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Portfolio (Quarterly) Guide ↗

CLG LLC

· CIK 0002059872
13F Portfolio $402M AUM Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 143 New
Page 5 of 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 HD HOME DEPOT INC Consumer Cyclical 1,713.0 $590K 0.15% NEW $344.13 -9.8%
82 JNJ JOHNSON & JOHNSON Healthcare 2,759.0 $571K 0.14% NEW $206.92 +11.2%
83 BUXX EA SERIES TRUST 28,118.0 $569K 0.14% NEW $20.24 +0.1%
84 WMT WALMART INC Consumer Defensive 5,034.0 $561K 0.14% NEW $111.40 +8.0%
85 UNH UNITEDHEALTH GROUP INC Healthcare 1,648.0 $544K 0.14% NEW $330.03 +14.2%
86 RTX RTX CORPORATION Industrials 2,956.0 $542K 0.14% NEW $183.40 -2.4%
87 BAR GRANITESHARES GOLD TR Financial Services 12,000.0 $510K 0.13% NEW $42.49 +4.5%
88 INTC INTEL CORP Technology 13,773.0 $508K 0.13% NEW $36.90 +234.8%
89 PANW PALO ALTO NETWORKS INC Technology 2,712.0 $500K 0.12% NEW $184.22 +39.4%
90 BAC BANK AMERICA CORP Financial Services 8,875.0 $488K 0.12% NEW $55.00 -5.1%
91 AVGO BROADCOM INC Technology 1,342.0 $464K 0.12% NEW $346.00 +22.0%
92 SPY SPDR S&P 500 ETF TR Financial Services 676.0 $461K 0.12% NEW $681.72 +10.1%
93 LMT LOCKHEED MARTIN CORP Industrials 945.0 $457K 0.11% NEW $483.42 +10.2%
94 TDTF FLEXSHARES TR 18,403.0 $441K 0.11% NEW $23.97 +0.6%
95 FCAL FIRST TR EXCH TRADED FD III 8,908.0 $439K 0.11% NEW $49.31 -0.4%
96 BLUEROCK PVT REAL ESTATE FD 29,113.0 $437K 0.11% NEW $15.00
97 MO ALTRIA GROUP INC Consumer Defensive 7,539.0 $435K 0.11% NEW $57.66 +25.5%
98 MU MICRON TECHNOLOGY INC Technology 1,515.0 $432K 0.11% NEW $285.43 +213.9%
99 CENCORA INC 1,267.0 $428K 0.11% NEW $337.77
100 ORCL ORACLE CORP Technology 2,141.0 $417K 0.10% NEW $194.91 -0.9%
Page 5 of 8  ·  143 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 40.8%
Energy 20.8%
Financial Services 15.9%
Communication Services 6.9%
Industrials 5.4%
Consumer Cyclical 4.3%
Healthcare 2.6%
Consumer Defensive 2.6%
Basic Materials 0.6%