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Portfolio (Quarterly) Guide ↗

CLG LLC

· CIK 0002059872
13F Portfolio $403M AUM 134 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 52 Added 39 Reduced 15 Exited
Page 1 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SATS ECHOSTAR CORP Technology 123,190.0 $14.4M 3.58% +1K +1.2% $117.07 +5.2%
2 PYLD PIMCO ETF TR 521,329.0 $13.7M 3.39% +36K +7.5% $26.20 +0.8%
3 FBCG FIDELITY COVINGTON TRUST 199,954.0 $10.0M 2.49% +10K +5.5% $50.12 +23.9%
4 DFCF DIMENSIONAL ETF TRUST 167,303.0 $7.1M 1.75% +19K +12.9% $42.22 -0.2%
5 CGBL CAPITAL GROUP CORE BALANCED 204,440.0 $7.0M 1.75% +40K +24.4% $34.41 +8.9%
6 BERKSHIRE HATHAWAY INC DEL 14,631.0 $7.0M 1.74% +2K +13.1% $479.20
7 DFUS DIMENSIONAL ETF TRUST 73,257.0 $5.2M 1.29% +5K +7.6% $70.91 +15.3%
8 GDX VANECK ETF TRUST 52,571.0 $4.8M 1.20% +34K +190.6% $91.77 -3.6%
9 DFAS DIMENSIONAL ETF TRUST 58,575.0 $4.2M 1.03% +2K +4.2% $71.13 +10.7%
10 DFAI DIMENSIONAL ETF TRUST 104,362.0 $4.1M 1.01% +3K +2.7% $38.96 +7.6%
11 DFLV DIMENSIONAL ETF TRUST 112,713.0 $4.0M 1.00% +9K +8.2% $35.71 +9.4%
12 CGXU CAPITAL GROUP INTL FOCUS EQT 132,943.0 $3.9M 0.97% +8K +6.4% $29.49 +17.2%
13 DFIV DIMENSIONAL ETF TRUST 68,603.0 $3.6M 0.90% +2K +3.5% $52.78 +6.1%
14 CGCP CAPITAL GRP FIXED INCM ETF T 159,323.0 $3.6M 0.88% +21K +15.2% $22.34 +0.0%
15 NVDA NVIDIA CORPORATION Technology 18,204.0 $3.2M 0.79% +970.0 +5.6% $174.40 +23.2%
16 GOOG ALPHABET INC Communication Services 10,774.0 $3.1M 0.77% +110.0 +1.0% $286.86 +34.2%
17 TIDAL TRUST II 130,818.0 $3.1M 0.76% +14K +11.5% $23.43
18 CGMS CAPITAL GRP FIXED INCM ETF T 91,958.0 $2.5M 0.62% +17K +21.9% $27.23 +1.1%
19 CGSD CAPITAL GRP FIXED INCM ETF T 93,054.0 $2.4M 0.60% +2K +2.2% $25.79 +0.1%
20 FENI FIDELITY COVINGTON TRUST 55,100.0 $2.0M 0.51% +2K +3.0% $37.20 +8.8%
Page 1 of 3  ·  52 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
Technology 35.9%
Energy 32.1%
Financial Services 12.9%
Communication Services 5.8%
Industrials 5.1%
Consumer Cyclical 3.4%
Consumer Defensive 2.2%
Healthcare 2.1%
Basic Materials 0.6%