Position in AI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$17,316
+$1,276 QoQ
Shares Held
1,905
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#228
of 317 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AI Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026FINANCIAL CONSULATE, INC holds $3,519,083 across 30 Software - Infrastructure names. AI ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
8,020 | $2,991,620 | |
| 2 | PANW |
Palo Alto Networks Inc
|
730 | $248,944 | |
| 3 | TOST |
Toast, Inc.
|
1,809 | $50,326 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
988 | $47,123 | |
| 5 | ORCL |
Oracle Corp
|
268 | $39,275 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
235 | $27,417 | |
| 7 | NET |
Cloudflare, Inc.
|
75 | $18,396 | |
| 8 | AI |
C3.ai, Inc.
This page
|
1,905 | $17,316 |
All Filings in AI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,316 | 1,905 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $16,040 | 1,905 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $28,227 | 2,094 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $36,309 | 2,094 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||