Fund HoldingsCHELSEA COUNSEL CO

Total Portfolio Value
$193.75M
Total Bought
$4.92M
Total Sold
$21.59M
Net Transaction
-$16.67M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
3M CO(MMM)018,792+18,79202,4261.25%+2,426
ALPHABET INC(GOOG)051,340+51,34009,7775.05%+9,777
ALPHABET INC(GOOG)047,914+47,91409,0704.68%+9,070
CONOCOPHILLIPS(COP)011,680+11,68001,1580.60%+1,158
HONEYWELL INTL INC(HON)033,293+33,29307,5213.88%+7,521
APPLE INC(AAPL)99,18394,662-4,52123,11023,70512.23%+596
QUANTA SVCS INC19,12819,073-555,7036,0283.11%+325
MICROSOFT CORP(MSFT)024,550+24,550010,3485.34%+10,348
PRIME MEDICINE INC0186,780+186,78005450.28%+545
AMAZON COM INC(AMZN)010,883+10,88302,3881.23%+2,388
SOUTH BOW CORP(SOBO)08,630+8,63002080.11%+208
BROADCOM INC(AVGO)0800+80001850.10%+185
EMERSON ELEC CO(EMR)014,153+14,15301,7540.91%+1,754
BROOKFIELD INFRASTRUCTURE CO(BIPC)04,350+4,35001740.09%+174
CORNING INC(GLW)73,30672,271-1,0353,3103,4341.77%+125
COSTCO WHSL CORP NEW(COST)08,727+8,72707,9964.13%+7,996
COINBASE GLOBAL INC(COIN)0470+47001170.06%+117
KINDER MORGAN INC DEL(KMI)17,47517,125-3503864690.24%+83
MAIN STR CAP CORP(MAIN)09,780+9,78005730.30%+573
WILLIAMS COS INC(WMB)7,5007,50003424060.21%+64
MICROSTRATEGY INC(MSTR)0200+2000580.03%+58
BANK AMERICA CORP020,000+20,00008790.45%+879
MPLX LP(MPLX)15,00015,00006677180.37%+51
BOEING CO(BA)02,010+2,01003560.18%+356
REDDIT INC(RDDT)0300+3000490.03%+49
DISNEY WALT CO(DIS)03,680+3,68004110.21%+411
MARVELL TECHNOLOGY INC(MRVL)0400+4000440.02%+44
CAMECO CORP(CCJ)012,000+12,00006170.32%+617
COTERRA ENERGY INC068,419+68,41901,7470.90%+1,747
JPMORGAN CHASE & CO.(JPM)01,392+1,39203340.17%+334
PROSHARES TR II(AGQ)07,640+7,64002670.14%+267
ALTRIA GROUP INC(MO)20,30020,460+1601,0561,0910.56%+35
FIVERR INTL LTD5,6755,625-501471780.09%+32
PALANTIR TECHNOLOGIES INC(PLTR)1,5501,075-47558810.04%+24
ONEOK INC NEW(OKE)1,8851,88501721890.10%+17
ROCKWELL AUTOMATION INC(ROK)0922+92202630.14%+263
CISCO SYS INC(CSCO)2,4382,43801301440.07%+15
SCHWAB STRATEGIC TR50650+6004180.01%+14
GLOBAL X FDS1,5002,250+75028410.02%+13
TAIWAN SEMICONDUCTOR MFG LTD(TSM)500500087990.05%+12
TESLA INC(TSLA)6767018270.01%+10
MCKESSON CORP(MCK)0100+1000570.03%+57
BLACKROCK INC(BLK)07+7070.00%+7
AIRBNB INC05,566+5,56607310.38%+731
AMERICAN EXPRESS CO(AXP)200200054590.03%+5
SPDR S&P 500 ETF TR(SPY)31031001781820.09%+4
EMCOR GROUP INC(EME)150150065680.04%+4
SPOTIFY TECHNOLOGY S A(SPOT)4040015180.01%+3
ENTERPRISE PRODS PARTNERS L(EPD)01,200+1,2000380.02%+38
GLOBAL X FDS
NASDAQ 100 COVER
13,80013,80002492510.13%+2
KYNDRYL HLDGS INC(KD)0200+200070.00%+7
VANGUARD INDEX FDS22822801211230.06%+2
INVESCO QQQ TR091+910470.02%+47
ENEL CHILE S.A.(ENIC)020,000+20,0000580.03%+58
FEDEX CORP(FDX)0200+2000570.03%+57
AT&T INC(T)01,697+1,6970390.02%+39
GALLAGHER ARTHUR J & CO(AJG)47547501341350.07%+1
DEERE & CO(DE)150150063640.03%+1
AXOS FINANCIAL INC(AX)0100+100070.00%+7
GE VERNOVA INC(GEV)09+9030.00%+3
ENBRIDGE INC(ENB)0363+3630150.01%+15
LUMINAR TECHNOLOGIES INC066+66000.00%0
CARLYLE SECURED LENDING INC0340+340060.00%+6
URANIUM ENERGY CORP(UEC)0520+520030.00%+3
PHX MINERALS INC0340+340010.00%+1
VANGUARD INDEX FDS036+360100.01%+10
PERMIAN RESOURCES CORP(PR)0170+170020.00%+2
ZOOM COMMUNICATIONS INC(ZM)010+10010.00%+1
EATON CORP PLC(ETN)220220073730.04%0
JOHNSON CTLS INTL PLC
SHS
048+48040.00%+4
ELECTRONIC ARTS INC(EA)011+11020.00%+2
REGIONS FINANCIAL CORP NEW(RF)0170+170040.00%+4
NATIONAL FUEL GAS CO(NFG)450450027270.01%0
ISHARES TR029+29060.00%+6
CENCORA INC065+650150.01%+15
OCCIDENTAL PETE CORP(OXY)012+12000.00%0
ACCENTURE PLC IRELAND
SHS CLASS A
020+20070.00%+7
ONE LIBERTY PPTYS INC0180+180050.00%+5
ISHARES GOLD TR(IAU)0291+2910140.01%+14
ISHARES TR042+42050.00%+5
HOME DEPOT INC(HD)010+10040.00%+4
TASEKO MINES LTD(TGB)0340+340010.00%+1
NEW MTN FIN CORP0340+340040.00%+4
INVESCO EXCH TRADED FD TR II0147+1470100.01%+10
VANGUARD SPECIALIZED FUNDS088+880170.01%+17
PHILIP MORRIS INTL INC(PM)300300037370.02%-0
MARTIN MARIETTA MATLS INC(MLM)020+200100.01%+10
ISHARES INC
MSCI JAPAN ETF
0103+103070.00%+7
BANK AMERICA CORP015+150190.01%+19
NORDIC AMERICAN TANKERS LIMI
COM
0680+680020.00%+2
LUMINAR TECHNOLOGIES INC000000
HARTFORD FINL SVCS GROUP INC(HIG)115115014130.01%-1
OMEGA HEALTHCARE INVS INC(OHI)333333014130.01%-1
INTEL CORP(INTC)0410+410080.00%+8
SMUCKER J M CO(SJM)0130+1300140.01%+14
SPDR GOLD TR(GLD)1,6001,60003893870.20%-1
ORACLE CORP(ORCL)400400068670.03%-2
RIO TINTO PLC(RIO)0133+133080.00%+8
TEXTRON INC(TXT)0150+1500110.01%+11
MCDONALDS CORP(MCD)125125038360.02%-2
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