Position in ULTA
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$1,045
-$165 QoQ
Shares Held
2
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ULTA Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Mar 31, 2026FINANCIAL CONSULATE, INC holds $13,337 across 11 Specialty Retail names. ULTA ranks #6 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BBY |
Best Buy Co Inc
|
39 | $2,503 | |
| 2 | GRWG |
GrowGeneration Corp.
|
2,000 | $2,200 | |
| 3 | TSCO |
Tractor Supply Co /De/
|
40 | $1,812 | |
| 4 | MNSO |
MINISO Group Holding Ltd
|
97 | $1,571 | |
| 5 | FIVE |
Five Below, Inc
|
5 | $1,142 | |
| 6 | ULTA |
Ulta Beauty, Inc.
This page
|
2 | $1,045 | |
| 7 | EYE |
National Vision Holdings, Inc.
|
37 | $958 | |
| 8 | BBWI |
Bath & Body Works, Inc.
|
44 | $821 |
All Filings in ULTA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,045 | 2 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,210 | 2 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,093 | 2 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||