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CONSOLIDATED CAPITAL MANAGEMENT, LLC 13F portfolio summary

CONSOLIDATED CAPITAL MANAGEMENT, LLC of CONSOLIDATED CAPITAL MANAGEMENT, LLC has 73 current stock holdings with a reported portfolio value of $309.6M. The portfolio 1 year return is +16.98%. Top holdings include FPF (0.00%), FTCB (5.32%), AAPL (4.89%), AMZN (4.34%), GLD (4.27%).

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CONSOLIDATED CAPITAL MANAGEMENT, LLC

CONSOLIDATED CAPITAL MANAGEMENT, LLC
Latest filing: 2026-03-31

CONSOLIDATED CAPITAL MANAGEMENT, LLC runs CONSOLIDATED CAPITAL MANAGEMENT, LLC and currently holds 73 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $309.61M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. CONSOLIDATED CAPITAL MANAGEMENT, LLC ranks #728 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, CONSOLIDATED CAPITAL MANAGEMENT, LLC's portfolio at CONSOLIDATED CAPITAL MANAGEMENT, LLC has delivered returns of +16.98%. Their 3-year annualized return is +68.80%. Looking at the 5-year horizon, CONSOLIDATED CAPITAL MANAGEMENT, LLC has achieved +55.98% annualized returns at CONSOLIDATED CAPITAL MANAGEMENT, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+16.98%
#793/1000
3 Year
+68.80%
#499/1000
5 Year
+55.98%
#770/1000

Portfolio Value

$309.61M

Alpha Score

46.2

#728 of 1000

Holdings

73

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change