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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 3 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AMLP ALPS ETF TR 12,880.0 $668K 0.18% +2K +19.4% $51.85 +6.8%
42 TSLA TESLA INC Consumer Cyclical 1,580.0 $665K 0.18% +10.0 +0.6% $420.60 -15.7%
43 AMGN AMGEN INC Healthcare 1,515.0 $549K 0.15% $362.12 +19.6%
44 ORCL ORACLE CORP Technology 3,457.0 $507K 0.14% $146.55 +4.1%
45 GS GOLDMAN SACHS GROUP INC Financial Services 500.0 $506K 0.14% $1011.37 +3.0%
46 WSM WILLIAMS SONOMA INC Consumer Cyclical 2,140.0 $499K 0.13% $233.10 +0.4%
47 FDN FIRST TR EXCHANGE-TRADED FD 1,576.0 $417K 0.11% $264.72 +11.3%
48 UNP UNION PAC CORP Industrials 1,470.0 $400K 0.11% $271.92 +13.4%
49 CSCO CISCO SYS INC Technology 3,400.0 $399K 0.11% $117.46 -5.7%
50 IBM INTERNATIONAL BUSINESS MACHS Technology 1,400.0 $394K 0.10% $281.21 -16.0%
51 ITA ISHARES TR 1,588.0 $385K 0.10% +11.0 +0.7% $242.42 -3.7%
52 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 749.0 $358K 0.10% -10.0 -1.3% $477.57 -10.6%
53 CVX CHEVRON CORPORATION Energy 2,141.0 $355K 0.10% $165.76 +21.1%
54 TLT ISHARES TR 4,094.0 $354K 0.09% $86.42 -3.8%
55 RSP INVESCO EXCHANGE TRADED FD T 1,596.0 $340K 0.09% -244.0 -13.3% $212.77 +4.1%
56 XLI SELECT SECTOR SPDR TR 1,785.0 $331K 0.09% +9.0 +0.5% $185.23 -3.6%
57 OEF ISHARES TR 857.0 $314K 0.08% -35.0 -3.9% $365.87 +4.5%
58 MA MASTERCARD INCORPORATED Financial Services 600.0 $308K 0.08% $513.60 +15.7%
59 FPF FIRST TR INTER DURATN PFD & Financial Services 16,491.0 $300K 0.08% +3K +20.7% $18.17 -1.8%
60 NET CLOUDFLARE INC Technology 1,100.0 $270K 0.07% $245.28 +22.3%
Page 3 of 4  ·  72 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%