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Portfolio (Quarterly) Guide ↗

Consolidated Investment Group LLC

· CIK 0001556168
13F Portfolio $922M AUM 77 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 15 New 59 Added 2 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MU MICRON TECHNOLOGY INC Technology 119,879.0 $40.5M 4.39% -8K -6.1% $337.84 +101.7%
2 CVX CHEVRON CORP NEW Energy 27,055.0 $5.6M 0.61% -705.0 -2.5% $206.90 -5.2%

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 51.9%
Technology 19.8%
Consumer Cyclical 6.1%
Communication Services 6.0%
Industrials 4.8%
Healthcare 4.2%
Real Estate 3.3%
Energy 2.5%
Utilities 0.7%
Basic Materials 0.7%