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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 7 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AMAT APPLIED MATLS INC Technology 726.0 $248K 0.06% NEW $341.90 +33.1%
122 JHMD JOHN HANCOCK EXCHANGE TRADED 5,692.0 $241K 0.06% NEW $42.37 +7.2%
123 XLK SELECT SECTOR SPDR TR 1,788.0 $238K 0.06% $132.89 +39.4%
124 FRDM EA SERIES TRUST 4,216.0 $230K 0.06% +22.0 +0.5% $54.65 +30.8%
125 ACVF ETF OPPORTUNITIES TRUST 4,814.0 $229K 0.06% $47.62 +12.8%
126 MA MASTERCARD INCORPORATED Financial Services 434.0 $217K 0.05% -20.0 -4.4% $499.66 -1.3%
127 GE GE AEROSPACE Industrials 761.0 $216K 0.05% $283.78 +10.8%
128 PG PROCTER & GAMBLE CO Consumer Defensive 1,456.0 $210K 0.05% $144.44 -1.0%
129 ASML ASML HLDG NV Technology 159.0 $210K 0.05% NEW $1322.66 +23.4%
130 FELC FIDELITY COVINGTON TRUST 5,729.0 $208K 0.05% $36.27 +16.0%
131 TFX TELEFLEX INCORPORATED Healthcare 1,717.0 $205K 0.05% $119.61 +10.3%
132 AMD ADVANCED MICRO DEVICES INC Technology 1,008.0 $205K 0.05% +30.0 +3.1% $203.51 +147.6%
133 VO VANGUARD INDEX FDS 708.0 $203K 0.05% $287.04 -72.6%
134 FTCA PUTNAM ETF TRUST 17,020.0 $124K 0.03% $7.28 +0.6%
Page 7 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%