account_balance
Investment manager · 13F filer · SEC CIK 1276755
Chelsea Counsel Co
Reported value$234Mas of Sep 30, 2026
Positions231 8 new, 9 sold out
Top 10 weight49.3%AAPL alone is 11%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
11.3%
GOOGAlphabet Inc.
5.6%
GOOGLAlphabet Inc.
4.8%Trimmed −3%
XOMExxonMobil Holdings Corp
4.5%
AEMAgnico Eagle Mines Ltd
4.1%
VYMVanguard Whitehall FDS
4.1%
GLWCorning Inc
4.0%
PWRQuanta Services, Inc.
4.0%Trimmed −6%
MSFTMicrosoft Corp
3.8%
CVXChevron Corp
3.1%Added +7%
COSTCostco Wholesale Corp
3.0%
JNJJohnson & Johnson
2.0%
AAPLApple Inc.
11.3%
GOOGAlphabet Inc.
5.6%
GOOGLAlphabet Inc.
4.8%−3%
XOMExxonMobil Holdings Corp
4.5%
AEMAgnico Eagle Mines Ltd
4.1%
VYMVanguard Whitehall FDS
4.1%
GLWCorning Inc
4.0%
PWRQuanta Services, Inc.
4.0%
MSFTMicrosoft Corp
3.8%
CVX3.1%COST3.0%JNJ2.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 11.3% HeldGOOG Alphabet Inc. 5.6% HeldGOOGL Alphabet Inc. 4.8% Trimmed −3%XOM ExxonMobil Holdings Corp 4.5% HeldAEM Agnico Eagle Mines Ltd 4.1% Held
VYM Vanguard Whitehall FDS 4.1% Held
GLW Corning Inc 4.0% HeldPWR Quanta Services, Inc. 4.0% Trimmed −6%MSFT Microsoft Corp 3.8% HeldCVX Chevron Corp 3.1% Added +7%COST Costco Wholesale Corp 3.0% HeldJNJ Johnson & Johnson 2.0% HeldWhat changed
Biggest moves since Jun 30, 2026
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