FINANCIAL CONSULATE, INC

Position in DLTR — Dollar Tree, Inc.

CIK 1624510 HUNT VALLEY, MD

Position in DLTR

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$63,740

+$7,233 QoQ

Shares Held

527

+2.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#649

of 858 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Consumer Defensive · as of Jun 30, 2026

FINANCIAL CONSULATE, INC holds $1,505,518 across 6 Discount Stores names. DLTR ranks #3 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	1,238	$1,158,111
2	WMT	Walmart Inc.	1,918	$217,232
3	DLTR	Dollar Tree, Inc. This page	527	$63,740
4	TGT	Target Corp	374	$48,848
5	DG	Dollar General Corp	149	$17,151
6	BJ	BJ's Wholesale Club Holdings, Inc.	5	$436

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$63,740	527	+2.1%	Shares	Sole	2026-07-23
2026-03-31	$56,507	516	+2.4%	Shares	Sole	2026-04-21
2025-12-31	$61,997	504	-1.2%	Shares	Sole	2026-01-22
2025-09-30	$48,128	510	—	Shares	Sole	2025-10-21
No filing history on record for this holder in this stock.