§ 13F · FUND PROFILE
CHELSEA COUNSEL CO.
AUM · $236M (13F)Positions · 237Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 79K | $23M | 9.7% | −2% |
| 2 | GLW | CORNING INC | 61K | $16M | 6.6% | −2% |
| 3 | GOOG | ALPHABET INC | 39K | $14M | 5.8% | −3% |
| 4 | GOOGL | ALPHABET INC | 34K | $12M | 5.1% | −2% |
| 5 | PWR | QUANTA SVCS INC | 15K | $11M | 4.7% | −2% |
| 6 | VYM | VANGUARD WHITEHALL FDS | 62K | $10M | 4.1% | ±0% |
| 7 | XOM | EXXON MOBIL CORP | 66K | $9M | 3.8% | −1% |
| 8 | AEM | AGNICO EAGLE MINES LTD | 53K | $8M | 3.5% | ±0% |
| 9 | COST | COSTCO WHOLESALE CORPORATION | 8K | $7M | 3.1% | −3% |
| 10 | MSFT | MICROSOFT CORP | 17K | $6M | 2.7% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CHELSEA SIGNAL
AC read
CHELSEA COUNSEL CO is a Other fund managing $236 million in assets. The fund runs a broad portfolio of 237 positions.
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