MondegarAI
CLG LLC

Q3 2025 · 13F-HR

CLG LLCholdings as filed

Filed 2025-11-14 · accession 0001172661-25-004969

$367.1M
Reported value
135
Positions
2025-09-30
Period end
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The Brief · CLG LLC · Q3 2025

AI · grounded in 13F

CLG LLC established a new position in IVV valued at $65.1M. The fund also initiated new stakes in DLN for $32.9M and CVX for $25.2M. Additional new positions include AAPL at $19.8M and CIVI at $11.9M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$65.1M17.7%97,218CommonNONE
97717W307DLNWISDOMTREE TR$32.9M8.97%378,460CommonNONE
166764100CVXCHEVRON CORP NEW$25.2M6.88%162,538CommonNONE
037833100AAPLAPPLE INC$19.8M5.40%77,788CommonNONE
17888H103CIVICIVITAS RESOURCES INC$11.9M3.23%365,017CommonNONE
14020G101CGGRCAPITAL GROUP GROWTH ETF$11.2M3.04%254,326CommonNONE
72201R585PYLDPIMCO ETF TR$10.3M2.81%384,762CommonNONE
278768106SATSECHOSTAR CORP$9.1M2.48%119,371CommonNONE
92189F106GDXVANECK ETF TRUST$9.0M2.46%118,281CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$8.6M2.35%205,115CommonNONE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$8.2M2.25%122,647CommonNONE
316092352FBCGFIDELITY COVINGTON TRUST$7.1M1.94%132,826CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$7.1M1.94%14,172CommonNONE
594918104MSFTMICROSOFT CORP$5.5M1.51%10,699CommonNONE
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$5.3M1.45%155,967CommonNONE
25434V872DFCFDIMENSIONAL ETF TRUST$5.1M1.39%119,498CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$4.6M1.24%62,825CommonNONE
14021D107CGBLCAPITAL GROUP CORE BALANCED$4.3M1.18%124,775CommonNONE
886364363HFGMTIDAL TRUST I$4.0M1.09%126,258CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$3.9M1.05%56,346CommonNONE
88636V702RSSXTIDAL TRUST II$3.6M0.97%140,701CommonNONE
02072L516CAOSEA SERIES TRUST$3.5M0.94%38,562CommonNONE
14019W109CGXUCAPITAL GROUP INTL FOCUS EQT$3.4M0.93%115,145CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$3.4M0.92%93,099CommonNONE
67066G104NVDANVIDIA CORPORATION$3.4M0.92%18,077CommonNONE
023135106AMZNAMAZON COM INC$3.3M0.89%14,807CommonNONE
25434V666DFLVDIMENSIONAL ETF TRUST$3.2M0.86%96,087CommonNONE
500767389KSPYKRANESHARES TRUST$3.2M0.86%111,454CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$2.9M0.78%62,130CommonNONE
33734H106FVDFIRST TR EXCHANGE-TRADED FD$2.6M0.72%56,993CommonNONE
02079K107GOOGALPHABET INC$2.6M0.71%10,707CommonNONE
14020Y102CGCPCAPITAL GRP FIXED INCM ETF T$2.6M0.70%113,466CommonNONE
31609A404FENIFIDELITY COVINGTON TRUST$2.6M0.70%73,001CommonNONE
69374H360COWGPACER FDS TR$2.6M0.70%70,303CommonNONE
464287408IVEISHARES TR$2.4M0.65%11,503CommonNONE
032108607BLOKAMPLIFY ETF TR$2.1M0.58%31,824CommonNONE
14020Y409CGSDCAPITAL GRP FIXED INCM ETF T$2.1M0.58%81,723CommonNONE
88636R834BTGDTIDAL TRUST II$2.1M0.57%48,711CommonNONE
69374H386TRFKPACER FDS TR$2.0M0.55%30,232CommonNONE
02079K305GOOGLALPHABET INC$1.6M0.44%6,601CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.6M0.42%1,680CommonNONE
25434V773DFISDIMENSIONAL ETF TRUST$1.5M0.40%46,393CommonNONE
14020Y300CGMSCAPITAL GRP FIXED INCM ETF T$1.4M0.39%52,155CommonNONE
30231G102XOMEXXON MOBIL CORP$1.4M0.37%12,075CommonNONE
907818108UNPUNION PAC CORP$1.3M0.36%5,567CommonNONE
47103U886VNLAJANUS DETROIT STR TR$1.1M0.31%23,063CommonNONE
46434V456IQLTISHARES TR$1.1M0.29%24,475CommonNONE
922908363VOOVANGUARD INDEX FDS$1.1M0.29%1,723CommonNONE
773903109ROKROCKWELL AUTOMATION INC$1.0M0.28%2,941CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.0M0.28%23,208CommonNONE
31609A206FESMFIDELITY COVINGTON TRUST$996,4130.27%27,254CommonNONE
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$993,0720.27%22,356CommonNONE
518416102RODMLATTICE STRATEGIES TR$982,0240.27%27,643CommonNONE
88160R101TSLATESLA INC$951,2440.26%2,139CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$916,2360.25%2,905CommonNONE
14021L109CGDGCAPITAL GROUP DIVIDEND GROWE$912,1350.25%26,324CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$906,5590.25%3,213CommonNONE
33740F888UCONFIRST TR EXCHNG TRADED FD VI$895,4500.24%35,550CommonNONE
30303M102METAMETA PLATFORMS INC$832,1230.23%1,133CommonNONE
02072L565BOXXEA SERIES TRUST$830,5000.23%7,294CommonNONE
46429B697USMVISHARES TR$823,0510.22%8,651CommonNONE
464287507IJHISHARES TR$791,2690.22%12,125CommonNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$783,5920.21%7,851CommonNONE
278865100ECLECOLAB INC$768,8690.21%2,808CommonNONE
437076102HDHOME DEPOT INC$716,7970.20%1,769CommonNONE
438516106HONHONEYWELL INTL INC$707,4240.19%3,361CommonNONE
25434V815DFSVDIMENSIONAL ETF TRUST$700,9500.19%22,015CommonNONE
00287Y109ABBVABBVIE INC$685,5590.19%2,961CommonNONE
25434V864DFSDDIMENSIONAL ETF TRUST$677,6480.18%14,062CommonNONE
78463V107GLDSPDR GOLD TR$667,5710.18%1,878CommonNONE
33733E823FTGSFIRST TR EXCHANGE-TRADED FD$643,0380.18%17,907CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$625,1040.17%1,810CommonNONE
68389X105ORCLORACLE CORP$623,0780.17%2,215CommonNONE
25434V302DFAEDIMENSIONAL ETF TRUST$610,1060.17%19,350CommonNONE
92826C839VVISA INC$592,2800.16%1,735CommonNONE
097023105BABOEING CO$590,9490.16%2,738CommonNONE
922908736VUGVANGUARD INDEX FDS$576,1820.16%1,201CommonNONE
02072L441BUXXEA SERIES TRUST$563,6300.15%27,792CommonNONE
697435105PANWPALO ALTO NETWORKS INC$552,2710.15%2,712CommonNONE
97717Y550GDMNWISDOMTREE TR$549,1380.15%6,910CommonNONE
75513E101RTXRTX CORPORATION$534,6160.15%3,195CommonNONE
33939L605TDTFFLEXSHARES TR$520,2270.14%21,435CommonNONE
931142103WMTWALMART INC$517,7350.14%5,024CommonNONE
14021M107CGIECAPITAL GROUP INTERNATIONAL$513,4070.14%15,226CommonNONE
478160104JNJJOHNSON & JOHNSON$511,1120.14%2,757CommonNONE
02209S103MOALTRIA GROUP INC$497,5620.14%7,532CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$497,0400.14%746CommonNONE
85208R101CEFSPROTT ASSET MANAGEMENT LP$491,4730.13%13,395CommonNONE
512807306LRCXLAM RESEARCH CORP$474,9180.13%3,547CommonNONE
458140100INTCINTEL CORP$462,7390.13%13,793CommonNONE
060505104BACBANK AMERICA CORP$457,4270.12%8,867CommonNONE
38748G101BARGRANITESHARES GOLD TR$456,7200.12%12,000CommonNONE
00206R102TAT&T INC$455,0190.12%16,113CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$449,9990.12%4,806CommonNONE
11135F101AVGOBROADCOM INC$442,2940.12%1,341CommonNONE
14020R107CGGECAPITAL GROUP GLOBAL EQUITY$441,0560.12%14,325CommonNONE
25434V823DFARDIMENSIONAL ETF TRUST$423,2420.12%17,746CommonNONE
002824100ABTABBOTT LABS$418,3400.11%3,123CommonNONE
464287176TIPISHARES TR$408,7430.11%3,675CommonNONE
03073E105CORCENCORA INC$395,5580.11%1,266CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$389,9180.11%4,344CommonNONE
254687106DISDISNEY WALT CO$368,7210.10%3,220CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$358,6060.10%589CommonNONE
031162100AMGNAMGEN INC$350,2480.10%1,241CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$349,5040.10%5,377CommonNONE
33739P863FCALFIRST TR EXCH TRADED FD III$347,6290.09%7,128CommonNONE
369550108GDGENERAL DYNAMICS CORP$347,0150.09%1,018CommonNONE
191216100KOCOCA COLA CO$324,7010.09%4,896CommonNONE
464287101OEFISHARES TR$318,3780.09%957CommonNONE
316092527FSMDFIDELITY COVINGTON TRUST$318,0500.09%7,227CommonNONE
46090E103QQQINVESCO QQQ TR$297,7130.08%496CommonNONE
14020V108CGUSCAPITAL GROUP CORE EQUITY ET$294,4940.08%7,448CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$281,5320.08%999CommonNONE
94106L109WMWASTE MGMT INC DEL$275,0850.07%1,246CommonNONE
747525103QCOMQUALCOMM INC$269,8870.07%1,622CommonNONE
57636Q104MAMASTERCARD INCORPORATED$258,4980.07%454CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$257,9950.07%2,888CommonNONE
595112103MUMICRON TECHNOLOGY INC$257,3540.07%1,538CommonNONE
316092337FFLGFIDELITY COVINGTON TRUST$249,6830.07%8,470CommonNONE
64110L106NFLXNETFLIX INC$247,6910.07%207CommonNONE
47103U746JSIJANUS DETROIT STR TR$244,2030.07%4,672CommonNONE
26923N108ACVFETF OPPORTUNITIES TRUST$236,6920.06%4,800CommonNONE
501044101KRKROGER CO$234,1950.06%3,474CommonNONE
921937835BNDVANGUARD BD INDEX FDS$233,3120.06%3,137CommonNONE
532457108LLYELI LILLY & CO$231,9950.06%304CommonNONE
31609A305FELGFIDELITY COVINGTON TRUST$228,8730.06%5,566CommonNONE
369604301GEGE AEROSPACE$225,3200.06%749CommonNONE
742718109PGPROCTER AND GAMBLE CO$222,1550.06%1,446CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$220,3420.06%1,599CommonNONE
020002101ALLALLSTATE CORP$214,2410.06%998CommonNONE
47804J859JHMDJOHN HANCOCK EXCHANGE TRADED$212,6980.06%5,320CommonNONE
316092113FELCFIDELITY COVINGTON TRUST$212,4660.06%5,701CommonNONE
879369106TFXTELEFLEX INCORPORATED$210,0920.06%1,717CommonNONE
922908629VOVANGUARD INDEX FDS$205,5420.06%700CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$202,6740.06%1,111CommonNONE

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.