DOSSIER · 13F-HR · Q3 2026
Client First Investment Management LLC
$210M in tracked AUM across 24 positions as of Q3 2026.
CF
CIK 0002018284 · last filed Sep 30, 2026
AI Analysis · Q3 2026
Comprehensive Analysis of SEC 13F Filing: Client First Investment Management LLC
Portfolio Overview
Client First Investment Management LLC reported a total portfolio value of $187.01 million as of September 30, 2025, representing a notable increase of 14.7% from the previous quarter's $163.02 million. The portfolio is relatively concentrated, comprising 32 holdings. The firm demonstrates a highly active management style, evidenced by a substantial turnover in the quarter: there...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology
Quarter at a glance — Q3 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2026.