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Portfolio (Quarterly) Guide ↗

CONSOLIDATED CAPITAL MANAGEMENT, LLC

· CIK 0001666613
13F Portfolio $310M AUM 74 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 14 New 22 Added 17 Reduced 19 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MORGAN STANLEY ETF TRUST 235,705.0 $11.7M 3.78% NEW $49.66
2 LMT LOCKHEED MARTIN CORP Industrials 17,129.0 $10.4M 3.34% NEW $604.39 -16.0%
3 SPTL SPDR SERIES TRUST 390,148.0 $10.3M 3.31% NEW $26.30 +0.7%
4 SPMD SPDR SERIES TRUST 121,143.0 $7.2M 2.32% NEW $59.22 +12.7%
5 DLR DIGITAL RLTY TR INC Real Estate 38,904.0 $7.0M 2.26% NEW $180.21 +7.1%
6 GLW CORNING INC Technology 51,380.0 $7.0M 2.26% NEW $135.97 +64.0%
7 SPYM SPDR SERIES TRUST 9,089.0 $696K 0.23% NEW $76.54 +12.1%
8 AMLP ALPS ETF TR 10,790.0 $568K 0.18% NEW $52.64 -2.3%
9 FDN FIRST TR EXCHANGE-TRADED FD 1,576.0 $369K 0.12% NEW $234.03 +10.4%
10 TLT ISHARES TR 4,094.0 $355K 0.12% NEW $86.69 +0.8%
11 ITA ISHARES TR 1,577.0 $345K 0.11% NEW $218.75 +8.2%
12 KO COCA COLA CO Consumer Defensive 2,814.0 $214K 0.07% NEW $76.05 +8.7%
13 LH LABCORP HOLDINGS INC Healthcare 795.0 $212K 0.07% NEW $266.81 +1.7%
14 MSOS ADVISORSHARES TR 34,407.0 $122K 0.04% NEW $3.55 +32.1%

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
Technology 38.2%
Financial Services 18.2%
Industrials 16.9%
Communication Services 10.3%
Consumer Cyclical 6.8%
Consumer Defensive 5.3%
Real Estate 3.4%
Healthcare 0.6%
Energy 0.2%
Basic Materials 0.0%