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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 1 of 2  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 102,676.0 $67.1M 16.65% -1K -1.1% $653.21 +15.4%
2 DLN WISDOMTREE TR 430,968.0 $38.5M 9.56% -3K -0.6% $89.33 +7.5%
3 CVX CHEVRON CORPORATION Energy 117,686.0 $24.3M 6.05% -30K -20.3% $206.90 -10.7%
4 CGGR CAPITAL GROUP GROWTH ETF 286,676.0 $11.5M 2.86% -59K -17.0% $40.19 +16.6%
5 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 232,957.0 $10.8M 2.67% -48K -17.1% $46.19 -3.7%
6 CGDV CAPITAL GROUP DIVIDEND VALUE 216,540.0 $9.2M 2.29% -79K -26.6% $42.54 +13.3%
7 RDVY FIRST TR EXCHANGE TRADED FD 94,896.0 $6.5M 1.61% -6K -5.7% $68.28 +11.9%
8 FEGE RBB FUND TRUST 91,159.0 $4.3M 1.06% -41K -30.8% $47.00 +6.6%
9 TIDAL TRUST I 108,273.0 $3.5M 0.86% -12K -9.7% $32.06
10 CGGO CAPITAL GROUP GBL GROWTH EQT 102,399.0 $3.4M 0.85% -2K -2.3% $33.37 +21.4%
11 AMZN AMAZON COM INC Consumer Cyclical 14,831.0 $3.1M 0.77% -85.0 -0.6% $208.28 +27.4%
12 CAOS EA SERIES TRUST 32,481.0 $2.9M 0.73% -2K -6.0% $90.76 -0.3%
13 FVD FIRST TR EXCHANGE-TRADED FD 54,364.0 $2.6M 0.64% -967.0 -1.8% $47.03 +1.6%
14 VNLA JANUS DETROIT STR TR 47,846.0 $2.3M 0.58% -10K -17.5% $48.86 +0.4%
15 XOM EXXON MOBIL CORP Energy 11,223.0 $1.9M 0.47% -870.0 -7.2% $169.66 -8.7%
16 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,081.0 $1.1M 0.27% -596.0 -35.5% $996.64 +0.6%
17 VZ VERIZON COMMUNICATIONS INC Communication Services 21,420.0 $1.1M 0.27% -798.0 -3.6% $50.20 -3.7%
18 VOO VANGUARD INDEX FDS 1,689.0 $1.0M 0.25% -23.0 -1.3% $597.69 +15.5%
19 FIXD FIRST TR EXCHNG TRADED FD VI 20,473.0 $892K 0.22% -636.0 -3.0% $43.59 -0.3%
20 JPM JPMORGAN CHASE & CO Financial Services 2,834.0 $834K 0.21% -39.0 -1.4% $294.17 +4.3%
Page 1 of 2  ·  39 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%