CHELSEA COUNSEL CO 13F Portfolio
CHELSEA COUNSEL CO runs CHELSEA COUNSEL CO and currently holds 232 stock positions, which is more than the average of 231 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 #624 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%.
Portfolio Value
$236.14M
Alpha Score
50.4
#624 of 1000
Holdings
232
CHELSEA COUNSEL CO Current 13F Holdings
Reported holdings from CHELSEA COUNSEL CO's latest SEC 13F filing, ranked by portfolio weight.
232 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
AAPL APPLE INC | 9.73% | $33.39 | $336.68 | +908.33% | Trimmed -2.29% |
GLW CORNING INC | 6.59% | $34.63 | $156.69 | +352.47% | Trimmed -1.59% |
GOOG ALPHABET INC | 5.78% | $41.85 | $347.86 | +731.21% | Trimmed -2.84% |
GOOGL ALPHABET INC | 5.08% | $51.47 | $351.66 | +583.23% | Trimmed -2.02% |
PWR QUANTA SVCS INC | 4.67% | $142.50 | $705.99 | +395.43% | Trimmed -1.54% |
VYM VANGUARD WHITEHALL FDS | 4.13% | $108.21 | $158.70 | +46.66% | Held |
XOM EXXON MOBIL CORP | 3.81% | $85.10 | $169.01 | +98.60% | Trimmed -0.79% |
AEM AGNICO EAGLE MINES LTD | 3.47% | $54.71 | $189.06 | +245.57% | Trimmed -0.46% |
COST COSTCO WHOLESALE CORPORATION | 3.13% | $129.06 | $946.92 | +633.71% | Trimmed -3.07% |
MSFT MICROSOFT CORP | 2.71% | $123.50 | $535.07 | +333.26% | Trimmed -1.96% |
Showing 1-10 of 232