Clg LLC has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $402 Billion distributed in 143 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $71.1B, Wisdomtree Tr U.S Largecap Div with a value of $38.2B, Chevron Corp with a value of $22.5B, Apple Inc. with a value of $20.9B, and Capital Group Growth ETF Shs C with a value of $15.4B.

Examining the 13F form we can see an increase of $34.5B in the current position value, from $367B to 402B.

Clg LLC is based out at Long Beach, CA

Below you can find more details about Clg LLC portfolio as well as his latest detailed transactions.

Portfolio value $402 Billion
ETFs: $228 Billion
Technology: $46.4 Billion
Energy: $33.6 Billion
Financial Services: $9.76 Billion
Communication Services: $7.93 Billion
Industrials: $6.19 Billion
Consumer Cyclical: $4.97 Billion
Healthcare: $3.47 Billion
Other: $3.73 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 143
  • Current Value $402 Billion
  • Prior Value $367 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 16 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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