Fortem Financial Group, LLC Portfolio Holdings
Fortem Financial Group, LLC
- $335 Million
- Q3 2025
Fortem Financial Group, LLC has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $335 Million distributed in 167 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Global X Uranium ETF with a value of $18.4M, Palantir Technologies Inc. with a value of $17.5M, Nvidia Corp with a value of $15.1M, Ssga Active Trust with a value of $11.7M, and Alps ETF Tr Alerian Mlp ETF with a value of $11.4M.
Examining the 13F form we can see an increase of $36.1M in the current position value, from $299M to 335M.
Below you can find more details about Fortem Financial Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$335 Million
Technology: $98.7 Million
ETFs: $93.8 Million
Consumer Cyclical: $29.2 Million
Industrials: $23.8 Million
Financial Services: $22.5 Million
Communication Services: $17.2 Million
Energy: $17.2 Million
Healthcare: $10.5 Million
Other: $19.3 Million