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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 2 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DFAI DIMENSIONAL ETF TRUST 104,362.0 $4.1M 1.01% +3K +2.7% $38.96 +7.6%
22 DFLV DIMENSIONAL ETF TRUST 112,713.0 $4.0M 1.00% +9K +8.2% $35.71 +9.4%
23 CGXU CAPITAL GROUP INTL FOCUS EQT 132,943.0 $3.9M 0.97% +8K +6.4% $29.49 +17.2%
24 MSFT MICROSOFT CORP Technology 10,578.0 $3.9M 0.97% $370.18 +12.4%
25 DFIV DIMENSIONAL ETF TRUST 68,603.0 $3.6M 0.90% +2K +3.5% $52.78 +6.1%
26 CGCP CAPITAL GRP FIXED INCM ETF T 159,323.0 $3.6M 0.88% +21K +15.2% $22.34 +0.0%
27 TIDAL TRUST I 108,273.0 $3.5M 0.86% -12K -9.7% $32.06
28 CGGO CAPITAL GROUP GBL GROWTH EQT 102,399.0 $3.4M 0.85% -2K -2.3% $33.37 +21.4%
29 NVDA NVIDIA CORPORATION Technology 18,204.0 $3.2M 0.79% +970.0 +5.6% $174.40 +23.2%
30 GOOG ALPHABET INC Communication Services 10,774.0 $3.1M 0.77% +110.0 +1.0% $286.86 +34.2%
31 AMZN AMAZON COM INC Consumer Cyclical 14,831.0 $3.1M 0.77% -85.0 -0.6% $208.28 +27.4%
32 TIDAL TRUST II 130,818.0 $3.1M 0.76% +14K +11.5% $23.43
33 TIDAL TRUST I 144,764.0 $3.1M 0.76% NEW $21.08
34 CAOS EA SERIES TRUST 32,481.0 $2.9M 0.73% -2K -6.0% $90.76 -0.3%
35 FVD FIRST TR EXCHANGE-TRADED FD 54,364.0 $2.6M 0.64% -967.0 -1.8% $47.03 +1.6%
36 CGMS CAPITAL GRP FIXED INCM ETF T 91,958.0 $2.5M 0.62% +17K +21.9% $27.23 +1.1%
37 CGSD CAPITAL GRP FIXED INCM ETF T 93,054.0 $2.4M 0.60% +2K +2.2% $25.79 +0.1%
38 VNLA JANUS DETROIT STR TR 47,846.0 $2.3M 0.58% -10K -17.5% $48.86 +0.4%
39 IVE ISHARES TR 10,146.0 $2.1M 0.53% $211.15 +7.9%
40 FENI FIDELITY COVINGTON TRUST 55,100.0 $2.0M 0.51% +2K +3.0% $37.20 +8.8%
Page 2 of 7  ·  134 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%