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Portfolio (Quarterly) Guide ↗

CONSOLIDATED CAPITAL MANAGEMENT, LLC

· CIK 0001666613
13F Portfolio $375M AUM 72 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1 New 30 Added 9 Reduced 3 Exited
Page 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 COIN COINBASE GLOBAL INC Financial Services 43,904.0 $6.4M 1.71% +829.0 +1.9% $146.19 +30.5%
22 IYR ISHARES TR 60,279.0 $6.2M 1.65% +714.0 +1.2% $102.25 +1.5%
23 LEIDOS HOLDINGS INC 59,408.0 $6.1M 1.63% +363.0 +0.6% $102.97
24 SGOV ISHARES TR 15,608.0 $1.6M 0.42% +3K +20.6% $100.67 -0.0%
25 AMLP ALPS ETF TR 12,880.0 $668K 0.18% +2K +19.4% $51.85 +6.7%
26 TSLA TESLA INC Consumer Cyclical 1,580.0 $665K 0.18% +10.0 +0.6% $420.60 -15.6%
27 ITA ISHARES TR 1,588.0 $385K 0.10% +11.0 +0.7% $242.42 -3.4%
28 XLI SELECT SECTOR SPDR TR 1,785.0 $331K 0.09% +9.0 +0.5% $185.23 -3.5%
29 FPF FIRST TR INTER DURATN PFD & Financial Services 16,491.0 $300K 0.08% +3K +20.7% $18.17 -1.9%
30 NUVEEN CR STRATEGIES INCOME 38,979.0 $189K 0.05% +11K +38.7% $4.86
Page 2 of 2  ·  30 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
Technology 48.4%
Industrials 15.8%
Financial Services 14.1%
Communication Services 8.5%
Consumer Cyclical 6.0%
Consumer Defensive 4.0%
Real Estate 2.7%
Healthcare 0.4%
Energy 0.1%
Basic Materials 0.0%