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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 SHV ISHARES TR 285,502.0 $31.5M 13.67% -43K -13.0% $110.39 -0.0%
2 QUAL ISHARES TR 123,300.0 $23.7M 10.26% -1K -0.8% $191.81 +12.5%
3 GLD SPDR GOLD TR Financial Services 39,463.0 $17.0M 7.37% -3K -8.0% $430.29 -4.1%
4 XLC SELECT SECTOR SPDR TR 60,331.0 $6.7M 2.90% -26K -30.5% $110.86 +5.2%
5 ISHARES TR 145,320.0 $3.9M 1.69% -42K -22.5% $26.82
6 MEAR ISHARES U S ETF TR 9,167.0 $461K 0.20% -9K -48.6% $50.34 -0.1%
7 AAPL APPLE INC Technology 1,697.0 $431K 0.19% -30.0 -1.7% $253.79 +23.1%
8 CALI BLACKROCK ETF TRUST II 8,277.0 $417K 0.18% -7K -44.7% $50.43 +0.1%
9 SPY STATE STR SPDR S&P 500 ETF T Financial Services 435.0 $283K 0.12% -23.0 -5.0% $649.71 +16.2%
10 GOOGL ALPHABET INC Communication Services 950.0 $273K 0.12% -53.0 -5.3% $287.68 +35.6%

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%