CLIMB GLOBAL SOLUTIONS INC

$CLMB
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Institutional coverage

127 13F filers hold $CLMB.

13F holders
127
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

4 holders · Q1 2026

$CLMB is held by 4 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.01%, with an average of 0.00% of portfolio. Largest holder: Costello Asset Management, INC at 0.01%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Costello Asset Management, INC
0.01% held
α +14.3pts
02
Level Financial Advisors
0.00% held
α +30.9pts
03
Citigroup Inc.
0.00% held
α +26.3pts
04
Nisa Investment Advisors, LLC
0.00% held
α +16.6pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 127 · Source: 13F-HR
01
Mcmorgan & Co. LLC
0.17% of portfolio
1,201,856 sh
02
Pensioenfonds Rail & Ov
0.65% of portfolio
1,103,330 sh
03
Traveka Wealth, LLC
2.24% of portfolio
930,560 sh
04
New York Life Insurance Co.
0.08% of portfolio
607,680 sh
05
Stonebridge Advisors LLC
3.57% of portfolio
538,131 sh
06
Eads & Heald Wealth Management
0.02% of portfolio
536,213 sh
07
Gladwyn Financial Advisors, Inc.
0.01% of portfolio
418,908 sh
08
GUARDCAP ASSET MANAGEMENT Ltd
1.68% of portfolio
415,728 sh
09
Axa S.a.
—
356,230 sh
10
Dupree Financial Group, LLC
2.82% of portfolio
319,188 sh
See all 127 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $CLMB in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $CLMB in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 10:19 UTC.