Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Client First Investment Management LLC (CIK 2018284) reported $192.4M across 15 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ADPV ($100.4M, 52.21%), BOXX ($47.3M, 24.60%), PULS ($8.0M, 4.17%), ($7.9M, 4.12%), SSO ($6.1M, 3.18%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ADPV | SERIES PORTFOLIOS TR | $100.4M | 52.21% | 2.4M | Added |
| 2 | BOXX | EA SERIES TRUST | $47.3M | 24.60% | 406,866 | Added |
| 3 | PULS | PGIM ETF TR | $8.0M | 4.17% | 161,880 | New |
| 4 | PROSHARES TR | $7.9M | 4.12% | 105,390 | New | |
| 5 | SSO | PROSHARES TR | $6.1M | 3.18% | 118,057 | Trimmed |
| 6 | XLP | SELECT SECTOR SPDR TR | $5.6M | 2.93% | 68,738 | New |
| 7 | DIG | PROSHARES TR | $4.4M | 2.27% | 65,354 | New |
| 8 | QID | PROSHARES TR | $2.4M | 1.23% | 104,613 | New |
| 9 | PLTD | DIREXION SHARES ETF TRUST | $2.3M | 1.21% | 310,184 | New |
| 10 | LLY | ELI LILLY & CO | $2.1M | 1.09% | 2,283 | Added |
| 11 | XLU | SELECT SECTOR SPDR TR | $1.9M | 0.98% | 41,208 | New |
| 12 | MSFT | MICROSOFT CORP | $1.5M | 0.77% | 3,995 | Hold |
| 13 | QQQD | DIREXION SHARES ETF TRUST | $1.0M | 0.54% | 70,434 | New |
| 14 | BIL | SPDR SERIES TRUST | $598,891 | 0.31% | 6,535 | Trimmed |
| 15 | NVD | GRANITESHARES ETF TR | $443,057 | 0.23% | 58,683 | New |
| 16 | V | VISA INC | $306,774 | 0.16% | 1,015 | Hold |
| 17 | JPST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | Exited |
| 18 | SMH | VANECK ETF TRUST | $0 | 0.00% | 0 | Exited |
| 19 | NUGT | DIREXION SHS ETF TR | $0 | 0.00% | 0 | Exited |
| 20 | JNUG | DIREXION SHS ETF TR | $0 | 0.00% | 0 | Exited |
| 21 | MUU | DIREXION SHS ETF TR | $0 | 0.00% | 0 | Exited |
| 22 | FTSM | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | Exited |
| 23 | NVDL | GRANITESHARES ETF TR | $0 | 0.00% | 0 | Exited |
| 24 | TARK | INVESTMENT MANAGERS SER TR I | $0 | 0.00% | 0 | Exited |
| 25 | LEMB | ISHARES INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31