13F Insight
DOSSIER · 13F-HR · Q1 2026

CHELSEA COUNSEL CO

$225M in tracked AUM across 237 positions as of Q1 2026.

CC
CIK 0001276755 · last filed Mar 31, 2026
Total AUM
$225M
as of Q1 2026
Holdings
237
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

CHELSEA COUNSEL CO filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$21M81K9.2%02
GOOG
ALPHABET INC
$11M40K5.1%03
XOM
EXXON MOBIL CORP
$11M66K5.0%04
AEM
AGNICO EAGLE MINES LTD
$11M53K4.8%05
GOOGL
ALPHABET INC
$10M34K4.4%06
VYM
VANGUARD WHITEHALL FDS
$9M62K4.1%07
PWR
QUANTA SVCS INC
$9M16K3.8%08
GLW
CORNING INC
$8M62K3.7%09
COST
COSTCO WHOLESALE CORPORATION
$8M8K3.6%10
CVX
CHEVRON CORPORATION
$7M34K3.1%

Filing history

2026Q1Mar 31
$225M▼ 3.5%
237 positionsView →2025Q4Dec 31
$233M▲ 176.8%
241 positionsView →2025Q3Sep 30
$84M▼ 58.3%
108 positionsView →2025Q2Jun 30
$202M▲ 9.6%
201 positionsLocked2025Q1Mar 31
$184M▼ 5.1%
200 positionsLocked2024Q4Dec 31
$194M▼ 4.5%
197 positionsLocked2024Q3Sep 30
$203M▲ 1.3%
199 positionsLocked2024Q2Jun 30
$200M▲ 13.6%
199 positionsLocked2024Q1Mar 31
$176M▼ 6.4%
179 positionsLocked2023Q4Dec 31
$189M▼ 3.0%
161 positionsLocked2023Q3Sep 30
$194M▼ 4.3%
165 positionsLocked2023Q2Jun 30
$203M▼ 1.4%
161 positionsLocked
Showing 12 of 82