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Portfolio (Quarterly) Guide ↗

Client First Capital LLC

· CIK 0001822065
13F Portfolio $237M AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 27 New
Page 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LLY ELI LILLY & CO Healthcare 690.0 $742K 0.31% NEW $1074.68 +12.4%
22 HD HOME DEPOT INC Consumer Cyclical 2,040.0 $702K 0.30% NEW $344.10 +1.4%
23 AAPL APPLE INC Technology 1,727.0 $470K 0.20% NEW $271.86 +4.4%
24 RTX RTX CORPORATION Industrials 2,153.0 $395K 0.17% NEW $183.40 +2.5%
25 GOOGL ALPHABET INC Communication Services 1,003.0 $314K 0.13% NEW $313.12 +7.8%
26 SPY SPDR S&P 500 ETF TR Financial Services 458.0 $312K 0.13% NEW $681.29 +7.1%
27 CINF CINCINNATI FINL CORP Financial Services 1,289.0 $211K 0.09% NEW $163.32 +12.7%
Page 2 of 2  ·  27 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
Financial Services 96.1%
Healthcare 1.1%
Consumer Cyclical 1.0%
Technology 0.7%
Industrials 0.6%
Communication Services 0.5%