Fund HoldingsCHASE INVESTMENT COUNSEL CORP

Total Portfolio Value
$300.3K
Total Bought
$85.0K
Total Sold
$71.3K
Net Transaction
+$13.7K
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
EBAY INC(EBAY)0100,202+100,202072.17%+7
GEN DIGITAL INC(GEN)0221,645+221,645062.02%+6
NOVARTIS AG(NVS)048,599+48,599061.86%+6
PFIZER INC(PFE)0182,784+182,784051.76%+5
F5 INC(FFIV)021,463+21,463051.57%+5
GENERAC HLDGS INC(GNRC)026,972+26,972041.43%+4
ORACLE CORP(ORCL)024,418+24,418041.39%+4
NMI HLDGS INC(NMIH)091,363+91,363041.25%+4
DIGITAL RLTY TR INC(DLR)021,324+21,324031.15%+3
HOULIHAN LOKEY INC(HLI)23,60739,833+16,226362.10%+3
BANK NEW YORK MELLON CORP49,97283,530+33,558362.00%+3
DAVITA INC(DVA)21,17233,084+11,912351.81%+2
FIDELITY NATL INFORMATION SV(FIS)43,04865,790+22,742361.83%+2
META PLATFORMS INC(META)018,662+18,6620113.56%+11
T-MOBILE US INC(TMUS)29,11033,324+4,214572.29%+2
AMPHASTAR PHARMACEUTICALS IN(AMPH)029,000+29,000010.47%+1
TRINET GROUP INC(TNET)013,400+13,400010.43%+1
HOWMET AEROSPACE INC(HWM)50,81451,844+1,030451.73%+1
SEA LTD(SE)13,02721,889+8,862120.69%+1
SUPER MICRO COMPUTER INC(SMCI)02,690+2,690010.37%+1
Q2 HLDGS INC(QTWO)46,41448,365+1,951341.28%+1
SIRIUS XM HOLDINGS INC(SIRI)044,000+44,000010.35%+1
APPLE INC(AAPL)33,89134,856+965782.70%+1
ARES MANAGEMENT CORPORATION(ARES)33,10633,795+689451.75%+1
GENERAL DYNAMICS CORP(GD)02,796+2,796010.28%+1
UNIVERSAL HLTH SVCS INC(UHS)16,07716,502+425341.26%+1
ULTA BEAUTY INC(ULTA)04,000+4,000020.52%+2
AGNICO EAGLE MINES LTD(AEM)57,60956,275-1,334451.51%+1
NOVO-NORDISK A S(NVO)06,337+6,337010.25%+1
DEERE & CO(DE)2,6004,000+1,400120.56%+1
GOLDMAN SACHS GROUP INC(GS)11,28911,590+301561.91%+1
ARISTA NETWORKS INC16,92417,076+152672.18%+1
BERKSHIRE HATHAWAY INC DEL12,28812,151-137561.86%+1
SAP SE(SAP)018,941+18,941041.44%+4
HALOZYME THERAPEUTICS INC(HALO)91,33793,601+2,264551.78%+1
BOOKING HOLDINGS INC(BKNG)1,2051,257+52551.76%+1
STIFEL FINL CORP(SF)40,92342,003+1,080341.31%+1
ENERGY TRANSFER L P(ET)51,03982,285+31,246110.44%0
UNITED THERAPEUTICS CORP DEL(UTHR)01,375+1,375000.16%0
AMERIPRISE FINL INC(AMP)2,6003,400+800120.53%0
KINDER MORGAN INC DEL(KMI)32,64849,793+17,145110.37%0
D R HORTON INC(DHI)08,400+8,400020.53%+2
SOCIEDAD QUIMICA Y MINERA DE(SQM)030,000+30,000010.42%+1
MUELLER INDS INC(MLI)24,00024,0000120.59%0
FLOWSERVE CORP(FLS)107,650107,701+51561.85%0
ARCH CAP GROUP LTD
ORD
47,31446,056-1,258551.72%0
TJX COS INC NEW(TJX)34,96835,801+833441.40%0
BRADY CORP(BRC)04,655+4,655000.12%0
BURLINGTON STORES INC(BURL)01,311+1,311000.11%0
LEIDOS HOLDINGS INC(LDOS)02,114+2,114000.11%0
PACCAR INC(PCAR)8,40012,200+3,800110.40%0
TOLL BROTHERS INC(TOL)8,0008,0000110.41%0
EQUINOR ASA(EQNR)38,00054,000+16,000110.46%0
TRANSDIGM GROUP INC(TDG)0180+180000.09%0
ROBERT HALF INC.(RHI)14,00017,000+3,000110.38%0
SENTINELONE INC(S)010,375+10,375000.08%0
SPROTT PHYSICAL GOLD & SILVE(CEF)119,718117,718-2,000330.96%0
INNOVIVA INC(INVA)80,00080,0000120.51%0
TAPESTRY INC(TPR)031,000+31,000010.48%+1
JPMORGAN CHASE & CO.(JPM)01,006+1,006000.07%0
ATKORE INC6,60013,000+6,400110.37%0
BLOCK H & R INC21,00021,0000110.44%0
INTERACTIVE BROKERS GROUP IN(IBKR)11,00011,0000120.51%0
HILTON WORLDWIDE HLDGS INC(HLT)14,24014,244+4331.09%0
WILLIAMS SONOMA INC(WSM)012,000+12,000020.62%+2
LOCKHEED MARTIN CORP(LMT)871972+101010.19%0
ABBVIE INC(ABBV)4,9424,920-22110.32%0
BEST BUY INC(BBY)3,2093,766+557000.13%0
SNAP ON INC(SNA)04,000+4,000010.39%+1
PAYCHEX INC(PAYX)3,5663,854+288010.17%0
OMNICOM GROUP INC(OMC)4,2124,522+310000.16%0
US BANCORP DEL(USB)10,00610,581+575000.16%0
VICI PPTYS INC(VICI)14,87615,346+470010.17%0
CHUBB LIMITED
COM
6,3955,930-465220.57%0
NATIONAL FUEL GAS CO(NFG)7,4967,991+495000.16%0
VERIZON COMMUNICATIONS INC(VZ)11,10011,743+643010.18%0
HOME DEPOT INC(HD)0964+964000.13%0
MORGAN STANLEY(MS)5,5395,803+264110.20%0
AIR PRODS & CHEMS INC1,6421,638-4000.16%0
TEXAS INSTRS INC(TXN)2,7172,862+145110.20%0
REGIONS FINANCIAL CORP NEW(RF)12,81813,551+733000.11%0
AVIS BUDGET GROUP12,00015,000+3,000110.44%0
ARTISAN PARTNERS ASSET MGMT(APAM)026,000+26,000010.37%+1
CATERPILLAR INC(CAT)9149140000.12%0
COMCAST CORP NEW(CCZ)9,50310,174+671000.14%0
MCDONALDS CORP(MCD)1,4141,354-60000.14%0
EQUITY RESIDENTIAL(EQR)4,9325,033+101000.12%0
JUNIPER NETWORKS INC12,15112,080-71000.16%0
JOHNSON & JOHNSON(JNJ)01,518+1,518000.08%0
AMGEN INC(AMGN)1,5491,574+25010.17%0
PRUDENTIAL FINL INC(PFH)3,8483,853+5000.16%0
TARGET CORP(TGT)3,5983,512-86110.18%0
COCA-COLA FEMSA SAB DE CV(KOF)4,5954,576-19000.13%0
RESTAURANT BRANDS INTL INC(QSR)5,4395,403-36000.13%0
THE LION ELECTRIC COMPANY22,48522,4850000
ALPHABET INC(GOOG)1,2431,353+110000.08%-0
DISNEY WALT CO(DIS)2,4462,4460000.08%-0
CROCS INC(CROX)11,00011,0000220.53%-0
SUNCOR ENERGY INC NEW(SU)12,66612,500-166000.15%-0
WEST PHARMACEUTICAL SVSC INC(WST)01,009+1,009000.10%0
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