Long-term investor
Fortem Financial Group, LLC @fortemfinancialgroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001766509).
Record
- Tracked since 2025-06-30 (454 days), 153 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +34.7%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- KLAC · 4.1% · long · since 2025-06-30
- DELL · 4.1% · long · since 2025-06-30
- NVDA · 3.7% · long · since 2025-06-30
- 78467V608 · 3.1% · long · since 2025-06-30
- AMAT · 2.9% · long · since 2025-06-30
- 512807306 · 2.8% · long · since 2025-06-30
- 37954Y871 · 2.7% · long · since 2025-06-30
- 00162Q452 · 2.6% · long · since 2025-06-30
- AVGO · 2.5% · long · since 2025-06-30
- 46090E103 · 2.3% · long · since 2025-06-30
- TSLA · 2.3% · long · since 2025-06-30
- PLTR · 2.2% · long · since 2025-06-30