MondegarAI
CLG LLC

Q2 2025 · 13F-HR

CLG LLCholdings as filed

Filed 2025-08-14 · accession 0001172661-25-003542

$320.6M
Reported value
127
Positions
2025-06-30
Period end
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The Brief · CLG LLC · Q2 2025

AI · grounded in 13F

CLG LLC established a new position in IVV valued at $53.2M. The fund also initiated new stakes in CVX for $25.2M and DLN for $23M. Additional new positions include AAPL at $16M and CGGR at $12.4M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$53.2M16.6%85,699CommonNONE
166764100CVXCHEVRON CORP NEW$25.2M7.87%176,309CommonNONE
97717W307DLNWISDOMTREE TR$23.0M7.17%279,875CommonNONE
037833100AAPLAPPLE INC$16.0M5.00%78,053CommonNONE
14020G101CGGRCAPITAL GROUP GROWTH ETF$12.4M3.85%303,824CommonNONE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$11.9M3.72%190,128CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$10.1M3.16%256,744CommonNONE
278768106SATSECHOSTAR CORP$8.6M2.67%309,528CommonNONE
17888H103CIVICIVITAS RESOURCES INC$7.9M2.45%285,303CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$6.8M2.14%14,091CommonNONE
500767389KSPYKRANESHARES TRUST$6.0M1.86%224,893CommonNONE
72201R585PYLDPIMCO ETF TR$5.8M1.81%218,217CommonNONE
33734H106FVDFIRST TR EXCHANGE-TRADED FD$5.5M1.70%121,998CommonNONE
594918104MSFTMICROSOFT CORP$5.3M1.67%10,738CommonNONE
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$4.8M1.49%149,568CommonNONE
25434V872DFCFDIMENSIONAL ETF TRUST$4.6M1.42%107,818CommonNONE
02072L516CAOSEA SERIES TRUST$4.4M1.38%49,781CommonNONE
316092352FBCGFIDELITY COVINGTON TRUST$4.3M1.36%90,057CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$3.9M1.22%58,352CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$3.6M1.12%56,246CommonNONE
023135106AMZNAMAZON COM INC$3.2M0.99%14,469CommonNONE
14021D107CGBLCAPITAL GROUP CORE BALANCED$3.1M0.96%92,348CommonNONE
69374H360COWGPACER FDS TR$3.1M0.96%87,752CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$3.0M0.94%86,823CommonNONE
67066G104NVDANVIDIA CORPORATION$3.0M0.92%18,762CommonNONE
14019W109CGXUCAPITAL GROUP INTL FOCUS EQT$3.0M0.92%108,856CommonNONE
82889N699CTASIMPLIFY EXCHANGE TRADED FUN$2.9M0.90%108,206CommonNONE
38150K103AAAUGOLDMAN SACHS PHYSICAL GOLD$2.9M0.90%87,962CommonNONE
25434V666DFLVDIMENSIONAL ETF TRUST$2.8M0.86%88,832CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$2.5M0.78%58,395CommonNONE
464287408IVEISHARES TR$2.3M0.72%11,821CommonNONE
31609A404FENIFIDELITY COVINGTON TRUST$2.3M0.71%68,100CommonNONE
14020Y102CGCPCAPITAL GRP FIXED INCM ETF T$2.2M0.70%99,046CommonNONE
33733E823FTGSFIRST TR EXCHANGE-TRADED FD$2.1M0.66%62,148CommonNONE
88636V702RSSXTIDAL TR II$2.0M0.62%94,611CommonNONE
88636R834BTGDTIDAL TR II$1.9M0.61%54,340CommonNONE
02079K107GOOGALPHABET INC$1.9M0.60%10,817CommonNONE
14020Y409CGSDCAPITAL GRP FIXED INCM ETF T$1.7M0.53%65,908CommonNONE
92790A868KMIDVIRTUS ETF TR II$1.7M0.52%66,093CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.5M0.48%1,548CommonNONE
14020Y300CGMSCAPITAL GRP FIXED INCM ETF T$1.3M0.41%47,423CommonNONE
30231G102XOMEXXON MOBIL CORP$1.3M0.41%12,119CommonNONE
25434V773DFISDIMENSIONAL ETF TRUST$1.3M0.40%43,194CommonNONE
47103U886VNLAJANUS DETROIT STR TR$1.3M0.39%25,424CommonNONE
032108607BLOKAMPLIFY ETF TR$1.2M0.39%21,862CommonNONE
907818108UNPUNION PAC CORP$1.2M0.39%5,426CommonNONE
02079K305GOOGLALPHABET INC$1.1M0.36%6,462CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.1M0.33%3,625CommonNONE
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$1.0M0.33%23,792CommonNONE
773903109ROKROCKWELL AUTOMATION INC$980,8110.31%2,953CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$950,2870.30%21,962CommonNONE
922908363VOOVANGUARD INDEX FDS$948,5870.30%1,670CommonNONE
518416102RODMLATTICE STRATEGIES TR$942,6560.29%27,644CommonNONE
02072L565BOXXEA SERIES TRUST$891,7060.28%7,914CommonNONE
33740F888UCONFIRST TR EXCHNG TRADED FD VI$878,0160.27%35,276CommonNONE
46434V456IQLTISHARES TR$852,7110.27%19,730CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$834,7630.26%2,879CommonNONE
464287507IJHISHARES TR$825,1150.26%13,304CommonNONE
46429B697USMVISHARES TR$810,9730.25%8,639CommonNONE
30303M102METAMETA PLATFORMS INC$807,6230.25%1,094CommonNONE
278865100ECLECOLAB INC$783,3650.24%2,907CommonNONE
438516106HONHONEYWELL INTL INC$782,4870.24%3,360CommonNONE
88160R101TSLATESLA INC$763,5790.24%2,404CommonNONE
02072L441BUXXEA SERIES TRUST$748,1610.23%36,819CommonNONE
31609A206FESMFIDELITY COVINGTON TRUST$680,9730.21%21,287CommonNONE
25434V815DFSVDIMENSIONAL ETF TRUST$662,7610.21%22,520CommonNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$662,0460.21%7,044CommonNONE
14021L109CGDGCAPITAL GROUP DIVIDEND GROWE$651,6820.20%19,378CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$648,6240.20%7,136CommonNONE
92826C839VVISA INC$633,7530.20%1,785CommonNONE
68389X105ORCLORACLE CORP$626,4200.20%2,865CommonNONE
437076102HDHOME DEPOT INC$626,2580.20%1,708CommonNONE
25434V864DFSDDIMENSIONAL ETF TRUST$605,0220.19%12,602CommonNONE
78463V107GLDSPDR GOLD TR$577,0420.18%1,893CommonNONE
25434V302DFAEDIMENSIONAL ETF TRUST$560,1830.17%19,350CommonNONE
697435105PANWPALO ALTO NETWORKS INC$555,0380.17%2,712CommonNONE
097023105BABOEING CO$552,7460.17%2,638CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$551,6230.17%893CommonNONE
00287Y109ABBVABBVIE INC$547,6050.17%2,950CommonNONE
33939L605TDTFFLEXSHARES TR$520,7300.16%21,625CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$516,3830.16%1,655CommonNONE
75513E101RTXRTX CORPORATION$462,9890.14%3,171CommonNONE
922908736VUGVANGUARD INDEX FDS$454,9680.14%1,038CommonNONE
02209S103MOALTRIA GROUP INC$441,1420.14%7,524CommonNONE
931142103WMTWALMART INC$436,8080.14%4,467CommonNONE
002824100ABTABBOTT LABS$420,8410.13%3,094CommonNONE
85208R101CEFSPROTT PHYSICAL GOLD & SILVE$420,8070.13%13,980CommonNONE
14021M107CGIECAPITAL GROUP INTERNATIONAL$417,6230.13%12,686CommonNONE
478160104JNJJOHNSON & JOHNSON$416,5350.13%2,727CommonNONE
25434V823DFARDIMENSIONAL ETF TRUST$416,3210.13%17,746CommonNONE
464287176TIPISHARES TR$404,1520.13%3,673CommonNONE
254687106DISDISNEY WALT CO$398,4640.12%3,213CommonNONE
38748G101BARGRANITESHARES GOLD TR$391,6800.12%12,000CommonNONE
03073E105CORCENCORA INC$378,9660.12%1,264CommonNONE
00206R102TAT&T INC$370,1510.12%12,790CommonNONE
060505104BACBANK AMERICA CORP$369,4660.12%7,808CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$356,1540.11%712CommonNONE
031162100AMGNAMGEN INC$345,0600.11%1,236CommonNONE
191216100KOCOCA COLA CO$341,8520.11%4,832CommonNONE
33739P863FCALFIRST TR EXCH TRADED FD III$339,6090.11%7,080CommonNONE
512807306LRCXLAM RESEARCH CORP$335,2940.10%3,445CommonNONE
47103U746JSIJANUS DETROIT STR TR$323,3700.10%6,145CommonNONE
57636Q104MAMASTERCARD INCORPORATED$321,6690.10%572CommonNONE
458140100INTCINTEL CORP$311,1920.10%13,893CommonNONE
316092527FSMDFIDELITY COVINGTON TRUST$298,7400.09%7,204CommonNONE
369550108GDGENERAL DYNAMICS CORP$296,4810.09%1,017CommonNONE
464287101OEFISHARES TR$290,4930.09%954CommonNONE
11135F101AVGOBROADCOM INC$287,2030.09%1,042CommonNONE
94106L109WMWASTE MGMT INC DEL$284,7450.09%1,244CommonNONE
64110L106NFLXNETFLIX INC$276,6580.09%207CommonNONE
46090E103QQQINVESCO QQQ TR$262,8230.08%476CommonNONE
747525103QCOMQUALCOMM INC$258,1460.08%1,621CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$252,6550.08%998CommonNONE
14020R107CGGECAPITAL GROUP GLOBAL EQUITY$248,5140.08%8,514CommonNONE
501044101KRKROGER CO$248,2120.08%3,460CommonNONE
921937835BNDVANGUARD BD INDEX FDS$229,9170.07%3,123CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$227,9460.07%3,724CommonNONE
26923N108ACVFETF OPPORTUNITIES TRUST$226,0500.07%4,794CommonNONE
742718109PGPROCTER AND GAMBLE CO$225,9080.07%1,418CommonNONE
532457108LLYELI LILLY & CO$219,0030.07%281CommonNONE
316092337FFLGFIDELITY COVINGTON TRUST$211,9650.07%7,978CommonNONE
16119P108CHTRCHARTER COMMUNICATIONS INC N$205,2230.06%502CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$204,5270.06%1,500CommonNONE
879369106TFXTELEFLEX INCORPORATED$203,2240.06%1,717CommonNONE
47804J859JHMDJOHN HANCOCK EXCHANGE TRADED$202,8350.06%5,300CommonNONE
595112103MUMICRON TECHNOLOGY INC$201,8930.06%1,638CommonNONE
020002101ALLALLSTATE CORP$200,9230.06%998CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.