Terminal · Institutions

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 13F Holdings -- Portfolio & Top Positions (2026-03-31)

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.

RankTickerCompanyValue% PortfolioSharesAction
1ADPVSERIES PORTFOLIOS TR$100.4M52.21%2.4MAdded
2BOXXEA SERIES TRUST$47.3M24.60%406,866Added
3PULSPGIM ETF TR$8.0M4.17%161,880New
4PROSHARES TR$7.9M4.12%105,390New
5SSOPROSHARES TR$6.1M3.18%118,057Trimmed
6XLPSELECT SECTOR SPDR TR$5.6M2.93%68,738New
7DIGPROSHARES TR$4.4M2.27%65,354New
8QIDPROSHARES TR$2.4M1.23%104,613New
9PLTDDIREXION SHARES ETF TRUST$2.3M1.21%310,184New
10LLYELI LILLY & CO$2.1M1.09%2,283Added
11XLUSELECT SECTOR SPDR TR$1.9M0.98%41,208New
12MSFTMICROSOFT CORP$1.5M0.77%3,995Hold
13QQQDDIREXION SHARES ETF TRUST$1.0M0.54%70,434New
14BILSPDR SERIES TRUST$598,8910.31%6,535Trimmed
15NVDGRANITESHARES ETF TR$443,0570.23%58,683New
16VVISA INC$306,7740.16%1,015Hold
17JPSTJ P MORGAN EXCHANGE TRADED F$00.00%0Exited
18SMHVANECK ETF TRUST$00.00%0Exited
19NUGTDIREXION SHS ETF TR$00.00%0Exited
20JNUGDIREXION SHS ETF TR$00.00%0Exited
21MUUDIREXION SHS ETF TR$00.00%0Exited
22FTSMFIRST TR EXCHANGE-TRADED FD$00.00%0Exited
23NVDLGRANITESHARES ETF TR$00.00%0Exited
24TARKINVESTMENT MANAGERS SER TR I$00.00%0Exited
25LEMBISHARES INC$00.00%0Exited

Source: SEC Form 13F filings · as of 2026-03-31