Chelsea Counsel Co holds a diversified book of 234 stocks worth $224.8M as of Q1 2026 (disclosed Jun 4, 2026, a ~65-day 13F lag). This quarter they opened Aes Corp and trimmed Apple Inc. Their largest long position is Apple Inc at 9% of the equity book. Cloning the disclosed picks since 2013 would be +364% (+12.8%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show CHELSEA COUNSEL CO's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 5.7 points over this window.
Growth of $10,000 cloning Chelsea Counsel Co's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~65 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
92% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $20.6M | 81.2K | 9.2% | ▼−10% Reduced · −9K sh | |
| 2 | Alphabet Inc CAP STK CL C | $11.4M | 39.8K | 5.1% | ▼−11% Reduced · −5K sh | |
| 3 | Exxon Mobil Corp COM | $11.2M | 66.2K | 5.0% | ▼−0.1% Reduced · −100 sh | |
| 4 | Agnico Eagle Mines Ltd COM | $10.8M | 53.0K | 4.8% | ▼−20% Reduced · −13K sh | |
| 5 | Alphabet Inc CAP STK CL A | $9.8M | 34.2K | 4.4% | ▼−12% Reduced · −5K sh | |
| 6 | Vanguard Whitehall FDS HIGH DIV YLD | $9.1M | 61.6K | 4.1% | —Held | |
| 7 | Quanta Svcs Inc COM | $8.5M | 15.6K | 3.8% | ▼−13% Reduced · −2K sh | |
| 8 | Corning Inc COM | $8.4M | 61.9K | 3.7% | ▼−15% Reduced · −11K sh | |
| 9 | Costco Wholesale Corporation COM | $8.1M | 8.1K | 3.6% | ▼−2.0% Reduced · −170 sh | |
| 10 | Chevron Corporation COM | $6.9M | 33.6K | 3.1% | ▼−5.9% Reduced · −2K sh | |
| 11 | Microsoft Corp COM | $6.5M | 17.5K | 2.9% | ▼−17% Reduced · −4K sh | |
| 12 | Honeywell Intl Inc COM | $6.4M | 28.4K | 2.9% | ▼−10% Reduced · −3K sh | |
| 13 | Ishares Silver TR ISHARES | $5.7M | 84.0K | 2.5% | —Held | |
| 14 | Johnson & Johnson COM | $4.5M | 18.2K | 2.0% | ▼−15% Reduced · −3K sh | |
| 15 | Vaneck ETF Trust JUNIOR GOLD MINE | $4.2M | 35.3K | 1.9% | —Held | |
| 16 | RTX Corporation COM | $4.0M | 20.8K | 1.8% | ▼−10% Reduced · −2K sh | |
| 17 | L3harris Technologies Inc COM | $3.9M | 11.2K | 1.7% | ▼−11% Reduced · −1K sh | |
| 18 | AllianceBernstein Hldg L P UNIT LTD PARTN | $3.6M | 95.3K | 1.6% | —Held | |
| 19 | Amgen Inc COM | $3.3M | 9.4K | 1.5% | ▼−14% Reduced · −2K sh | |
| 20 | Nvidia Corporation COM | $2.9M | 16.8K | 1.3% | ▼−6.4% Reduced · −1K sh | |
| 21 | Procter & Gamble Co COM | $2.9M | 19.9K | 1.3% | —Held | |
| 22 | TC Energy Corp COM | $2.7M | 43.1K | 1.2% | —Held | |
| 23 | Ge Aerospace COM NEW | $2.7M | 9.4K | 1.2% | —Held | |
| 24 | Flex LNG Ltd SHS | $2.7M | 89.3K | 1.2% | —Held | |
| 25 | Thermo Fisher Scientific Inc COM | $2.6M | 5.3K | 1.1% | ▼−2.5% Reduced · −135 sh | |
| 26 | Amazon Com Inc COM | $2.2M | 10.6K | 1.0% | —Held | |
| 27 | Hexcel Corp New COM | $2.2M | 27.1K | 1.0% | ▼−18% Reduced · −6K sh | |
| 28 | Emerson Elec Co COM | $2.0M | 15.2K | 0.9% | ▼−2.5% Reduced · −400 sh | |
| 29 | American WTR WKS Co Inc New COM | $2.0M | 14.6K | 0.9% | ▼−1.6% Reduced · −245 sh | |
| 30 | Proshares TR ULTRAPRO SHORT | $1.9M | 23.5K | 0.8% | —Held | |
| 31 | Energy Transfer L P COM UT LTD PTN | $1.8M | 94.0K | 0.8% | —Held | |
| 32 | Abbott Laboratories COM | $1.7M | 16.3K | 0.7% | ▼−23% Reduced · −5K sh | |
| 33 | Prime Medicine Inc COM | $1.6M | 462.3K | 0.7% | ▲+104% Added · +235K sh | |
| 34 | Imperial Oil Ltd COM NEW | $1.6M | 11.8K | 0.7% | —Held | |
| 35 | ConocoPhillips COM | $1.5M | 11.7K | 0.7% | —Held | |
| 36 | PPL Corp COM | $1.5M | 38.0K | 0.6% | —Held | |
| 37 | Brookfield Infrastructure Pa LP INT UNIT | $1.4M | 39.1K | 0.6% | —Held | |
| 38 | MPLX LP COM UNIT REP LTD | $1.4M | 25.0K | 0.6% | —Held | |
| 39 | Newmont Corp COM | $1.3M | 11.7K | 0.6% | ▼−36% Reduced · −6K sh | |
| 40 | Coterra Energy Inc COM | $1.3M | 35.9K | 0.6% | —Held | |
| 41 | Kimberly-Clark Corp COM | $1.3M | 12.8K | 0.6% | ▼−0.4% Reduced · −50 sh | |
| 42 | Altria Group Inc COM | $1.1M | 16.7K | 0.5% | —Held | |
| 43 | Applied Digital Corp COM NEW | $1.0M | 42.3K | 0.4% | ▼−13% Reduced · −6K sh | |
| 44 | Wec Energy Group Inc COM | $1.0M | 8.7K | 0.4% | —Held | |
| 45 | Bank America Corp COM | $975K | 20.0K | 0.4% | —Held | |
| 46 | Northrop Grumman Corp COM | $897K | 1.3K | 0.4% | ▼−1.1% Reduced · −15 sh | |
| 47 | PayPal Hldgs Inc COM | $877K | 19.4K | 0.4% | ▼−16% Reduced · −4K sh | |
| 48 | HSBC Hldgs PLC SPON ADR NEW | $856K | 10.1K | 0.4% | —Held | |
| 49 | Lam Research Corp COM NEW | $856K | 4.0K | 0.4% | —Held | |
| 50 | Qualcomm Inc COM | $839K | 6.5K | 0.4% | ▲+12% Added · +700 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | Jun 4, 2026 | 237 | $224.8M | 13F-HR/A |
| Q4 2025 | Dec 31, 2025 | Feb 24, 2026 | 241 | $232.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 25, 2025 | 242 | $225.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 18, 2025 | 201 | $201.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 22, 2025 | 200 | $184.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 27, 2025 | 197 | $193.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 21, 2024 | 199 | $202.9M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Nov 21, 2024 | 199 | $200.4M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Jun 17, 2024 | 179 | $176.4M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 21, 2024 | 161 | $188.5M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 22, 2023 | 165 | $194.4M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Nov 22, 2023 | 161 | $203.1M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 19, 2023 | 150 | $205.9M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 23, 2023 | 165 | $200.2M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 31, 2022 | 104 | $162.2M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 1, 2022 | 135 | $194.7M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 24, 2022 | 141 | $227.0M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | May 23, 2022 | 139 | $231.0M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Feb 10, 2022 | 134 | $219.9M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Feb 10, 2022 | 133 | $216.9M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Feb 10, 2022 | 132 | $201.7M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Mar 8, 2022 | 124 | $194.3M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | May 6, 2022 | 118 | $169.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.