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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 9 of 12  ·  238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DNP DNP SELECT INCOME FD INC Financial Services 2,150.0 $22K 0.01% $10.06 +7.5%
162 VIG VANGUARD SPECIALIZED FUNDS 88.0 $19K 0.01% $219.78 +6.5%
163 BANK AMERICA CORP 15.0 $19K 0.01% $1270.13
164 DVN DEVON ENERGY CORP NEW Energy 500.0 $18K 0.01% $36.63 +21.0%
165 ENB ENBRIDGE INC Energy 363.0 $17K 0.01% $47.83 +16.4%
166 AMD ADVANCED MICRO DEVICES INC Technology 75.0 $16K 0.01% $214.16 +142.5%
167 ISPY PROSHARES TR 350.0 $16K 0.01% $45.63 +6.9%
168 HIG HARTFORD INSURANCE GROUP INC Financial Services 115.0 $16K 0.01% $138.40 -6.7%
169 OHI OMEGA HEALTHCARE INVS INC Real Estate 333.0 $15K 0.01% $44.34 +6.3%
170 SJM SMUCKER J M CO Consumer Defensive 130.0 $13K 0.01% $97.82 +6.2%
171 MLM MARTIN MARIETTA MATLS INC Basic Materials 20.0 $12K 0.01% $622.70 -7.9%
172 VTI VANGUARD INDEX FDS 36.0 $12K 0.01% $335.28 +10.9%
173 SPLV INVESCO EXCH TRADED FD TR II 147.0 $10K 0.01% $71.42 +2.4%
174 XLSR SSGA ACTIVE TR 164.0 $10K 0.00% $62.31 +6.2%
175 GLOB GLOBANT S A Technology 152.0 $10K 0.00% $65.38 -39.7%
176 NWL NEWELL BRANDS INC Consumer Defensive 2,600.0 $10K 0.00% $3.72 -5.2%
177 BUNGE GLOBAL SA 100.0 $9K 0.00% $89.08
178 FVRR FIVERR INTL LTD Communication Services 450.0 $9K 0.00% $19.76 -44.5%
179 AX AXOS FINANCIAL INC Financial Services 100.0 $9K 0.00% $86.16 +0.9%
180 EWJ ISHARES INC 103.0 $8K 0.00% $80.75 +15.0%
Page 9 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%