FORTEM FINANCIAL GROUP, LLC - Portfolio Stock Holdings
FORTEM FINANCIAL GROUP, LLC disclosed 194 stock positions in a recent SEC 13F filing. $488,054,841 of stock holdings were filed, with the largest holdings including KLAC, DELL, and NVDA. This filing represented positions held on June 30, 2026, and was filed on July 20, 2026.We estimate the fund has a total AUM of $631,885,884 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
194Est. Stock Holding Value:
$488,054,841Top Stock Holdings By Sector
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Portfolio Stock Holdings - FORTEM FINANCIAL GROUP, LLC
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