Position in AI
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$16,040
-$12,187 QoQ
Shares Held
1,905
-9.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 99.73753280839895.ToString("F0")%
Shared 0.ToString("F0")%
None 0.26246719160104987.ToString("F0")%
Common Shares in AI Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026FINANCIAL CONSULATE, INC holds $3,400,401 across 27 Software - Infrastructure names. AI ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
8,080 | $2,990,973 | |
| 2 | PANW |
Palo Alto Networks Inc
|
684 | $109,658 | |
| 3 | SNPS |
Synopsys Inc
|
182 | $72,159 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
340 | $49,735 | |
| 5 | TOST |
Toast, Inc.
|
1,508 | $39,977 | |
| 6 | ORCL |
Oracle Corp
|
171 | $25,155 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
239 | $23,326 | |
| 8 | AI |
C3.ai, Inc.
This page
|
1,905 | $16,040 |
All Filings in AI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||