Evid Invest
Holders — by stockHoldings — by fund

Consolidated Investment Group LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1556168

$1.15B

disclosed book value

77

positions

22.9%

largest position share

Positions, as of 2026-06-30

top 77 of 77 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1QQQINVESCO QQQ TR357,500$263.3M22.9%
2SPYSPDR S&P 500 ETF TR161,305$120.5M10.5%
3MUMICRON TECHNOLOGY INC83,270$96.1M8.4%
4RSPINVESCO EXCHANGE TRADED FD T414,175$88.1M7.7%
5IWMISHARES TR155,138$46.6M4.1%
6IWRISHARES TR362,100$39.9M3.5%
7AVGOBROADCOM INC79,105$29.9M2.6%
8GOOGLALPHABET INC78,625$28.1M2.4%
9NVDANVIDIA CORPORATION139,610$27.9M2.4%
10PANWPALO ALTO NETWORKS INC81,214$27.7M2.4%
11AAPLAPPLE INC65,607$19.0M1.6%
12AMZNAMAZON COM INC61,175$14.6M1.3%
13CCITIGROUP INC88,972$12.5M1.1%
14GSGOLDMAN SACHS GROUP INC11,390$11.5M1%
15BACBK OF AMERICA CORP200,403$11.4M1%
16MSMORGAN STANLEY51,040$10.7M0.9%
17BXBLACKSTONE INC90,439$10.6M0.9%
18MSFTMICROSOFT CORP27,884$10.4M0.9%
19MGMMGM RESORTS INTERNATIONAL211,538$10.1M0.9%
20EATON CORP PLC23,570$10.0M0.9%
21WMBWILLIAMS COS INC132,705$9.9M0.9%
22UNHUNITEDHEALTH GROUP INC23,130$9.6M0.8%
23MARMARRIOTT INTL INC NEW25,721$9.5M0.8%
24JPMJPMORGAN CHASE & CO27,457$9.0M0.8%
25URIUNITED RENTALS INC7,290$8.3M0.7%
26VVISA INC24,070$8.3M0.7%
27GOOGALPHABET INC22,805$8.1M0.7%
28ACAARCOSA INC54,245$7.9M0.7%
29ABBVABBVIE INC30,650$7.7M0.7%
30HDHOME DEPOT INC20,750$7.3M0.6%
31NFLXNETFLIX INC94,090$6.7M0.6%
32EQIXEQUINIX INC6,440$6.7M0.6%
33VSTVISTRA CORP39,450$6.3M0.5%
34SNOWSNOWFLAKE INC24,325$6.2M0.5%
35NOWSERVICENOW INC59,400$5.9M0.5%
36EQREQUITY RESIDENTIAL85,100$5.8M0.5%
37LINDE PLC10,555$5.5M0.5%
38WABWABTEC20,035$5.4M0.5%
39SYKSTRYKER CORP16,030$5.0M0.4%
40CPTCAMDEN PPTY TR43,400$5.0M0.4%
41METAMETA PLATFORMS INC8,820$5.0M0.4%
42MDBMONGODB INC13,700$4.6M0.4%
43CVXCHEVRON CORP NEW27,055$4.5M0.4%
44SOFISOFI TECHNOLOGIES INC248,480$4.5M0.4%
45PLDPROLOGIS INC.32,200$4.4M0.4%
46CRWDCROWDSTRIKE HLDGS INC5,700$4.3M0.4%
47GEVGE VEROVNA INC3,600$4.2M0.4%
48EEMISHARES TR61,200$4.2M0.4%
49APGAPI GROUP CORP97,300$4.1M0.4%
50SPCXSPACE EXPLORATION TECHN23,901$4.1M0.4%
51IWPISHARES TR27,450$4.0M0.3%
52GLDSPDR GOLD TR10,600$3.9M0.3%
53XLUSELECT SECTOR SPDR TR81,470$3.7M0.3%
54SPOTIFY TECHNOLOGY S A8,000$3.7M0.3%
55TMOTHERMO FISHER SCIENTIFIC INC7,200$3.6M0.3%
56UBERUBER TECHNOLOGIES INC49,230$3.6M0.3%
57RTXRTX CORPORATION17,800$3.4M0.3%
58VLYVALLEY NATL BANCORP226,200$3.3M0.3%
59PICKISHARES TR54,600$3.2M0.3%
60CRMSALESFORCE COM INC19,915$3.1M0.3%
61LNGCHENIERE ENERGY INC12,700$3.0M0.3%
62SCISERVICE CORP INTL38,635$2.9M0.3%
63GMGENERAL MTRS CO37,718$2.9M0.3%
64HONGBPHONEYWELL INTL INC12,539$2.8M0.2%
65UDRUDR INC70,100$2.8M0.2%
66HONEYWELL AEROSPACE12,539$2.8M0.2%
67MAAMID-AMERICA APT CMNTYS INC19,300$2.7M0.2%
68LUVSOUTHWEST AIRLS CO46,600$2.4M0.2%
69CVSCVS HEALTH CORP21,000$2.2M0.2%
70TSLATESLA INC5,000$2.1M0.2%
71TEMTEMPUS AI INC36,200$2.1M0.2%
72IYKISHARES TR27,900$2.0M0.2%
73AFRMAFFIRM HLDGS INC23,475$1.9M0.2%
74GAPGAP INC98,100$1.8M0.2%
75INDAISHARES TR34,475$1.7M0.1%
76CRCLCIRCLE INTERNET GROUP INC22,500$1.4M0.1%
77AVBAVALON BAY CMNTYS INC4,500$849,1050.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.