Client First Investment Management LLC reported 3 positions worth $4.78M for the quarter ended Sep 30, 2026, up 9.3% on the prior quarter. It opened 0 new positions, added to 1, trimmed 0 and exited 0. Its largest holding is ELI LILLY & Co at 55.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| LLY ELI LILLY & Co | +3 | +0.1% | $3.47K | 55.41% |
No positions were reduced this quarter.
No new positions this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | LLY ELI LILLY & Co | Healthcare | 2,289 | $2.65M | 55.41% | +3 | +0.1% | Added | 0% |
| 2 | MSFT Microsoft Corp | Technology | 3,445 | $1.77M | 36.96% | 0 | 0.0% | Unchanged | 0% |
| 3 | V Visa Inc. | Financial Services | 1,015 | $364.72K | 7.63% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Client First Investment Management.
As of its Q3 2026 13F filing, Client First Investment Management LLC’s five largest positions were ELI LILLY & Co (LLY) at 55.4%, Microsoft Corp (MSFT) at 37.0%, Visa Inc. (V) at 7.6% of the reported portfolio.
Client First Investment Management LLC reported a 13F portfolio worth $4.78M across 3 positions for Q3 2026. That is up 9.3% from the previous quarter.
Its largest purchases by value were ELI LILLY & Co ($3.47K). It opened 0 new positions.
From the Form 13F-HR reports Client First Investment Management LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.