Client First Investment Management LLC
Client First Investment Management LLC reported 28 positions worth $237.3M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: ADPV (50.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | ADPV | SH | $119.1M | 50.20% | 2,465,652 | — | — | |
| ▸ 2 | SSO | SH | $36.7M | 15.46% | 544,551 | — | — | |
| ▸ 3 | BOXX | SH | $18.1M | 7.61% | 154,198 | — | — | |
| ▸ 4 | UWM | SH | $8.0M | 3.39% | 119,587 | — | — | |
| ▸ 5 | PULS | SH | $7.2M | 3.05% | 146,204 | — | — | |
| ▸ 6 | SOXL | SH | $4.0M | 1.69% | 15,022 | — | — | |
| ▸ 7 | FALN | SH | $3.8M | 1.60% | 139,127 | — | — | |
| ▸ 8 | VEMY | SH | $3.8M | 1.58% | 130,099 | — | — | |
| ▸ 9 | FLRT | SH | $3.5M | 1.49% | 75,741 | — | — | |
| ▸ 10 | CVRT | SH | $3.2M | 1.34% | 62,004 | — | — |
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Frequently Asked Questions
What stocks does Client First Investment Management LLC hold as of Q2 2026?
Client First Investment Management LLC reported 28 positions worth $237.3M in its Q2 2026 13F filing. Largest positions: ADPV (50.2%), SSO (15.5%), BOXX (7.6%), UWM (3.4%) and PULS (3.1%).
What did Client First Investment Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Client First Investment Management LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.