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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
Page 3 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TSLA TESLA INC Consumer Cyclical 1,570.0 $584K 0.19% $371.75 +2.1%
42 AMLP ALPS ETF TR 10,790.0 $568K 0.18% NEW $52.64 -2.3%
43 AMGN AMGEN INC Healthcare 1,515.0 $533K 0.17% $351.85 +1.8%
44 ORCL ORACLE CORP Technology 3,457.0 $509K 0.16% $147.11 +1.1%
45 CVX CHEVRON CORPORATION Energy 2,141.0 $443K 0.14% +472.0 +28.3% $206.90 -17.3%
46 GS GOLDMAN SACHS GROUP INC Financial Services 500.0 $423K 0.14% $845.99 +20.5%
47 WSM WILLIAMS SONOMA INC Consumer Cyclical 2,140.0 $390K 0.13% $182.33 +31.2%
48 FDN FIRST TR EXCHANGE-TRADED FD 1,576.0 $369K 0.12% NEW $234.03 +10.4%
49 TLT ISHARES TR 4,094.0 $355K 0.12% NEW $86.69 +0.8%
50 UNP UNION PAC CORP Industrials 1,463.0 $355K 0.12% +8.0 +0.6% $242.55 +10.6%
51 RSP INVESCO EXCHANGE TRADED FD T 1,840.0 $353K 0.11% -41K -95.7% $191.92 +10.7%
52 ITA ISHARES TR 1,577.0 $345K 0.11% NEW $218.75 +8.2%
53 IBM INTERNATIONAL BUSINESS MACHS Technology 1,400.0 $339K 0.11% $242.39 +12.1%
54 MA MASTERCARD INCORPORATED Financial Services 600.0 $300K 0.10% $499.66 -0.1%
55 XLI SELECT SECTOR SPDR TR 1,776.0 $287K 0.09% -2K -55.6% $161.73 +12.0%
56 OEF ISHARES TR 892.0 $284K 0.09% -18K -95.3% $318.07 +12.4%
57 PEP PEPSICO INC Consumer Defensive 1,700.0 $264K 0.09% $155.29 -9.0%
58 CSCO CISCO SYS INC Technology 3,400.0 $264K 0.09% $77.59 +46.6%
59 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 759.0 $257K 0.08% -11.0 -1.4% $337.95 +27.9%
60 INTU INTUIT Technology 579.0 $250K 0.08% $432.38 -38.1%
Page 3 of 4  ·  74 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 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%