Client First Investment Management LLC
CIK
2018284
Location
West Bend, WI
Portfolio Value
Micro
$306,773
Diversification
Highly concentrated
Filing Date
Global Rank
#8,030
/ 8,232
▼ 140
Top Industry
Drug Manufacturers - General
54.0%
3Y Alpha vs SPY
-8.5%
Period ended 2 months ago
Filed Apr 13, 2026 · 2mo
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+28.5%
SPY
+52.9%
Annualised alpha
-8.6%
Max drawdown
−22.1%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
3 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
54.0%
−4.3 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
4,432
Highly concentrated+326
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Healthcare | 54.0% | $2,099,834 |
| Technology | 38.1% | $1,478,829 |
| Financial Services | 7.9% | $306,773 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| LLY | ELI LILLY & Co | +4 | 2,283 | $2,099,834 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
1 positions ·
$306,773 total
· Financial Services only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| V |
Visa Inc.
Financial Services
|
Held | 1,015 | $306,773 | 100.00% |