Long-term investor
Financial Consulate, Inc. @financialconsulateinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001624510).
Record
- Tracked since 2025-06-30 (448 days), 110 trades recorded
- Returns: week n/a · month n/a · 90 days +8.8% · 6 months n/a · 1 year +16.1% · all +16.1%
- Max drawdown n/a · win rate 17% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 808524201 · 17.3% · long · since 2025-06-30
- 25434V831 · 9.8% · long · since 2025-06-30
- 72202L371 · 7.9% · long · since 2025-06-30
- 808524805 · 5.9% · long · since 2025-06-30
- 25434V765 · 4.9% · long · since 2025-06-30
- 464288679 · 4.3% · long · since 2026-03-31
- 922020805 · 4.1% · long · since 2025-06-30
- 25434V500 · 4.0% · long · since 2025-06-30
- 808524789 · 3.7% · long · since 2025-06-30
- 464287457 · 3.0% · long · since 2026-03-31
- AAPL · 2.4% · long · since 2025-09-30
- 35473P884 · 2.4% · long · since 2025-06-30