Client First Capital LLC
Net buyer this quarter
$251M
12
+$24.7K
32.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 QQQ | $56.6M | 22.53% | Not reported | 0.0% | Q4 2021 |
 GLD | $14.6M | 5.80% | 0.01% | +0.3% | Q4 2021 |
 EMXC | $7.34M | 2.92% | Not reported | -0.3% | Q4 2021 |
 LLY | $828K | 0.33% | 0.00% | Not reported | Q2 2025 |
 HD | $724K | 0.29% | 0.00% | +0.6% | Q4 2025 |
 AAPL | $491K | 0.20% | 0.00% | Not reported | Q3 2025 |
 CALI | $422K | 0.17% | Not reported | +0.9% | Q2 2025 |
 RTX | $408K | 0.16% | 0.00% | Not reported | Q1 2022 |
 GOOGL | $340K | 0.14% | 0.00% | Not reported | Q4 2025 |
| SPY | $325K | 0.13% | Not reported | Not reported | Q4 2025 |
 CINF | $239K | 0.10% | 0.00% | Not reported | Q2 2025 |
 JNJ | $207K | 0.08% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| QQQ | $44.4M | 19.24% | Not reported | +0.8% | Q4 2021 |
| GLD | $17M | 7.37% | 0.01% | -8.0% | Q4 2021 |
| EMXC | $5.66M | 2.46% | Not reported | Not reported | Q4 2021 |
| HD | $671K | 0.29% | 0.00% | Not reported | Q4 2025 |
| LLY | $635K | 0.28% | 0.00% | Not reported | Q2 2025 |
| AAPL | $431K | 0.19% | 0.00% | -1.7% | Q3 2025 |
| CALI | $417K | 0.18% | Not reported | -44.7% | Q2 2025 |
| RTX | $415K | 0.18% | 0.00% | Not reported | Q1 2022 |
| SPY | $283K | 0.12% | Not reported | -5.0% | Q4 2025 |
| GOOGL | $273K | 0.12% | 0.00% | -5.3% | Q4 2025 |
 COST | $209K | 0.09% | 0.00% | New | Q1 2026 |
| CINF | $203K | 0.09% | 0.00% | Not reported | Q2 2025 |
| Q4 2025 | |||||
| QQQ | $46.8M | 19.74% | Not reported | -0.3% | Q4 2021 |
| GLD | $17M | 7.16% | 0.01% | +2.4% | Q4 2021 |
| CALI | $756K | 0.32% | Not reported | -1.7% | Q2 2025 |
| LLY | $742K | 0.31% | 0.00% | Not reported | Q2 2025 |
| HD | $702K | 0.30% | 0.00% | New | Q4 2025 |
| AAPL | $470K | 0.20% | 0.00% | +82.4% | Q3 2025 |
| RTX | $395K | 0.17% | 0.00% | Not reported | Q1 2022 |
| GOOGL | $314K | 0.13% | 0.00% | New | Q4 2025 |
| SPY | $312K | 0.13% | Not reported | New | Q4 2025 |
| CINF | $211K | 0.09% | 0.00% | Not reported | Q2 2025 |
| Q3 2025 | |||||
| QQQ | $45.9M | 20.44% | Not reported | -1.7% | Q4 2021 |
| GLD | $14.9M | 6.63% | 0.01% | +0.4% | Q4 2021 |
| CALI | $772K | 0.34% | Not reported | -0.3% | Q2 2025 |
| LLY | $526K | 0.23% | 0.00% | Not reported | Q2 2025 |
| RTX | $360K | 0.16% | 0.00% | Not reported | Q1 2022 |
| AAPL | $241K | 0.11% | 0.00% | New | Q3 2025 |
| CINF | $204K | 0.09% | 0.00% | -30.1% | Q2 2025 |