SEC 13F Intelligence

Managers / Q1 2026

Consolidated Portfolio Review Corp

CIK 0001972835 · 125 FROEHLICH FARM BLVD, WOODBURY, NY, 11797 · 6313893859

Reported Value
$1.1B
Q1 2026
Positions
34
Filings on Record
13
2019–present window
Filed
Apr 27, 2026
original filing

Summary

Consolidated Portfolio Review Corp reported $1.1B in U.S.-listed holdings across 34 positions for Q1 2026.

The portfolio is heavily concentrated: State Str Spdr S P 500 Etf T alone accounts for 39.3% of reported value.

The book was largely unchanged from Q4 2025.

Reported Value by Quarter

13F Reported Value
Q1 ’23: $370MQ1 ’23Q2 ’23: $421MQ3 ’23: $412MQ3 ’23Q4 ’23: $438MQ1 ’24: $381MQ1 ’24Q2 ’24: $429MQ3 ’24: $448MQ3 ’24Q4 ’24: $632MQ1 ’25: $624MQ1 ’25Q2 ’25: $723MQ3 ’25: $796MQ3 ’25Q4 ’25: $1.2BQ1 ’26: $1.1BQ1 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 91.7%Common Stock: 7.1%Other: 1.2%
  • ETP · 91.7% · $1.0B
  • Common Stock · 7.1% · $78M
  • Other · 1.2% · $14M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.1B34Apr 27, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.2B34Jan 26, 202613F-HRchanges · EDGAR ↗
Q3 2025$796M453Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$723M445Jul 18, 202513F-HRchanges · EDGAR ↗
Q1 2025$624M378Apr 23, 202513F-HRchanges · EDGAR ↗
Q4 2024$632M371Jan 27, 202513F-HRchanges · EDGAR ↗
Q3 2024$448M309Oct 24, 202413F-HRchanges · EDGAR ↗
Q2 2024$429M295Aug 1, 202413F-HRchanges · EDGAR ↗
Q1 2024$381M275Apr 30, 202413F-HRchanges · EDGAR ↗
Q4 2023$438M296Jan 29, 202413F-HRchanges · EDGAR ↗
Q3 2023$412M313Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$421M316Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$370M280May 11, 202313F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.