Fund HoldingsCHASE INVESTMENT COUNSEL CORP

Total Portfolio Value
$357.6K
Total Bought
$87.9K
Total Sold
$70.7K
Net Transaction
+$17.2K
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
CLEARWATER ANALYTICS HLDGS I0237,532+237,532061.60%+6
STATE STR CORP(STT)041,093+41,093051.48%+5
WELLS FARGO CO NEW(WFC)056,063+56,063051.46%+5
AFFILIATED MANAGERS GROUP IN017,215+17,215051.39%+5
NATWEST GROUP PLC(NWG)252,991486,995+234,004492.38%+5
HUNTINGTON INGALLS INDS INC(HII)013,629+13,629051.30%+5
ALPHABET INC(GOOG)58,81660,085+1,26914195.26%+5
TECHNIPFMC PLC(FTI)91,163177,903+86,740482.22%+4
FORTUNA MNG CORP(FSM)0371,199+371,199041.02%+4
CENCORA INC2,15412,015+9,861141.13%+3
IMAX CORP083,080+83,080030.86%+3
ADVANCED MICRO DEVICES INC(AMD)33,75437,306+3,552582.23%+3
MICRON TECHNOLOGY INC(MU)7,12112,620+5,499141.01%+2
CARPENTER TECHNOLOGY CORP(CRS)024,451+24,451082.15%+8
BATH & BODY WORKS INC080,000+80,000020.45%+2
SPROUTS FMRS MKT INC(SFM)020,000+20,000020.45%+2
RLI CORP(RLI)024,000+24,000020.43%+2
GREEN BRICK PARTNERS INC(GRBK)024,000+24,000020.42%+2
BUCKLE INC(BKE)023,318+23,318010.35%+1
API GROUP CORP(APG)94,635116,636+22,001341.25%+1
CAPITAL ONE FINL CORP(COF)30,42131,633+1,212682.14%+1
BROADCOM INC(AVGO)30,50032,396+1,89610113.14%+1
SANMINA CORPORATION(SANM)25,29126,621+1,330341.12%+1
VERTIV HOLDINGS CO(VRT)61,29563,587+2,2929102.88%+1
EMCOR GROUP INC(EME)1,1302,849+1,719120.49%+1
GOLDMAN SACHS GROUP INC(GS)10,78010,877+979102.67%+1
LULEMON ATHLETICA INC(LULU)4,0008,000+4,000120.46%+1
AMERICAN EXPRESS CO(AXP)17,84418,447+603671.91%+1
SPROTT ASSET MANAGEMENT LP(CEF)100,84399,476-1,367451.27%+1
FIRST SOLAR INC(FSLR)14,96215,838+876341.16%+1
AMPHENOL CORP NEW06,131+6,131010.23%+1
BANK NEW YORK MELLON CORP80,86682,569+1,7039102.68%+1
FIRSTCASH HOLDINGS INC(FCFS)04,796+4,796010.21%+1
HARMONY BIOSCIENCES HLDGS IN(HRMY)020,266+20,266010.21%+1
NVIDIA CORPORATION(NVDA)100,927104,598+3,67119205.45%+1
HOWMET AEROSPACE INC(HWM)041,172+41,172082.36%+8
TAIWAN SEMICONDUCTOR MFG LTD(TSM)2,5804,327+1,747110.37%+1
TESLA INC(TSLA)01,268+1,268010.16%+1
JONES LANG LASALLE INC(JLL)9,94410,428+484340.98%+1
EQUINOX GOLD CORP(EQX)037,206+37,206010.15%+1
AMAZON COM INC(AMZN)035,077+35,077082.26%+8
ARCH CAP GROUP LTD
ORD
16,00020,000+4,000120.54%0
MCKESSON CORP(MCK)06,423+6,423051.47%+5
COMFORT SYS USA INC(FIX)7551,105+350110.29%0
ESSENTIAL UTILS INC(WTRG)010,061+10,061000.11%0
MASTEC INC(MTZ)28,66529,778+1,113661.81%0
ALAMOS GOLD INC NEW08,902+8,902000.10%0
VANGUARD WHITEHALL FDS02,346+2,346000.09%0
ROCKET COS INC(RKT)017,061+17,061000.09%0
LANTHEUS HLDGS INC(LNTH)020,000+20,000010.37%+1
UNITED THERAPEUTICS CORP DEL(UTHR)4,4004,4000220.60%0
QUANTA SVCS INC0623+623000.07%0
VSE CORP(VSEC)17,27418,122+848330.88%0
HURON CONSULTING GROUP INC(HURN)01,448+1,448000.07%0
QUALCOMM INC(QCOM)01,455+1,455000.07%0
ALPHABET INC(GOOG)3,3273,3270110.29%0
MUELLER INDS INC(MLI)16,00016,0000220.51%0
CATALYST PHARMACEUTICALS INC(CPRX)60,00060,0000110.39%0
UNIVERSAL HLTH SVCS INC(UHS)3,6264,402+776110.27%0
HCA HEALTHCARE INC(HCA)04,945+4,945020.65%+2
ROCKWELL AUTOMATION INC(ROK)0534+534000.06%0
EXPEDIA GROUP INC(EXPE)2,9072,9070110.23%0
LAM RESEARCH CORP(LRCX)5,1485,1480110.25%0
ROYAL GOLD INC(RGLD)8,2608,2600220.51%0
ELECTRONIC ARTS INC(EA)26,53326,973+440561.54%0
AMKOR TECHNOLOGY INC13,59513,5950010.15%0
JOHNSON & JOHNSON(JNJ)4,4014,622+221110.27%0
ABBVIE INC(ABBV)34,87235,880+1,008882.29%0
INNOVIVA INC(INVA)070,000+70,000010.39%+1
SOUTHERN COPPER CORP(SCCO)4,6964,728+32110.19%0
BLOCK H & R INC030,000+30,000010.37%+1
SPDR GOLD TR(GLD)2,1432,1430110.24%0
MORGAN STANLEY(MS)4,5344,5340110.22%0
CATERPILLAR INC(CAT)947919-28010.15%0
CISCO SYS INC(CSCO)10,72110,454-267110.23%0
UGI CORP NEW(UGI)028,663+28,663010.30%+1
ACCENTURE PLC IRELAND
SHS CLASS A
1,7181,804+86000.14%0
AMGEN INC(AMGN)1,7771,709-68110.16%0
GILEAD SCIENCES INC(GILD)05,121+5,121010.18%+1
PRUDENTIAL FINL INC(PFH)02,949+2,949000.09%0
NEWMONT CORP(NEM)3,2993,2990000.09%0
CVS HEALTH CORP(CVS)4,2024,566+364000.10%0
APPLE INC(AAPL)2,4922,480-12110.19%0
CROCS INC(CROX)20,00020,0000220.48%0
REGIONS FINANCIAL CORP NEW(RF)12,80113,753+952000.10%0
INTERNATIONAL BUSINESS MACHS(IBM)2,6842,668-16110.22%0
TEXAS INSTRS INC(TXN)01,350+1,350000.07%0
US BANCORP DEL(USB)07,033+7,033000.10%0
LAMAR ADVERTISING CO NEW(LAMR)04,830+4,830010.17%+1
TRUIST FINL CORP(TFC)4,4214,4210000.06%0
BEST BUY INC(BBY)2,9663,528+562000.07%0
BLACK STONE MINERALS L P(BSM)75,57775,5770110.28%0
WEST PHARMACEUTICAL SVSC INC(WST)8748740000.07%0
LEGALZOOM COM INC(LZ)12,11213,601+1,489000.04%0
VANGUARD INDEX FDS1,2001,2000110.16%0
ENTERPRISE PRODS PARTNERS L(EPD)07,128+7,128000.06%0
JPMORGAN CHASE & CO.(JPM)981969-12000.09%0
DISNEY WALT CO(DIS)01,846+1,846000.06%0
AMERIPRISE FINL INC(AMP)03,000+3,000010.41%+1
KINDER MORGAN INC DEL(KMI)14,14114,209+68000.11%-0
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