Fund Holdings — CHELSEA COUNSEL CO

Total Portfolio Value
$224.80M
Total Bought
$3.45M
Total Sold
$34.48M
Net Transaction
-$31.03M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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EXXON MOBIL CORP66,34366,243-1007,98411,2395.00%+3,255
CORNING INC(GLW)72,57161,941-10,6306,3548,4223.75%+2,068
CHEVRON CORPORATION(CVX)35,68433,574-2,1105,4396,9463.09%+1,508
QUANTA SVCS INC17,83315,563-2,2707,5278,5453.80%+1,018
COSTCO WHOLESALE CORPORATION(COST)8,3108,140-1707,1668,1113.61%+945
PRIME MEDICINE INC(PRME)227,000462,340+235,3407881,6090.72%+821
AES CORP(AES)041,000+41,00005780.26%+578
OCEANEERING INTL INC(OII)016,000+16,00005680.25%+568
PFIZER INC(PFE)020,000+20,00005620.25%+562
IMPERIAL OIL LTD(IMO)11,83911,83901,0281,5560.69%+528
CONOCOPHILLIPS(COP)11,68011,68001,0931,5420.69%+448
FLEX LNG LTD(FLNG)89,30089,30002,2282,6531.18%+425
TC ENERGY CORP(TRP)43,15043,15002,4002,7251.21%+324
COTERRA ENERGY INC35,90235,90209451,2620.56%+317
ISHARES SILVER TR(SLV)84,00084,00005,4115,7242.55%+312
KYNDRYL HLDGS INC(KD)20022,200+22,00052910.13%+286
VANGUARD WHITEHALL FDS61,65061,65008,8489,1304.06%+282
PROSHARES TR
ULTRAPRO SHORT
23,48723,48701,6091,8900.84%+282
ENERGY TRANSFER L P(ET)94,00094,00001,5501,8140.81%+264
HONEYWELL INTL INC(HON)31,62528,425-3,2006,1706,4252.86%+255
VANECK ETF TRUST
JUNIOR GOLD MINE
35,26035,26004,0124,2331.88%+221
LAM RESEARCH CORP(LRCX)4,0004,00006868560.38%+170
DUKE ENERGY CORP NEW(DUK)2,8013,801+1,0003284980.22%+169
L3HARRIS TECHNOLOGIES INC(LHX)12,56411,174-1,3903,6883,8571.72%+168
ALTRIA GROUP INC(MO)16,71016,71009811,1200.50%+139
NORTHROP GRUMMAN CORP(NOC)1,3301,315-157588970.40%+139
PHILLIPS 66(PSX)2,2852,28502954160.19%+121
PPL CORP(PPL)37,95037,95001,3391,4610.65%+121
CORTEVA INC(CTVA)6,7506,75004525650.25%+113
AMERICAN ELEC PWR CO INC1,2051,895+6901392480.11%+109
PINNACLE WEST CAP CORP(PNW)4,7595,189+4304225230.23%+101
WILLIAMS COS INC(WMB)7,5127,51204525470.24%+95
MPLX LP(MPLX)25,00025,00001,3341,4270.63%+93
WEC ENERGY GROUP INC(WEC)8,6728,67209151,0040.45%+89
EOG RES INC(EOG)4,2803,715-5654495370.24%+88
VERIZON COMMUNICATIONS INC(VZ)9,0619,06103694550.20%+86
HECLA MINING COMPANY(HL)04,320+4,3200800.04%+80
LOCKHEED MARTIN CORP(LMT)730710-203534290.19%+76
PORTLAND GEN ELEC CO(POR)15,30015,30007428150.36%+73
AIR PRODUCTS AND CHEMICALS I1,8471,797-504565220.23%+66
NEXTERA ENERGY INC(NEE)4,9204,92003954570.20%+62
HSBC HLDGS PLC(HSBC)10,10010,10007958560.38%+61
GSK PLC(GSK)9,3609,36004635210.23%+58
PROSHARES TR
ULTRASHRT S&P500
8,4348,43405786350.28%+57
BROOKFIELD INFRASTRUCTURE PA
LP INT UNIT
39,15039,15001,3761,4320.64%+55
SOUTH BOW CORP(SOBO)8,6308,63002402910.13%+51
AMERICAN WTR WKS CO INC NEW14,85014,605-2451,9381,9880.88%+50
COLGATE PALMOLIVE CO(CL)5,5005,50004354690.21%+34
ONEOK INC NEW(OKE)1,8851,88501391700.08%+32
PROSHARES TR II(AGQ)24,85024,85007047360.33%+32
SOLSTICE ADVANCED MATLS INC(SOLS)1,1241,124055860.04%+31
SFL CORPORATION LTD
SHS
10,00010,0000781080.05%+30
CATERPILLAR INC(CAT)20020001151420.06%+27
SOUTHERN CO(SO)2,7642,76402412670.12%+26
PAN AMERN SILVER CORP(PAAS)8,7558,75504544780.21%+25
COCA COLA CO(KO)3,4573,45702422650.12%+23
PROCTER & GAMBLE CO(PG)19,88319,88302,8492,8721.28%+22
APPLIED MATLS INC240240062820.04%+20
CSX CORP(CSX)4,1004,10001491680.07%+20
NUTRIEN LTD(NTR)1,5201,500-20951140.05%+19
EMCOR GROUP INC(EME)1501500921110.05%+19
PEPSICO INC(PEP)1,5501,55002252410.11%+16
TAIWAN SEMICONDUCTOR MANUFAC(TSM)45045001371530.07%+15
GENERAL DYNAMICS CORP(GD)2,2752,27507667810.35%+15
DEERE & CO(DE)150150070850.04%+15
NATIONAL HEALTH INVS INC(NHI)3,0003,00002322450.11%+13
EBAY INC.(EBAY)3,3953,39502963090.14%+13
MICRON TECHNOLOGY INC(MU)235235067790.04%+12
BP PLC(BP)1,0001,000035470.02%+12
PROSHARES TR
S&P 500 HIGH ETF
350600+25016260.01%+10
AVISTA CORP(AVA)5,6005,60002162250.10%+9
EATON CORP PLC(ETN)220220070790.04%+9
KLA CORP(KLAC)3333040490.02%+8
CACI INTL INC(CACI)69569503703780.17%+8
TEXAS INSTRS INC(TXN)365365063710.03%+8
ENTERPRISE PRODS PARTNERS L(EPD)1,2001,200038450.02%+7
CONSOLIDATED EDISON INC(ED)500500050570.03%+7
DEVON ENERGY CORP NEW(DVN)500500018250.01%+7
NATIONAL FUEL GAS CO(NFG)450450036420.02%+6
AT&T INC(T)1,3081,308032380.02%+5
MCKESSON CORP(MCK)100100082870.04%+5
DNP SELECT INCOME FD INC(DNP)2,1502,500+35022260.01%+4
BUNGE GLOBAL SA(BG)10010009130.01%+4
GLOBAL X FDS2,5002,500044470.02%+4
ECOLAB INC(ECL)78078002052080.09%+3
ENBRIDGE INC(ENB)363363017200.01%+2
ISHARES GOLD TR(IAU)309309025270.01%+2
MODERNA INC(MRNA)1001000350.00%+2
ESSENTIAL UTILS INC(WTRG)900900035360.02%+2
NORDIC AMERICAN TANKERS LIMI
COM
6806800240.00%+2
SCHWAB STRATEGIC TR050+50020.00%+2
STARBUCKS CORP(SBUX)280280024250.01%+2
PHILIP MORRIS INTL INC(PM)300300049500.02%+1
MOSAIC CO(MOS)1,0001,000024260.01%+1
UNION PAC CORP(UNP)110110025270.01%+1
PERMIAN RESOURCES CORP(PR)1701700240.00%+1
CISCO SYS INC(CSCO)2,1882,18801691700.08%+1
CIENA CORP(CIEN)770230.00%+1
FORTUNA MNG CORP(FSM)8,6808,680085860.04%+1
URANIUM ENERGY CORP(UEC)5205200670.00%+1
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