CIK 1624510
FINANCIAL CONSULATE, INC
Institutional 13F holdings & portfolio
Holdings
1,339
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 1,339
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| UPS | UNITED PARCEL SERVICE INC | 10K | $500K+ | SH |
| — | BANDWIDTH INC | 1.1M | $500K+ | SH |
| TJX | TJX COS INC NEW | 6K | $500K+ | SH |
| DOCU | DOCUSIGN INC | 14K | $500K+ | SH |
| — | MGP INGREDIENTS INC NEW | 987K | $500K+ | SH |
| — | PENNYMAC CORP | 932K | $500K+ | SH |
| — | BLACKSTONE MORTGAGE TRUST IN | 953K | $500K+ | SH |
| MRK | MERCK & CO INC | 9K | $500K+ | SH |
| — | PEBBLEBROOK HOTEL TR | 894K | $500K+ | SH |
| FAST | FASTENAL CO | 21K | $500K+ | SH |
| DHR | DANAHER CORPORATION | 3K | $500K+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 1 | $500K+ | SH |
| HD | HOME DEPOT INC | 2K | $500K+ | SH |
| MCD | MCDONALDS CORP | 2K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 3K | $500K+ | SH |
| VTI | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 23K | $500K+ | SH |
| ABBV | ABBVIE INC | 3K | $500K+ | SH |
| HEI.A | HEICO CORP NEW | 3K | $500K+ | SH |
| HPE | HEWLETT PACKARD ENTERPRISE C | 27K | $500K+ | SH |
| UBER | UBER TECHNOLOGIES INC | 8K | $500K+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 2K | $500K+ | SH |
| — | SNAP INC | 655K | $500K+ | SH |
| — | SUMMIT HOTEL PPTYS | 599K | $500K+ | SH |
| META | META PLATFORMS INC | 887 | $500K+ | SH |
| CSX | CSX CORP | 16K | $500K+ | SH |
| — | REDFIN CORP | 612K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 4K | $500K+ | SH |
| T | AT&T INC | 22K | $500K+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 954 | $500K+ | SH |
| AGG | ISHARES TR | 5K | $500K+ | SH |
| URI | UNITED RENTALS INC | 634 | $500K+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 11K | $500K+ | SH |
| IWF | ISHARES TR | 1K | $500K+ | SH |
| TDG | TRANSDIGM GROUP INC | 373 | $100K–$500K | SH |
| VIS | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| PEP | PEPSICO INC | 3K | $100K–$500K | SH |
| EXC | EXELON CORP | 11K | $100K–$500K | SH |
| NOW | SERVICENOW INC | 3K | $100K–$500K | SH |
| XLY | SELECT SECTOR SPDR TR | 4K | $100K–$500K | SH |
| MPWR | MONOLITHIC PWR SYS INC | 528 | $100K–$500K | SH |
| VMC | VULCAN MATLS CO | 2K | $100K–$500K | SH |
| CBRE | CBRE GROUP INC | 3K | $100K–$500K | SH |
| SCHZ | SCHWAB STRATEGIC TR | 19K | $100K–$500K | SH |
| ASML | ASML HOLDING N V | 420 | $100K–$500K | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 1K | $100K–$500K | SH |
| IJR | ISHARES TR | 3K | $100K–$500K | SH |
| MRSH | MARSH & MCLENNAN COS INC | 2K | $100K–$500K | SH |
| VEEV | VEEVA SYS INC | 2K | $100K–$500K | SH |
| COR | CENCORA INC | 1K | $100K–$500K | SH |