Fund HoldingsCHELSEA COUNSEL CO

Total Portfolio Value
$176.37M
Total Bought
$2.76M
Total Sold
$28.75M
Net Transaction
-$25.99M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
EXXON MOBIL CORP061,458+61,45807,1444.05%+7,144
MICROSOFT CORP(MSFT)25,33824,607-7319,52810,3525.87%+824
QUANTA SVCS INC20,64020,273-3674,4565,2672.99%+811
ALPHABET INC(GOOG)57,08056,660-4208,0448,6274.89%+583
VANGUARD WHITEHALL FDS085,650+85,650010,3635.88%+10,363
PHILLIPS 66(PSX)6,8358,835+2,0009101,4430.82%+533
FLEX LNG LTD(FLNG)020,100+20,10005110.29%+511
RTX CORPORATION(RTX)35,72934,789-9403,0063,3931.92%+387
MARATHON OIL CORP039,200+39,20001,1110.63%+1,111
ALPHABET INC(GOOG)52,70351,308-1,3957,3627,7444.39%+382
COSTCO WHSL CORP NEW(COST)10,0459,775-2706,7837,1614.06%+379
AMAZON COM INC(AMZN)11,64011,820+1801,7692,1321.21%+364
THERMO FISHER SCIENTIFIC INC(TMO)8,9908,750-2404,7755,0892.89%+314
BERKSHIRE HATHAWAY INC DEL3301,6281,9031.08%+275
MERCK & CO INC(MRK)022,821+22,82103,0291.72%+3,029
LEIDOS HOLDINGS INC(LDOS)11,07911,07901,1991,4520.82%+253
PIONEER NAT RES CO02,600+2,60006830.39%+683
META PLATFORMS INC(META)0400+40001940.11%+194
GSK PLC(GSK)29,36029,36001,0991,2710.72%+172
CORNING INC(GLW)076,881+76,88102,5341.44%+2,534
IMPERIAL OIL LTD(IMO)011,839+11,83908240.47%+824
AGNICO EAGLE MINES LTD(AEM)35,28834,588-7001,9362,0631.17%+128
PAYPAL HLDGS INC(PYPL)029,084+29,08401,9481.10%+1,948
DISNEY WALT CO(DIS)03,770+3,77004610.26%+461
KIMBERLY-CLARK CORP(KMB)012,570+12,57001,6410.93%+1,641
ELI LILLY & CO(LLY)43043002513350.19%+84
ISHARES SILVER TR(SLV)84,00084,00001,8301,9111.08%+81
CHEVRON CORP NEW(CVX)041,610+41,61006,5643.72%+6,564
JPMORGAN CHASE & CO(JPM)2,0192,092+733434190.24%+76
CORTEVA INC(CTVA)07,350+7,35004240.24%+424
EMERSON ELEC CO(EMR)3,8933,89303794420.25%+63
NETFLIX INC(NFLX)0100+1000610.03%+61
BERKSHIRE HATHAWAY INC DEL94994903383990.23%+61
INTERNATIONAL BUSINESS MACHS(IBM)2,0552,05503363920.22%+56
GENERAL DYNAMICS CORP(GD)2,2252,22505786290.36%+51
TECK RESOURCES LTD(TECK)13,97513,97505916400.36%+49
ABBOTT LABS22,05421,786-2682,4272,4761.40%+49
COINBASE GLOBAL INC(COIN)0170+1700450.03%+45
INVESCO QQQ TR091+910400.02%+40
MAIN STR CAP CORP(MAIN)9,7809,78004234630.26%+40
COTERRA ENERGY INC072,917+72,91702,0331.15%+2,033
ADVANCED MICRO DEVICES INC(AMD)0189+1890340.02%+34
SPDR DOW JONES INDL AVERAGE(DIA)01,500+1,50005980.34%+598
WILLIAMS COS INC(WMB)7,5007,50002612920.17%+31
XYLEM INC(XYL)1,8451,84502112380.14%+27
SPDR S&P 500 ETF TR(SPY)285310+251361630.09%+27
ECOLAB INC(ECL)78078001551800.10%+25
SPDR GOLD TR(GLD)1,6001,60003063290.19%+23
ONEOK INC NEW(OKE)2,2332,23301571790.10%+22
MARATHON PETE CORP(MPC)0400+4000810.05%+81
CENCORA INC075+750180.01%+18
PPL CORP(PPL)37,95037,95001,0381,0550.60%+17
CONOCOPHILLIPS(COP)01,684+1,68402140.12%+214
NORTHROP GRUMMAN CORP(NOC)1,5461,54607247400.42%+16
VANGUARD SPECIALIZED FUNDS088+880160.01%+16
FREEPORT-MCMORAN INC(FCX)011,050+11,05005200.29%+520
CATERPILLAR INC(CAT)200200059730.04%+14
PROSHARES TR II(AGQ)07,640+7,64002370.13%+237
BUNGE GLOBAL SA(BG)0130+1300130.01%+13
MARTIN MARIETTA MATLS INC(MLM)020+200120.01%+12
ISHARES GOLD TR(IAU)0291+2910120.01%+12
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
4,9804,98002762880.16%+12
VERIZON COMMUNICATIONS INC(VZ)02,850+2,85001200.07%+120
GALLAGHER ARTHUR J & CO(AJG)0475+47501190.07%+119
HARTFORD FINL SVCS GROUP INC(HIG)0115+1150120.01%+12
CITIUS PHARMACEUTICALS INC81,30081,300062730.04%+11
QUALCOMM INC(QCOM)063+630110.01%+11
SPOTIFY TECHNOLOGY S A(SPOT)040+400110.01%+11
APPLIED INDL TECHNOLOGIES IN(AIT)050+500100.01%+10
CSX CORP(CSX)4,1004,10001421520.09%+10
INVESCO EXCH TRADED FD TR II0147+1470100.01%+10
VANGUARD INDEX FDS036+36090.01%+9
PALANTIR TECHNOLOGIES INC(PLTR)1,5501,550027360.02%+9
MODERNA INC(MRNA)04,034+4,03404300.24%+430
APPLIED MATLS INC255240-1541490.03%+8
AMERICAN EXPRESS CO(AXP)200200037460.03%+8
ISHARES TR5,7105,71007767840.44%+8
ISHARES INC
MSCI JAPAN ETF
0103+103070.00%+7
MICRON TECHNOLOGY INC(MU)220220019260.01%+7
GENERAL ELECTRIC CO(GE)040+40070.00%+7
HOME DEPOT INC(HD)085+850330.02%+33
EATON CORP PLC(ETN)020+20060.00%+6
ISHARES TR029+29060.00%+6
BLACKROCK INC(BLK)07+7060.00%+6
GLOBAL X FDS
NASDAQ 100 COVER
13,80013,80002422470.14%+6
ISHARES TR020+20050.00%+5
AXOS FINANCIAL INC(AX)0100+100050.00%+5
ISHARES TR042+42050.00%+5
BAXTER INTL INC1,2801,280050550.03%+5
ISHARES TR048+48050.00%+5
ENTERPRISE PRODS PARTNERS L(EPD)01,800+1,8000530.03%+53
ISHARES TR031+31050.00%+5
AIRBNB INC0430+4300710.04%+71
BROOKFIELD INFRASTRUCTURE CO(BIPC)04,350+4,35001570.09%+157
TAIWAN SEMICONDUCTOR MFG LTD(TSM)100100010140.01%+3
JOHNSON CTLS INTL PLC
SHS
048+48030.00%+3
BANK AMERICA CORP0700+7000270.02%+27
CAMECO CORP(CCJ)12,00012,00005175200.29%+3
SOUTHWEST GAS HLDGS INC(SWX)200200013150.01%+3
GOLDMAN SACHS GROUP INC(GS)075+750310.02%+31
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