Position in TRU
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$288
-$473 QoQ
Shares Held
4
-63.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#505
of 518 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRU Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026FINANCIAL CONSULATE, INC holds $475,477 across 10 Financial Data & Stock Exchanges names. TRU ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
548 | $248,200 | |
| 2 | MSCI |
MSCI Inc.
|
192 | $107,527 | |
| 3 | SPGI |
S&P Global Inc.
|
199 | $72,436 | |
| 4 | CME |
Cme Group Inc.
|
127 | $28,045 | |
| 5 | COIN |
Coinbase Global, Inc.
|
96 | $14,034 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
26 | $2,049 | |
| 7 | ICE |
Intercontinental Exchange, Inc.
|
14 | $1,723 | |
| 8 | FDS |
Factset Research Systems Inc
|
3 | $690 |
All Filings in TRU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $288 | 4 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $761 | 11 | Shares | Sole | 2026-04-21 | |
| 2025-09-30 | $502 | 6 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||