Ownership history in FINANCIAL CONSULATE, INC Β· 13 quarters on record
This page tracks every 13F SEC filing in which FINANCIAL CONSULATE, INC reported a position in NVIDIA CORPORATION (NVDA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π FINANCIAL CONSULATE, INC outperformed the S&P 500 by +202.3% annually on this NVDA position. Timing score: 42% (5/12 decisions correct). Average cost basis: $165.38. Maximum drawdown during holding period: β58.7%.
π₯ Exceptional β beat the S&P 500 by 202.3% per year on this position.
12 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
5 of 12 add/trim decisions correct
Best entry: $13.02 (2020 Q4) Β· Worst: $186.56 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
8 adds Β· 5 trims. Bought during 2 of 5 down-price quarters. π More buys than sells across the holding period.
π FINANCIAL CONSULATE, INC has been actively increasing its NVDA allocation β a bullish signal from insiders.
Currently 0.7% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size