MondegarAI
CLG LLC

Q1 2026 · 13F-HR

CLG LLCholdings as filed

Filed 2026-05-14 · accession 0001172661-26-001943

$402.7M
Reported value
134
Positions
2026-03-31
Period end
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The Brief · CLG LLC · Q1 2026

AI · grounded in 13F

CLG LLC established a new position in SM Energy Company SM worth $14.5M. The fund also closed its position in Civitas Resources Inc CIVI, reducing exposure by $9.6M. Other notable activity includes new positions in VanEck ETF Trust REMX for $4.1M and Tidal Trust I HFEQ for $3.1M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$67.1M16.7%102,676CommonNONE
97717W307DLNWISDOMTREE TR$38.5M9.56%430,968CommonNONE
166764100CVXCHEVRON CORPORATION$24.3M6.05%117,686CommonNONE
037833100AAPLAPPLE INC$19.6M4.86%77,131CommonNONE
78454L100SMSM ENERGY COMPANY$14.5M3.61%466,175CommonNONE
278768106SATSECHOSTAR CORP$14.4M3.58%123,190CommonNONE
72201R585PYLDPIMCO ETF TR$13.7M3.39%521,329CommonNONE
14020G101CGGRCAPITAL GROUP GROWTH ETF$11.5M2.86%286,676CommonNONE
38150K103AAAUGOLDMAN SACHS PHYSICAL GOLD$10.8M2.67%232,957CommonNONE
316092352FBCGFIDELITY COVINGTON TRUST$10.0M2.49%199,954CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$9.2M2.29%216,540CommonNONE
25434V872DFCFDIMENSIONAL ETF TRUST$7.1M1.75%167,303CommonNONE
14021D107CGBLCAPITAL GROUP CORE BALANCED$7.0M1.75%204,440CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$7.0M1.74%14,631CommonNONE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$6.5M1.61%94,896CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$5.2M1.29%73,257CommonNONE
92189F106GDXVANECK ETF TRUST$4.8M1.20%52,571CommonNONE
75526L886FEGERBB FUND TRUST$4.3M1.06%91,159CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$4.2M1.03%58,575CommonNONE
92189H805REMXVANECK ETF TRUST$4.1M1.03%47,010CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$4.1M1.01%104,362CommonNONE
25434V666DFLVDIMENSIONAL ETF TRUST$4.0M1.00%112,713CommonNONE
14019W109CGXUCAPITAL GROUP INTL FOCUS EQT$3.9M0.97%132,943CommonNONE
594918104MSFTMICROSOFT CORP$3.9M0.97%10,578CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$3.6M0.90%68,603CommonNONE
14020Y102CGCPCAPITAL GRP FIXED INCM ETF T$3.6M0.88%159,323CommonNONE
886364363HFGMTIDAL TRUST I$3.5M0.86%108,273CommonNONE
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$3.4M0.85%102,399CommonNONE
67066G104NVDANVIDIA CORPORATION$3.2M0.79%18,204CommonNONE
02079K107GOOGALPHABET INC$3.1M0.77%10,774CommonNONE
023135106AMZNAMAZON COM INC$3.1M0.77%14,831CommonNONE
88636V702RSSXTIDAL TRUST II$3.1M0.76%130,818CommonNONE
886364371HFEQTIDAL TRUST I$3.1M0.76%144,764CommonNONE
02072L516CAOSEA SERIES TRUST$2.9M0.73%32,481CommonNONE
33734H106FVDFIRST TR EXCHANGE-TRADED FD$2.6M0.63%54,364CommonNONE
14020Y300CGMSCAPITAL GRP FIXED INCM ETF T$2.5M0.62%91,958CommonNONE
14020Y409CGSDCAPITAL GRP FIXED INCM ETF T$2.4M0.60%93,054CommonNONE
47103U886VNLAJANUS DETROIT STR TR$2.3M0.58%47,846CommonNONE
464287408IVEISHARES TR$2.1M0.53%10,146CommonNONE
31609A404FENIFIDELITY COVINGTON TRUST$2.0M0.51%55,100CommonNONE
02079K305GOOGLALPHABET INC$1.9M0.48%6,662CommonNONE
30231G102XOMEXXON MOBIL CORP$1.9M0.47%11,223CommonNONE
25434V773DFISDIMENSIONAL ETF TRUST$1.8M0.45%53,351CommonNONE
46434V456IQLTISHARES TR$1.8M0.44%38,282CommonNONE
14021L109CGDGCAPITAL GROUP DIVIDEND GROWE$1.7M0.43%48,098CommonNONE
31609A206FESMFIDELITY COVINGTON TRUST$1.5M0.36%38,512CommonNONE
907818108UNPUNION PAC CORP$1.4M0.34%5,567CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$1.1M0.27%1,081CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.1M0.27%21,420CommonNONE
773903109ROKROCKWELL AUTOMATION INC$1.0M0.26%2,926CommonNONE
922908363VOOVANGUARD INDEX FDS$1.0M0.25%1,689CommonNONE
02072L565BOXXEA SERIES TRUST$911,6030.23%7,839CommonNONE
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$892,4390.22%20,473CommonNONE
14020R107CGGECAPITAL GROUP GLOBAL EQUITY$845,6360.21%27,726CommonNONE
14021M107CGIECAPITAL GROUP INTERNATIONAL$839,7620.21%24,830CommonNONE
46625H100JPMJPMORGAN CHASE & CO$833,6640.21%2,834CommonNONE
518416102RODMLATTICE STRATEGIES TR$805,3650.20%20,430CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$787,6960.20%3,250CommonNONE
33740F888UCONFIRST TR EXCHNG TRADED FD VI$785,2550.19%31,702CommonNONE
88160R101TSLATESLA INC$782,7420.19%2,106CommonNONE
78463V107GLDSPDR GOLD TR$779,6650.19%1,812CommonNONE
512807306LRCXLAM RESEARCH CORP$757,9500.19%3,547CommonNONE
278865100ECLECOLAB INC$746,9100.19%2,808CommonNONE
25434V815DFSVDIMENSIONAL ETF TRUST$745,4740.19%21,275CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$732,7620.18%5,298CommonNONE
464287507IJHISHARES TR$721,4620.18%10,684CommonNONE
438516106HONHONEYWELL INTL INC$714,4840.18%3,161CommonNONE
14020V108CGUSCAPITAL GROUP CORE EQUITY ET$704,6070.17%18,340CommonNONE
25434V864DFSDDIMENSIONAL ETF TRUST$698,7610.17%14,594CommonNONE
46429B697USMVISHARES TR$695,8730.17%7,503CommonNONE
478160104JNJJOHNSON & JOHNSON$683,3240.17%2,795CommonNONE
097023105BABOEING CO$679,8920.17%3,416CommonNONE
30303M102METAMETA PLATFORMS INC$676,5810.17%1,183CommonNONE
922908736VUGVANGUARD INDEX FDS$654,7130.16%1,499CommonNONE
00287Y109ABBVABBVIE INC$643,8270.16%2,960CommonNONE
931142103WMTWALMART INC$626,2610.16%5,039CommonNONE
25434V302DFAEDIMENSIONAL ETF TRUST$621,7710.15%18,363CommonNONE
458140100INTCINTEL CORP$607,7810.15%13,773CommonNONE
33733E823FTGSFIRST TR EXCHANGE-TRADED FD$580,1940.14%17,042CommonNONE
539830109LMTLOCKHEED MARTIN CORP$572,9940.14%948CommonNONE
75513E101RTXRTX CORPORATION$568,6910.14%2,948CommonNONE
02072L441BUXXEA SERIES TRUST$561,9020.14%27,755CommonNONE
38748G101BARGRANITESHARES GOLD TR$553,5600.14%12,000CommonNONE
85208R101CEFSPROTT ASSET MANAGEMENT LP$548,5550.14%11,495CommonNONE
92826C839VVISA INC$510,6750.13%1,690CommonNONE
33739P863FCALFIRST TR EXCH TRADED FD III$502,8660.12%10,286CommonNONE
02209S103MOALTRIA GROUP INC$494,7810.12%7,498CommonNONE
595112103MUMICRON TECHNOLOGY INC$491,5940.12%1,455CommonNONE
697435105PANWPALO ALTO NETWORKS INC$479,5600.12%2,991CommonNONE
09631P102BPREBLUEROCK PVT REAL ESTATE FD$473,6330.12%28,515CommonNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$466,9800.12%7,911CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$458,0310.11%1,693CommonNONE
14020Y201CGMUCAPITAL GRP FIXED INCM ETF T$448,9060.11%16,534CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$448,5660.11%690CommonNONE
33939L605TDTFFLEXSHARES TR$447,5060.11%18,561CommonNONE
67066Y105NACNUVEEN CA DIVI ADV MUN$437,8540.11%37,584CommonNONE
031162100AMGNAMGEN INC$433,7150.11%1,233CommonNONE
060505104BACBANK AMERICA CORP$433,1040.11%8,884CommonNONE
11135F101AVGOBROADCOM INC$425,0880.11%1,373CommonNONE
437076102HDHOME DEPOT INC$418,0510.10%1,271CommonNONE
25434V823DFARDIMENSIONAL ETF TRUST$405,3140.10%17,138CommonNONE
03073E105CORCENCORA INC$398,4850.10%1,268CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$377,6310.09%4,071CommonNONE
191216100KOCOCA COLA CO$373,5390.09%4,912CommonNONE
46090E103QQQINVESCO QQQ TR$365,9450.09%634CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$364,4340.09%534CommonNONE
369550108GDGENERAL DYNAMICS CORP$349,7920.09%1,019CommonNONE
31609A305FELGFIDELITY COVINGTON TRUST$342,6610.09%9,140CommonNONE
31428X106FDXFEDEX CORP$339,2110.08%952CommonNONE
316092337FFLGFIDELITY COVINGTON TRUST$338,2220.08%12,162CommonNONE
00206R102TAT&T INC$332,7400.08%11,478CommonNONE
464287176TIPISHARES TR$326,7600.08%2,961CommonNONE
316092527FSMDFIDELITY COVINGTON TRUST$322,9200.08%7,221CommonNONE
68389X105ORCLORACLE CORP$314,9800.08%2,141CommonNONE
002824100ABTABBOTT LABORATORIES$309,1080.08%3,011CommonNONE
464287101OEFISHARES TR$305,8850.08%962CommonNONE
94106L109WMWASTE MGMT INC DEL$285,7150.07%1,243CommonNONE
14022A102CGMMCAPITAL GROUP EQUITY ETF TR$266,5010.07%9,077CommonNONE
254687106DISDISNEY WALT CO$266,4030.07%2,764CommonNONE
53656F581OVLHLISTED FDS TR$251,2940.06%6,636CommonNONE
038222105AMATAPPLIED MATLS INC$248,2160.06%726CommonNONE
47804J859JHMDJOHN HANCOCK EXCHANGE TRADED$241,1920.06%5,692CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$237,6070.06%1,788CommonNONE
02072L607FRDMEA SERIES TRUST$230,4070.06%4,216CommonNONE
26923N108ACVFETF OPPORTUNITIES TRUST$229,2290.06%4,814CommonNONE
57636Q104MAMASTERCARD INCORPORATED$216,8520.05%434CommonNONE
369604301GEGE AEROSPACE$215,9550.05%761CommonNONE
742718109PGPROCTER & GAMBLE CO$210,3080.05%1,456CommonNONE
N07059210ASMLASML HLDG NV$210,3030.05%159CommonNONE
316092113FELCFIDELITY COVINGTON TRUST$207,8050.05%5,729CommonNONE
879369106TFXTELEFLEX INCORPORATED$205,3700.05%1,717CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$205,1380.05%1,008CommonNONE
922908629VOVANGUARD INDEX FDS$203,2240.05%708CommonNONE
746729839FTCAPUTNAM ETF TRUST$123,9020.03%17,020CommonNONE

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.