Client First Investment Management

Client First Investment Management as of March 31, 2026

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