Institutions / Chelsea Counsel Co

Chelsea Counsel Co

CIK 1276755 · Institution · as of Mar 31, 2026
Portfolio value
$224.80M
Positions
234
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$224.80M-3.5%
$232.84M$228.82M$224.80MQ4 '25Q1 '26

Positions

234-1.7%
238236234Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 234 →
CompanyClassValueShares% of portfolio
Apple Inc.$20.62M81,2389.2%
Alphabet Inc.$11.40M39,7535.1%
Exxon Mobil Corp$11.24M66,2435.0%
Agnico Eagle Mines Ltd$10.76M52,9994.8%
Alphabet Inc.$9.85M34,2394.4%
Vanguard Whitehall Fds$9.13M61,6504.1%
Quanta Services Inc$8.54M15,5633.8%
Corning Inc /Ny$8.42M61,9413.7%
Costco Wholesale Corp /New$8.11M8,1403.6%
Chevron Corp$6.95M33,5743.1%
Microsoft Corp$6.47M17,4882.9%
Honeywell International Inc$6.42M28,4252.9%
iShares Silver Tr$5.72M84,0002.5%
Johnson & Johnson$4.46M18,2412.0%
VanEck ETF Trust$4.23M35,2601.9%
RTX Corp$4.01M20,7711.8%
L3HARRIS Technologies, Inc. /De$3.86M11,1741.7%
Alliancebernstein Holding L.P.ABMLP$3.57M95,2801.6%
Amgen Inc$3.30M9,3741.5%
NVIDIA Corp$2.92M16,7621.3%
PROCTER & GAMBLE Co$2.87M19,8831.3%
Tc Energy Corp$2.72M43,1501.2%
General Electric Co$2.68M9,4401.2%
Flex Lng Ltd$2.65M89,3001.2%
Thermo Fisher Scientific Inc.$2.59M5,2551.1%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
Exit3M Co$-3.83M-24K
-100.00%
low
Q1 2026
as of
Trim008474108$-2.65M-13K
-19.74%
52,999
4.79% of portfolio
low
Q1 2026
as of
TrimApple Inc.$-2.38M-9K
-10.33%
81,238
9.17% of portfolio
low
Q1 2026
as of
Exit084670108$-1.51M-2
-100.00%
low
Q1 2026
as of
TrimCorning Inc /Ny$-1.45M-11K
-14.65%
61,941
3.75% of portfolio
low
Q1 2026
as of
TrimAlphabet Inc.$-1.38M-5K
-10.79%
39,753
5.07% of portfolio
low
Q1 2026
as of
TrimMicrosoft Corp$-1.32M-4K
-16.91%
17,488
2.88% of portfolio
low
Q1 2026
as of
TrimAlphabet Inc.$-1.30M-5K
-11.64%
34,239
4.38% of portfolio
low
Q1 2026
as of
TrimQuanta Services Inc$-1.25M-2K
-12.73%
15,563
3.80% of portfolio
low
Q1 2026
as of
Trim06849F108$-1.19M-29K
-93.24%
2,110
0.04% of portfolio
low