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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 5 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RTX RTX CORPORATION Industrials 2,948.0 $569K 0.14% $192.91 -7.2%
82 BUXX EA SERIES TRUST 27,755.0 $562K 0.14% -363.0 -1.3% $20.25 +0.1%
83 BAR GRANITESHARES GOLD TR Financial Services 12,000.0 $554K 0.14% $46.13 -3.8%
84 CEF SPROTT ASSET MANAGEMENT LP Financial Services 11,495.0 $549K 0.14% -2K -14.2% $47.72 -0.0%
85 V VISA INC Financial Services 1,690.0 $511K 0.13% -15.0 -0.9% $302.17 +8.0%
86 FCAL FIRST TR EXCH TRADED FD III 10,286.0 $503K 0.12% +1K +15.5% $48.89 +0.5%
87 MO ALTRIA GROUP INC Consumer Defensive 7,498.0 $495K 0.12% -41.0 -0.5% $65.99 +9.7%
88 MU MICRON TECHNOLOGY INC Technology 1,455.0 $492K 0.12% -60.0 -4.0% $337.87 +165.2%
89 PANW PALO ALTO NETWORKS INC Technology 2,991.0 $480K 0.12% +279.0 +10.3% $160.33 +60.1%
90 BLUEROCK PVT REAL ESTATE FD 28,515.0 $474K 0.12% -598.0 -2.0% $16.61
91 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 7,911.0 $467K 0.12% +60.0 +0.8% $59.03 +11.9%
92 UNH UNITEDHEALTH GROUP INC Healthcare 1,693.0 $458K 0.11% +45.0 +2.7% $270.54 +39.3%
93 CGMU CAPITAL GRP FIXED INCM ETF T 16,534.0 $449K 0.11% +4K +27.3% $27.15 +0.6%
94 SPY STATE STR SPDR S&P 500 ETF T Financial Services 690.0 $449K 0.11% +14.0 +2.1% $650.10 +15.5%
95 TDTF FLEXSHARES TR 18,561.0 $448K 0.11% +158.0 +0.9% $24.11 -0.0%
96 NAC NUVEEN CA DIVI ADV MUN Financial Services 37,584.0 $438K 0.11% +23K +166.8% $11.65 +1.8%
97 AMGN AMGEN INC Healthcare 1,233.0 $434K 0.11% $351.76 -4.5%
98 BAC BANK AMERICA CORP Financial Services 8,884.0 $433K 0.11% $48.75 +7.1%
99 AVGO BROADCOM INC Technology 1,373.0 $425K 0.11% +31.0 +2.3% $309.61 +36.3%
100 HD HOME DEPOT INC Consumer Cyclical 1,271.0 $418K 0.10% -442.0 -25.8% $328.92 -5.6%
Page 5 of 7  ·  134 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%