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Portfolio (Quarterly) Guide ↗

CHELSEA COUNSEL CO

· CIK 0001276755
13F Portfolio $233M AUM 241 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New
Page 10 of 12  ·  238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BLK BLACKROCK INC Financial Services 7.0 $7K 0.00% $1070.43 -1.9%
182 IWM ISHARES TR 29.0 $7K 0.00% $246.17 +18.8%
183 UEC URANIUM ENERGY CORP Energy 520.0 $6K 0.00% $11.68 +16.6%
184 IWS ISHARES TR 42.0 $6K 0.00% $141.07 +13.8%
185 GEV GE VERNOVA INC Utilities 9.0 $6K 0.00% $653.67 +53.3%
186 IVW ISHARES TR 46.0 $6K 0.00% $123.26 +13.3%
187 KD KYNDRYL HLDGS INC Technology 200.0 $5K 0.00% $26.56 -55.4%
188 FFC FLAHERTY & CRUMRINE PFD SECS Financial Services 310.0 $5K 0.00% $16.51 -2.8%
189 IUSB ISHARES TR 109.0 $5K 0.00% $46.54 -0.8%
190 RF REGIONS FINANCIAL CORP NEW Financial Services 170.0 $5K 0.00% $27.37 +1.7%
191 CGBD CARLYLE SECURED LENDING INC Financial Services 340.0 $4K 0.00% $12.89 -15.4%
192 IVE ISHARES TR 20.0 $4K 0.00% $212.10 +7.6%
193 QUAL ISHARES TR 21.0 $4K 0.00% $198.67 +8.6%
194 DYNF BLACKROCK ETF TRUST 63.0 $4K 0.00% $60.83 +10.8%
195 EFV ISHARES TR 51.0 $4K 0.00% $71.41 +10.2%
196 CITIUS PHARMACEUTICALS INC 4,626.0 $4K 0.00% $0.78
197 HD HOME DEPOT INC Consumer Cyclical 10.0 $3K 0.00% $344.10 -7.0%
198 NMFC NEW MTN FIN CORP Financial Services 340.0 $3K 0.00% $9.21 -13.2%
199 MRNA MODERNA INC Healthcare 100.0 $3K 0.00% $29.49 +58.4%
200 IEMG ISHARES INC 40.0 $3K 0.00% $67.22 +24.3%
Page 10 of 12  ·  238 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 23.1%
Industrials 17.0%
Communication Services 12.6%
Energy 12.3%
Basic Materials 8.0%
Healthcare 7.6%
Financial Services 6.9%
Consumer Defensive 6.4%
Utilities 3.9%
Consumer Cyclical 2.1%