Financial Consulate, Inc

13F filer · CIK 0001624510

Reported Jul 23, 2026

Net buyer this quarter

13F portfolio value$899MU.S. long equity reported on 13F

Positions1,20999 new · 68 closed

Net flow last quarter+$1.19MBuys minus sells

Top 10 positions weight10.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 23, 20261,209 positions
AAPLApple Inc.	$22M	2.45%	0.00%	-1.6%	Q4 2014
PULSPulse Electronics Corp	$21.2M	2.36%	2.43%	+7.9%	Q4 2024
FNDFSchwab Strategic Trust	$13.1M	1.46%	Not reported	+2.7%	Q2 2025
MKCMccormick & Co Inc	$9.08M	1.01%	Not reported	-1.9%	Q4 2014
NVDANvidia Corp	$5.77M	0.64%	0.00%	+5.5%	Q3 2020
TXG10x Genomics, Inc.	$4.84M	0.54%	0.10%	-19.2%	Q1 2020
PATKPatrick Industries Inc	$4.73M	0.53%	0.16%	Not reported	Q1 2016
PNCPNC Financial Services Group, Inc.	$3.05M	0.34%	0.00%	-0.5%	Q4 2014
MSFTMicrosoft Corp	$2.99M	0.33%	0.00%	-0.7%	Q3 2015
GOOGAlphabet Inc.	$2.74M	0.30%	Not reported	-0.3%	Q1 2017
AMZNAmazon Com Inc	$2.72M	0.30%	0.00%	+0.6%	Q2 2018
GOOGLAlphabet Inc.	$2.59M	0.29%	0.00%	+17.9%	Q4 2017
CATCaterpillar Inc	$2.49M	0.28%	0.00%	+3.5%	Q1 2020
LMTLockheed Martin Corp	$1.71M	0.19%	0.00%	Not reported	Q4 2016
LLYELI LILLY & Co	$1.48M	0.16%	0.00%	-1.0%	Q4 2022
RTXRTX Corp	$1.39M	0.15%	0.00%	+1.1%	Q2 2020
JPMJPMorgan Chase & Co	$1.33M	0.15%	0.00%	-0.8%	Q4 2014
TSLATesla, Inc.	$1.29M	0.14%	0.00%	+10.7%	Q3 2020
MUMicron Technology Inc	$1.21M	0.13%	0.00%	+3.4%	Q3 2025
HPEHewlett Packard Enterprise Co	$1.19M	0.13%	0.00%	+0.1%	Q4 2015
COSTCostco Wholesale Corp	$1.16M	0.13%	0.00%	-1.0%	Q3 2018
MAMastercard Inc	$1.15M	0.13%	0.00%	-2.0%	Q3 2017
BRK.BBerkshire Hathaway Inc	$1.11M	0.12%	Not reported	+2.3%	Q4 2014
PGPROCTER & GAMBLE Co	$1.08M	0.12%	0.00%	-0.9%	Q4 2014
UPSUnited Parcel Service Inc	$1.06M	0.12%	0.00%	+0.1%	Q2 2018
XOMExxonMobil Holdings Corp	$1.05M	0.12%	0.00%	-0.5%	Q4 2014
LRCXLam Research Corp	$1.03M	0.11%	0.00%	+5.2%	Q3 2025
SCHWSchwab Charles Corp	$1.01M	0.11%	0.00%	-2.0%	Q1 2021
FASTFastenal Co	$987K	0.11%	0.00%	0.0%	Q3 2016
MRKMerck & Co., Inc.	$978K	0.11%	0.00%	+0.5%	Q3 2017
AMDAdvanced Micro Devices Inc	$975K	0.11%	0.00%	+20.3%	Q3 2025
JNJJohnson & Johnson	$931K	0.10%	0.00%	+4.1%	Q4 2015
CEGConstellation Energy Corp	$882K	0.10%	0.00%	0.0%	Q1 2022
ABBVAbbVie Inc.	$797K	0.09%	0.00%	+3.2%	Q4 2020
VVisa Inc.	$772K	0.09%	0.00%	-1.2%	Q1 2018
CSXCSX Corp	$760K	0.08%	0.00%	+0.2%	Q4 2014
TJXTJX Companies Inc	$755K	0.08%	0.00%	0.0%	Q2 2018
BRK.ABerkshire Hathaway Inc	$749K	0.08%	Not reported	Not reported	Q1 2015
HDHome Depot, Inc.	$721K	0.08%	0.00%	+0.5%	Q2 2018
URIUnited Rentals, Inc.	$721K	0.08%	0.00%	Not reported	Q3 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$652K	0.07%	0.00%	+21.2%	Q3 2025
CVXChevron Corp	$646K	0.07%	0.00%	+3.7%	Q4 2014
MCDMcdonalds Corp	$640K	0.07%	0.00%	-4.9%	Q4 2014
METAMeta Platforms, Inc.	$615K	0.07%	Not reported	+12.4%	Q1 2017
DOCUDocusign, Inc.	$612K	0.07%	0.01%	Not reported	Q1 2019
IBMInternational Business Machines Corp	$603K	0.07%	0.00%	+0.7%	Q1 2018
BEBloom Energy Corp	$591K	0.07%	0.00%	-25.2%	Q3 2025
ASMLAsml Holding NV	$571K	0.06%	0.00%	-5.3%	Q1 2024
MLCIMount Logan Capital Inc.	$569K	0.06%	1.48%	-5.4%	Q3 2025
EXCExelon Corp	$541K	0.06%	0.00%	+0.4%	Q4 2014

Q1 2026Reported Apr 21, 20261,176 positions
AAPLApple Inc.	$19.6M	2.44%	0.00%	-1.0%	Q4 2014
PULSPulse Electronics Corp	$19.6M	2.44%	2.26%	+72.3%	Q4 2024
FNDFSchwab Strategic Trust	$11.8M	1.47%	Not reported	+3.0%	Q2 2025
MKCMccormick & Co Inc	$9.26M	1.15%	Not reported	0.0%	Q4 2014
PATKPatrick Industries Inc	$5.85M	0.73%	0.16%	Not reported	Q1 2016
NVDANvidia Corp	$4.77M	0.59%	0.00%	-0.2%	Q3 2020
TXG10x Genomics, Inc.	$3.32M	0.41%	0.12%	Not reported	Q1 2020
MSFTMicrosoft Corp	$2.99M	0.37%	0.00%	-2.8%	Q3 2015
PNCPNC Financial Services Group, Inc.	$2.59M	0.32%	0.00%	0.0%	Q4 2014
AMZNAmazon Com Inc	$2.36M	0.29%	0.00%	-3.7%	Q2 2018
GOOGAlphabet Inc.	$2.23M	0.28%	Not reported	+6.5%	Q1 2017
LMTLockheed Martin Corp	$2.03M	0.25%	0.00%	-1.5%	Q4 2016
GOOGLAlphabet Inc.	$1.77M	0.22%	0.00%	+0.7%	Q4 2017
CATCaterpillar Inc	$1.6M	0.20%	0.00%	+2.0%	Q1 2020
RTXRTX Corp	$1.4M	0.17%	0.00%	-7.3%	Q2 2020
XOMExxonMobil Holdings Corp	$1.31M	0.16%	0.00%	-20.7%	Q4 2014
COSTCostco Wholesale Corp	$1.25M	0.16%	0.00%	+1.1%	Q3 2018
JPMJPMorgan Chase & Co	$1.2M	0.15%	0.00%	+1.7%	Q4 2014
MAMastercard Inc	$1.15M	0.14%	0.00%	-10.4%	Q3 2017
LLYELI LILLY & Co	$1.15M	0.14%	0.00%	+0.8%	Q4 2022
PGPROCTER & GAMBLE Co	$1.07M	0.13%	0.00%	-3.0%	Q4 2014
SCHWSchwab Charles Corp	$1.05M	0.13%	0.00%	+0.3%	Q1 2021
BRK.BBerkshire Hathaway Inc	$1.04M	0.13%	Not reported	+0.5%	Q4 2014
TSLATesla, Inc.	$1.03M	0.13%	0.00%	+6.9%	Q3 2020
CEGConstellation Energy Corp	$992K	0.12%	0.00%	+1.3%	Q1 2022
UPSUnited Parcel Service Inc	$973K	0.12%	0.00%	+0.5%	Q2 2018
FASTFastenal Co	$953K	0.12%	0.00%	+0.1%	Q3 2016
MRKMerck & Co., Inc.	$909K	0.11%	0.00%	-13.2%	Q3 2017
JNJJohnson & Johnson	$862K	0.11%	0.00%	+5.0%	Q4 2015
TJXTJX Companies Inc	$796K	0.10%	0.00%	-20.8%	Q2 2018
CVXChevron Corp	$778K	0.10%	0.00%	+1.2%	Q4 2014
MCDMcdonalds Corp	$774K	0.10%	0.00%	+6.0%	Q4 2014
BRK.ABerkshire Hathaway Inc	$718K	0.09%	Not reported	Not reported	Q1 2015
VVisa Inc.	$688K	0.09%	0.00%	-21.0%	Q1 2018
HDHome Depot, Inc.	$669K	0.08%	0.00%	-4.3%	Q2 2018
ABBVAbbVie Inc.	$667K	0.08%	0.00%	+2.0%	Q4 2020
CSXCSX Corp	$655K	0.08%	0.00%	+0.5%	Q4 2014
DOCUDocusign, Inc.	$653K	0.08%	0.01%	-2.1%	Q1 2019
MLCIMount Logan Capital Inc.	$626K	0.08%	1.56%	-6.9%	Q3 2025
HPEHewlett Packard Enterprise Co	$626K	0.08%	0.00%	-3.2%	Q4 2015
EXCExelon Corp	$567K	0.07%	0.00%	+2.4%	Q4 2014
METAMeta Platforms, Inc.	$556K	0.07%	Not reported	+9.5%	Q1 2017
IBMInternational Business Machines Corp	$516K	0.06%	0.00%	+1.7%	Q1 2018
TAt&T Inc.	$505K	0.06%	0.00%	-20.5%	Q4 2014
LRCXLam Research Corp	$482K	0.06%	0.00%	+4.5%	Q3 2025
PEPPepsico Inc	$476K	0.06%	0.00%	-10.7%	Q2 2018
URIUnited Rentals, Inc.	$463K	0.06%	0.00%	+0.3%	Q3 2025
DHRDanaher Corp	$434K	0.05%	0.00%	-30.6%	Q3 2018
EGYVaalco Energy Inc	$424K	0.05%	0.06%	Not reported	Q3 2021
HEI.AHeico Corp	$415K	0.05%	Not reported	-24.3%	Q1 2021

Q4 2025Reported Jan 22, 20261,122 positions
AAPLApple Inc.	$21.2M	2.90%	0.00%	-0.7%	Q4 2014
MKCMccormick & Co Inc	$12.5M	1.71%	Not reported	-0.2%	Q4 2014
PULSPulse Electronics Corp	$11.4M	1.56%	1.31%	-8.3%	Q4 2024
FNDFSchwab Strategic Trust	$10.6M	1.45%	Not reported	-2.3%	Q2 2025
PATKPatrick Industries Inc	$5.71M	0.78%	0.16%	-1.3%	Q1 2016
NVDANvidia Corp	$5.11M	0.70%	0.00%	-4.0%	Q3 2020
MSFTMicrosoft Corp	$4.02M	0.55%	0.00%	-48.7%	Q3 2015
AMZNAmazon Com Inc	$2.72M	0.37%	0.00%	-4.5%	Q2 2018
PNCPNC Financial Services Group, Inc.	$2.59M	0.35%	0.00%	-15.1%	Q4 2014
TXG10x Genomics, Inc.	$2.55M	0.35%	0.12%	Not reported	Q1 2020
GOOGAlphabet Inc.	$2.29M	0.31%	Not reported	-5.4%	Q1 2017
GOOGLAlphabet Inc.	$1.91M	0.26%	0.00%	+1.9%	Q4 2017
LMTLockheed Martin Corp	$1.65M	0.23%	0.00%	-0.6%	Q4 2016
MLCIMount Logan Capital Inc.	$1.55M	0.21%	1.47%	-6.9%	Q3 2025
MAMastercard Inc	$1.46M	0.20%	0.00%	-8.9%	Q3 2017
RTXRTX Corp	$1.44M	0.20%	0.00%	-1.0%	Q2 2020
LLYELI LILLY & Co	$1.33M	0.18%	0.00%	+0.5%	Q4 2022
JPMJPMorgan Chase & Co	$1.3M	0.18%	0.00%	-26.9%	Q4 2014
CATCaterpillar Inc	$1.27M	0.17%	0.00%	+1.0%	Q1 2020
CEGConstellation Energy Corp	$1.24M	0.17%	0.00%	+2.6%	Q1 2022
XOMExxonMobil Holdings Corp	$1.18M	0.16%	0.00%	+2.3%	Q4 2014
TSLATesla, Inc.	$1.17M	0.16%	0.00%	+7.5%	Q3 2020
SCHWSchwab Charles Corp	$1.12M	0.15%	0.00%	+0.1%	Q1 2021
PGPROCTER & GAMBLE Co	$1.1M	0.15%	0.00%	-6.9%	Q4 2014
BRK.BBerkshire Hathaway Inc	$1.08M	0.15%	Not reported	+0.3%	Q4 2014
COSTCostco Wholesale Corp	$1.07M	0.15%	0.00%	-3.6%	Q3 2018
VVisa Inc.	$1.01M	0.14%	0.00%	-11.8%	Q1 2018
UPSUnited Parcel Service Inc	$976K	0.13%	0.00%	+8.7%	Q2 2018
TJXTJX Companies Inc	$967K	0.13%	0.00%	-1.9%	Q2 2018
DOCUDocusign, Inc.	$963K	0.13%	0.01%	-10.1%	Q1 2019
MRKMerck & Co., Inc.	$916K	0.13%	0.00%	-1.9%	Q3 2017
FASTFastenal Co	$824K	0.11%	0.00%	Not reported	Q3 2016
DHRDanaher Corp	$755K	0.10%	0.00%	-12.1%	Q3 2018
BRK.ABerkshire Hathaway Inc	$755K	0.10%	Not reported	Not reported	Q1 2015
HDHome Depot, Inc.	$732K	0.10%	0.00%	+0.8%	Q2 2018
MCDMcdonalds Corp	$718K	0.10%	0.00%	-3.8%	Q4 2014
JNJJohnson & Johnson	$694K	0.09%	0.00%	-0.3%	Q4 2015
ABBVAbbVie Inc.	$687K	0.09%	0.00%	-4.8%	Q4 2020
HEI.AHeico Corp	$655K	0.09%	Not reported	-18.4%	Q1 2021
HPEHewlett Packard Enterprise Co	$653K	0.09%	0.00%	-0.2%	Q4 2015
UBERUber Technologies, Inc	$638K	0.09%	0.00%	-14.1%	Q3 2025
IBMInternational Business Machines Corp	$621K	0.08%	0.00%	+7.3%	Q1 2018
METAMeta Platforms, Inc.	$586K	0.08%	Not reported	+4.7%	Q1 2017
CSXCSX Corp	$575K	0.08%	0.00%	-7.8%	Q4 2014
CVXChevron Corp	$567K	0.08%	0.00%	+0.7%	Q4 2014
TAt&T Inc.	$544K	0.07%	0.00%	+3.2%	Q4 2014
ISRGIntuitive Surgical Inc	$540K	0.07%	0.00%	-19.4%	Q4 2020
URIUnited Rentals, Inc.	$513K	0.07%	0.00%	+25.8%	Q3 2025
TDGTransDigm Group INC	$496K	0.07%	0.00%	-17.5%	Q1 2021
PEPPepsico Inc	$492K	0.07%	0.00%	-2.1%	Q2 2018

Q3 2025Reported Oct 21, 2025962 positions
AAPLApple Inc.	$20M	2.83%	0.00%	Not reported	Q4 2014
PULSPulse Electronics Corp	$12.5M	1.76%	1.43%	+110.4%	Q4 2024
MKCMccormick & Co Inc	$12.3M	1.74%	Not reported	Not reported	Q4 2014
FNDFSchwab Strategic Trust	$10.3M	1.45%	Not reported	+27.6%	Q2 2025
MSFTMicrosoft Corp	$8.39M	1.18%	0.00%	Not reported	Q3 2015
PATKPatrick Industries Inc	$5.52M	0.78%	0.16%	Not reported	Q1 2016
NVDANvidia Corp	$5.32M	0.75%	0.00%	Not reported	Q3 2020
PNCPNC Financial Services Group, Inc.	$2.94M	0.42%	0.00%	Not reported	Q4 2014
AMZNAmazon Com Inc	$2.71M	0.38%	0.00%	Not reported	Q2 2018
GOOGAlphabet Inc.	$1.88M	0.27%	Not reported	Not reported	Q1 2017
TXG10x Genomics, Inc.	$1.83M	0.26%	0.13%	Not reported	Q1 2020
JPMJPMorgan Chase & Co	$1.74M	0.25%	0.00%	Not reported	Q4 2014
LMTLockheed Martin Corp	$1.71M	0.24%	0.00%	Not reported	Q4 2016
MAMastercard Inc	$1.6M	0.23%	0.00%	Not reported	Q3 2017
MLCIMount Logan Capital Inc.	$1.57M	0.22%	1.58%	New	Q3 2025
GOOGLAlphabet Inc.	$1.46M	0.21%	0.00%	+8.0%	Q4 2017
RTXRTX Corp	$1.32M	0.19%	0.00%	Not reported	Q2 2020
PGPROCTER & GAMBLE Co	$1.26M	0.18%	0.00%	Not reported	Q4 2014
COSTCostco Wholesale Corp	$1.19M	0.17%	0.00%	Not reported	Q3 2018
DOCUDocusign, Inc.	$1.13M	0.16%	0.01%	Not reported	Q1 2019
CEGConstellation Energy Corp	$1.12M	0.16%	0.00%	Not reported	Q1 2022
VVisa Inc.	$1.11M	0.16%	0.00%	Not reported	Q1 2018
BRK.BBerkshire Hathaway Inc	$1.08M	0.15%	Not reported	-1.8%	Q4 2014
XOMExxonMobil Holdings Corp	$1.08M	0.15%	0.00%	Not reported	Q4 2014
TSLATesla, Inc.	$1.08M	0.15%	0.00%	Not reported	Q3 2020
SCHWSchwab Charles Corp	$1.07M	0.15%	0.00%	Not reported	Q1 2021
CATCaterpillar Inc	$1.05M	0.15%	0.00%	Not reported	Q1 2020
FASTFastenal Co	$1.01M	0.14%	0.00%	Not reported	Q3 2016
LLYELI LILLY & Co	$938K	0.13%	0.00%	Not reported	Q4 2022
TJXTJX Companies Inc	$927K	0.13%	0.00%	Not reported	Q2 2018
UBERUber Technologies, Inc	$891K	0.13%	0.00%	New	Q3 2025
HDHome Depot, Inc.	$855K	0.12%	0.00%	Not reported	Q2 2018
HEI.AHeico Corp	$808K	0.11%	Not reported	Not reported	Q1 2021
UPSUnited Parcel Service Inc	$757K	0.11%	0.00%	Not reported	Q2 2018
BRK.ABerkshire Hathaway Inc	$754K	0.11%	Not reported	Not reported	Q1 2015
MRKMerck & Co., Inc.	$744K	0.11%	0.00%	Not reported	Q3 2017
DHRDanaher Corp	$744K	0.11%	0.00%	Not reported	Q3 2018
MCDMcdonalds Corp	$742K	0.10%	0.00%	Not reported	Q4 2014
ABBVAbbVie Inc.	$731K	0.10%	0.00%	Not reported	Q4 2020
HPEHewlett Packard Enterprise Co	$669K	0.09%	0.00%	Not reported	Q4 2015
VEEVVeeva Systems Inc	$639K	0.09%	0.00%	Not reported	Q1 2022
JNJJohnson & Johnson	$624K	0.09%	0.00%	Not reported	Q4 2015
METAMeta Platforms, Inc.	$622K	0.09%	Not reported	Not reported	Q1 2017
VMCVulcan Materials CO	$613K	0.09%	0.00%	Not reported	Q4 2020
CSXCSX Corp	$612K	0.09%	0.00%	Not reported	Q4 2014
TAt&T Inc.	$600K	0.08%	0.00%	Not reported	Q4 2014
TDGTransDigm Group INC	$596K	0.08%	0.00%	Not reported	Q1 2021
ACNBAcnb Corp	$589K	0.08%	0.13%	Not reported	Q4 2014
MPWRMonolithic Power Systems, Inc.	$588K	0.08%	0.00%	Not reported	Q2 2023
CVXChevron Corp	$573K	0.08%	0.00%	Not reported	Q4 2014

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