Fortem Financial Group, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 4, 2025), Fortem Financial Group, LLC reported 167 stock positions worth $348.2 million. Its top holding was Global X Uranium ETF (URA) at 5.3% of the portfolio, followed by Palantir Technologies Class A (PLTR, 5.0%) and Nvidia (NVDA, 4.3%). Compared with Q2 2025, it opened 10 new positions, sold out of 14, added to 67 and reduced 77. The biggest buy was Palantir Technologies Class A (PLTR, shares +4%) and the biggest sale Blue Owl Capital (OBDC, shares −77%).

Most Recent 13F
Q2 2026
Location
PALM DESERT, CA
CIK
0001766509
Portfolio Value
$348.2M (Q3 2025)
SEC Filing
0001104659-25-106002 ↗ filed Nov 4, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $227.8M Q1 2024 Q2 2024: $232.6M Q2 2024 Q3 2024: $245.9M Q3 2024 Q4 2024: $258.1M Q4 2024 Q1 2025: $257.0M Q1 2025 Q2 2025: $310.1M Q2 2025 Q3 2025: $348.2M $348.2M Q3 2025 Q4 2025: $374.1M Q4 2025 Q1 2026: $398.5M Q1 2026 Q2 2026: $490.3M Q2 2026

Holdings 167 stocks · $348.2M
URA Global X Uranium ETF 5.28% 385,328 $18.4M Add +2.6%
PLTR Palantir Technologies Inc. Class A 5.03% 96,062 $17.5M Add +4.1%
NVDA Nvidia Corp. 4.33% 80,757 $15.1M Reduce -3.2%
SRLN SS Blackstone Sr Loan ETF 3.36% 281,513 $11.7M Add +8.9%
AMLP Alerian MLP ETF 3.28% 243,259 $11.4M Add +1.6%
TSLA Tesla Inc. 3.20% 25,038 $11.1M Add +1.3%
AVGO Broadcom Inc. 3.01% 31,798 $10.5M Reduce -7.9%
XME SS SPDR S&P Metals Mining 2.86% 106,949 $10.0M Add +1.8%
KLAC KLA Corp. 2.29% 7,389 $8.0M Reduce -2.5%
VNLA Janus Henderson Short Durati 2.17% 152,953 $7.5M Add +5.5%
MSFT Microsoft Corp. 2.09% 14,038 $7.3M Reduce -2.9%
QQQ Invesco QQQ Trust Series 1 2.02% 11,690 $7.0M Reduce -1.3%
AAPL Apple Inc. 1.98% 27,134 $6.9M Reduce -1.4%
AMZN Amazon.com Inc. 1.71% 27,121 $6.0M Add +1.9%
PAVE Global X US Infrastructure 1.64% 119,713 $5.7M Add +2.4%
DELL Dell Technologies -C 1.62% 39,777 $5.6M Reduce -3.0%
GOOGL Alphabet Inc. Class A 1.61% 23,115 $5.6M Add +0.0%
EME Emcor Group Inc. 1.61% 8,627 $5.6M Add +4.3%
META Meta Platforms Inc. Class A 1.61% 7,622 $5.6M Add +0.1%
TSM Taiwan Semiconductor-SP ADR 1.52% 18,966 $5.3M Add +6.3%
XLB SS Materials Select Sector 1.25% 48,369 $4.3M Reduce -0.4%
LRCX Lam Research Corp. 1.14% 29,650 $4.0M Add +14.4%
APH Amphenol Corp. Class A 1.12% 31,589 $3.9M Add +14.0%
NEM Newmont Corp. 1.09% 45,108 $3.8M Add +6.7%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 1.02% 11,591 $3.6M Reduce -0.8%
EMR Emerson Electric Co. 1.02% 26,955 $3.5M Add +1.9%
AMAT Applied Materials Inc. 1.01% 17,100 $3.5M Add +11.3%
JPM JPMorgan Chase & Co. 0.95% 10,484 $3.3M Reduce -7.0%
NLY Annaly Capital Management Inc. 0.94% 161,171 $3.3M Reduce -0.1%
COWZ Pacer US Cash Cows 100 ETF 0.93% 56,511 $3.2M Reduce -0.6%
SAMT Strategas Macro Them Opps 0.92% 85,701 $3.2M Reduce -1.6%
SPY SS SPDR S&P 500 ETF Trust-US 0.90% 4,720 $3.1M Reduce -1.0%
NRG NRG Energy Inc. 0.88% 18,979 $3.1M Add +3.2%
ET Energy Transfer LP 0.88% 178,315 $3.1M Reduce -1.6%
TPR Tapestry Inc. 0.84% 25,829 $2.9M Add +9.0%
NFLX Netflix Inc. 0.83% 2,404 $2.9M Add +8.9%
CMI Cummins Inc. 0.80% 6,630 $2.8M Add +9.1%
ADSK Autodesk Inc. 0.79% 8,610 $2.7M Add +7.0%
PM Philip Morris International 0.77% 16,519 $2.7M Add +2.2%
AZO AutoZone Inc. 0.76% 614 $2.6M Add +10.4%
BX Blackstone Inc. 0.74% 15,144 $2.6M Add +8.0%
COR Cencora Inc. 0.70% 7,775 $2.4M Add +6.5%
HCA HCA Healthcare Inc. 0.66% 5,400 $2.3M Add +7.4%
NFG National Fuel Gas Co. 0.66% 24,787 $2.3M Add +8.9%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.65% 43,612 $2.2M Add +3.0%
SPG Simon Property Group Inc. 0.64% 11,859 $2.2M Add +3.6%
GBTC Grayscale Bitcoin Trust ETF 0.64% 24,657 $2.2M No change
CAH Cardinal Health Inc. 0.63% 13,890 $2.2M Add +16.1%
PYPL PayPal Holdings Inc. 0.62% 32,178 $2.2M Add +1.2%
BLD Topbuild Corp. 0.61% 5,475 $2.1M Add +6.6%
ULTA Ulta Beauty Inc. 0.55% 3,494 $1.9M Add +23.1%
HWM Howmet Aerospace Inc. 0.54% 9,515 $1.9M New
CSCO Cisco Systems Inc. 0.50% 25,635 $1.8M Reduce -3.7%
COF Capital One Financial Corp. 0.50% 8,179 $1.7M Add +17.0%
ARKK ARK Innovation ETF 0.49% 19,931 $1.7M New
LNG Cheniere Energy Inc. 0.48% 7,153 $1.7M Add +14.1%
PNW Pinnacle West Capital 0.47% 18,334 $1.6M Add +12.9%
KMI Kinder Morgan Inc. 0.47% 57,785 $1.6M Add +522.6%
EOG EOG Resources Inc. 0.47% 14,580 $1.6M Add +8.3%
ORCL Oracle Corp. 0.47% 5,787 $1.6M Add +47.3%
PAA Plains All Amer Pipeline LP 0.45% 91,320 $1.6M Reduce -2.1%
NOC Northrop Grumman Corp. 0.45% 2,552 $1.6M Add +1.1%
COST Costco Wholesale Corp. 0.43% 1,635 $1.5M No change
RGTI Rigetti Computing Inc. 0.43% 50,391 $1.5M Add +6.5%
CRWD CrowdStrike Holdings Inc. Class A 0.42% 2,976 $1.5M Add +25.6%
MPLX MPLX LP 0.41% 28,910 $1.4M Reduce -0.4%
ADI Analog Devices Inc. 0.41% 5,847 $1.4M Reduce -2.2%
ABBV Abbvie Inc. 0.41% 6,150 $1.4M Reduce -4.0%
ARM Arm Holdings PLC-ADR 0.37% 9,020 $1.3M Add +3.4%
LLY Eli Lilly & Co. 0.34% 1,538 $1.2M Reduce -25.9%
NTAP Netapp Inc. 0.32% 9,507 $1.1M Reduce -12.5%
GE General Electric filed as GE AEROSPACE 0.32% 3,718 $1.1M Add +0.7%
XSSPX Nuveen S&P 500 Dynam Overwr 0.31% 62,687 $1.1M Add +7.3%
SPGI S&P Global Inc. 0.29% 2,079 $1.0M Add +19.0%
BRK.B Berkshire Hathaway Inc. Class B 0.29% 1,989 $1000K Reduce -11.6%
DOC Healthpeak Properties Inc. 0.28% 51,716 $990K Reduce -5.3%
T AT&T Inc. 0.28% 34,866 $985K Reduce -10.0%
QCOM Qualcomm Inc. 0.28% 5,907 $983K Reduce -0.9%
PNC PNC Financial Services Group 0.27% 4,693 $943K Reduce -4.8%
CAT Caterpillar Inc. 0.24% 1,765 $842K Reduce -13.9%
UBER Uber Technologies Inc. 0.23% 8,194 $803K Add +5.8%
MTG Mgic Investment Corp. 0.22% 27,317 $775K Reduce -4.5%
ALV Autoliv Inc. 0.22% 6,237 $770K Add +2.0%
CASY Casey's General Stores Inc. 0.22% 1,345 $760K Reduce -23.0%
GD General Dynamics Corp. 0.22% 2,228 $760K Reduce -17.4%
HBAN Huntington Bancshares Inc. 0.22% 43,905 $758K Reduce -11.1%
BLK BlackRock Inc. 0.21% 639 $745K Reduce -7.0%
MS Morgan Stanley 0.21% 4,679 $744K Add +0.7%
LHX L3HARRIS Technologies Inc. 0.21% 2,391 $730K Reduce -22.6%
GEV GE Vernova Inc. 0.21% 1,166 $717K No change
EXPE Expedia Group Inc. 0.21% 3,350 $716K No change
VLO Valero Energy Corp. 0.20% 4,098 $698K Reduce -4.8%
LMT Lockheed Martin Corp. 0.19% 1,350 $674K Reduce -15.7%
GILD Gilead Sciences Inc. 0.19% 6,028 $669K Reduce -4.5%
MA Mastercard Inc. Class A 0.19% 1,170 $666K Reduce -21.2%
WMT Walmart Inc. 0.19% 6,414 $661K Reduce -27.1%
CMCSA Comcast Corp. Class A 0.19% 21,018 $660K Reduce -10.5%
ABT Abbott Laboratories 0.19% 4,908 $657K Reduce -13.9%
EPD Enterprise Products Partners 0.19% 20,702 $647K Reduce -18.2%
CBOE Cboe Global Markets Inc. 0.18% 2,616 $642K Reduce -13.9%
BKR Baker Hughes Co. 0.17% 12,484 $608K Add +17.7%
FNF Fidelity National Financial 0.17% 9,855 $596K Reduce -16.8%
EBAY eBay Inc. 0.17% 6,441 $586K Add +1.5%
JNJ Johnson & Johnson 0.17% 3,144 $583K Reduce -1.5%
MCD McDonald's Corp. 0.16% 1,854 $563K Reduce -3.1%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.16% 1,913 $562K Add +19.9%
PANW Palo Alto Networks Inc. 0.16% 2,756 $561K Reduce -8.9%
OBDC Blue Owl Capital Corp. 0.16% 42,888 $548K Reduce -77.3%
HD Home Depot Inc. 0.15% 1,329 $538K Reduce -25.2%
GOOG Alphabet Inc. Class C 0.15% 2,152 $524K Add +12.1%
XLF SS Financial Select Sector 0.15% 9,521 $513K Add +5.9%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.14% 5,678 $495K Add +53.3%
OC Owens Corning 0.14% 3,441 $487K Reduce -74.0%
PWR Quanta Services Inc. 0.14% 1,138 $472K Reduce -13.5%
DVN Devon Energy Corp. 0.13% 12,658 $444K Reduce -73.4%
V Visa Inc. Class A 0.12% 1,250 $427K Reduce -17.5%
WFC Wells Fargo & Co. 0.12% 5,063 $424K Add +0.1%
PG The Procter & Gamble Co. 0.12% 2,705 $416K Reduce -20.5%
OXY Occidental Petroleum Corp. 0.12% 8,789 $415K Reduce -43.4%
URI United Rentals Inc. 0.12% 425 $406K No change
ASTS Ast Spacemobile Inc. 0.11% 8,034 $394K Add +80.4%
SHY iShares 1-3 Year Treasury Bo 0.11% 4,698 $390K Reduce -41.1%
TPL Texas Pacific Land Corp. 0.11% 400 $373K Add +100.0%
AMD Advanced Micro Devices 0.11% 2,267 $367K Reduce -21.2%
ALB Albemarle Corp. 0.10% 4,464 $362K Reduce -21.1%
INTC Intel Corp. 0.10% 10,515 $353K Add +1.0%
VTI VG Morningstar TS MKT ETF-US 0.10% 1,054 $346K Add +0.7%
BTC Grayscale Bitcoin Mini ETF 0.10% 6,796 $344K Reduce -2.9%
GM General Motors Co. 0.10% 5,638 $344K Reduce -1.7%
NMAX Newsmax Inc. 0.10% 27,629 $343K New
RTX RTX Corp. 0.10% 2,019 $338K Reduce -6.7%
RSPR Invesco S&P 500 Equal Weight 0.09% 9,011 $319K Reduce -17.6%
DUK Duke Energy Corp. 0.09% 2,576 $319K Add +3.0%
SCHX Schwab US Large-Cap ETF 0.09% 12,049 $317K No change
OMC Omnicom Group 0.09% 3,740 $305K Reduce -29.2%
AEP American Electric Power 0.08% 2,489 $280K Reduce -8.4%
PHM Pultegroup Inc. 0.08% 2,105 $278K No change
SYF Synchrony Financial 0.08% 3,911 $278K Reduce -41.7%
VOO Vanguard S&P 500 ETF 0.08% 444 $272K Reduce -4.7%
WMB Williams Cos Inc. 0.07% 4,051 $257K New
RBLX Roblox Corp. Class A 0.07% 1,800 $249K New
FR First Industrial Realty TR 0.07% 4,833 $249K Reduce -39.1%
MO Altria Group Inc. 0.07% 3,744 $247K No change
NDAQ Nasdaq Inc. 0.07% 2,786 $246K New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.07% 864 $244K Add +19.3%
VTR Ventas Inc. 0.07% 3,446 $241K New
ARKF ARK Blockchain & Fintech Inn 0.07% 4,240 $241K New
AI C3.AI Inc. Class A 0.07% 13,874 $241K Add +25.3%
XLV SS Health Care Select Sector 0.07% 1,690 $235K Reduce -9.5%
JEPI JPMorgan Equity Premium Inco 0.07% 4,082 $233K No change
ITT Itt Inc. 0.06% 1,265 $226K Reduce -41.4%
XOM Exxon Mobil Corp. 0.06% 2,004 $226K Reduce -8.1%
VYM Vanguard High DVD Yield ETF 0.06% 1,600 $226K No change
CVX Chevron Corp. 0.06% 1,416 $220K Reduce -17.6%
CEG Constellation Energy 0.06% 662 $218K New
XPO Xpo Inc. 0.06% 1,623 $210K Reduce -12.3%
GS Goldman Sachs Group Inc. 0.06% 262 $209K Reduce -53.7%
DG Dollar General Corp. 0.06% 2,000 $207K No change
PEG Public Service Enterprise GP 0.06% 2,444 $204K Reduce -19.7%
HPE Hewlett Packard Enterprise 0.06% 8,260 $203K Reduce -33.7%
FTNT Fortinet Inc. 0.06% 2,400 $202K Reduce -36.4%
FISV Fiserv Inc. 0.06% 1,554 $200K Reduce -36.2%
F Ford Motor Co. filed as FORD MTR CO 0.04% 10,962 $131K Add +1.5%
GDRX Goodrx Holdings Inc. Class A 0.03% 22,001 $93K Add +10.0%
UWMC Uwm Holdings Corp. 0.02% 12,885 $78K New
BFRG Bullfrog AI Holdings Inc. 0.02% 50,000 $70K No change
CARV Carver Bancorp Inc. 0.01% 18,000 $43K No change

Portfolio Sells Q2 2025 → Q3 2025
OBDC Blue Owl Capital Corp. Reduce -77.3% 0.16% −0.72
OC Owens Corning Reduce -74.0% 0.14% −0.45
DVN Devon Energy Corp. Reduce -73.4% 0.13% −0.36
MSFT Microsoft Corp. Reduce -2.9% 2.09% −0.23
SKYT Skywater Technology Inc. Sold out 0.00% −0.22
LLY Eli Lilly & Co. Reduce -25.9% 0.34% −0.18
ET Energy Transfer LP Reduce -1.6% 0.88% −0.18
XLB SS Materials Select Sector Reduce -0.4% 1.25% −0.13
JPM JPMorgan Chase & Co. Reduce -7.0% 0.95% −0.10
PAA Plains All Amer Pipeline LP Reduce -2.1% 0.45% −0.10
SHY iShares 1-3 Year Treasury Bo Reduce -41.1% 0.11% −0.10
QQQ Invesco QQQ Trust Series 1 Reduce -1.3% 2.02% −0.09
CSCO Cisco Systems Inc. Reduce -3.7% 0.50% −0.09
KO The Coca-Cola Co. Sold out 0.00% −0.09
OXY Occidental Petroleum Corp. Reduce -43.4% 0.12% −0.09
WMT Walmart Inc. Reduce -27.1% 0.19% −0.09
TXN Texas Instruments Inc. Sold out 0.00% −0.08
PEP Pepsico Inc. Sold out 0.00% −0.08
PFF iShares Preferred & Income S Sold out 0.00% −0.08
CMCSA Comcast Corp. Class A Reduce -10.5% 0.19% −0.08
T AT&T Inc. Reduce -10.0% 0.28% −0.08
FISV Fiserv Inc. Reduce -36.2% 0.06% −0.08
MA Mastercard Inc. Class A Reduce -21.2% 0.19% −0.08
COWZ Pacer US Cash Cows 100 ETF Reduce -0.6% 0.93% −0.08
COP Conocophillips Sold out 0.00% −0.08
DRI Darden Restaurants Inc. Sold out 0.00% −0.07
IT Gartner Inc. Sold out 0.00% −0.07
AMGN Amgen Inc. Sold out 0.00% −0.07
FTNT Fortinet Inc. Reduce -36.4% 0.06% −0.07
GS Goldman Sachs Group Inc. Reduce -53.7% 0.06% −0.07
CASY Casey's General Stores Inc. Reduce -23.0% 0.22% −0.07
UNH Unitedhealth Group Inc. Sold out 0.00% −0.07
HIG Hartford Insurance Group Inc. Sold out 0.00% −0.07
EPD Enterprise Products Partners Reduce -18.2% 0.19% −0.07
MPLX MPLX LP Reduce -0.4% 0.41% −0.07
SHW The Sherwin-Williams Co. Sold out 0.00% −0.07
IDA Idacorp Inc. Sold out 0.00% −0.07
BRK.B Berkshire Hathaway Inc. Class B Reduce -11.6% 0.29% −0.07
SYF Synchrony Financial Reduce -41.7% 0.08% −0.06
ABT Abbott Laboratories Reduce -13.9% 0.19% −0.06
AVGO Broadcom Inc. Reduce -7.9% 3.01% −0.06
HD Home Depot Inc. Reduce -25.2% 0.15% −0.06
PG The Procter & Gamble Co. Reduce -20.5% 0.12% −0.06
FR First Industrial Realty TR Reduce -39.1% 0.07% −0.05
V Visa Inc. Class A Reduce -17.5% 0.12% −0.05
NTAP Netapp Inc. Reduce -12.5% 0.32% −0.05
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -0.8% 1.02% −0.05
SAMT Strategas Macro Them Opps Reduce -1.6% 0.92% −0.05
HBAN Huntington Bancshares Inc. Reduce -11.1% 0.22% −0.05
SPY SS SPDR S&P 500 ETF Trust-US Reduce -1.0% 0.90% −0.05

Portfolio Buys Q2 2025 → Q3 2025
PLTR Palantir Technologies Inc. Class A Add +4.1% 5.03% +0.98
TSLA Tesla Inc. Add +1.3% 3.20% +0.67
XME SS SPDR S&P Metals Mining Add +1.8% 2.86% +0.59
URA Global X Uranium ETF Add +2.6% 5.28% +0.58
HWM Howmet Aerospace Inc. New 0.54% +0.54
ARKK ARK Innovation ETF New 0.49% +0.49
KMI Kinder Morgan Inc. Add +522.6% 0.47% +0.38
LRCX Lam Research Corp. Add +14.4% 1.14% +0.33
GOOGL Alphabet Inc. Class A Add +0.0% 1.61% +0.30
NEM Newmont Corp. Add +6.7% 1.09% +0.30
RGTI Rigetti Computing Inc. Add +6.5% 0.43% +0.25
APH Amphenol Corp. Class A Add +14.0% 1.12% +0.24
TSM Taiwan Semiconductor-SP ADR Add +6.3% 1.52% +0.22
ORCL Oracle Corp. Add +47.3% 0.47% +0.19
EME Emcor Group Inc. Add +4.3% 1.61% +0.18
TPR Tapestry Inc. Add +9.0% 0.84% +0.17
CMI Cummins Inc. Add +9.1% 0.80% +0.16
ULTA Ulta Beauty Inc. Add +23.1% 0.55% +0.12
AMAT Applied Materials Inc. Add +11.3% 1.01% +0.10
NMAX Newsmax Inc. New 0.10% +0.10
AZO AutoZone Inc. Add +10.4% 0.76% +0.09
BLD Topbuild Corp. Add +6.6% 0.61% +0.08
WMB Williams Cos Inc. New 0.07% +0.07
RBLX Roblox Corp. Class A New 0.07% +0.07
NDAQ Nasdaq Inc. New 0.07% +0.07
VTR Ventas Inc. New 0.07% +0.07
ARKF ARK Blockchain & Fintech Inn New 0.07% +0.07
BX Blackstone Inc. Add +8.0% 0.74% +0.07
CEG Constellation Energy New 0.06% +0.06
ASTS Ast Spacemobile Inc. Add +80.4% 0.11% +0.05
SPG Simon Property Group Inc. Add +3.6% 0.64% +0.05
XLU St Sr Utl SL SE SPDR ETF-Usd Add +53.3% 0.14% +0.04
BKR Baker Hughes Co. Add +17.7% 0.17% +0.04
GOOG Alphabet Inc. Class C Add +12.1% 0.15% +0.04
HCA HCA Healthcare Inc. Add +7.4% 0.66% +0.04
NOC Northrop Grumman Corp. Add +1.1% 0.45% +0.04
TPL Texas Pacific Land Corp. Add +100.0% 0.11% +0.04
NFG National Fuel Gas Co. Add +8.9% 0.66% +0.04
CRWD CrowdStrike Holdings Inc. Class A Add +25.6% 0.42% +0.03
INTC Intel Corp. Add +1.0% 0.10% +0.03
UWMC Uwm Holdings Corp. New 0.02% +0.02
COF Capital One Financial Corp. Add +17.0% 0.50% +0.02
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +19.9% 0.16% +0.02
EBAY eBay Inc. Add +1.5% 0.17% +0.02
GE General Electric Add +0.7% 0.32% +0.01
PNW Pinnacle West Capital Add +12.9% 0.47% +0.00
MS Morgan Stanley Add +0.7% 0.21% +0.00
IBM Intl Business Machines Corp. Add +19.3% 0.07% +0.00
ALV Autoliv Inc. Add +2.0% 0.22% +0.00
BAC Bank of America Corp. Add +3.0% 0.65% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 188$490.3MKLAC, DELL, NVDA, SRLN, AMAT
Q1 2026 173$398.5MNVDA, URA, SRLN, PLTR, AMLP
Q4 2025 173$374.1MPLTR, URA, NVDA, SRLN, TSLA
Q3 2025 167$348.2MURA, PLTR, NVDA, SRLN, AMLP
Q2 2025 171$310.1MURA, NVDA, PLTR, AMLP, SRLN
Q1 2025 185$257.0MAMLP, NVDA, URA, PLTR, TSLA
Q4 2024 176$258.1MAMLP, NVDA, TSLA, URA, AVGO
Q3 2024Amended 174$245.9MAMLP, URA, NVDA, SHY, TSLA
Q2 2024 167$232.6MAMLP, NVDA, SHY, URA, QQQ
Q1 2024 166$227.8MAMLP, SHY, URA, NVDA, XME