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Portfolio (Quarterly) Guide ↗

Consolidated Investment Group LLC

· CIK 0001556168
13F Portfolio $1.2B AUM 77 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 12 Added 4 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPACE EXPLORATION TECHN 23,901.0 $4.1M 0.35% NEW $170.86
2 HONEYWELL AEROSPACE 12,539.0 $2.8M 0.24% NEW $221.08
3 AFRM AFFIRM HLDGS INC Technology 23,475.0 $1.9M 0.17% NEW $81.55 -8.1%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 49.5%
Technology 25.3%
Communication Services 5.4%
Consumer Cyclical 5.4%
Industrials 4.7%
Healthcare 3.2%
Real Estate 3.0%
Energy 1.8%
Utilities 1.1%
Basic Materials 0.6%