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Chelsea Counsel Co

All holdings · as of Mar 31, 2026

234 positions

CompanyClassValueShares% of portfolio
BROOKFIELD INFRASTRUCTURE CORP—$171.9K4,3500.1%
ONEOK Inc—$170.4K1,8850.1%
CISCO SYSTEMS, INC.—$169.8K2,1880.1%
CSX CORP—$168.3K4,1000.1%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$152.5K4500.1%
CATERPILLAR INC—$141.7K2000.1%
SHELL PLC—$140.6K1,5120.1%
Palantir Technologies Inc—$138.4K9460.1%
VANGUARD INDEX FDS—$136.2K2280.1%
NUTRIEN LTD—$114.0K1,5000.1%
EMCOR Group Inc—$110.7K1500.0%
SFL CORPORATION LTD—$107.9K10,0000.0%
SANOFI—$88.9K1,8450.0%
MCKESSON CORP—$86.6K1000.0%
FORTUNA MINING CORP.—$86.2K8,6800.0%
BARRICK MNG CORP—$86.1K2,1100.0%
Solstice Advanced Materials Inc.—$85.6K1,1240.0%
DEERE & CO—$84.7K1500.0%
APPLIED MATERIALS INC /DE—$82.0K2400.0%
HECLA MINING CO/DE—$80.5K4,3200.0%
MICRON TECHNOLOGY INC—$79.4K2350.0%
ENEL CHILE SA—$78.8K20,0000.0%
Eaton Corp plc—$78.7K2200.0%
Solventum Corp—$74.5K1,1410.0%
TEXAS INSTRUMENTS INC—$70.9K3650.0%
Main Street Capital CORPMAINCommon Stock$67.8K1,2800.0%
VERTEX PHARMACEUTICALS INC / MA—$67.0K1500.0%
THE GOLDMAN SACHS GROUP, INC.—$63.5K750.0%
AMERICAN EXPRESS CO—$60.5K2000.0%
ORACLE CORP—$59.7K4060.0%
NXP Semiconductors N.V.—$59.4K3000.0%
Consolidated Edison Inc—$56.6K5000.0%
INVESCO QQQ TR—$52.5K910.0%
MARSH & MCLENNAN COMPANIES, INC.—$52.0K3000.0%
Philip Morris International Inc.—$50.0K3000.0%
KLA CORP—$48.6K330.0%
GLOBAL X FDS—$47.3K2,5000.0%
BP PLC—$47.0K1,0000.0%
J P MORGAN EXCHANGE TRADED F—$45.7K8060.0%
ENTERPRISE PRODUCTS PARTNERS L.P.EPDMLP$45.4K1,2000.0%
Medtronic plc—$43.7K5000.0%
Broadcom Inc.—$43.3K1400.0%
NATIONAL FUEL GAS CO—$42.3K4500.0%
AppLovin Corp—$39.8K1000.0%
Tesla Inc—$39.8K1070.0%
MCDONALD'S CORP—$38.8K1250.0%
AT&T INC.—$37.9K1,3080.0%
Essential Utilities, Inc.—$36.2K9000.0%
GENERAL MILLS INC—$33.5K9000.0%
ISHARES GOLD TR—$27.2K3090.0%
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