Arkolith/Funds/Consolidated Investment Group LLC

Consolidated Investment Group LLC

CIK 1556168
Holdings as of Jun 30, 2026·disclosed Jul 22, 2026·~22-day 13F lag·13F-HR
Active Filer

Consolidated Investment Group LLC holds a focused book of 77 stocks worth $1.2B as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened Space Exploration Techn and trimmed Micron Technology Inc. Their largest long position is Invesco QQQ Trust Series 1 at 23% of the equity book. Cloning the disclosed picks since 2024 would be +45% (+24.2%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Consolidated Investment Group LLC's latest
holdings, largest changes, and filing provenance.
Opened
19
new positions
Added to
13
existing
Trimmed
4
reduced
Sold out
3
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+45.3%
+24.2%/yr · since Nov '24
Their reported book
+45.8%
held from quarter-end
S&P 500
+32.0%
same window
$8K$10K$12K$13K$15KNov '24Mar '25Jul '25Nov '25Mar '26Jul '26
Consolidated Investment Group LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning Consolidated Investment Group LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
53%
Top 10 holdings
67%
Top 20 holdings
77%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

49% mapped to company sectors

ETF / fund or unclassified
51%
Information Technology
25%
Financials
8%
Consumer Discretionary
4%
Industrials
4%
Real Estate
2%
Health Care
2%
Utilities
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Consolidated Investment Group LLC

Manager / fundShared namesTheir $ in those
IFP Advisors, Inc79 / 77$1.2B
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC78 / 77$10.9B
BlackRock, Inc.77 / 77$2.2T
FMR LLC77 / 77$775.3B
MORGAN STANLEY77 / 77$555.7B
JPMORGAN CHASE & CO77 / 77$495.3B
BANK OF AMERICA CORP /DE/77 / 77$343.5B
NORTHERN TRUST CORP77 / 77$295.3B

Ranked by how many of Consolidated Investment Group LLC's top 77 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

77 positions
#SecurityValueShares% PortLast moveHistory
1Invesco QQQ TR
UNIT SER 1
$263.3M357.5K
22.9%
~0%
Added · +1 sh
2SPDR S&P 500 ETF TR
TR UNIT
$120.5M161.3K
10.5%
Held
3Micron Technology Inc
COM
$96.1M83.3K
8.4%
−31%
Reduced · −37K sh
4Invesco Exchange Traded FD T
S&P500 EQL WGT
$88.1M414.2K
7.7%
Held
5Ishares TR
RUSSELL 2000 ETF
$46.6M155.1K
4.1%
Held
6Ishares TR
RUS MID CAP ETF
$39.9M362.1K
3.5%
Held
7Broadcom Inc
COM
$29.9M79.1K
2.6%
Held
8Alphabet Inc
CAP STK CL A
$28.1M78.6K
2.4%
Held
9Nvidia Corporation
COM
$27.9M139.6K
2.4%
Held
10Palo Alto Networks Inc
COM
$27.7M81.2K
2.4%
Held
11Apple Inc
COM
$19.0M65.6K
1.6%
Held
12Amazon Com Inc
COM
$14.6M61.2K
1.3%
Held
13Citigroup Inc
COM NEW
$12.5M89.0K
1.1%
Held
14Goldman Sachs Group Inc
COM
$11.5M11.4K
1.0%
Held
15BK Of America Corp
COM
$11.4M200.4K
1.0%
Held
16Morgan Stanley
COM NEW
$10.7M51.0K
0.9%
Held
17Blackstone Inc
COM
$10.6M90.4K
0.9%
Held
18Microsoft Corp
COM
$10.4M27.9K
0.9%
Held
19MGM Resorts International
COM
$10.1M211.5K
0.9%
Held
20Eaton Corp PLC
SHS
$10.0M23.6K
0.9%
+22%
Added · +4K sh
21Williams Cos Inc
COM
$9.9M132.7K
0.9%
Held
22Unitedhealth Group Inc
COM
$9.6M23.1K
0.8%
Held
23Marriott Intl Inc New
CL A
$9.5M25.7K
0.8%
Held
24JPMorgan Chase & Co
COM
$9.0M27.5K
0.8%
Held
25United Rentals Inc
COM
$8.3M7.3K
0.7%
Held
26Visa Inc
COM CL A
$8.3M24.1K
0.7%
Held
27Alphabet Inc
CAP STK CL C
$8.1M22.8K
0.7%
Held
28Arcosa Inc
COM
$7.9M54.2K
0.7%
Held
29Abbvie Inc
COM
$7.7M30.6K
0.7%
Held
30Home Depot Inc
COM
$7.3M20.8K
0.6%
Held
31Netflix Inc
COM
$6.7M94.1K
0.6%
Held
32Equinix Inc
COM
$6.7M6.4K
0.6%
Held
33Vistra Corp
COM
$6.3M39.5K
0.5%
+46%
Added · +13K sh
34Snowflake Inc
CL A
$6.2M24.3K
0.5%
+4.3%
Added · +1K sh
35Servicenow Inc
COM
$5.9M59.4K
0.5%
Held
36Equity Residential
SH BEN INT
$5.8M85.1K
0.5%
+4.9%
Added · +4K sh
37Linde PLC
SHS
$5.5M10.6K
0.5%
Held
38Wabtec
COM
$5.4M20.0K
0.5%
Held
39Stryker Corp
COM
$5.0M16.0K
0.4%
Held
40Camden Ppty TR
COM
$5.0M43.4K
0.4%
Held
41Meta Platforms Inc
CL A
$5.0M8.8K
0.4%
Held
42Mongodb Inc
CL A
$4.6M13.7K
0.4%
+63%
Added · +5K sh
43Chevron Corp New
COM
$4.5M27.1K
0.4%
Held
44Sofi Technologies Inc
COM
$4.5M248.5K
0.4%
Held
45Prologis Inc.
COM
$4.4M32.2K
0.4%
Held
46Crowdstrike Hldgs Inc
CL A
$4.3M5.7K
0.4%
+280%
Added · +4K sh
47Ge Verovna Inc
COM
$4.2M3.6K
0.4%
+140%
Added · +2K sh
48Ishares TR
MSCI EMG MKT ETF
$4.2M61.2K
0.4%
Held
49Api Group Corp
COM STK
$4.1M97.3K
0.4%
+47%
Added · +31K sh
50Space Exploration Techn
CL A
$4.1M23.9K
0.4%
New
New position
Showing 50 of 77 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 22, 202677$1.2B13F-HR
Q1 2026Mar 31, 2026May 4, 202677$922.0M13F-HR
Q4 2025Dec 31, 2025Jan 26, 202666$835.9M13F-HR
Q3 2025Sep 30, 2025Oct 29, 202569$814.1M13F-HR
Q2 2025Jun 30, 2025Jul 21, 202565$746.6M13F-HR
Q1 2025Mar 31, 2025Apr 22, 202568$652.5M13F-HR
Q4 2024Dec 31, 2024Jan 21, 202564$713.5M13F-HR
Q3 2024Sep 30, 2024Nov 4, 202464$673.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.