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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
Page 2 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MEAR ISHARES U S ETF TR 9,167.0 $461K 0.20% -9K -48.6% $50.34 -0.1%
22 AAPL APPLE INC Technology 1,697.0 $431K 0.19% -30.0 -1.7% $253.79 +23.1%
23 CALI BLACKROCK ETF TRUST II 8,277.0 $417K 0.18% -7K -44.7% $50.43 +0.1%
24 RTX RTX CORPORATION Industrials 2,153.0 $415K 0.18% $192.90 -7.2%
25 SPY STATE STR SPDR S&P 500 ETF T Financial Services 435.0 $283K 0.12% -23.0 -5.0% $649.71 +16.2%
26 GOOGL ALPHABET INC Communication Services 950.0 $273K 0.12% -53.0 -5.3% $287.68 +35.6%
27 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 210.0 $209K 0.09% NEW $996.43 -0.1%
28 CINF CINCINNATI FINL CORP Financial Services 1,289.0 $203K 0.09% $157.35 +1.7%
Page 2 of 2  ·  28 positions

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%