FORTEM FINANCIAL GROUP, LLC Diversified Active

Location: Palm Desert, CA

CIK: 0001766509 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 4, 2026

Total Value: $374M (100.0% shares, 0.0% debt)

Holdings (173)

PLTR PALANTIR TECHNOLOGIES INC 4.7%
Value $17.55M Shares 98,737 Est. Cost $38.28 Unrealized +373.0%
URA GLOBAL X FDS 4.4%
Value $16.63M Shares 389,170 Est. Cost $27.77 Unrealized
NVDA NVIDIA CORPORATION 4.2%
Value $15.64M Shares 83,867 Est. Cost $98.40 Unrealized +89.2%
SRLN SSGA ACTIVE ETF TR 3.2%
Value $11.87M Shares 287,622 Est. Cost $41.40 Unrealized
TSLA TESLA INC 3.1%
Value $11.53M Shares 25,643 Est. Cost $226.55 Unrealized +95.7%
AMLP ALPS ETF TR 3.0%
Value $11.38M Shares 242,111 Est. Cost $47.03 Unrealized
AVGO BROADCOM INC 3.0%
Value $11.13M Shares 32,171 Est. Cost $152.94 Unrealized +133.4%
XME SPDR SERIES TRUST 3.0%
Value $11.11M Shares 107,272 Est. Cost $53.11 Unrealized
KLAC KLA CORP 2.4%
Value $8.982M Shares 7,392 Est. Cost $400.77 Unrealized +192.4%
CSPF COHEN & STEERS ETF TRUST 2.1%
Value $7.784M Shares 300,324 Est. Cost $25.92 Unrealized
GOOGL ALPHABET INC 2.1%
Value $7.741M Shares 24,733 Est. Cost $155.47 Unrealized +83.7%
QQQ INVESCO QQQ TR 2.0%
Value $7.315M Shares 11,908 Est. Cost $295.13 Unrealized
AAPL APPLE INC 1.9%
Value $7.247M Shares 26,656 Est. Cost $109.61 Unrealized +144.8%
VNLA JANUS DETROIT STR TR 1.9%
Value $7.178M Shares 146,066 Est. Cost $49.19 Unrealized
MSFT MICROSOFT CORP 1.9%
Value $6.93M Shares 14,329 Est. Cost $240.82 Unrealized +107.9%
AMZN AMAZON COM INC 1.8%
Value $6.714M Shares 29,088 Est. Cost $161.41 Unrealized +41.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.6%
Value $6.047M Shares 19,899 Est. Cost $200.80 Unrealized
PAVE GLOBAL X FDS 1.5%
Value $5.699M Shares 119,245 Est. Cost $41.11 Unrealized
EME EMCOR GROUP INC 1.5%
Value $5.556M Shares 9,082 Est. Cost $244.41 Unrealized +164.9%
LRCX LAM RESEARCH CORP 1.5%
Value $5.426M Shares 31,700 Est. Cost $86.71 Unrealized +79.2%
META META PLATFORMS INC 1.4%
Value $5.419M Shares 8,209 Est. Cost $288.99 Unrealized +130.9%
DELL DELL TECHNOLOGIES INC 1.4%
Value $5.16M Shares 40,991 Est. Cost $55.40 Unrealized +154.1%
NEM NEWMONT CORP 1.3%
Value $4.754M Shares 47,609 Est. Cost $52.02 Unrealized +73.4%
APH AMPHENOL CORP NEW 1.3%
Value $4.743M Shares 35,098 Est. Cost $86.42 Unrealized +54.5%
AMAT APPLIED MATLS INC 1.2%
Value $4.561M Shares 17,749 Est. Cost $156.88 Unrealized +52.7%
XLB SELECT SECTOR SPDR TR 1.2%
Value $4.334M Shares 95,560 Est. Cost $62.91 Unrealized
VV VANGUARD INDEX FDS 1.0%
Value $3.649M Shares 11,591 Est. Cost $175.22 Unrealized
NLY ANNALY CAPITAL MANAGEMENT IN 1.0%
Value $3.621M Shares 161,939 Est. Cost $18.89 Unrealized
CMI CUMMINS INC 1.0%
Value $3.59M Shares 7,034 Est. Cost $312.13 Unrealized +49.4%
TPR TAPESTRY INC 0.9%
Value $3.456M Shares 27,047 Est. Cost $62.94 Unrealized +81.2%
JPM JPMORGAN CHASE & CO. 0.9%
Value $3.403M Shares 10,563 Est. Cost $107.07 Unrealized +189.1%
COWG PACER FDS TR 0.9%
Value $3.392M Shares 96,333 Est. Cost $35.21 Unrealized
CAH CARDINAL HEALTH INC 0.9%
Value $3.29M Shares 16,009 Est. Cost $147.85 Unrealized +27.0%
SPY SPDR S&P 500 ETF TR 0.9%
Value $3.271M Shares 4,796 Est. Cost $509.47 Unrealized
SAMT ADVISORS INNER CIRCLE FD III 0.9%
Value $3.255M Shares 84,514 Est. Cost $23.10 Unrealized
NRG NRG ENERGY INC 0.8%
Value $3.135M Shares 19,690 Est. Cost $66.48 Unrealized +148.6%
HCA HCA HEALTHCARE INC 0.8%
Value $2.84M Shares 6,083 Est. Cost $287.06 Unrealized +61.5%
ET ENERGY TRANSFER L P 0.7%
Value $2.748M Shares 166,641 Est. Cost $9.74 Unrealized
ADSK AUTODESK INC 0.7%
Value $2.711M Shares 9,160 Est. Cost $239.75 Unrealized +26.2%
TER TERADYNE INC 0.7%
Value $2.704M Shares 13,970 Est. Cost $171.50 Unrealized 0.0%
ADI ANALOG DEVICES INC 0.7%
Value $2.627M Shares 9,687 Est. Cost $214.64 Unrealized +16.8%
ULTA ULTA BEAUTY INC 0.7%
Value $2.573M Shares 4,253 Est. Cost $445.76 Unrealized +23.3%
BX BLACKSTONE INC 0.7%
Value $2.517M Shares 16,328 Est. Cost $119.54 Unrealized +26.7%
NFLX NETFLIX INC 0.7%
Value $2.512M Shares 26,791 Est. Cost $106.91 Unrealized +0.8%
GVLE GOLDMAN SACHS ETF TR 0.7%
Value $2.496M Shares 61,203 Est. Cost $40.78 Unrealized
HWM HOWMET AEROSPACE INC 0.7%
Value $2.476M Shares 12,079 Est. Cost $185.70 Unrealized +7.2%
BLD TOPBUILD CORP 0.6%
Value $2.391M Shares 5,731 Est. Cost $377.02 Unrealized +13.7%
COF CAPITAL ONE FINL CORP 0.6%
Value $2.359M Shares 9,733 Est. Cost $194.98 Unrealized +14.0%
BAC BANK AMERICA CORP 0.6%
Value $2.311M Shares 42,011 Est. Cost $38.62 Unrealized +36.4%
SPG SIMON PPTY GROUP INC NEW 0.6%
Value $2.262M Shares 12,221 Est. Cost $108.83 Unrealized +65.4%
DG DOLLAR GEN CORP NEW 0.6%
Value $2.151M Shares 16,201 Est. Cost $109.86 Unrealized +1.5%
AZO AUTOZONE INC 0.6%
Value $2.113M Shares 623 Est. Cost $3315.51 Unrealized +13.9%
IDXX IDEXX LABS INC 0.6%
Value $2.068M Shares 3,057 Est. Cost $681.02 Unrealized 0.0%
NFG NATIONAL FUEL GAS CO 0.5%
Value $2.015M Shares 25,168 Est. Cost $66.66 Unrealized +23.6%
CSCO CISCO SYS INC 0.5%
Value $1.898M Shares 24,633 Est. Cost $46.68 Unrealized +58.1%
PYPL PAYPAL HLDGS INC 0.5%
Value $1.848M Shares 31,663 Est. Cost $67.96 Unrealized -4.6%
PNW PINNACLE WEST CAP CORP 0.5%
Value $1.719M Shares 19,376 Est. Cost $86.16 Unrealized +3.6%
EOG EOG RES INC 0.5%
Value $1.692M Shares 16,115 Est. Cost $95.03 Unrealized +12.8%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.5%
Value $1.686M Shares 24,657 Est. Cost $63.13 Unrealized
ARKK ARK ETF TR 0.4%
Value $1.634M Shares 21,243 Est. Cost $85.72 Unrealized
LLY ELI LILLY & CO 0.4%
Value $1.608M Shares 1,497 Est. Cost $320.58 Unrealized +198.1%
PAA PLAINS ALL AMERN PIPELINE L 0.4%
Value $1.585M Shares 88,263 Est. Cost $13.16 Unrealized
NOC NORTHROP GRUMMAN CORP 0.4%
Value $1.532M Shares 2,686 Est. Cost $489.24 Unrealized +18.3%
LNG CHENIERE ENERGY INC 0.4%
Value $1.527M Shares 7,854 Est. Cost $224.35 Unrealized -6.4%
CRWD CROWDSTRIKE HLDGS INC 0.4%
Value $1.515M Shares 3,232 Est. Cost $306.78 Unrealized +66.0%
MPLX MPLX LP 0.4%
Value $1.499M Shares 28,094 Est. Cost $33.20 Unrealized
VOO VANGUARD INDEX FDS 0.4%
Value $1.449M Shares 2,310 Est. Cost $615.81 Unrealized
CAT CATERPILLAR INC 0.4%
Value $1.357M Shares 2,368 Est. Cost $271.81 Unrealized +104.4%
HAL HALLIBURTON CO 0.4%
Value $1.342M Shares 47,481 Est. Cost $26.29 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.3%
Value $1.286M Shares 1,492 Est. Cost $317.05 Unrealized +185.7%
NUVEEN S&P 500 DYNAMIC OVERW 0.3%
Value $1.284M Shares 71,181 Est. Cost $16.28 Unrealized
ABBV ABBVIE INC 0.3%
Value $1.24M Shares 5,426 Est. Cost $139.72 Unrealized +62.9%
GE GE AEROSPACE 0.3%
Value $1.227M Shares 3,983 Est. Cost $101.09 Unrealized +197.6%
SPGI S&P GLOBAL INC 0.3%
Value $1.223M Shares 2,340 Est. Cost $504.70 Unrealized -2.1%
RGTI RIGETTI COMPUTING INC 0.3%
Value $1.194M Shares 53,906 Est. Cost $12.73 Unrealized +156.0%
ORCL ORACLE CORP 0.3%
Value $1.158M Shares 5,939 Est. Cost $191.99 Unrealized +24.0%
EMR EMERSON ELEC CO 0.3%
Value $1.151M Shares 8,674 Est. Cost $86.81 Unrealized +52.5%
QCOM QUALCOMM INC 0.3%
Value $992K Shares 5,797 Est. Cost $154.43 Unrealized +10.6%
ARM ARM HOLDINGS PLC 0.3%
Value $990K Shares 9,053 Est. Cost $143.37 Unrealized
GEV GE VERNOVA INC 0.3%
Value $958K Shares 1,466 Est. Cost $351.16 Unrealized +73.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value $950K Shares 1,889 Est. Cost $313.04 Unrealized +58.9%
EXPE EXPEDIA GROUP INC 0.3%
Value $949K Shares 3,350 Est. Cost $119.07 Unrealized +107.3%
PNC PNC FINL SVCS GROUP INC 0.2%
Value $883K Shares 4,229 Est. Cost $119.53 Unrealized +61.3%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.2%
Value $828K Shares 9,981 Est. Cost $74.65 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.2%
Value $818K Shares 1,433 Est. Cost $319.52 Unrealized +74.9%
MS MORGAN STANLEY 0.2%
Value $818K Shares 4,608 Est. Cost $84.76 Unrealized +96.4%
XLU SELECT SECTOR SPDR TR 0.2%
Value $816K Shares 19,106 Est. Cost $54.65 Unrealized
NDAQ NASDAQ INC 0.2%
Value $793K Shares 8,166 Est. Cost $90.56 Unrealized -0.9%
GD GENERAL DYNAMICS CORP 0.2%
Value $790K Shares 2,346 Est. Cost $222.75 Unrealized +53.0%
PM PHILIP MORRIS INTL INC 0.2%
Value $754K Shares 4,700 Est. Cost $97.80 Unrealized +57.0%
T AT&T INC 0.2%
Value $751K Shares 30,214 Est. Cost $16.79 Unrealized +50.6%
MTG MGIC INVT CORP WIS 0.2%
Value $746K Shares 25,521 Est. Cost $16.24 Unrealized +72.9%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value $716K Shares 3,343 Est. Cost $182.79 Unrealized +22.9%
WMT WALMART INC 0.2%
Value $716K Shares 6,424 Est. Cost $55.28 Unrealized +93.9%
GILD GILEAD SCIENCES INC 0.2%
Value $703K Shares 5,725 Est. Cost $60.07 Unrealized +101.2%
ALV AUTOLIV INC 0.2%
Value $695K Shares 5,857 Est. Cost $96.66 Unrealized +23.5%
UBER UBER TECHNOLOGIES INC 0.2%
Value $694K Shares 8,494 Est. Cost $61.45 Unrealized +46.5%
LHX L3HARRIS TECHNOLOGIES INC 0.2%
Value $694K Shares 2,363 Est. Cost $224.94 Unrealized +28.2%
GOOG ALPHABET INC 0.2%
Value $686K Shares 2,186 Est. Cost $147.98 Unrealized +93.5%
VLO VALERO ENERGY CORP 0.2%
Value $667K Shares 4,098 Est. Cost $106.62 Unrealized +58.3%
BLK BLACKROCK INC 0.2%
Value $665K Shares 621 Est. Cost $961.85 Unrealized +13.3%
ASTS AST SPACEMOBILE INC 0.2%
Value $659K Shares 9,080 Est. Cost $41.42 Unrealized +72.3%
CBOE CBOE GLOBAL MKTS INC 0.2%
Value $643K Shares 2,561 Est. Cost $120.35 Unrealized +106.7%
COR CENCORA INC 0.2%
Value $628K Shares 1,858 Est. Cost $209.13 Unrealized +62.9%
XLF SELECT SECTOR SPDR TR 0.2%
Value $614K Shares 11,207 Est. Cost $48.25 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value $611K Shares 2,951 Est. Cost $151.64 Unrealized +29.9%
HBAN HUNTINGTON BANCSHARES INC 0.2%
Value $608K Shares 35,029 Est. Cost $10.90 Unrealized +49.5%
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value $607K Shares 18,947 Est. Cost $26.16 Unrealized
PANW PALO ALTO NETWORKS INC 0.2%
Value $602K Shares 3,270 Est. Cost $187.78 Unrealized +7.4%
VO VANGUARD INDEX FDS 0.2%
Value $574K Shares 1,977 Est. Cost $257.47 Unrealized
ALB ALBEMARLE CORP 0.2%
Value $566K Shares 4,003 Est. Cost $151.62 Unrealized -25.3%
KMI KINDER MORGAN INC DEL 0.2%
Value $564K Shares 20,506 Est. Cost $26.64 Unrealized +1.0%
MCD MCDONALDS CORP 0.2%
Value $562K Shares 1,839 Est. Cost $226.29 Unrealized +34.8%
BKR BAKER HUGHES COMPANY 0.1%
Value $555K Shares 12,192 Est. Cost $41.24 Unrealized +14.8%
HON HONEYWELL INTL INC 0.1%
Value $512K Shares 2,623 Est. Cost $195.03 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.1%
Value $511K Shares 17,083 Est. Cost $37.21 Unrealized -23.3%
PWR QUANTA SVCS INC 0.1%
Value $480K Shares 1,138 Est. Cost $247.28 Unrealized +77.6%
EBAY EBAY INC. 0.1%
Value $476K Shares 5,465 Est. Cost $45.67 Unrealized +89.1%
WFC WELLS FARGO CO NEW 0.1%
Value $472K Shares 5,063 Est. Cost $46.02 Unrealized +88.3%
GM GENERAL MTRS CO 0.1%
Value $449K Shares 5,524 Est. Cost $36.58 Unrealized +92.5%
PFE PFIZER INC 0.1%
Value $446K Shares 17,897 Est. Cost $25.03 Unrealized 0.0%
V VISA INC 0.1%
Value $433K Shares 1,236 Est. Cost $238.25 Unrealized +42.9%
BA BOEING CO 0.1%
Value $423K Shares 1,950 Est. Cost $205.66 Unrealized 0.0%
MU MICRON TECHNOLOGY INC 0.1%
Value $421K Shares 1,474 Est. Cost $229.35 Unrealized 0.0%
CASY CASEYS GEN STORES INC 0.1%
Value $419K Shares 759 Est. Cost $256.04 Unrealized +114.7%
CFG CITIZENS FINL GROUP INC 0.1%
Value $415K Shares 7,111 Est. Cost $53.58 Unrealized 0.0%
HD HOME DEPOT INC 0.1%
Value $410K Shares 1,193 Est. Cost $254.89 Unrealized +43.0%
DUK DUKE ENERGY CORP NEW 0.1%
Value $399K Shares 3,400 Est. Cost $117.02 Unrealized +3.9%
INTC INTEL CORP 0.1%
Value $390K Shares 10,569 Est. Cost $40.04 Unrealized -5.7%
BE BLOOM ENERGY CORP 0.1%
Value $369K Shares 4,250 Est. Cost $105.07 Unrealized 0.0%
RTX RTX CORPORATION 0.1%
Value $368K Shares 2,009 Est. Cost $125.87 Unrealized +37.7%
SHY ISHARES TR 0.1%
Value $363K Shares 4,389 Est. Cost $81.69 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value $355K Shares 2,474 Est. Cost $165.40 Unrealized -11.0%
VSLU ETF OPPORTUNITIES TRUST 0.1%
Value $349K Shares 7,891 Est. Cost $44.26 Unrealized
TPL TEXAS PACIFIC LAND CORPORATI 0.1%
Value $345K Shares 1,200 Est. Cost $323.51 Unrealized -5.7%
URI UNITED RENTALS INC 0.1%
Value $344K Shares 425 Est. Cost $665.35 Unrealized +30.3%
VTI VANGUARD INDEX FDS 0.1%
Value $335K Shares 999 Est. Cost $271.28 Unrealized
BTC GRAYSCALE BITCOIN MINI TR ET 0.1%
Value $321K Shares 8,296 Est. Cost $37.77 Unrealized
SCHX SCHWAB STRATEGIC TR 0.1%
Value $312K Shares 11,598 Est. Cost $24.44 Unrealized
DVN DEVON ENERGY CORP NEW 0.1%
Value $301K Shares 8,212 Est. Cost $35.51 Unrealized -2.2%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value $289K Shares 2,510 Est. Cost $77.72 Unrealized +51.4%
FR FIRST INDL RLTY TR INC 0.1%
Value $283K Shares 4,947 Est. Cost $51.40 Unrealized
CEG CONSTELLATION ENERGY CORP 0.1%
Value $281K Shares 796 Est. Cost $329.07 Unrealized +10.4%
SHLD GLOBAL X FDS 0.1%
Value $279K Shares 4,300 Est. Cost $64.79 Unrealized
OXY OCCIDENTAL PETE CORP 0.1%
Value $264K Shares 6,429 Est. Cost $23.47 Unrealized +77.0%
XLV SELECT SECTOR SPDR TR 0.1%
Value $262K Shares 1,690 Est. Cost $124.60 Unrealized
OBDC BLUE OWL CAPITAL CORPORATION 0.1%
Value $251K Shares 20,175 Est. Cost $11.91 Unrealized +3.7%
VYM VANGUARD WHITEHALL FDS 0.1%
Value $249K Shares 1,736 Est. Cost $134.11 Unrealized
PHM PULTE GROUP INC 0.1%
Value $246K Shares 2,100 Est. Cost $83.60 Unrealized +46.5%
SYF SYNCHRONY FINANCIAL 0.1%
Value $242K Shares 2,906 Est. Cost $30.57 Unrealized +149.7%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $235K Shares 793 Est. Cost $200.40 Unrealized +49.1%
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value $234K Shares 4,082 Est. Cost $61.16 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value $229K Shares 260 Est. Cost $475.08 Unrealized +71.2%
VTR VENTAS INC 0.1%
Value $227K Shares 2,932 Est. Cost $66.33 Unrealized +13.0%
FCX FREEPORT-MCMORAN INC 0.1%
Value $226K Shares 4,441 Est. Cost $43.31 Unrealized 0.0%
QBTS D-WAVE QUANTUM INC 0.1%
Value $219K Shares 8,381 Est. Cost $29.13 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.1%
Value $217K Shares 448 Est. Cost $432.87 Unrealized +10.0%
C CITIGROUP INC 0.1%
Value $215K Shares 1,843 Est. Cost $103.64 Unrealized 0.0%
WMB WILLIAMS COS INC 0.1%
Value $210K Shares 3,490 Est. Cost $57.82 Unrealized +3.9%
XOM EXXON MOBIL CORP 0.1%
Value $210K Shares 1,741 Est. Cost $110.13 Unrealized +4.9%
OC OWENS CORNING NEW 0.1%
Value $207K Shares 1,851 Est. Cost $133.43 Unrealized -12.0%
ITT ITT INC 0.1%
Value $207K Shares 1,191 Est. Cost $103.94 Unrealized +72.4%
ARKF ARK ETF TR 0.1%
Value $205K Shares 4,300 Est. Cost $56.67 Unrealized
QUBT QUANTUM COMPUTING INC 0.1%
Value $205K Shares 19,939 Est. Cost $14.23 Unrealized 0.0%
IONQ IONQ INC 0.1%
Value $203K Shares 4,518 Est. Cost $56.04 Unrealized 0.0%
SCHF SCHWAB STRATEGIC TR 0.1%
Value $202K Shares 8,409 Est. Cost $24.04 Unrealized
UUUU ENERGY FUELS INC 0.0%
Value $163K Shares 11,220 Est. Cost $16.97 Unrealized 0.0%
F FORD MTR CO 0.0%
Value $144K Shares 10,990 Est. Cost $9.27 Unrealized +38.4%
NMAX NEWSMAX INC 0.0%
Value $110K Shares 14,175 Est. Cost $13.50 Unrealized -28.8%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value $98,291 Shares 12,650 Est. Cost $8.23 Unrealized 0.0%
UWMC UWM HOLDINGS CORPORATION 0.0%
Value $73,080 Shares 16,685 Est. Cost $5.27 Unrealized +2.0%
BFRG BULLFROG AI HLDGS INC 0.0%
Value $44,140 Shares 50,000 Est. Cost $4.22 Unrealized -72.3%
GDRX GOODRX HLDGS INC 0.0%
Value $36,317 Shares 13,401 Est. Cost $7.39 Unrealized -55.6%