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Portfolio (Quarterly) Guide ↗

Consolidated Investment Group LLC

· CIK 0001556168
13F Portfolio $836M AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 66 New
Page 1 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQ INVESCO QQQ TR Financial Services 310,400.0 $190.7M 22.81% NEW $614.31 +14.2%
2 SPY SPDR S&P 500 ETF TR Financial Services 128,215.0 $87.4M 10.46% NEW $681.92 +7.6%
3 RSP INVESCO EXCHANGE TRADED FD T 380,395.0 $72.9M 8.72% NEW $191.56 +5.3%
4 MU MICRON TECHNOLOGY INC Technology 127,709.0 $36.4M 4.36% NEW $285.41 +138.8%
5 IWR ISHARES TR 323,140.0 $31.1M 3.72% NEW $96.27 +7.1%
6 IWM ISHARES TR 119,666.0 $29.5M 3.52% NEW $246.16 +10.9%
7 AVGO BROADCOM INC Technology 76,700.0 $26.5M 3.18% NEW $346.10 +18.8%
8 NVDA NVIDIA CORPORATION Technology 135,355.0 $25.2M 3.02% NEW $186.50 +19.2%
9 GOOGL ALPHABET INC Communication Services 76,550.0 $24.0M 2.87% NEW $313.00 +26.8%
10 AAPL APPLE INC Technology 63,762.0 $17.3M 2.07% NEW $271.86 +10.0%
11 PANW PALO ALTO NETWORKS INC Technology 79,034.0 $14.6M 1.74% NEW $184.20 +34.4%
12 MSFT MICROSOFT CORP Technology 27,214.0 $13.2M 1.57% NEW $483.62 -12.4%
13 BX BLACKSTONE INC Financial Services 83,289.0 $12.8M 1.54% NEW $154.14 -25.9%
14 AMZN AMAZON COM INC Consumer Cyclical 54,800.0 $12.6M 1.51% NEW $230.82 +12.4%
15 BAC BK OF AMERICA CORP Financial Services 195,138.0 $10.7M 1.28% NEW $55.00 -7.8%
16 C CITIGROUP INC Financial Services 86,377.0 $10.1M 1.21% NEW $116.69 +2.8%
17 GS GOLDMAN SACHS GROUP INC Financial Services 11,025.0 $9.7M 1.16% NEW $879.00 +7.7%
18 NOW SERVICENOW INC Technology 57,500.0 $8.8M 1.05% NEW $153.19 -32.5%
19 MS MORGAN STANLEY Financial Services 49,215.0 $8.7M 1.04% NEW $177.53 +8.5%
20 JPM JPMORGAN CHASE & CO Financial Services 26,702.0 $8.6M 1.03% NEW $322.22 -6.7%
Page 1 of 4  ·  66 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
Financial Services 52.0%
Technology 22.0%
Consumer Cyclical 6.5%
Communication Services 6.4%
Healthcare 3.8%
Industrials 3.7%
Real Estate 2.4%
Energy 2.3%
Basic Materials 0.6%
Utilities 0.3%