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Portfolio (Quarterly) Guide ↗

CLG LLC

· CIK 0002059872
13F Portfolio $402M AUM Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 143 New
Page 6 of 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 FTCS FIRST TR EXCHANGE-TRADED FD 4,364.0 $404K 0.10% NEW $92.50 +2.1%
102 AMGN AMGEN INC Healthcare 1,229.0 $402K 0.10% NEW $327.26 +4.3%
103 DFAR DIMENSIONAL ETF TRUST 17,548.0 $402K 0.10% NEW $22.90 +15.0%
104 ABT ABBOTT LABS Healthcare 3,005.0 $376K 0.09% NEW $125.28 -31.1%
105 FELG FIDELITY COVINGTON TRUST 8,619.0 $359K 0.09% NEW $41.70 +6.4%
106 CGMU CAPITAL GRP FIXED INCM ETF T 12,988.0 $356K 0.09% NEW $27.38 -0.2%
107 QQQ INVESCO QQQ TR Financial Services 562.0 $345K 0.09% NEW $614.01 +18.5%
108 KO COCA COLA CO Consumer Defensive 4,912.0 $343K 0.09% NEW $69.91 +16.9%
109 GD GENERAL DYNAMICS CORP Industrials 1,018.0 $343K 0.09% NEW $336.79 +2.2%
110 DIS DISNEY WALT CO Communication Services 2,895.0 $329K 0.08% NEW $113.76 -8.2%
111 OEF ISHARES TR 959.0 $329K 0.08% NEW $342.95 +8.6%
112 TIP ISHARES TR 2,961.0 $325K 0.08% NEW $109.90 +0.9%
113 FSMD FIDELITY COVINGTON TRUST 7,229.0 $319K 0.08% NEW $44.13 +14.6%
114 T AT&T INC Communication Services 12,827.0 $319K 0.08% NEW $24.84 +1.5%
115 NOC NORTHROP GRUMMAN CORP Industrials 534.0 $304K 0.08% NEW $570.10 -3.0%
116 WM WASTE MGMT INC DEL Industrials 1,247.0 $274K 0.07% NEW $219.70 -1.2%
117 FFLG FIDELITY COVINGTON TRUST 9,135.0 $273K 0.07% NEW $29.94 +14.2%
118 IBIT ISHARES BITCOIN TRUST ETF Financial Services 5,432.0 $270K 0.07% NEW $49.65 -14.7%
119 LLY ELI LILLY & CO Healthcare 249.0 $268K 0.07% NEW $1075.34 +0.5%
120 FDX FEDEX CORP Industrials 917.0 $265K 0.07% NEW $288.86 +42.5%
Page 6 of 8  ·  143 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 40.8%
Energy 20.8%
Financial Services 15.9%
Communication Services 6.9%
Industrials 5.4%
Consumer Cyclical 4.3%
Healthcare 2.6%
Consumer Defensive 2.6%
Basic Materials 0.6%