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Client First Investment Management

Latest statistics and disclosures from Client First Investment Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are ADPV, BOXX, PULS, SDS, SSO, and represent 88.28% of Client First Investment Management's stock portfolio.
Added to shares of these 10 stocks: BOXX (+$31M), PULS (+$8.0M), SDS (+$7.9M), XLP (+$5.6M), DIG, QID, PLTD, ADPV, XLU, QQQD.
Started 9 new stock positions in QID, XLP, DIG, PULS, PLTD, XLU, NVD, QQQD, SDS.
Reduced shares in these 10 stocks: SSO (-$22M), , JNUG (-$5.5M), , SILJ, SBIT, TARK, LEMB, ROKT, COPJ.
Sold out of its positions in SGOL, SILJ, NUGT, JNUG, MUU, FTSM, NVDL, TARK, LEMB, SLV. JPST, FLRT, TBT, USD, SBIT, ROKT, XLK, COPJ, GSIB, AUMI, GDX, SLX, SMH.
Client First Investment Management was a net buyer of stock by $7.2M.
Client First Investment Management has $192M in assets under management (AUM), dropping by 0.90%.
Central Index Key (CIK): 0002018284

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Portfolio Holdings for Client First Investment Management

Client First Investment Management holds 16 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Series Portfolios Tr Adaptiv Select (ADPV)	52.2	$100M		2.4M	42.17	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	24.6	$47M	+191%	407k	116.29	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	4.2	$8.0M	NEW	162k	49.50	View chart
Proshares Tr Ultrashrt S&p500 (SDS)	4.1	$7.9M	NEW	105k	75.25	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	3.2	$6.1M	-78%	118k	51.88	View chart
Select Sector Spdr Tr State Street Con (XLP)	2.9	$5.6M	NEW	69k	81.98	View chart
Proshares Tr Ultra Energy (DIG)	2.3	$4.4M	NEW	65k	66.76	View chart
Proshares Tr Ultrashort Qqq (QID)	1.2	$2.4M	NEW	105k	22.66	View chart
Direxion Shares Etf Trust Daily Pltr Br1x (PLTD)	1.2	$2.3M	NEW	310k	7.51	View chart
Eli Lilly & Co. (LLY)	1.1	$2.1M		2.3k	919.80	View chart
Select Sector Spdr Tr State Street Uti (XLU)	1.0	$1.9M	NEW	41k	45.89	View chart
Microsoft Corporation (MSFT)	0.8	$1.5M		4.0k	370.17	View chart
Direxion Shares Etf Trust Daily Magnificen (QQQD)	0.5	$1.0M	NEW	70k	14.74	View chart
Spdr Series Trust State Street Spd (BIL)	0.3	$599k	-8%	6.5k	91.64	View chart
Graniteshares Etf Tr 2x Short Nvda Da (NVD)	0.2	$443k	NEW	59k	7.55	View chart
Visa Com Cl A (V)	0.2	$307k		1.0k	302.24	View chart

Past Filings by Client First Investment Management

SEC 13F filings are viewable for Client First Investment Management going back to 2024

Client First Investment Management 2026 Q1 filed April 13, 2026
Client First Investment Management 2025 Q4 filed Feb. 9, 2026
Client First Investment Management 2025 Q3 filed Oct. 15, 2025
Client First Investment Management 2025 Q2 filed July 9, 2025
Client First Investment Management 2025 Q1 filed April 14, 2025
Client First Investment Management 2024 Q4 filed Jan. 15, 2025
Client First Investment Management 2024 Q3 filed Nov. 8, 2024
Client First Investment Management 2024 Q2 filed Aug. 13, 2024
Client First Investment Management 2024 Q1 filed April 19, 2024

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