Fund HoldingsCHELSEA COUNSEL CO

Total Portfolio Value
$194.37M
Total Bought
$5.72M
Total Sold
$17.47M
Net Transaction
-$11.75M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
KENVUE INC(KVUE)081,291+81,29101,6320.84%+1,632
SELECT SECTOR SPDR TR
ST STR TECHN ETF
05,405+5,40508860.46%+886
AMGEN INC(AMGN)014,445+14,44503,8822.00%+3,882
EXXON MOBIL CORP062,260+62,26007,3213.77%+7,321
ALPHABET INC(GOOG)59,93059,510-4207,2507,8464.04%+597
NUTRIEN LTD(NTR)018,590+18,59001,1580.60%+1,158
CHEVRON CORP NEW(CVX)043,859+43,85907,3953.80%+7,395
PAYPAL HLDGS INC(PYPL)033,694+33,69401,9701.01%+1,970
AGNICO EAGLE MINES LTD(AEM)23,98636,121+12,1351,1991,6420.84%+443
ALPHABET INC(GOOG)55,93054,320-1,6106,6957,1083.66%+413
TESLA INC(TSLA)01,260+1,26003150.16%+315
RTX CORPORATION(RTX)25,72839,101+13,3732,5202,8141.45%+294
COSTCO WHSL CORP NEW(COST)10,45510,425-305,6295,8903.03%+261
CORNING INC(GLW)091,391+91,39102,7851.43%+2,785
PHILLIPS 66(PSX)7,0907,09006768520.44%+176
NETFLIX INC(NFLX)01,000+1,00003780.19%+378
COTERRA ENERGY INC87,29787,137-1602,2092,3571.21%+148
ONEOK INC NEW(OKE)02,233+2,23301420.07%+142
IMPERIAL OIL LTD(IMO)11,83911,83906107330.38%+123
TEXAS INSTRS INC(TXN)01,165+1,16501850.10%+185
MARATHON OIL CORP030,000+30,00008030.41%+803
SHELL PLC(SHEL)26,91226,91201,6251,7330.89%+108
CAMECO CORP(CCJ)12,00012,00003764760.24%+100
EOG RES INC(EOG)6,0506,05006927670.39%+75
PIONEER NAT RES CO2,1002,10004354820.25%+47
BERKSHIRE HATHAWAY INC DEL3301,5531,5940.82%+41
PROSHARES TR II(AGQ)14,99014,99004364710.24%+35
ELI LILLY & CO(LLY)43043002022310.12%+29
CONOCOPHILLIPS(COP)1,7041,70401782050.11%+28
GSK PLC(GSK)29,36029,36001,0571,0740.55%+17
NVIDIA CORPORATION(NVDA)1,4351,43506076240.32%+17
MARATHON PETE CORP(MPC)0400+4000610.03%+61
NEWELL BRANDS INC(NWL)056,761+56,76105130.26%+513
INTERNATIONAL BUSINESS MACHS(IBM)2,0552,05502752880.15%+13
TECK RESOURCES LTD(TECK)10,85010,85004574680.24%+11
MAIN STR CAP CORP(MAIN)8,6558,780+1253463570.18%+10
SCHWAB CHARLES CORP(SCHW)0185+1850100.01%+10
BERKSHIRE HATHAWAY INC DEL94994903243320.17%+9
EMERSON ELEC CO(EMR)4,0103,835-1753623700.19%+8
AIRBNB INC610610078840.04%+6
CATERPILLAR INC(CAT)200200049550.03%+5
CISCO SYS INC(CSCO)2,6552,65501371430.07%+5
LEIDOS HOLDINGS INC(LDOS)010,942+10,94201,0080.52%+1,008
GALLAGHER ARTHUR J & CO(AJG)47547501041080.06%+4
RIVIAN AUTOMOTIVE INC(RIVN)0500+5000120.01%+12
BP PLC(BP)01,000+1,0000390.02%+39
INTEL CORP(INTC)8,9918,551-4403013040.16%+3
FRESH DEL MONTE PRODUCE INC(DMC)020,300+20,30005250.27%+525
TEXTRON INC(TXT)210210014160.01%+2
ENTERPRISE PRODS PARTNERS L(EPD)1,8001,800047490.03%+2
NATIONAL FUEL GAS CO(NFG)02,600+2,60001360.07%+136
UNITEDHEALTH GROUP INC(UNH)5050024250.01%+1
MICRON TECHNOLOGY INC(MU)220220014150.01%+1
EVEREST GROUP LTD(EG)3535012130.01%+1
PALANTIR TECHNOLOGIES INC(PLTR)1,5501,550024250.01%+1
URANIUM ENERGY CORP(UEC)5205200230.00%+1
SCHNITZER STEEL INDS INC030+30010.00%+1
META PLATFORMS INC(META)028+28080.00%+8
KYNDRYL HLDGS INC(KD)2002000330.00%0
ADOBE INC(ADBE)10100550.00%0
GOLDMAN SACHS GROUP INC(GS)0117+1170380.02%+38
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
5,0005,00002272270.12%0
OCCIDENTAL PETE CORP(OXY)12120010.00%0
ACCENTURE PLC IRELAND
SHS CLASS A
20200660.00%-0
ELECTRONIC ARTS INC(EA)11110110.00%-0
UNION PAC CORP(UNP)210210043430.02%-0
HALEON PLC(HLN)36,70036,70003083070.16%-0
KINDER MORGAN INC DEL(KMI)1,0001,000017170.01%-1
SOUTHWEST GAS HLDGS INC(SWX)200200013120.01%-1
JPMORGAN CHASE & CO(JPM)2,0192,01902942930.15%-1
PAN AMERN SILVER CORP(PAAS)8,8538,85301291280.07%-1
UNILEVER PLC(UL)400400021200.01%-1
ENBRIDGE INC(ENB)0363+3630120.01%+12
DOMINION ENERGY INC(D)213213011100.00%-2
APPLIED MATLS INC255255037350.02%-2
AVISTA CORP(AVA)300300012100.00%-2
COHERENT CORP(COHR)1201200640.00%-2
PHILIP MORRIS INTL INC(PM)477477047450.02%-2
BANK AMERICA CORP1,8541,854053510.03%-2
MARSH & MCLENNAN COS INC(MRSH)950925-251791760.09%-3
DUKE ENERGY CORP NEW(DUK)01,951+1,95101720.09%+172
PRIME MEDICINE INC6006000960.00%-3
SMUCKER J M CO(SJM)130130019160.01%-3
CONSOLIDATED EDISON INC(ED)0730+7300620.03%+62
DEERE & CO(DE)150150061570.03%-4
SPDR S&P 500 ETF TR(SPY)28528501271220.06%-5
AMERICAN EXPRESS CO(AXP)200200035300.02%-5
ESSENTIAL UTILS INC(WTRG)0900+9000310.02%+31
INVESCO EXCH TRADED FD TR II
S&P SMLCP LOW
018,500+18,50007300.38%+730
NIKE INC(NKE)526526058500.03%-8
MCDONALDS CORP(MCD)227227068600.03%-8
AT&T INC(T)01,761+1,7610260.01%+26
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
4,9804,98002762670.14%-9
BAXTER INTL INC1,2801,280059490.03%-10
MOSAIC CO NEW(MOS)04,940+4,94001760.09%+176
SPDR GOLD TR(GLD)01,600+1,60002740.14%+274
TEUCRIUM COMMODITY TR(BTCK)15,00015,000097840.04%-13
GLOBAL X FDS
NASDAQ 100 COVER
13,80013,80002452310.12%-14
NATIONAL HEALTH INVS INC(NHI)13,35013,35007126980.36%-14
ECOLAB INC(ECL)0830+83001410.07%+141
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