Client First Investment Management LLC

CIK: 0002018284Latest portfolio: $190.7M · Q4 2025

Holdings

30

Total Value

$190.7M

New Positions

11

Closed Positions

20

#StockSharesValue% PortfolioChangeType
1
ADPVSERIES PORTFOLIOS TR
2,336,850$100.1M52.51%+65K
2
SSOPROSHARES TR
540,061$31.3M16.41%+449K
3
BOXXEA SERIES TRUST
139,757$16.1M8.44%-24,456
4
SLVISHARES SILVER TR
108,086$7.0M3.65%NEW
5
JNUGDIREXION SHS ETF TR
26,392$5.5M2.86%+4K
6
USDPROSHARES TR
97,016$5.1M2.67%-14,567
7
SILJAMPLIFY ETF TR
168,202$4.7M2.44%NEW
8
SBITPROSHARES TR
97,411$4.3M2.24%NEW
9
LLYELI LILLY & CO
2,279$2.4M1.28%+3
10
MSFTMICROSOFT CORP
3,995$1.9M1.01%-405
11
DASXINVESTMENT MANAGERS SER TR I
23,146$1.1M0.59%-28,767
12
LEMBISHARES INC
26,223$1.1M0.57%+13K
13
ROKTSPDR SERIES TRUST
12,734$1.1M0.57%NEW
14
COPJSPROTT FDS TR
27,552$1.1M0.57%NEW
15
SLXVANECK ETF TRUST
11,620$986K0.52%NEW
16
NVDLGRANITESHARES ETF TR
11,034$971K0.51%-9,483
17
J40TPROSHARES TR
27,030$944K0.50%NEW
18
NUGTDIREXION SHS ETF TR
4,987$916K0.48%-44,993
19
MUUDIREXION SHS ETF TR
8,765$882K0.46%NEW
20
BILSPDR SERIES TRUST
7,167$654K0.34%-319
21
FLRTPACER FDS TR
11,432$538K0.28%-89
22
VVISA INC
1,015$355K0.19%
23
SGOLETFS GOLD TR
5,500$225K0.12%-7,034
24
AUMITHEMES ETF TR
2,437$224K0.12%NEW
25
GSIBTHEMES ETF TR
4,194$220K0.12%-34,296

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
ADPV2.3M+65K
LEMB26K+13K
JNUG26K+4K
LLY2K+3
SGOL6K+-7034
USD97K+-14567
GSIB4K+-34296

Decreased Positions

NameSharesChange
NUGT5K-44993
DASX23K-28767
BOXX140K-24456
NVDL11K-9483
MSFT4K-405
BIL7K-319
XLK1K-226
JPST4K-204
FTSM3K-160
FLRT11K-89

Sector Breakdown

Financial Services0.0% ($1.0011031280160865e+79T)
Technology0.0% ($69.6B)
Unknown0.0% ($1.1B)
Healthcare0.0% ($2.4M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 9, 2026$190.7M30
Q3 2025Oct 15, 2025$196.0B39
Q2 2025Jul 9, 2025$163.0B26
Q1 2025Apr 14, 2025$147.5B14

Fund Information

CIK0002018284
Most Recent FilingFeb 9, 2026
Number of Filings4

Client First Investment Management LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $190.7M across 30 holdings. The largest position is SERIES PORTFOLIOS TR (ADPV), representing 52.5% of the portfolio. Compared to the previous quarter, the fund opened 11 new positions and closed 20 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.