Ownership history in Client First Capital LLC Β· 16 quarters on record
This page tracks every 13F SEC filing in which Client First Capital LLC reported a position in ISHARES TR (QUAL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Client First Capital LLC underperformed the S&P 500 by β0.7% annually on this QUAL position. Timing score: 67% (10/15 decisions correct). Average cost basis: $147.45. Maximum drawdown during holding period: β22.1%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
15 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
10 of 15 add/trim decisions correct
Best entry: $99.86 (2022 Q3) Β· Worst: $198.20 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
10 adds Β· 6 trims. Bought during 4 of 5 down-price quarters. π More buys than sells across the holding period.
π Client First Capital LLC has been actively increasing its QUAL allocation β a bullish signal from insiders.
Currently 10.41% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size