StockDriftsStockDriftsTop 27 Client First Investment Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ADPV | SERIES PORTFOLIOS TR | 50.2% | 2.47M | $119.1M | +3.52%(+83.93K) | $27.75(+62.42%) | 2026-06-30 | |
| SSO | PROSHARES TR | 15.46% | 544.6K | $36.7M | +361.26%(+426.49K) | $56.32(+27.12%) | 2026-06-30 | |
| BOXX | EA SERIES TRUST | 7.61% | 154.2K | $18.1M | -62.10%(-252.67K) | $113.80(+3.49%) | 2026-06-30 | |
| UWM | PROSHARES TR | 3.39% | 119.6K | $8.0M | new | $36.59(+83.76%) | 2026-06-30 | |
| PULS | PGIM ETF TR | 3.05% | 146.2K | $7.2M | -9.68%(-15.68K) | $49.54(+0.12%) | 2026-06-30 | |
| SOXL | DIREXION SHARES ETF TRUST | 1.69% | 15.0K | $4.0M | new | $153.66(-12.62%) | 2026-06-30 | |
| FALN | ISHARES TR | 1.6% | 139.1K | $3.8M | new | $26.88(+0.40%) | 2026-06-30 | |
| VEMY | VIRTUS ETF TR II | 1.58% | 130.1K | $3.8M | new | $28.10(+1.90%) | 2026-06-30 | |
| FLRT | PACER FDS TR | 1.49% | 75.7K | $3.5M | new | $46.58(+0.42%) | 2026-06-30 | |
| CVRT | CALAMOS ETF TR | 1.34% | 62.0K | $3.2M | new | $45.73(+5.38%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +59.69% |
| Top 20 Holdings Unweighted | — | — | — | — | +34.55% |
Client First Investment Management LLC reports $237.29M in US-listed equity holdings across 28 positions in its most recent 13F filing. Its largest disclosed positions are ADPV (50.2%), SSO (15.5%) and BOXX (7.6%). The top 20 holdings account for 96.77% of reported assets. Its disclosed equity book has returned +59.69% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Client First Investment Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2018284). View Client First Investment Management LLC’s 13F filings on SEC