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Portfolio (Quarterly) Guide ↗

CHASE INVESTMENT COUNSEL CORP

· CIK 0000019475
13F Portfolio $381M AUM 149 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 36 New 44 Added 23 Reduced 18 Exited
Page 2 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SFM SPROUTS FMRS MKT INC Consumer Defensive 24,000.0 $1.9M 0.49% +4K +20.0% $77.12 +6.0%
22 RLI RLI CORP Financial Services 30,000.0 $1.7M 0.45% +6K +25.0% $57.03 -6.3%
23 AMP AMERIPRISE FINL INC Financial Services 3,600.0 $1.6M 0.42% +600.0 +20.0% $444.17 +6.5%
24 FCFS FIRSTCASH HOLDINGS INC Financial Services 8,236.0 $1.5M 0.41% +3K +71.7% $187.96 +21.5%
25 BKE BUCKLE INC Consumer Cyclical 30,000.0 $1.5M 0.40% +7K +28.7% $50.33 -10.0%
26 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 50,000.0 $1.4M 0.37% +30K +146.7% $28.00 +19.7%
27 HRB BLOCK H & R INC Consumer Cyclical 40,000.0 $1.3M 0.33% +10K +33.3% $31.73 +6.7%
28 AAPL APPLE INC Technology 4,600.0 $1.2M 0.31% +2K +85.5% $253.70 +18.6%
29 AGI ALAMOS GOLD INC Basic Materials 24,876.0 $1.1M 0.29% +16K +179.4% $44.42 -29.3%
30 MSFT MICROSOFT CORP Technology 2,860.0 $1.1M 0.28% +443.0 +18.3% $369.93 -0.0%
31 CAT CATERPILLAR INC Industrials 1,443.0 $1.0M 0.27% +524.0 +57.0% $708.25 +43.8%
32 CVX CHEVRON CORPORATION Energy 4,151.0 $858K 0.23% +831.0 +25.0% $206.70 -15.5%
33 SCCO SOUTHERN COPPER CORP Basic Materials 4,759.0 $818K 0.21% +31.0 +0.7% $171.88 +10.9%
34 MRK MERCK & CO INC Healthcare 6,224.0 $748K 0.20% +1K +30.5% $120.18 -4.0%
35 JPM JPMORGAN CHASE & CO. Financial Services 1,821.0 $535K 0.14% +852.0 +87.9% $293.79 +12.9%
36 KMI KINDER MORGAN INC DEL Energy 14,709.0 $493K 0.13% +500.0 +3.5% $33.52 -4.4%
37 PAYX PAYCHEX INC Industrials 4,879.0 $449K 0.12% +2K +67.3% $92.03 +5.8%
38 WTRG ESSENTIAL UTILS INC Utilities 10,523.0 $423K 0.11% +462.0 +4.6% $40.20 -8.0%
39 PWR QUANTA SVCS INC Industrials 709.0 $389K 0.10% +86.0 +13.8% $548.66 +31.9%
40 OMC OMNICOM GROUP INC Communication Services 4,992.0 $375K 0.10% +133.0 +2.7% $75.12 -4.3%
Page 2 of 3  ·  44 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 23.0%
Technology 22.5%
Financial Services 14.7%
Healthcare 10.5%
Communication Services 8.7%
Consumer Cyclical 7.9%
Basic Materials 5.8%
Energy 3.5%
Consumer Defensive 1.3%
Real Estate 1.2%