Portfolio (Quarterly) Guide ↗

Client First Capital LLC

· CIK 0001822065

13F Portfolio $231M AUM 28 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 5 New 4 Added 10 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	XLG	INVESCO EXCHANGE TRADED FD T	—	114,595	$6.8M	2.86%	SOLD
2	XLF	SELECT SECTOR SPDR TR	—	120,079	$6.6M	2.77%	SOLD
3	IWF	ISHARES TR	—	7,245	$3.4M	1.45%	SOLD
4	ICSH	ISHARES TR	—	61,091	$3.1M	1.30%	SOLD

Sector Allocation

Financial Services 95.9%

Consumer Cyclical 1.0%

Healthcare 1.0%

Technology 0.7%

Industrials 0.6%

Communication Services 0.4%

Consumer Defensive 0.3%