Financial Consulate, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission (SEC) for the period ending September 30, 2026. The filing was submitted on October 23, 2026, and reports the firm's equity securities portfolio as of the specified date.
The filing identifies Michael McCarthy as the Chief Executive Officer, President, and Chief Compliance Officer (CCO) for Financial Consulate, Inc., located at 11019 McCormick Road, Suite 200, Hunt Valley, MD 21031. The filing contains a comprehensive list of the firm's equity holdings, detailing the names of the issuers, the number of shares held, and the specific class of stock.
The portfolio includes a diverse range of publicly traded companies. Notable positions include significant holdings in Apple Inc., with 25,245,408 shares of common stock; Alphabet Inc. Class A, with 2,156,995 shares; and Alphabet Inc. Class C, with 2,657,268 shares. Other large positions include Amazon.com Inc. with 2,816,372 shares; American Tower Corporation with 71,868 shares; and Ares Capital Corporation with 7,430 shares.
The filing also lists numerous other equities, including holdings in AstraZeneca PLC, Becton Dickinson & Co., BlackRock Inc., and Broadcom Inc., among many others. The document serves as a public record of the firm's investment activities and portfolio composition during the reporting period.
