FINANCIAL CONSULATE, INC
Top Portfolio Positions
1,138 positions ·
$117,688,970 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
77,287 | $19,614,667 | 16.67% | |
| MKC |
Mccormick & Co Inc
Consumer Defensive
|
183,487 | $9,255,084 | 7.86% | |
| PATK |
Patrick Industries Inc
Consumer Cyclical
|
52,645 | $5,847,280 | 4.97% | |
| NVDA |
Nvidia Corp
Technology
|
27,348 | $4,769,491 | 4.05% | |
| TXG |
10x Genomics, Inc.
Healthcare
|
156,457 | $3,321,582 | 2.82% | |
| MSFT |
Microsoft Corp
Technology
|
8,080 | $2,990,973 | 2.54% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
12,426 | $2,585,726 | 2.20% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
11,340 | $2,361,781 | 2.01% | |
| LMT |
Lockheed Martin Corp
Industrials
|
3,362 | $2,031,959 | 1.73% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
6,155 | $1,769,931 | 1.50% |
Portfolio Trend
19 quarters · across all stocks
Holdings in WRAP
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,540 | 1,000 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,380 | 1,000 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,170 | 1,000 | Shares | Sole | 2025-10-21 | |
| No 13F history on record for this holder in this stock. | ||||||