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CHELSEA COUNSEL CO 13F portfolio summary

CHELSEA COUNSEL CO of CHELSEA COUNSEL CO has 232 current stock holdings with a reported portfolio value of $236.1M. The portfolio 1 year return is +33.52%. Top holdings include AAPL (9.73%), GLW (6.59%), GOOG (5.78%), GOOGL (5.08%), PWR (4.67%).

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CHELSEA COUNSEL CO

CHELSEA COUNSEL CO
Latest filing: 2026-06-30

CHELSEA COUNSEL CO runs CHELSEA COUNSEL CO and currently holds 232 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $236.14M. Their top holdings are AAPL, GLW, GOOG, GOOGL, PWR. The top five represent 31.8% of reported portfolio weight. CHELSEA COUNSEL CO ranks #619 out of 1000 investors tracked by Alpha Score. In the most recent quarter, CHELSEA COUNSEL CO initiated 1 new position. They added to 5 existing positions. They trimmed 39 positions. Their current best-performing preview position is MU with returns of +241.55%.

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Top 5 Holdings
AAPL9.7%
GLW6.6%
GOOG5.8%
GOOGL5.1%
PWR4.7%
Top 5: 31.8%
Portfolio Returns
1 Year
+33.52%
#306/1000
3 Year
+61.75%
#607/1000
5 Year
+61.40%
#637/1000

Portfolio Value

$236.14M

Alpha Score

50.4

#619 of 1000

Holdings

232

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232 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
AAPL
APPLE INC
9.73%$33.39$309.35+826.47%
Trimmed
-2.29%
GLW
CORNING INC
6.59%$34.63$149.82+332.63%
Trimmed
-1.59%
GOOG
ALPHABET INC
5.78%$41.85$341.75+716.61%
Trimmed
-2.84%
GOOGL
ALPHABET INC
5.08%$51.47$344.82+569.94%
Trimmed
-2.02%
PWR
QUANTA SVCS INC
4.67%$142.50$639.59+348.84%
Trimmed
-1.54%
VYM
VANGUARD WHITEHALL FDS
4.13%$108.21$165.00+52.48%
Held
XOM
EXXON MOBIL CORP
3.81%$85.10$165.11+94.02%
Trimmed
-0.79%
AEM
AGNICO EAGLE MINES LTD
3.47%$54.71$216.20+295.17%
Trimmed
-0.46%
COST
COSTCO WHOLESALE CORPORATION
3.13%$129.06$947.74+634.34%
Trimmed
-3.07%
MSFT
MICROSOFT CORP
2.71%$123.50$483.24+291.29%
Trimmed
-1.96%

Showing 1-10 of 232