| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2010 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 23 | Q2 2024 | 3.7% |
| NVIDIA CORPORATION | 23 | Q2 2024 | 4.2% |
| MICROSOFT CORP | 23 | Q2 2024 | 2.2% |
| SPDR S&P 500 ETF TR | 23 | Q2 2024 | 6.8% |
| META PLATFORMS INC | 23 | Q2 2024 | 2.1% |
| JPMORGAN CHASE & CO. | 23 | Q2 2024 | 2.0% |
| MASTERCARD INCORPORATED | 23 | Q2 2024 | 2.9% |
| ALPHABET INC | 23 | Q2 2024 | 2.4% |
| DARDEN RESTAURANTS INC | 23 | Q2 2024 | 2.2% |
| PUBLIC SVC ENTERPRISE GRP IN | 23 | Q2 2024 | 1.5% |
View FORTEM FINANCIAL GROUP, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-12 |
| 13F-HR | 2024-08-02 |
| 13F-HR | 2024-05-01 |
| 13F-HR/A | 2024-02-13 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-01-17 |
| 13F-HR | 2022-11-01 |
View FORTEM FINANCIAL GROUP, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.