Fund HoldingsCHELSEA COUNSEL CO

Total Portfolio Value
$232.84M
Total Bought
$4.89M
Total Sold
$13.77M
Net Transaction
-$8.87M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ALPHABET INC(GOOG)47,71544,560-3,15511,62113,9836.01%+2,362
ISHARES SILVER TR(SLV)84,00084,00003,5595,4112.32%+1,852
PROSHARES TR
ULTRAPRO SHORT
023,487+23,48701,6090.69%+1,609
ALPHABET INC(GOOG)43,46838,749-4,71910,56712,1295.21%+1,561
APPLE INC(AAPL)91,41590,600-81523,27724,63010.58%+1,353
PROSHARES TR
ULTRASHRT S&P500
08,434+8,43405780.25%+578
EXXON MOBIL CORP66,14366,343+2007,4587,9843.43%+526
VANECK ETF TRUST
JUNIOR GOLD MINE
35,26035,26003,4924,0121.72%+520
THERMO FISHER SCIENTIFIC INC(TMO)5,4105,390-202,6263,1251.34%+499
AMGEN INC(AMGN)010,874+10,87403,5591.53%+3,559
JOHNSON & JOHNSON(JNJ)21,66021,544-1164,0164,4591.91%+442
CORNING INC(GLW)72,22172,571+3505,9246,3542.73%+430
HEXCEL CORP NEW(HXL)32,46033,210+7502,0352,4541.05%+419
RTX CORPORATION(RTX)23,26623,116-1503,8934,2401.82%+346
BARRICK MNG CORP(B)31,42031,215-2051,0301,3590.58%+330
NEWMONT CORP(NEM)18,32018,141-1791,5451,8110.78%+267
VANGUARD WHITEHALL FDS61,65061,65008,6908,8483.80%+158
LAM RESEARCH CORP(LRCX)4,0004,00005376860.29%+149
ELI LILLY & CO(LLY)0381+38104090.18%+409
PAN AMERN SILVER CORP(PAAS)8,7558,75503394540.19%+115
FREEPORT-MCMORAN INC(FCX)08,950+8,95004550.20%+455
COTERRA ENERGY INC035,902+35,90209450.41%+945
BROOKFIELD INFRAST PARTNERS
LP INT UNIT
039,150+39,15001,3760.59%+1,376
ISHARES TR3,8303,800-305536410.28%+88
MPLX LP(MPLX)025,000+25,00001,3340.57%+1,334
HSBC HLDGS PLC(HSBC)10,10010,10007177950.34%+78
QUALCOMM INC(QCOM)5,5185,818+3009189950.43%+77
EMERSON ELEC CO(EMR)015,632+15,63202,0750.89%+2,075
AMAZON COM INC(AMZN)10,79610,601-1952,3702,4471.05%+76
AIRBNB INC05,426+5,42607360.32%+736
BANK AMERICA CORP20,00020,00001,0321,1000.47%+68
GE AEROSPACE(GE)9,4409,44002,8432,9111.25%+68
SPDR GOLD TR(GLD)1,6001,60005696340.27%+65
PORTLAND GEN ELEC CO(POR)15,30015,30006817420.32%+61
GSK PLC(GSK)9,3609,36004084630.20%+55
SOLSTICE ADVANCED MATLS INC(SOLS)01,124+1,1240550.02%+55
MERCK & CO INC(MRK)03,260+3,26003460.15%+346
QUANTA SVCS INC18,07317,833-2407,4907,5273.23%+37
ROCKWELL AUTOMATION INC(ROK)92292203223590.15%+36
TC ENERGY CORP(TRP)43,15043,15002,3682,4001.03%+33
MICRON TECHNOLOGY INC(MU)220235+1537670.03%+30
INTERNATIONAL BUSINESS MACHS(IBM)02,057+2,05706090.26%+609
ALLIANCEBERNSTEIN HLDG L P(AB)095,280+95,28003,6661.57%+3,666
CACI INTL INC(CACI)0695+69503700.16%+370
NEXTERA ENERGY INC(NEE)4,9204,92003713950.17%+24
UNILEVER PLC(UL)0354+3540230.01%+23
CATERPILLAR INC(CAT)2002000951150.05%+19
CISCO SYS INC(CSCO)02,188+2,18801690.07%+169
BROOKFIELD INFRASTRUCTURE CO(BIPC)04,350+4,35001970.08%+197
APPLIED MATLS INC240240049620.03%+13
TAIWAN SEMICONDUCTOR MFG LTD(TSM)45045001261370.06%+11
COCA COLA CO(KO)03,457+3,45702420.10%+242
SSGA ACTIVE TR
STATE STREET US
0164+1640100.00%+10
AMERICAN ELEC PWR CO INC1,1451,205+601291390.06%+10
GLOBANT S A
COM
0152+1520100.00%+10
SHELL PLC(SHEL)5,0125,01203593680.16%+10
VERTEX PHARMACEUTICALS INC(VRTX)0150+1500680.03%+68
PROSHARES TR
S&P 500 HIGH ETF
150350+2007160.01%+9
JPMORGAN CHASE & CO.(JPM)1,3951,392-34404490.19%+9
ISHARES INC
MSCI JAPAN ETF
0103+103080.00%+8
PROSHARES TR II(AGQ)24,85024,85006967040.30%+8
AMERICAN EXPRESS CO(AXP)0200+2000740.03%+74
FORTUNA MNG CORP(FSM)8,6808,680078850.04%+7
PEPSICO INC(PEP)1,5501,55002182250.10%+7
ADVANCED MICRO DEVICES INC(AMD)075+750160.01%+16
GOLDMAN SACHS GROUP INC(GS)7675-161660.03%+5
ISHARES TR
CORE UNIVRSL USD
0109+109050.00%+5
SPDR S&P 500 ETF TR(SPY)30530502042090.09%+5
MCKESSON CORP(MCK)100100077820.04%+5
NUTRIEN LTD(NTR)1,5201,520090950.04%+5
KLA CORP(KLAC)3333036400.02%+5
AVISTA CORP(AVA)05,600+5,60002160.09%+216
DNP SELECT INCOME FD INC(DNP)02,150+2,1500220.01%+22
CSX CORP(CSX)4,1004,10001461490.06%+3
VANGUARD INDEX FDS22822801401430.06%+3
SFL CORPORATION LTD
SHS
010,000+10,0000780.03%+78
ENEL CHILE S.A.(ENIC)20,00020,000078800.03%+3
ISHARES GOLD TR(IAU)309309022250.01%+3
HEALTHPEAK PROPERTIES INC(DOC)0150+150020.00%+2
BROADCOM INC(AVGO)140140046480.02%+2
NVIDIA CORPORATION(NVDA)17,89417,914+203,3393,3411.43%+2
CENCORA INC065+650220.01%+22
DEERE & CO(DE)0150+1500700.03%+70
INVESCO QQQ TR9191055560.02%+1
BERKSHIRE HATHAWAY INC DEL2201,5081,5100.65%+1
ONEOK INC NEW(OKE)01,885+1,88501390.06%+139
ENTERPRISE PRODS PARTNERS L(EPD)01,200+1,2000380.02%+38
GLOBAL X FDS
NASDAQ 100 COVER
01,400+1,4000250.01%+25
DEVON ENERGY CORP NEW(DVN)0500+5000180.01%+18
BUNGE GLOBAL SA(BG)0100+100090.00%+9
OMEGA HEALTHCARE INVS INC(OHI)0333+3330150.01%+15
CIENA CORP(CIEN)07+7020.00%+2
TESLA INC(TSLA)107107048480.02%+1
HARTFORD INSURANCE GROUP INC(HIG)0115+1150160.01%+16
TASEKO MINES LTD(TGB)0340+340020.00%+2
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
0806+8060460.02%+46
MEDTRONIC PLC(MDT)500500048480.02%0
GE VERNOVA INC(GEV)09+9060.00%+6
MODERNA INC(MRNA)0100+100030.00%+3
VANGUARD SPECIALIZED FUNDS088+880190.01%+19
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