Client First Investment Management LLC
Net seller this quarter
$237M
6
-$5.42M
6.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 PULS | $7.24M | 3.05% | 0.83% | -9.7% | Q4 2023 |
 LLY | $2.74M | 1.16% | 0.00% | +0.1% | Q4 2023 |
 AIS | $2.64M | 1.11% | Not reported | New | Q2 2026 |
 MSFT | $1.29M | 0.54% | 0.00% | -13.8% | Q4 2023 |
 CBON | $1.16M | 0.49% | Not reported | New | Q2 2026 |
 V | $348K | 0.15% | 0.00% | Not reported | Q4 2023 |
| Q1 2026 | |||||
| PULS | $8.01M | 4.17% | 0.92% | Not reported | Q4 2023 |
| PROC | $7.93M | 4.12% | 0.09% | New | Q1 2026 |
| LLY | $2.1M | 1.09% | 0.00% | +0.2% | Q4 2023 |
| MSFT | $1.48M | 0.77% | 0.00% | Not reported | Q4 2023 |
 NVD | $443K | 0.23% | 1.09% | New | Q1 2026 |
| V | $307K | 0.16% | 0.00% | Not reported | Q4 2023 |
| Q4 2025 | |||||
 SLV | $6.96M | 3.65% | 0.02% | New | Q4 2025 |
 SBIT | $4.28M | 2.24% | Not reported | New | Q4 2025 |
| LLY | $2.45M | 1.28% | 0.00% | +0.1% | Q4 2023 |
| MSFT | $1.93M | 1.01% | 0.00% | -9.2% | Q4 2023 |
| NVDL | $971K | 0.51% | Not reported | -46.2% | Q1 2024 |
| V | $356K | 0.19% | 0.00% | Not reported | Q4 2023 |
 SGOL | $226K | 0.12% | 0.00% | -56.1% | Q1 2024 |
| SMH | $209K | 0.11% | Not reported | New | Q4 2025 |
| Q3 2025 | |||||
| MSFT | $2.28M | 1.16% | 0.00% | Not reported | Q4 2023 |
 AVL | $2.11M | 1.08% | Not reported | +78.6% | Q2 2025 |
| NVDL | $1.92M | 0.98% | Not reported | -46.8% | Q1 2024 |
| LLY | $1.74M | 0.89% | 0.00% | -7.7% | Q4 2023 |
 FNGO | $1.47M | 0.75% | Not reported | +1.9% | Q4 2023 |
 WGMI | $897K | 0.46% | Not reported | New | Q3 2025 |
| SGOL | $461K | 0.24% | 0.01% | Not reported | Q1 2024 |
| V | $347K | 0.18% | 0.00% | Not reported | Q4 2023 |
 FNGS | $220K | 0.11% | Not reported | New | Q3 2025 |