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Client First Investment Management LLC - Portfolio Stock Holdings

Client First Investment Management LLC disclosed 37 stock positions in a recent SEC 13F filing. $210,090,540 of stock holdings were filed, with the largest holdings including ADPV, SSO, and FLRT. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $271,935,662 and has 16 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from investment companies.

Report Period:

Sept. 30, 2026

No. of Stocks:

37

Est. Stock Holding Value:

$210,090,540

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Client First Investment Management LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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