FORTEM FINANCIAL GROUP, LLC Diversified Active

CIK: 0001766509 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: May 13, 2019

Total Value ($000): $96,317 (100.0% shares, 0.0% debt)

Holdings (138)

AAPL APPLE INC 3.7%
Value ($000) $3,523 Shares 18,546 Est. Cost $45.40 Unrealized -10.9%
MA MASTERCARD INC 2.8%
Value ($000) $2,659 Shares 11,294 Est. Cost $190.92 Unrealized +8.5%
CSCO CISCO SYS INC 2.4%
Value ($000) $2,320 Shares 42,975 Est. Cost $36.96 Unrealized +6.9%
GOOGL ALPHABET INC 2.4%
Value ($000) $2,280 Shares 1,937 Est. Cost $53.64 Unrealized +4.5%
TMO THERMO FISHER SCIENTIFIC INC 2.3%
Value ($000) $2,213 Shares 8,084 Est. Cost $230.48 Unrealized +6.0%
VZ VERIZON COMMUNICATIONS INC 2.3%
Value ($000) $2,170 Shares 36,704 Est. Cost $38.63 Unrealized +0.8%
FISV FISERV INC 2.2%
Value ($000) $2,164 Shares 24,517 Est. Cost $77.30 Unrealized +6.7%
INTC INTEL CORP 2.2%
Value ($000) $2,090 Shares 38,919 Est. Cost $40.27 Unrealized +8.8%
DRI DARDEN RESTAURANTS INC 2.2%
Value ($000) $2,090 Shares 17,203 Est. Cost $87.86 Unrealized +3.2%
DHR DANAHER CORPORATION 1.9%
Value ($000) $1,848 Shares 13,995 Est. Cost $87.89 Unrealized +13.1%
LOW LOWES COS INC 1.9%
Value ($000) $1,809 Shares 16,529 Est. Cost $84.62 Unrealized +4.1%
UNP UNION PACIFIC CORP 1.8%
Value ($000) $1,766 Shares 10,560 Est. Cost $126.42 Unrealized +9.2%
ROP ROPER TECHNOLOGIES INC 1.7%
Value ($000) $1,669 Shares 4,882 Est. Cost $271.14 Unrealized +7.5%
JPM JPMORGAN CHASE & CO 1.7%
Value ($000) $1,663 Shares 16,428 Est. Cost $87.41 Unrealized -2.4%
CVX CHEVRON CORP NEW 1.7%
Value ($000) $1,653 Shares 13,416 Est. Cost $84.83 Unrealized +3.1%
ECL ECOLAB INC 1.7%
Value ($000) $1,638 Shares 9,277 Est. Cost $141.57 Unrealized +6.6%
HST HOST HOTELS & RESORTS INC 1.7%
Value ($000) $1,627 Shares 86,073 Est. Cost $14.30 Unrealized +0.0%
CNP CENTERPOINT ENERGY INC 1.7%
Value ($000) $1,595 Shares 51,942 Est. Cost $22.66 Unrealized +9.4%
BAC BANK AMER CORP 1.6%
Value ($000) $1,553 Shares 56,283 Est. Cost $22.84 Unrealized +4.6%
WMT WALMART INC 1.6%
Value ($000) $1,499 Shares 15,370 Est. Cost $28.76 Unrealized +1.7%
HPQ HP INC 1.5%
Value ($000) $1,465 Shares 75,399 Est. Cost $18.24 Unrealized -8.4%
PEG PUBLIC SVC ENTERPRISE GRP IN 1.5%
Value ($000) $1,460 Shares 24,576 Est. Cost $42.34 Unrealized +4.6%
APTIV PLC 1.5%
Value ($000) $1,458 Shares 18,348 Est. Cost $62.73 Unrealized
NVDA NVIDIA CORP 1.5%
Value ($000) $1,457 Shares 8,116 Est. Cost $4.68 Unrealized -17.8%
PFE PFIZER INC 1.5%
Value ($000) $1,410 Shares 33,207 Est. Cost $29.98 Unrealized -2.5%
ALL ALLSTATE CORP 1.4%
Value ($000) $1,393 Shares 14,786 Est. Cost $75.91 Unrealized +1.3%
AMP AMERIPRISE FINL INC 1.4%
Value ($000) $1,383 Shares 10,793 Est. Cost $109.89 Unrealized -0.5%
COP CONOCOPHILLIPS 1.4%
Value ($000) $1,342 Shares 20,105 Est. Cost $53.41 Unrealized -0.8%
TSN TYSON FOODS INC 1.4%
Value ($000) $1,328 Shares 19,129 Est. Cost $48.08 Unrealized +5.9%
DTE DTE ENERGY CO 1.4%
Value ($000) $1,322 Shares 10,597 Est. Cost $76.80 Unrealized +4.3%
WALGREENS BOOTS ALLIANCE INC 1.4%
Value ($000) $1,308 Shares 20,679 Est. Cost $68.14 Unrealized
COF CAPITAL ONE FINL CORP 1.3%
Value ($000) $1,298 Shares 15,893 Est. Cost $76.44 Unrealized -5.5%
CELGENE CORP 1.3%
Value ($000) $1,258 Shares 13,337 Est. Cost $65.57 Unrealized
ALLERGAN PLC 1.2%
Value ($000) $1,186 Shares 8,102 Est. Cost $133.85 Unrealized
LKQ LKQ CORP 1.2%
Value ($000) $1,170 Shares 41,239 Est. Cost $24.40 Unrealized -1.0%
VLO VALERO ENERGY CORP NEW 1.2%
Value ($000) $1,146 Shares 13,515 Est. Cost $65.55 Unrealized -4.8%
CF CF INDS HLDGS INC 1.2%
Value ($000) $1,134 Shares 27,740 Est. Cost $39.27 Unrealized -8.9%
UNM UNUM GROUP 1.1%
Value ($000) $1,098 Shares 32,461 Est. Cost $35.00 Unrealized -0.5%
MCK MCKESSON CORP 1.1%
Value ($000) $1,091 Shares 9,322 Est. Cost $118.09 Unrealized -0.7%
ALK ALASKA AIR GROUP INC 1.1%
Value ($000) $1,070 Shares 19,060 Est. Cost $62.71 Unrealized -5.0%
SWK STANLEY BLACK & DECKER INC 1.1%
Value ($000) $1,055 Shares 7,751 Est. Cost $101.52 Unrealized +5.0%
JD JD COM INC 1.1%
Value ($000) $1,021 Shares 33,870 Est. Cost $27.42 Unrealized
META FACEBOOK INC 1.0%
Value ($000) $976 Shares 5,853 Est. Cost $144.41 Unrealized +9.4%
CVS CVS HEALTH CORP 1.0%
Value ($000) $950 Shares 17,622 Est. Cost $59.21 Unrealized -16.5%
SPY SPDR S&P 500 ETF TR 1.0%
Value ($000) $927 Shares 3,282 Est. Cost $249.93 Unrealized
NATIONAL OILWELL VARCO INC 0.9%
Value ($000) $880 Shares 33,045 Est. Cost $25.75 Unrealized
STZ CONSTELLATION BRANDS INC 0.8%
Value ($000) $814 Shares 4,644 Est. Cost $176.12 Unrealized -14.5%
MSFT MICROSOFT CORP 0.8%
Value ($000) $811 Shares 6,875 Est. Cost $100.47 Unrealized +1.8%
TWITTER INC 0.8%
Value ($000) $745 Shares 22,653 Est. Cost $28.74 Unrealized
XBI SPDR SERIES TRUST 0.7%
Value ($000) $680 Shares 7,506 Est. Cost $72.46 Unrealized
DIS DISNEY WALT CO 0.6%
Value ($000) $623 Shares 5,608 Est. Cost $109.10 Unrealized -1.1%
FOCUS FINL PARTNERS INC 0.6%
Value ($000) $571 Shares 16,033 Est. Cost $35.61 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.6%
Value ($000) $566 Shares 4,008 Est. Cost $88.49 Unrealized +6.9%
ARLP ALLIANCE RES PARTNER L P 0.5%
Value ($000) $453 Shares 22,233 Est. Cost $17.35 Unrealized
CRM SALESFORCE COM INC 0.5%
Value ($000) $443 Shares 2,800 Est. Cost $138.36 Unrealized +10.7%
RAYTHEON CO 0.4%
Value ($000) $427 Shares 2,343 Est. Cost $156.13 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.4%
Value ($000) $415 Shares 2,275 Est. Cost $141.56 Unrealized
AMZN AMAZON COM INC 0.4%
Value ($000) $392 Shares 220 Est. Cost $83.14 Unrealized +0.1%
EOG EOG RES INC 0.4%
Value ($000) $373 Shares 3,920 Est. Cost $80.67 Unrealized -10.8%
RHP RYMAN HOSPITALITY PPTYS INC 0.4%
Value ($000) $373 Shares 4,537 Est. Cost $66.67 Unrealized
XLF SELECT SECTOR SPDR TR 0.4%
Value ($000) $343 Shares 13,348 Est. Cost $23.83 Unrealized
TRITON INTL LTD 0.3%
Value ($000) $322 Shares 10,355 Est. Cost $31.10 Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $319 Shares 1,289 Est. Cost $235.05 Unrealized -3.2%
MTD METTLER TOLEDO INTERNATIONAL 0.3%
Value ($000) $314 Shares 434 Est. Cost $580.81 Unrealized +11.9%
DRH DIAMONDROCK HOSPITALITY CO 0.3%
Value ($000) $313 Shares 28,904 Est. Cost $9.08 Unrealized
AMT AMERICAN TOWER CORP NEW 0.3%
Value ($000) $311 Shares 1,579 Est. Cost $130.66 Unrealized +11.8%
MEDP MEDPACE HLDGS INC 0.3%
Value ($000) $296 Shares 5,023 Est. Cost $54.90 Unrealized +8.8%
WESTPAC BKG CORP 0.3%
Value ($000) $293 Shares 15,838 Est. Cost $17.46 Unrealized
CHINA MOBILE LIMITED 0.3%
Value ($000) $291 Shares 5,710 Est. Cost $47.97 Unrealized
CIGI COLLIERS INTL GROUP INC 0.3%
Value ($000) $285 Shares 4,271 Est. Cost $62.57 Unrealized +0.8%
BHP BHP GROUP LTD 0.3%
Value ($000) $285 Shares 5,220 Est. Cost $48.24 Unrealized
V VISA INC 0.3%
Value ($000) $283 Shares 1,809 Est. Cost $131.91 Unrealized +4.1%
MRK MERCK & CO INC 0.3%
Value ($000) $279 Shares 3,350 Est. Cost $57.13 Unrealized +5.5%
WASHINGTON PRIME GROUP NEW 0.3%
Value ($000) $279 Shares 49,334 Est. Cost $4.87 Unrealized
AARONS INC 0.3%
Value ($000) $279 Shares 5,302 Est. Cost $42.03 Unrealized
NVS NOVARTIS A G 0.3%
Value ($000) $277 Shares 2,881 Est. Cost $87.61 Unrealized
ACIW ACI WORLDWIDE INC 0.3%
Value ($000) $275 Shares 8,372 Est. Cost $27.05 Unrealized +12.6%
NVO NOVO-NORDISK A S 0.3%
Value ($000) $271 Shares 5,176 Est. Cost $46.02 Unrealized
COMPANHIA BRASILEIRA DE DIST 0.3%
Value ($000) $270 Shares 11,612 Est. Cost $20.75 Unrealized
CNOOC LTD 0.3%
Value ($000) $255 Shares 1,375 Est. Cost $152.13 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $253 Shares 1,812 Est. Cost $110.34 Unrealized 0.0%
RELX RELX PLC 0.3%
Value ($000) $248 Shares 11,565 Est. Cost $20.51 Unrealized
GRFS GRIFOLS S A 0.3%
Value ($000) $248 Shares 12,328 Est. Cost $18.35 Unrealized
ST SENSATA TECHNOLOGIES HLDNG P 0.3%
Value ($000) $248 Shares 5,507 Est. Cost $45.26 Unrealized +4.8%
XIFR NEXTERA ENERGY PARTNERS LP 0.3%
Value ($000) $243 Shares 5,211 Est. Cost $45.57 Unrealized -4.7%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $242 Shares 1,000 Est. Cost $201.98 Unrealized -1.8%
HOLLYSYS AUTOMATION TECHNOLO 0.3%
Value ($000) $242 Shares 11,549 Est. Cost $17.53 Unrealized
RIG TRANSOCEAN LTD 0.2%
Value ($000) $240 Shares 27,563 Est. Cost $10.19 Unrealized -16.0%
AER AERCAP HOLDINGS NV 0.2%
Value ($000) $238 Shares 5,115 Est. Cost $49.28 Unrealized -9.8%
CACI CACI INTL INC 0.2%
Value ($000) $238 Shares 1,305 Est. Cost $170.36 Unrealized 0.0%
RWT REDWOOD TR INC 0.2%
Value ($000) $232 Shares 14,351 Est. Cost $15.05 Unrealized
CHINA PETE & CHEM CORP 0.2%
Value ($000) $232 Shares 2,913 Est. Cost $70.55 Unrealized
YY INC 0.2%
Value ($000) $230 Shares 2,737 Est. Cost $84.03 Unrealized
MTG MGIC INVT CORP WIS 0.2%
Value ($000) $230 Shares 17,469 Est. Cost $11.70 Unrealized +6.4%
HD HOME DEPOT INC 0.2%
Value ($000) $229 Shares 1,194 Est. Cost $154.70 Unrealized 0.0%
MFC MANULIFE FINL CORP 0.2%
Value ($000) $229 Shares 13,569 Est. Cost $15.85 Unrealized +2.6%
TM TOYOTA MOTOR CORP 0.2%
Value ($000) $228 Shares 1,935 Est. Cost $116.08 Unrealized
OHI OMEGA HEALTHCARE INVS INC 0.2%
Value ($000) $227 Shares 5,952 Est. Cost $38.14 Unrealized
LLY LILLY ELI & CO 0.2%
Value ($000) $227 Shares 1,752 Est. Cost $110.95 Unrealized 0.0%
SHG SHINHAN FINANCIAL GROUP CO L 0.2%
Value ($000) $227 Shares 6,102 Est. Cost $35.45 Unrealized
CM CDN IMPERIAL BK COMM TORONTO 0.2%
Value ($000) $224 Shares 2,832 Est. Cost $30.20 Unrealized -1.2%
SONY SONY CORP 0.2%
Value ($000) $224 Shares 5,306 Est. Cost $48.26 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $220 Shares 2,746 Est. Cost $66.10 Unrealized 0.0%
PII POLARIS INDS INC 0.2%
Value ($000) $220 Shares 2,600 Est. Cost $84.84 Unrealized 0.0%
WD WALKER & DUNLOP INC 0.2%
Value ($000) $219 Shares 4,304 Est. Cost $42.49 Unrealized 0.0%
GNRC GENERAC HLDGS INC 0.2%
Value ($000) $219 Shares 4,279 Est. Cost $53.63 Unrealized -2.7%
EBS EMERGENT BIOSOLUTIONS INC 0.2%
Value ($000) $219 Shares 4,333 Est. Cost $64.47 Unrealized -8.5%
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $214 Shares 1,215 Est. Cost $142.15 Unrealized 0.0%
PROVIDENCE SVC CORP 0.2%
Value ($000) $213 Shares 3,196 Est. Cost $66.65 Unrealized
TECK TECK RESOURCES LTD 0.2%
Value ($000) $211 Shares 9,104 Est. Cost $22.55 Unrealized 0.0%
MPT MEDICAL PPTYS TRUST INC 0.2%
Value ($000) $209 Shares 11,293 Est. Cost $16.10 Unrealized
EVR EVERCORE INC 0.2%
Value ($000) $208 Shares 2,288 Est. Cost $75.30 Unrealized 0.0%
HMC HONDA MOTOR LTD 0.2%
Value ($000) $207 Shares 7,624 Est. Cost $26.43 Unrealized
IX ORIX CORP 0.2%
Value ($000) $207 Shares 2,886 Est. Cost $71.40 Unrealized
NUVEEN NASDAQ 100 DYNAMIC OV 0.2%
Value ($000) $206 Shares 9,237 Est. Cost $20.01 Unrealized
CMI CUMMINS INC 0.2%
Value ($000) $206 Shares 1,304 Est. Cost $125.76 Unrealized 0.0%
NFLX NETFLIX INC 0.2%
Value ($000) $204 Shares 572 Est. Cost $34.67 Unrealized 0.0%
HORIZON PHARMA PLC 0.2%
Value ($000) $202 Shares 7,659 Est. Cost $26.37 Unrealized
F FORD MTR CO DEL 0.2%
Value ($000) $198 Shares 22,600 Est. Cost $6.19 Unrealized -1.7%
VSH VISHAY INTERTECHNOLOGY INC 0.2%
Value ($000) $196 Shares 10,606 Est. Cost $16.30 Unrealized +6.4%
INVA INNOVIVA INC 0.2%
Value ($000) $194 Shares 13,830 Est. Cost $16.24 Unrealized -0.3%
MOBILE TELESYSTEMS PJSC 0.2%
Value ($000) $194 Shares 25,623 Est. Cost $6.99 Unrealized
SEASPAN CORP 0.2%
Value ($000) $187 Shares 21,528 Est. Cost $8.69 Unrealized
TMHC TAYLOR MORRISON HOME CORP 0.2%
Value ($000) $184 Shares 10,340 Est. Cost $16.33 Unrealized +9.3%
TPH TRI POINTE GROUP INC 0.2%
Value ($000) $170 Shares 13,487 Est. Cost $11.82 Unrealized +7.6%
BLDR BUILDERS FIRSTSOURCE INC 0.2%
Value ($000) $169 Shares 12,633 Est. Cost $12.56 Unrealized +4.6%
ING ING GROEP N V 0.2%
Value ($000) $168 Shares 13,877 Est. Cost $12.11 Unrealized
TWO HBRS INVT CORP 0.2%
Value ($000) $167 Shares 12,322 Est. Cost $12.82 Unrealized
NOBLE CORP PLC 0.2%
Value ($000) $166 Shares 57,869 Est. Cost $2.62 Unrealized
AHRT ARMADA HOFFLER PPTYS INC 0.2%
Value ($000) $165 Shares 10,609 Est. Cost $14.05 Unrealized
ZAGG INC 0.2%
Value ($000) $147 Shares 16,199 Est. Cost $9.78 Unrealized
GENERAL ELECTRIC CO 0.2%
Value ($000) $146 Shares 14,590 Est. Cost $10.01 Unrealized
SIRIUS XM HLDGS INC 0.1%
Value ($000) $136 Shares 23,925 Est. Cost $5.71 Unrealized
FSP FRANKLIN STREET PPTYS CORP 0.1%
Value ($000) $119 Shares 16,527 Est. Cost $6.23 Unrealized
ASHFORD HOSPITALITY TR INC 0.1%
Value ($000) $64 Shares 13,378 Est. Cost $3.97 Unrealized
NORTHERN OIL & GAS INC NEV 0.0%
Value ($000) $27 Shares 10,000 Est. Cost $2.30 Unrealized
PACIFIC ETHANOL INC 0.0%
Value ($000) $10 Shares 10,600 Est. Cost $0.86 Unrealized
WRN WESTERN COPPER & GOLD CORP 0.0%
Value ($000) $6 Shares 11,095 Est. Cost $0.57 Unrealized +10.9%