Client First Investment Management LLC - Q32026 Holdings
Client First Investment Management LLC holds 24 stocks with a total portfolio value of $ 210.09M as of Q32026. In Q32026, Client First Investment Management LLC added 24 new positions, increased stakes in 0 stocks, reduced 0 holdings, and fully exited 0 positions. The largest holding is Series Portfolios Tr (ADPV), representing 52.09% of the total portfolio.
Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options