Client First Capital Llc Portfolio Shifts in Q2 2026: Major Sales Observed
Client First Capital's portfolio saw significant changes this quarter, with notable reductions in holdings like USFR and SHV, while adding positions to CLOA and XLP.
As of June 30th, 2026, Client First Capital Llc has reported several noteworthy adjustments within its investment portfolio. The firm appears to have focused on strategic exits rather than large-scale purchases during this period.
The most significant activity involves substantial reductions in ETF holdings. WISDOMTREE TR (USFR) experienced a notable sell, with 10281 shares disposed of, representing a -2.19% change from the previous quarter.
Similarly, ISHARES TR (SHV), another major holding, saw its share count decrease by 3.26%, further emphasizing selling activity in these fixed income trusts.
In contrast to the exits, Client First Capital also initiated new positions or increased existing small ones. The firm created a position with BLACKROCK ETF TRUST II (CLOA), acquiring 3016 additional shares which boosted its allocation by 2.24 percentage points.
Additionally, the firm increased exposure to SELECT SECTOR SPDR TR (XLP) slightly, adding just -911 shares but still resulting in a small positive change of 0.2 percentage points.
The investor also made minor additions to its existing positions, including acquiring more shares of INVESCO QQQ TR (QQQ) (-0.02%), and slightly increasing holdings in other sectors like Healthcare (JOHNSON & JOHNSON, JNJ) by 100% allocation change, though the absolute increase was small.
Overall, Client First Capital's portfolio saw a net reduction in holdings count from last quarter. The firm sold shares across two ETFs and purchased positions elsewhere, indicating active management focused on rebalancing rather than accumulating new assets significantly during this period.