoft Corp | $6.93M | 1.9% |
| Amazon.com Inc | $6.71M | 1.8% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $6.05M | 1.6% |
| Global X Fds | $5.70M | 1.5% |
| EMCOR Group Inc | $5.56M | 1.5% |
| Lam Research Corp | $5.43M | 1.5% |
| Meta Platforms Inc | $5.42M | 1.4% |
| Dell Technologies Inc. | $5.16M | 1.4% |
| Newmont Corp | $4.75M | 1.3% |
| Amphenol Corp /De | $4.74M | 1.3% |
| Applied Materials Inc /De | $4.56M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.