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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SM SM ENERGY COMPANY Energy 466,175.0 $14.5M 3.61% NEW $31.18 +2.9%
2 REMX VANECK ETF TRUST 47,010.0 $4.1M 1.03% NEW $88.00 +12.2%
3 TIDAL TRUST I 144,764.0 $3.1M 0.76% NEW $21.08
4 AMAT APPLIED MATLS INC Technology 726.0 $248K 0.06% NEW $341.90 +32.7%
5 JHMD JOHN HANCOCK EXCHANGE TRADED 5,692.0 $241K 0.06% NEW $42.37 +6.8%
6 ASML ASML HLDG NV Technology 159.0 $210K 0.05% NEW $1322.66 +23.2%

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%