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CONSOLIDATED CAPITAL MANAGEMENT, LLC 13F portfolio summary

CONSOLIDATED CAPITAL MANAGEMENT, LLC of CONSOLIDATED CAPITAL MANAGEMENT, LLC has 72 current stock holdings with a reported portfolio value of $374.8M. The portfolio 1 year return is +29.87%. Top holdings include INTC (10.54%), AAPL (4.43%), FTCB (4.38%), GOOGL (3.99%), AMZN (3.97%).

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CONSOLIDATED CAPITAL MANAGEMENT, LLC

CONSOLIDATED CAPITAL MANAGEMENT, LLC
Latest filing: 2026-06-30

CONSOLIDATED CAPITAL MANAGEMENT, LLC runs CONSOLIDATED CAPITAL MANAGEMENT, LLC and currently holds 72 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $374.76M. Their top holdings are INTC, AAPL, FTCB, GOOGL, AMZN. The top five represent 27.3% of reported portfolio weight. CONSOLIDATED CAPITAL MANAGEMENT, LLC ranks #389 out of 1000 investors tracked by Alpha Score. In the most recent quarter, CONSOLIDATED CAPITAL MANAGEMENT, LLC initiated 1 new position. They added to 33 existing positions. They trimmed 13 positions. Their current best-performing preview position is INTC with returns of +216.41%.

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Top 5 Holdings
INTC10.5%
AAPL4.4%
FTCB4.4%
GOOGL4.0%
AMZN4.0%
Top 5: 27.3%
Portfolio Returns
1 Year
+29.87%
#369/1000
3 Year
+86.18%
#328/1000
5 Year
+77.10%
#453/1000

Portfolio Value

$374.76M

Alpha Score

64.7

#389 of 1000

Holdings

72

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72 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
INTC
INTEL CORP
10.54%$40.77$90.07+120.92%
Trimmed
-1.61%
AAPL
APPLE INC
4.43%$70.75$309.35+337.24%
Added
+0.08%
FTCB
FIRST TR EXCHANGE-TRADED FD
4.38%$21.14$20.48-3.12%
Added
+4.18%
GOOGL
ALPHABET INC
3.99%$84.75$344.82+306.87%
Trimmed
-0.03%
AMZN
AMAZON COM INC
3.97%$107.82$258.63+139.87%
Added
+0.62%
LRCX
LAM RESEARCH CORP
3.82%$190.92$314.00+64.47%
Trimmed
-0.34%
CAT
CATERPILLAR INC
3.79%$319.36$827.65+159.16%
Added
+0.35%
NVDA
NVIDIA CORPORATION
3.79%$116.21$214.76+84.80%
Added
+0.81%
IWM
ISHARES TR
3.67%$247.45$299.93+21.21%
Added
+1.00%
GLW
CORNING INC
3.50%$135.97$149.82+10.19%
Trimmed
-0.06%

Showing 1-10 of 72