Client First Investment Management LLC
Annual return '25
+16.8%
SPY '25
+17.7%
Alpha
-1.0ptsvs SPY
Invested
$192.4M
Holdings
16
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$ADPV
SERIES PORTFOLIOS TR
Q4 2025: Increased +2.8% (2.27M → 2.34M shares)
52.2%
02
$BOXX
EA SERIES TRUST
Q4 2025: Sold 14.9% (164.2k → 139.8k shares)
24.6%
03
$PULS
PGIM ETF TR
Q2 2025: Exited (was 10.7k shares)
4.2%
04
$SDS
PROSHARES TR
Held since at least Q1 2024
4.1%
05
$SSO
PROSHARES TR
Q4 2025: Increased +493.5% (91.0k → 540.1k shares)
3.2%
06
$XLP
SELECT SECTOR SPDR TR
Held since at least Q1 2024
2.9%
07
$DIG
PROSHARES TR
Held since at least Q1 2024
2.3%
08
$QID
PROSHARES TR
Held since at least Q1 2024
1.2%
09
$PLTD
DIREXION SHARES ETF TRUST
Held since at least Q1 2024
1.2%
10
$LLY
ELI LILLY & CO
Q3 2025: Sold 7.7% (2.5k → 2.3k shares)
1.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:13 UTC.