Client First Investment Management LLC Quant / Systematic

Location: West Bend, WI

CIK: 0002018284 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 9, 2026

Total Value: $191M (100.0% shares, 0.0% debt)

Holdings (30)

ADPV SERIES PORTFOLIOS TR 52.5%
Value $100M Shares 2,336,850 Est. Cost $27.29 Unrealized
SSO PROSHARES TR 16.4%
Value $31.28M Shares 540,061 Est. Cost $64.63 Unrealized
BOXX EA SERIES TRUST 8.4%
Value $16.09M Shares 139,757 Est. Cost $110.79 Unrealized
SLV ISHARES SILVER TR 3.7%
Value $6.963M Shares 108,086 Est. Cost $64.42 Unrealized
JNUG DIREXION SHS ETF TR 2.9%
Value $5.451M Shares 26,392 Est. Cost $168.81 Unrealized
USD PROSHARES TR 2.7%
Value $5.094M Shares 97,016 Est. Cost $74.00 Unrealized
SILJ AMPLIFY ETF TR 2.4%
Value $4.654M Shares 168,202 Est. Cost $27.67 Unrealized
SBIT PROSHARES TR 2.2%
Value $4.278M Shares 97,411 Est. Cost $43.92 Unrealized
LLY ELI LILLY & CO 1.3%
Value $2.45M Shares 2,279 Est. Cost $575.10 Unrealized +66.2%
MSFT MICROSOFT CORP 1.0%
Value $1.932M Shares 3,995 Est. Cost $350.36 Unrealized +42.9%
TARK INVESTMENT MANAGERS SER TR I 0.6%
Value $1.124M Shares 23,146 Est. Cost $82.10 Unrealized
LEMB ISHARES INC 0.6%
Value $1.09M Shares 26,223 Est. Cost $41.38 Unrealized
ROKT SPDR SERIES TRUST 0.6%
Value $1.084M Shares 12,734 Est. Cost $85.09 Unrealized
COPJ SPROTT FDS TR 0.6%
Value $1.083M Shares 27,552 Est. Cost $39.29 Unrealized
SLX VANECK ETF TRUST 0.5%
Value $986K Shares 11,620 Est. Cost $84.86 Unrealized
NVDL GRANITESHARES ETF TR 0.5%
Value $971K Shares 11,034 Est. Cost $70.42 Unrealized
TBT PROSHARES TR 0.5%
Value $944K Shares 27,030 Est. Cost $34.94 Unrealized
NUGT DIREXION SHS ETF TR 0.5%
Value $917K Shares 4,987 Est. Cost $154.44 Unrealized
MUU DIREXION SHS ETF TR 0.5%
Value $883K Shares 8,765 Est. Cost $100.74 Unrealized
BIL SPDR SERIES TRUST 0.3%
Value $655K Shares 7,167 Est. Cost $91.69 Unrealized
FLRT PACER FDS TR 0.3%
Value $539K Shares 11,432 Est. Cost $47.39 Unrealized
V VISA INC 0.2%
Value $356K Shares 1,015 Est. Cost $346.99 Unrealized -1.9%
SGOL ETFS GOLD TR 0.1%
Value $226K Shares 5,500 Est. Cost $36.81 Unrealized
AUMI THEMES ETF TR 0.1%
Value $224K Shares 2,437 Est. Cost $91.95 Unrealized
GSIB THEMES ETF TR 0.1%
Value $220K Shares 4,194 Est. Cost $43.55 Unrealized
GDX VANECK ETF TRUST 0.1%
Value $218K Shares 2,547 Est. Cost $85.77 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value $212K Shares 1,475 Est. Cost $257.72 Unrealized
SMH VANECK ETF TRUST 0.1%
Value $209K Shares 580 Est. Cost $360.13 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.1%
Value $208K Shares 3,477 Est. Cost $59.66 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value $208K Shares 4,117 Est. Cost $50.29 Unrealized