Client First Investment Management LLC: 13F holdings

CIK 20182842026Q2

Positions28
Reported value$237.3m
Filed2026-07-09

Change since last quarter

Positions28 (+12 vs prior quarter)
Reported value$237.3m (+23.4%)

Top 10 holdings

SecuritySharesValueWeight
SERIES PORTFOLIOS TR2,465,652$119.1m50.2%
SSO PROSHARES TR544,551$36.7m15.5%
BOXX EA SERIES TRUST154,198$18.1m7.6%
UWM PROSHARES TR119,587$8.0m3.4%
PULS PGIM ETF TR146,204$7.2m3.1%
SOXL DIREXION SHARES ETF TRUST15,022$4.0m1.7%
FALN ISHARES TR139,127$3.8m1.6%
VIRTUS ETF TR II130,099$3.8m1.6%
FLRT PACER FDS TR75,741$3.5m1.5%
CALAMOS ETF TR62,004$3.2m1.3%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2018284")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

Get a free API keySee history bundlesDownload free samples