Fund Holdings — CHELSEA COUNSEL CO

Total Portfolio Value
$225.20M
Total Bought
$15.53M
Total Sold
$12.21M
Net Transaction
+$3.31M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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APPLE INC(AAPL)91,40691,415+918,75423,27710.34%+4,523
AGNICO EAGLE MINES LTD(AEM)68,49167,891-6008,14611,4445.08%+3,298
ALPHABET INC(GOOG)47,69047,715+258,46011,6215.16%+3,161
ALPHABET INC(GOOG)43,36443,468+1047,64210,5674.69%+2,925
CORNING INC(GLW)72,12172,221+1003,7935,9242.63%+2,131
VANECK ETF TRUST
JUNIOR GOLD MINE
35,26035,26002,3833,4921.55%+1,109
ISHARES SILVER TR(SLV)84,00084,00002,7563,5591.58%+803
JOHNSON & JOHNSON(JNJ)21,66021,66003,3094,0161.78%+708
APPLIED DIGITAL CORP57,78054,060-3,7205821,2400.55%+658
PRIME MEDICINE INC(PRME)208,210208,21005141,1530.51%+639
L3HARRIS TECHNOLOGIES INC(LHX)12,76412,564-2003,2023,8371.70%+635
PROSHARES TR041,435+41,43506310.28%+631
PROSHARES TR042,170+42,17006090.27%+609
QUANTA SVCS INC18,39818,073-3256,9567,4903.33%+534
NVIDIA CORPORATION(NVDA)17,98517,894-912,8423,3391.48%+497
RTX CORPORATION(RTX)23,26423,266+23,3973,8931.73%+496
NEWMONT CORP(NEM)18,32018,32001,0671,5450.69%+477
VANGUARD WHITEHALL FDS61,80061,650-1508,2398,6903.86%+451
CHEVRON CORP NEW(CVX)35,73435,709-255,1175,5452.46%+428
THERMO FISHER SCIENTIFIC INC(TMO)5,4205,410-102,2002,6261.17%+426
GE AEROSPACE(GE)9,4409,44002,4302,8431.26%+413
BARRICK MNG CORP(B)32,67031,420-1,2506801,0300.46%+349
EXXON MOBIL CORP66,24766,143-1047,1417,4583.31%+316
TC ENERGY CORP(TRP)43,15043,15002,1322,3681.05%+236
HEXCEL CORP NEW(HXL)32,36032,460+1001,8282,0350.90%+207
FLEX LNG LTD(FLNG)95,00089,300-5,7002,0882,2501.00%+162
LAM RESEARCH CORP(LRCX)4,0004,00003905370.24%+146
NORTHROP GRUMMAN CORP(NOC)1,3301,33006658100.36%+145
IMPERIAL OIL LTD(IMO)11,83911,83909471,0800.48%+133
PPL CORP(PPL)37,95037,95001,2961,4210.63%+124
GENERAL DYNAMICS CORP(GD)2,2752,27506647760.34%+112
FRANCO NEV CORP(FNV)1,8781,87803084190.19%+111
LEIDOS HOLDINGS INC(LDOS)3,5003,50005526610.29%+109
HSBC HLDGS PLC(HSBC)10,10010,10006147170.32%+103
PAN AMERN SILVER CORP(PAAS)8,7558,75502493390.15%+90
WEC ENERGY GROUP INC(WEC)8,6728,67209049940.44%+90
BANK AMERICA CORP20,00020,00009461,0320.46%+85
SPDR GOLD TR(GLD)1,6001,60004885690.25%+81
APPLOVIN CORP(APP)0100+1000720.03%+72
AMAZON COM INC(AMZN)10,49310,796+3032,3022,3701.05%+68
ISHARES TR3,8303,83004855530.25%+68
CONOCOPHILLIPS(COP)11,68011,68001,0481,1050.49%+57
EBAY INC.(EBAY)3,3953,39502533090.14%+56
PORTLAND GEN ELEC CO(POR)15,30015,30006306810.30%+52
BERKSHIRE HATHAWAY INC DEL2201,4581,5080.67%+51
BROADCOM INC(AVGO)0140+1400460.02%+46
GSK PLC(GSK)9,3609,36003634080.18%+45
QUALCOMM INC(QCOM)5,5185,51808799180.41%+39
PALANTIR TECHNOLOGIES INC(PLTR)1,030980-501401790.08%+38
PHILLIPS 66(PSX)2,2852,28502733110.14%+38
JPMORGAN CHASE & CO.(JPM)1,3921,395+34044400.20%+36
NEXTERA ENERGY INC(NEE)4,9204,92003423710.16%+30
NATIONAL HEALTH INVS INC(NHI)3,0003,00002132410.11%+28
ORACLE CORP(ORCL)400406+6871140.05%+27
ABBVIE INC(ABBV)0114+1140260.01%+26
LOCKHEED MARTIN CORP(LMT)73073003383640.16%+26
XYLEM INC(XYL)2,1952,095-1002843090.14%+25
TAIWAN SEMICONDUCTOR MFG LTD(TSM)45045001021260.06%+24
DUKE ENERGY CORP NEW(DUK)2,7012,751+503193400.15%+22
FORTUNA MNG CORP(FSM)8,6808,680057780.03%+21
SOUTH BOW CORP(SOBO)8,6308,63002282470.11%+20
CATERPILLAR INC(CAT)200200078950.04%+18
EMCOR GROUP INC(EME)150150080970.04%+17
ROCKWELL AUTOMATION INC(ROK)92292203063220.14%+16
BERKSHIRE HATHAWAY INC DEL88988904324470.20%+15
SPDR S&P 500 ETF TR(SPY)30530501892040.09%+15
AMERICAN ELEC PWR CO INC1,1101,145+351151290.06%+14
TESLA INC(TSLA)107107034480.02%+14
PROSHARES TR II(AGQ)24,85024,85006836960.31%+13
PEPSICO INC(PEP)1,5501,55002052180.10%+13
CSX CORP(CSX)4,1004,10001341460.06%+12
BOEING CO(BA)1,7101,71003583690.16%+11
VANGUARD INDEX FDS22822801301400.06%+10
SSGA ACTIVE TR
STATE STREET US
0164+1640100.00%+10
MICRON TECHNOLOGY INC(MU)220220027370.02%+10
GOLDMAN SACHS GROUP INC(GS)7576+153610.03%+7
PROSHARES TR
S&P 500 HIGH ETF
0150+150070.00%+7
KLA CORP(KLAC)3333030360.02%+6
SHELL PLC(SHEL)5,0125,01203533590.16%+6
ISHARES TR046+46060.00%+6
APPLIED MATLS INC240240044490.02%+5
ENEL CHILE S.A.(ENIC)20,00020,000073780.03%+5
ISHARES TR
CORE UNIVRSL USD
0109+109050.00%+5
WILLIAMS COS INC(WMB)7,5007,512+124714760.21%+5
BP PLC(BP)1,0001,000030340.02%+5
INVESCO QQQ TR9191050550.02%+4
ISHARES GOLD TR(IAU)291309+1818220.01%+4
ISHARES TR020+20040.00%+4
ISHARES TR
MSCI USA QLT FCT
021+21040.00%+4
MEDTRONIC PLC(MDT)500500044480.02%+4
MCKESSON CORP(MCK)100100073770.03%+4
AMERICAN WTR WKS CO INC NEW14,83014,850+202,0632,0670.92%+4
EATON CORP PLC(ETN)220220079820.04%+4
BLACKROCK ETF TRUST
ISHARES US EQUIT
063+63040.00%+4
NUTRIEN LTD(NTR)1,4701,520+5086900.04%+4
ISHARES TR051+51030.00%+3
ECOLAB INC(ECL)78078002102140.09%+3
NATIONAL FUEL GAS CO(NFG)450450038420.02%+3
URANIUM ENERGY CORP(UEC)5205200470.00%+3
NXP SEMICONDUCTORS N V
COM
300300066690.03%+3
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CHELSEA COUNSEL CO — 13F Holdings — Q3 2025 | TickerTrail