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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
Page 2 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AAPL APPLE INC Technology 1,697.0 $491K 0.20% $289.36 +10.6%
22 MEAR ISHARES U S ETF TR 9,167.0 $462K 0.18% $50.38 -0.6%
23 CALI BLACKROCK ETF TRUST II 8,355.0 $422K 0.17% +78.0 +0.9% $50.54 -0.5%
24 RTX RTX CORPORATION Industrials 2,153.0 $408K 0.16% $189.73 +5.8%
25 GOOGL ALPHABET INC Communication Services 950.0 $340K 0.14% $357.52 -5.3%
26 SPY STATE STR SPDR S&P 500 ETF T Financial Services 435.0 $325K 0.13% $746.04 +3.2%
27 CINF CINCINNATI FINL CORP Financial Services 1,289.0 $239K 0.10% $185.14 -7.6%
28 JNJ JOHNSON & JOHNSON Healthcare 815.0 $207K 0.08% NEW $253.97 +8.4%
Page 2 of 2  ·  28 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 96.0%
Healthcare 1.4%
Consumer Cyclical 1.0%
Technology 0.7%
Communication Services 0.5%
Industrials 0.5%