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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 4 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IYG ISHARES TR 2,948.0 $267K 0.07% $90.47 +7.7%
62 JNJ JOHNSON & JOHNSON Healthcare 1,020.0 $259K 0.07% $253.97 +4.6%
63 AJG GALLAGHER ARTHUR J & CO Financial Services 1,005.0 $231K 0.06% $229.57 +13.3%
64 PEP PEPSICO INC Consumer Defensive 1,700.0 $230K 0.06% $135.40 +3.2%
65 KO COCA COLA CO Consumer Defensive 2,814.0 $229K 0.06% $81.27 +9.6%
66 LH LABCORP HOLDINGS INC Healthcare 795.0 $223K 0.06% $280.00 +20.2%
67 VTI VANGUARD INDEX FDS 592.0 $219K 0.06% NEW $370.07 +2.9%
68 CRM SALESFORCE INC Technology 1,318.0 $207K 0.06% $156.72 +60.8%
69 NUVEEN CR STRATEGIES INCOME 38,979.0 $189K 0.05% +11K +38.7% $4.86
70 MSOS ADVISORSHARES TR 28,982.0 $147K 0.04% -5K -15.8% $5.08 -4.9%
71 TMC TMC THE METALS COMPANY INC Basic Materials 10,000.0 $44K 0.01% $4.43 +14.9%
72 HTZ HERTZ GLOBAL HLDGS INC Industrials 11,008.0 $25K 0.01% $2.27 -9.9%
Page 4 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%