Fortem Financial Group as of June 30, 2025
Portfolio Holdings for Fortem Financial Group
Fortem Financial Group holds 171 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Global X Fds Global X Uranium (URA) | 4.7 | $15M | 375k | 38.81 | |
| NVIDIA Corporation (NVDA) | 4.3 | $13M | 84k | 157.99 | |
| Palantir Technologies Cl A (PLTR) | 4.1 | $13M | 92k | 136.32 | |
| Alps Etf Tr Alerian Mlp (AMLP) | 3.8 | $12M | 239k | 48.86 | |
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 3.5 | $11M | 258k | 41.59 | |
| Broadcom (AVGO) | 3.1 | $9.5M | 35k | 275.65 | |
| Tesla Motors (TSLA) | 2.5 | $7.9M | 25k | 317.66 | |
| Microsoft Corporation (MSFT) | 2.3 | $7.2M | 15k | 497.42 | |
| Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 2.3 | $7.1M | 145k | 49.20 | |
| Spdr Series Trust S&p Metals Mng (XME) | 2.3 | $7.1M | 105k | 67.22 | |
| Kla Corp Com New (KLAC) | 2.2 | $6.8M | 7.6k | 895.71 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.1 | $6.5M | 12k | 551.62 | |
| Amazon (AMZN) | 1.9 | $5.8M | 27k | 219.39 | |
| Apple (AAPL) | 1.8 | $5.6M | 28k | 205.17 | |
| Meta Platforms Cl A (META) | 1.8 | $5.6M | 7.6k | 738.11 | |
| Global X Fds Us Infr Dev Etf (PAVE) | 1.6 | $5.1M | 117k | 43.58 | |
| Dell Technologies CL C (DELL) | 1.6 | $5.0M | 41k | 122.60 | |
| Emcor (EME) | 1.4 | $4.4M | 8.3k | 534.89 | |
| Select Sector Spdr Tr Sbi Materials (XLB) | 1.4 | $4.3M | 49k | 87.81 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $4.1M | 23k | 176.23 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.3 | $4.0M | 18k | 226.49 | |
| Emerson Electric (EMR) | 1.1 | $3.5M | 27k | 133.33 | |
| Vanguard Index Fds Large Cap Etf (VV) | 1.1 | $3.3M | 12k | 285.30 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 1.1 | $3.3M | 181k | 18.13 | |
| JPMorgan Chase & Co. (JPM) | 1.1 | $3.3M | 11k | 289.91 | |
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 1.0 | $3.1M | 57k | 55.10 | |
| Annaly Capital Management In Com New (NLY) | 1.0 | $3.0M | 161k | 18.82 | |
| Advisors Inner Circle Fd Iii Strategas Macro (SAMT) | 1.0 | $3.0M | 87k | 34.43 | |
| Netflix (NFLX) | 1.0 | $3.0M | 2.2k | 1339.13 | |
| Nrg Energy Com New (NRG) | 1.0 | $3.0M | 18k | 160.58 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $2.9M | 4.8k | 617.84 | |
| Philip Morris International (PM) | 0.9 | $2.9M | 16k | 182.13 | |
| Applied Materials (AMAT) | 0.9 | $2.8M | 15k | 183.07 | |
| Amphenol Corp Cl A (APH) | 0.9 | $2.7M | 28k | 98.75 | |
| Owl Rock Capital Corporation (OBDC) | 0.9 | $2.7M | 189k | 14.34 | |
| Lam Research Corp Com New (LRCX) | 0.8 | $2.5M | 26k | 97.34 | |
| Autodesk (ADSK) | 0.8 | $2.5M | 8.1k | 309.57 | |
| Newmont Mining Corporation (NEM) | 0.8 | $2.5M | 42k | 58.26 | |
| Paypal Holdings (PYPL) | 0.8 | $2.4M | 32k | 74.32 | |
| AmerisourceBergen (COR) | 0.7 | $2.2M | 7.3k | 299.85 | |
| Blackstone Group Inc Com Cl A (BX) | 0.7 | $2.1M | 14k | 149.58 | |
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.7 | $2.1M | 25k | 84.83 | |
| Tapestry (TPR) | 0.7 | $2.1M | 24k | 87.81 | |
| AutoZone (AZO) | 0.7 | $2.1M | 556.00 | 3712.23 | |
| Cardinal Health (CAH) | 0.6 | $2.0M | 12k | 168.00 | |
| Bank of America Corporation (BAC) | 0.6 | $2.0M | 42k | 47.32 | |
| Cummins (CMI) | 0.6 | $2.0M | 6.1k | 327.48 | |
| National Fuel Gas (NFG) | 0.6 | $1.9M | 23k | 84.71 | |
| Hca Holdings (HCA) | 0.6 | $1.9M | 5.0k | 383.10 | |
| Cisco Systems (CSCO) | 0.6 | $1.8M | 27k | 69.38 | |
| Simon Property (SPG) | 0.6 | $1.8M | 11k | 160.76 | |
| Owens Corning (OC) | 0.6 | $1.8M | 13k | 137.52 | |
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.6 | $1.7M | 93k | 18.32 | |
| Topbuild (BLD) | 0.5 | $1.7M | 5.1k | 323.74 | |
| Costco Wholesale Corporation (COST) | 0.5 | $1.6M | 1.6k | 989.81 | |
| Eli Lilly & Co. (LLY) | 0.5 | $1.6M | 2.1k | 779.46 | |
| EOG Resources (EOG) | 0.5 | $1.6M | 14k | 119.61 | |
| Cheniere Energy Com New (LNG) | 0.5 | $1.5M | 6.3k | 243.53 | |
| Devon Energy Corporation (DVN) | 0.5 | $1.5M | 48k | 31.81 | |
| MPLX Com Unit Rep Ltd (MPLX) | 0.5 | $1.5M | 29k | 51.51 | |
| Capital One Financial (COF) | 0.5 | $1.5M | 7.0k | 212.75 | |
| Pinnacle West Capital Corporation (PNW) | 0.5 | $1.5M | 16k | 89.47 | |
| Analog Devices (ADI) | 0.5 | $1.4M | 6.0k | 238.02 | |
| Arm Holdings Sponsored Ads (ARM) | 0.5 | $1.4M | 8.7k | 161.74 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.4 | $1.3M | 2.8k | 467.82 | |
| Northrop Grumman Corporation (NOC) | 0.4 | $1.3M | 2.5k | 499.98 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $1.2M | 2.4k | 509.31 | |
| Abbvie (ABBV) | 0.4 | $1.2M | 6.4k | 185.61 | |
| NetApp (NTAP) | 0.4 | $1.2M | 11k | 106.55 | |
| At&t (T) | 0.4 | $1.1M | 39k | 28.94 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $1.1M | 2.3k | 485.77 | |
| Nuveen Equity Premium and Growth Fund (SPXX) | 0.3 | $1.0M | 58k | 17.74 | |
| Peak (DOC) | 0.3 | $956k | 55k | 17.51 | |
| Ge Aerospace Com New (GE) | 0.3 | $951k | 3.7k | 257.41 | |
| Qualcomm (QCOM) | 0.3 | $950k | 6.0k | 159.25 | |
| S&p Global (SPGI) | 0.3 | $921k | 1.7k | 527.29 | |
| PNC Financial Services (PNC) | 0.3 | $919k | 4.9k | 186.43 | |
| Casey's General Stores (CASY) | 0.3 | $891k | 1.7k | 510.19 | |
| Wal-Mart Stores (WMT) | 0.3 | $860k | 8.8k | 97.78 | |
| Oracle Corporation (ORCL) | 0.3 | $859k | 3.9k | 218.61 | |
| Comcast Corp Cl A (CMCSA) | 0.3 | $838k | 24k | 35.69 | |
| Mastercard Incorporated Cl A (MA) | 0.3 | $834k | 1.5k | 561.94 | |
| Huntington Bancshares Incorporated (HBAN) | 0.3 | $828k | 49k | 16.76 | |
| MGIC Investment (MTG) | 0.3 | $796k | 29k | 27.84 | |
| Caterpillar (CAT) | 0.3 | $795k | 2.0k | 388.19 | |
| General Dynamics Corporation (GD) | 0.3 | $787k | 2.7k | 291.66 | |
| Enterprise Products Partners (EPD) | 0.3 | $785k | 25k | 31.01 | |
| Abbott Laboratories (ABT) | 0.3 | $776k | 5.7k | 136.01 | |
| L3harris Technologies (LHX) | 0.2 | $775k | 3.1k | 250.84 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $742k | 1.6k | 463.22 | |
| Uber Technologies (UBER) | 0.2 | $723k | 7.7k | 93.30 | |
| Blackrock (BLK) | 0.2 | $721k | 687.00 | 1049.25 | |
| CBOE Holdings (CBOE) | 0.2 | $709k | 3.0k | 233.21 | |
| Gilead Sciences (GILD) | 0.2 | $700k | 6.3k | 110.87 | |
| Skywater Technology (SKYT) | 0.2 | $689k | 70k | 9.84 | |
| Autoliv (ALV) | 0.2 | $685k | 6.1k | 111.90 | |
| Fidelity National Financial Com Shs (FNF) | 0.2 | $664k | 12k | 56.06 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $661k | 8.0k | 82.86 | |
| Morgan Stanley Com New (MS) | 0.2 | $655k | 4.6k | 140.86 | |
| Occidental Petroleum Corporation (OXY) | 0.2 | $652k | 16k | 42.01 | |
| Home Depot (HD) | 0.2 | $652k | 1.8k | 366.65 | |
| Palo Alto Networks (PANW) | 0.2 | $619k | 3.0k | 204.64 | |
| Ge Vernova (GEV) | 0.2 | $617k | 1.2k | 529.15 | |
| Valero Energy Corporation (VLO) | 0.2 | $578k | 4.3k | 134.42 | |
| Expedia Group Com New (EXPE) | 0.2 | $565k | 3.4k | 168.68 | |
| Rigetti Computing Common Stock (RGTI) | 0.2 | $561k | 47k | 11.86 | |
| McDonald's Corporation (MCD) | 0.2 | $559k | 1.9k | 292.17 | |
| Procter & Gamble Company (PG) | 0.2 | $542k | 3.4k | 159.31 | |
| Visa Com Cl A (V) | 0.2 | $538k | 1.5k | 354.93 | |
| Quanta Services (PWR) | 0.2 | $498k | 1.3k | 378.08 | |
| Johnson & Johnson (JNJ) | 0.2 | $488k | 3.2k | 152.76 | |
| eBay (EBAY) | 0.2 | $472k | 6.3k | 74.46 | |
| Select Sector Spdr Tr Financial (XLF) | 0.2 | $471k | 9.0k | 52.37 | |
| Synchrony Financial (SYF) | 0.1 | $448k | 6.7k | 66.74 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $447k | 1.6k | 279.83 | |
| Fiserv (FI) | 0.1 | $420k | 2.4k | 172.41 | |
| Advanced Micro Devices (AMD) | 0.1 | $408k | 2.9k | 141.90 | |
| Baker Hughes Company Cl A (BKR) | 0.1 | $407k | 11k | 38.34 | |
| Wells Fargo & Company (WFC) | 0.1 | $405k | 5.1k | 80.11 | |
| Goldman Sachs (GS) | 0.1 | $400k | 566.00 | 707.21 | |
| Fortinet (FTNT) | 0.1 | $399k | 3.8k | 105.72 | |
| Invesco Exchange Traded Fd T S&p500 Eql Rel (RSPR) | 0.1 | $383k | 11k | 35.03 | |
| First Industrial Realty Trust (FR) | 0.1 | $382k | 7.9k | 48.13 | |
| Omni (OMC) | 0.1 | $380k | 5.3k | 71.94 | |
| Albemarle Corporation (ALB) | 0.1 | $354k | 5.7k | 62.67 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $341k | 1.9k | 177.43 | |
| Itt (ITT) | 0.1 | $338k | 2.2k | 156.83 | |
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.1 | $334k | 7.0k | 47.75 | |
| United Rentals (URI) | 0.1 | $320k | 425.00 | 753.40 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $318k | 1.0k | 303.93 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $316k | 2.2k | 146.02 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $303k | 3.7k | 81.66 | |
| Duke Energy Corp Com New (DUK) | 0.1 | $295k | 2.5k | 118.00 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $295k | 12k | 24.44 | |
| Coca-Cola Company (KO) | 0.1 | $283k | 4.0k | 70.75 | |
| General Motors Company (GM) | 0.1 | $282k | 5.7k | 49.21 | |
| American Electric Power Company (AEP) | 0.1 | $282k | 2.7k | 103.77 | |
| Kinder Morgan (KMI) | 0.1 | $273k | 9.3k | 29.40 | |
| C3 Ai Cl A (AI) | 0.1 | $272k | 11k | 24.57 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $265k | 466.00 | 568.11 | |
| Public Service Enterprise (PEG) | 0.1 | $256k | 3.0k | 84.18 | |
| Hewlett Packard Enterprise (HPE) | 0.1 | $255k | 13k | 20.45 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $253k | 1.2k | 207.58 | |
| Pepsi (PEP) | 0.1 | $252k | 1.9k | 132.02 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $252k | 1.9k | 134.79 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $251k | 8.2k | 30.68 | |
| Chevron Corporation (CVX) | 0.1 | $246k | 1.7k | 143.23 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $235k | 2.2k | 107.82 | |
| ConocoPhillips (COP) | 0.1 | $235k | 2.6k | 89.74 | |
| Xpo Logistics Inc equity (XPO) | 0.1 | $234k | 1.9k | 126.29 | |
| Intel Corporation (INTC) | 0.1 | $233k | 10k | 22.40 | |
| Darden Restaurants (DRI) | 0.1 | $232k | 1.1k | 217.97 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $232k | 4.1k | 56.85 | |
| Dollar General (DG) | 0.1 | $229k | 2.0k | 114.38 | |
| Gartner (IT) | 0.1 | $224k | 554.00 | 404.22 | |
| Amgen (AMGN) | 0.1 | $222k | 796.00 | 279.15 | |
| Pulte (PHM) | 0.1 | $222k | 2.1k | 105.48 | |
| Altria (MO) | 0.1 | $220k | 3.7k | 58.63 | |
| UnitedHealth (UNH) | 0.1 | $214k | 685.00 | 312.12 | |
| International Business Machines (IBM) | 0.1 | $213k | 724.00 | 294.72 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $213k | 1.6k | 133.31 | |
| Hartford Financial Services (HIG) | 0.1 | $212k | 1.7k | 126.86 | |
| Texas Pacific Land Corp (TPL) | 0.1 | $211k | 200.00 | 1056.39 | |
| Ast Spacemobile Com Cl A (ASTS) | 0.1 | $208k | 4.5k | 46.73 | |
| Sherwin-Williams Company (SHW) | 0.1 | $206k | 598.00 | 343.59 | |
| Ida (IDA) | 0.1 | $203k | 1.8k | 115.45 | |
| Ford Motor Company (F) | 0.0 | $117k | 11k | 10.85 | |
| Goodrx Hldgs Com Cl A (GDRX) | 0.0 | $100k | 20k | 4.98 | |
| Bullfrog Ai Hldgs (BFRG) | 0.0 | $76k | 50k | 1.51 | |
| Carver Bancorp Com New (CARV) | 0.0 | $31k | 18k | 1.73 | |
| Transocean Registered Shs (RIG) | 0.0 | $31k | 12k | 2.59 |