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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 2 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOGL ALPHABET INC Communication Services 6,662.0 $1.9M 0.48% +50.0 +0.8% $287.55 +35.2%
22 DFIS DIMENSIONAL ETF TRUST 53,351.0 $1.8M 0.45% +2K +4.3% $33.67 +9.3%
23 ISHARES TR 38,282.0 $1.8M 0.44% +9K +29.1% $46.23
24 CGDG CAPITAL GROUP DIVIDEND GROWE 48,098.0 $1.7M 0.43% +9K +24.0% $35.90 +4.6%
25 FESM FIDELITY COVINGTON TRUST 38,512.0 $1.5M 0.36% +6K +19.6% $38.00 +20.2%
26 BOXX EA SERIES TRUST 7,839.0 $912K 0.23% +267.0 +3.5% $116.29 +0.5%
27 CGGE CAPITAL GROUP GLOBAL EQUITY 27,726.0 $846K 0.21% +2K +8.4% $30.50 +12.7%
28 CGIE CAPITAL GROUP INTERNATIONAL 24,830.0 $840K 0.21% +6K +33.0% $33.82 +7.9%
29 IBM INTERNATIONAL BUSINESS MACHS Technology 3,250.0 $788K 0.20% +21.0 +0.7% $242.37 +3.4%
30 TSLA TESLA INC Consumer Cyclical 2,106.0 $783K 0.19% +12.0 +0.6% $371.67 +16.7%
31 VT VANGUARD INTL EQUITY INDEX F 5,298.0 $733K 0.18% +557.0 +11.8% $138.31 +13.8%
32 CGUS CAPITAL GROUP CORE EQUITY ET 18,340.0 $705K 0.17% +2K +14.6% $38.42 +14.2%
33 JNJ JOHNSON & JOHNSON Healthcare 2,795.0 $683K 0.17% +36.0 +1.3% $244.48 -5.8%
34 BA BOEING CO Industrials 3,416.0 $680K 0.17% +98.0 +3.0% $199.03 +10.0%
35 META META PLATFORMS INC Communication Services 1,183.0 $677K 0.17% +39.0 +3.4% $571.92 +7.1%
36 VUG VANGUARD INDEX FDS 1,499.0 $655K 0.16% +74.0 +5.2% $436.77 -79.8%
37 FCAL FIRST TR EXCH TRADED FD III 10,286.0 $503K 0.12% +1K +15.5% $48.89 +0.5%
38 PANW PALO ALTO NETWORKS INC Technology 2,991.0 $480K 0.12% +279.0 +10.3% $160.33 +60.1%
39 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 7,911.0 $467K 0.12% +60.0 +0.8% $59.03 +11.9%
40 UNH UNITEDHEALTH GROUP INC Healthcare 1,693.0 $458K 0.11% +45.0 +2.7% $270.54 +39.3%
Page 2 of 3  ·  52 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%