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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 Chg Shares Chg % Period Price ① Since Period ①
1 CLOA BLACKROCK ETF TRUST II 134,379.0 $7.0M 3.02% NEW $51.83 +0.3%
2 XLI SELECT SECTOR SPDR TR 37,935.0 $6.1M 2.66% NEW $161.73 +7.5%
3 XLP SELECT SECTOR SPDR TR 74,468.0 $6.1M 2.65% NEW $81.98 +3.0%
4 EMXC ISHARES INC 71,990.0 $5.7M 2.46% NEW $78.66 +28.4%
5 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 210.0 $209K 0.09% NEW $996.43 -0.1%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%