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CHELSEA COUNSEL CO 13F holdings

Filed 2026-08-12 · CHELSEA COUNSEL CO · 237 positions · $236.1M

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TickerCompanySharesValue% of portfolio
AAPLAPPLE INC79.4K$23.0M9.7%
GLWCORNING INC61.0K$15.6M6.6%
GOOGALPHABET INC38.6K$13.6M5.8%
GOOGLALPHABET INC33.5K$12.0M5.1%
PWRQUANTA SVCS INC15.3K$11.0M4.7%
VYMVANGUARD WHITEHALL FDS61.6K$9.7M4.1%
EXMOCEXXON MOBIL CORP65.7K$9.0M3.8%
AEMAGNICO EAGLE MINES LTD52.8K$8.2M3.5%
COSTCOSTCO WHOLESALE CORPORATION7.9K$7.4M3.1%
MSFTMICROSOFT CORP17.1K$6.4M2.7%
CVXCHEVRON CORPORATION33.5K$5.5M2.3%
JNJJOHNSON & JOHNSON17.9K$4.5M1.9%
SLVISHARES SILVER TR84.0K$4.5M1.9%
RTXRTX CORPORATION19.5K$3.7M1.6%
GEGE AEROSPACE9.4K$3.5M1.5%
GDXJVANECK ETF TRUST35.3K$3.5M1.5%
MMM3M CO20.9K$3.4M1.4%
ABALLIANCEBERNSTEIN HLDG L P95.2K$3.4M1.4%
AMGNAMGEN INC9.0K$3.2M1.4%
LHXL3HARRIS TECHNOLOGIES INC10.9K$3.2M1.3%
NVDANVIDIA CORPORATION15.2K$3.0M1.3%
HONHONEYWELL INTL INC13.0K$2.9M1.2%
PGPROCTER & GAMBLE CO19.7K$2.9M1.2%
TRPTC ENERGY CORP43.1K$2.9M1.2%
HONAHONEYWELL AEROSPACE INC13.0K$2.9M1.2%
HXLHEXCEL CORP NEW27.1K$2.7M1.2%
TMOTHERMO FISHER SCIENTIFIC INC5.0K$2.5M1.1%
—FLEX LNG LTD88.6K$2.5M1.1%
AMZNAMAZON COM INC10.0K$2.4M1.0%
EMREMERSON ELEC CO15.2K$2.2M0.9%
AWKAMERICAN WTR WKS CO INC NEW13.9K$1.8M0.8%
ETENERGY TRANSFER L P94.0K$1.8M0.8%
LRCXLAM RESEARCH CORP4.1K$1.8M0.8%
PRMEPRIME MEDICINE INC449.1K$1.7M0.7%
APLDAPPLIED DIGITAL CORP42.3K$1.6M0.7%
—BROOKFIELD INFRASTRUCTURE PA39.1K$1.4M0.6%
ABTABBOTT LABORATORIES15.7K$1.4M0.6%
KMBKIMBERLY-CLARK CORP12.7K$1.4M0.6%
MPLXMPLX LP25.0K$1.4M0.6%
PPLPPL CORP38.0K$1.4M0.6%
IMOIMPERIAL OIL LTD11.8K$1.3M0.6%
FCXFREEPORT MCMORAN INC19.9K$1.3M0.5%
COPCONOCOPHILLIPS12.0K$1.2M0.5%
QCOMQUALCOMM INC6.5K$1.2M0.5%
BACBANK OF AMER CORP20.0K$1.1M0.5%
MOALTRIA GROUP INC15.3K$1.1M0.5%
NEMNEWMONT CORP11.4K$1.1M0.4%
DVNDEVON ENERGY CORP NEW25.1K$1.0M0.4%
WECWEC ENERGY GROUP INC8.7K$1.0M0.4%
HSBCHSBC HLDGS PLC10.1K$960,4090.4%
GDGENERAL DYNAMICS CORP2.3K$805,8960.3%
PORPORTLAND GEN ELEC CO15.3K$801,4340.3%
SQQQPROSHARES TR21.5K$780,1930.3%
PYPLPAYPAL HLDGS INC18.1K$779,7450.3%
—PROSHARES TR II24.9K$760,9070.3%
NOCNORTHROP GRUMMAN CORP1.3K$669,7430.3%
IBBISHARES TR3.5K$665,6650.3%
OIIOCEANEERING INTL INC16.4K$662,5020.3%
ABNBAIRBNB INC4.2K$604,0260.3%
AESAES CORP41.0K$601,0600.3%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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