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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
Page 3 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 META META PLATFORMS INC Communication Services 8,820.0 $5.0M 0.43% $563.29 -3.7%
42 MDB MONGODB INC Technology 13,700.0 $4.6M 0.40% +5K +63.1% $335.90 +25.4%
43 CVX CHEVRON CORP NEW Energy 27,055.0 $4.5M 0.39% $165.76 +25.7%
44 SOFI SOFI TECHNOLOGIES INC Financial Services 248,480.0 $4.5M 0.39% $17.93 -0.5%
45 PLD PROLOGIS INC. Real Estate 32,200.0 $4.4M 0.38% $135.47 +4.4%
46 CRWD CROWDSTRIKE HLDGS INC Technology 5,700.0 $4.3M 0.38% +4K +280.0% $190.78 +1.3%
47 GEV GE VEROVNA INC Utilities 3,600.0 $4.2M 0.37% +2K +140.0% $1174.86 -18.9%
48 EEM ISHARES TR 61,200.0 $4.2M 0.36% $68.41 -3.0%
49 APG API GROUP CORP Industrials 97,300.0 $4.1M 0.36% +31K +46.8% $42.35 -0.4%
50 SPACE EXPLORATION TECHN 23,901.0 $4.1M 0.35% NEW $170.86
51 IWP ISHARES TR 27,450.0 $4.0M 0.35% $146.41 -2.7%
52 GLD SPDR GOLD TR Financial Services 10,600.0 $3.9M 0.34% -4K -29.3% $368.38 +12.3%
53 XLU SELECT SECTOR SPDR TR 81,470.0 $3.7M 0.32% $45.34 -2.9%
54 SPOT SPOTIFY TECHNOLOGY S A Communication Services 8,000.0 $3.7M 0.32% +5K +138.8% $459.13 +16.9%
55 TMO THERMO FISHER SCIENTIFIC INC Healthcare 7,200.0 $3.6M 0.31% -4K -35.5% $501.36 +26.0%
56 UBER UBER TECHNOLOGIES INC Technology 49,230.0 $3.6M 0.31% $72.16 +9.2%
57 RTX RTX CORPORATION Industrials 17,800.0 $3.4M 0.29% +4K +24.5% $189.73 +13.8%
58 VLYPN VALLEY NATL BANCORP Financial Services 226,200.0 $3.3M 0.29% $14.65 +75.4%
59 PICK ISHARES TR 54,600.0 $3.2M 0.28% $58.15 +8.7%
60 CRM SALESFORCE COM INC Technology 19,915.0 $3.1M 0.27% $156.66 +32.6%
Page 3 of 4  ·  77 positions

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%