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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 4 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JNJ JOHNSON & JOHNSON Healthcare 1,020.0 $249K 0.08% $244.44 +4.2%
62 SYK STRYKER CORPORATION Healthcare 750.0 $246K 0.08% $328.59 +1.3%
63 CRM SALESFORCE INC Technology 1,318.0 $246K 0.08% $186.72 -15.2%
64 IYG ISHARES TR 2,947.0 $244K 0.08% -3K -53.2% $82.84 +9.0%
65 FPF FIRST TR INTER DURATN PFD & Financial Services 13,661.0 $241K 0.08% +1K +8.7% $17.63 +2.4%
66 NET CLOUDFLARE INC Technology 1,100.0 $227K 0.07% $206.34 +15.0%
67 AJG GALLAGHER ARTHUR J & CO Financial Services 1,005.0 $218K 0.07% $216.58 +4.4%
68 KO COCA COLA CO Consumer Defensive 2,814.0 $214K 0.07% NEW $76.05 +8.7%
69 LH LABCORP HOLDINGS INC Healthcare 795.0 $212K 0.07% NEW $266.81 +1.7%
70 RACE FERRARI N V Consumer Cyclical 625.0 $212K 0.07% $338.45 +8.8%
71 NUVEEN CR STRATEGIES INCOME 28,109.0 $137K 0.04% +4K +14.7% $4.87
72 MSOS ADVISORSHARES TR 34,407.0 $122K 0.04% NEW $3.55 +32.1%
73 HTZ HERTZ GLOBAL HLDGS INC Industrials 11,008.0 $51K 0.02% $4.61 -42.7%
74 TMC TMC THE METALS COMPANY INC Basic Materials 10,000.0 $47K 0.01% $4.67 -9.0%
Page 4 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%