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Portfolio (Quarterly) Guide ↗

Client First Capital LLC

· CIK 0001822065
13F Portfolio $251M AUM 28 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1 New 3 Added 5 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SHV ISHARES TR 276,188.0 $30.5M 12.14% -9K -3.3% $110.35 -0.2%
2 USFR WISDOMTREE TR 458,302.0 $23.1M 9.19% -10K -2.2% $50.35 +0.1%
3 XLP SELECT SECTOR SPDR TR 73,557.0 $6.1M 2.43% -911.0 -1.2% $83.07 +1.8%
4 ISHARES TR 143,897.0 $4.0M 1.60% -1K -1.0% $27.86
5 ISHARES TR 89,249.0 $2.6M 1.03% -1K -1.3% $29.13

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
Financial Services 96.0%
Healthcare 1.4%
Consumer Cyclical 1.0%
Technology 0.7%
Communication Services 0.5%
Industrials 0.5%