Consolidated Portfolio Review Corp
All 13F Filings
- Location
- Woodbury, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,200,645
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/23/2026 | 34 | 1,200,645 | 13F-HR | Consolidated Portfolio Review Corp |
| Q1 2026 | 4/27/2026 | 34 | 1,095,649 | 13F-HR | Consolidated Portfolio Review Corp |
| Q4 2025 | 1/26/2026 | 34 | 1,157,421 | 13F-HR | Consolidated Portfolio Review Corp |
| Q3 2025 | 11/12/2025 | 453 | 795,783 | 13F-HR | Consolidated Portfolio Review Corp |
| Q2 2025 | 7/18/2025 | 445 | 722,652 | 13F-HR | Consolidated Portfolio Review Corp |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 148.8 K | 12.4% | 8.174 K | 0 | 8.174 K |
| ETFs | 1.052 M | 87.6% | 96.82 K | 0 | 96.82 K |
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Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
1,200,645
Holdings
34
QoQ value change ($000)
104,996
(9.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.