CHELSEA COUNSEL CO Q1 2026 Filing

Filed April 24, 2026

Portfolio Value

$54.0B

Holdings

238

Report Date

Q1 2026

Filing Type

13F-HR

All Holdings (238 positions)

StockValue
CVXCHEVRON CORP NEW
$5.4M
KDKYNDRYL HLDGS INC
$5.3M
XFFCXFLAHERTY & CRUMRINE PFD SECS
$5.1M
IUSBISHARES TR
$5.1M
RFREGIONS FINANCIAL CORP NEW
$4.7M
JNJJOHNSON & JOHNSON
$4.5M
CGBDCARLYLE SECURED LENDING INC
$4.4M
RTXRTX CORPORATION
$4.2M
GDXJVANECK ETF TRUST
$4.0M
DYNFBLACKROCK ETF TRUST
$3.8M
MMM3M CO
$3.8M
LHXL3HARRIS TECHNOLOGIES INC
$3.7M
EFVISHARES TR
$3.6M
CTXRCITIUS PHARMACEUTICALS INC
$3.6M
AMGNAMGEN INC
$3.6M
NVDANVIDIA CORPORATION
$3.3M
NMFCNEW MTN FIN CORP
$3.1M
TMOTHERMO FISHER SCIENTIFIC INC
$3.1M
MRNAMODERNA INC
$2.9M
GEGE AEROSPACE
$2.9M
PGPROCTER AND GAMBLE CO
$2.8M
IEMGISHARES INC
$2.7M
ABTABBOTT LABS
$2.7M
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$2.5M
AMZNAMAZON COM INC
$2.4M
DOCHEALTHPEAK PROPERTIES INC
$2.4M
PRPERMIAN RESOURCES CORP
$2.4M
NATNORDIC AMERICAN TANKERS LIMI
$2.3M
EMREMERSON ELEC CO
$2.1M
AWCAMERICAN WTR WKS CO INC NEW
$1.9M
TGBTASEKO MINES LTD
$1.9M
BRK-BBERKSHIRE HATHAWAY INC DEL
$1.5M
MBBISHARES TR
$1.4M
BINCBLACKROCK ETF TRUST II
$1.4M
KMBKIMBERLY-CLARK CORP
$1.3M
BAIBLACKROCK ETF TRUST
$1.3M
THROBLACKROCK ETF TRUST
$1.1M
QCOMQUALCOMM INC
$995K
ICFISHARES TR
$955K
IAGGISHARES TR
$951K
WECWEC ENERGY GROUP INC
$915K
ZMZOOM COMMUNICATIONS INC
$863K
GDGENERAL DYNAMICS CORP
$766K
NOCNORTHROP GRUMMAN CORP
$758K
IBITISHARES BITCOIN TRUST ETF
$745K
ABNBAIRBNB INC
$736K
LRCXLAM RESEARCH CORP
$686K
PEGPUBLIC SVC ENTERPRISE GRP IN
$643K
IBBISHARES TR
$641K
GQ9SPDR GOLD TR
$634K
LDOSLEIDOS HOLDINGS INC
$631K
IBMINTERNATIONAL BUSINESS MACHS
$609K
OXYOCCIDENTAL PETE CORP
$497K
APDAIR PRODS & CHEMS INC
$456K
EOGEOG RES INC
$449K
JPMJPMORGAN CHASE & CO.
$449K
SRESEMPRA
$445K
BRK/BBERKSHIRE HATHAWAY INC DEL
$427K
ZTRVIRTUS TOTAL RETURN FD INC
$410K
LLYELI LILLY & CO
$409K
FNVFRANCO NEV CORP
$389K
CA8ACACI INTL INC
$370K
BABOEING CO
$360K
ROKROCKWELL AUTOMATION INC
$359K
LMTLOCKHEED MARTIN CORP
$353K
MRKMERCK & CO INC
$346K
DUKDUKE ENERGY CORP NEW
$328K
DISDISNEY WALT CO
$308K
PSXPHILLIPS 66
$295K
XYLXYLEM INC
$285K
PEPPEPSICO INC
$225K
SPYSPDR S&P 500 ETF TR
$209K
ECLECOLAB INC
$205K
PLTRPALANTIR TECHNOLOGIES INC
$168K
VOOVANGUARD INDEX FDS
$143K
AEPAMERICAN ELEC PWR CO INC
$139K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$137K
CATCATERPILLAR INC
$115K
EMEEMCOR GROUP INC
$92K
MCKMCKESSON CORP
$82K
ORCLORACLE CORP
$79K
AXPAMERICAN EXPRESS CO
$74K
DEDEERE & CO
$70K
ETNEATON CORP PLC
$70K
VRTXVERTEX PHARMACEUTICALS INC
$68K
APPAPPLOVIN CORP
$67K
MUMICRON TECHNOLOGY INC
$67K
GSGOLDMAN SACHS GROUP INC
$66K
NXPINXP SEMICONDUCTORS N V
$65K
TXNTEXAS INSTRS INC
$63K
AMATAPPLIED MATLS INC
$62K
NDQINVESCO QQQ TR
$56K
MRSHMARSH & MCLENNAN COS INC
$56K
4I1PHILIP MORRIS INTL INC
$49K
AVGOBROADCOM INC
$48K
TSLATESLA INC
$48K
KLACKLA CORP
$40K
COINCOINBASE GLOBAL INC
$38K
MCDMCDONALDS CORP
$38K
ABBVABBVIE INC
$26K
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