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Portfolio (Quarterly) Guide ↗

CHASE INVESTMENT COUNSEL CORP

· CIK 0000019475
13F Portfolio $358M AUM Filed Feb 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 131 New
Page 3 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 36,000.0 $2.3M 0.65% NEW $64.31 +50.9%
42 HCA HCA HEALTHCARE INC Healthcare 4,945.0 $2.3M 0.65% NEW $466.73 -19.8%
43 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 4,400.0 $2.1M 0.60% NEW $487.05 +10.3%
44 ACGL ARCH CAP GROUP LTD Financial Services 20,000.0 $1.9M 0.54% NEW $95.90 -3.8%
45 RGLD ROYAL GOLD INC Basic Materials 8,260.0 $1.8M 0.51% NEW $222.28 -4.2%
46 MLI MUELLER INDS INC Industrials 16,000.0 $1.8M 0.51% NEW $114.75 +19.5%
47 LMT LOCKHEED MARTIN CORP Industrials 3,710.0 $1.8M 0.50% NEW $483.56 +3.3%
48 HALO HALOZYME THERAPEUTICS INC Healthcare 26,000.0 $1.7M 0.49% NEW $67.27 +3.3%
49 EME EMCOR GROUP INC Industrials 2,849.0 $1.7M 0.49% NEW $611.44 +38.2%
50 CROX CROCS INC Consumer Cyclical 20,000.0 $1.7M 0.48% NEW $85.50 +48.0%
51 LULU LULEMON ATHLETICA INC Consumer Cyclical 8,000.0 $1.7M 0.47% NEW $207.75 -47.7%
52 BBWI BATH & BODY WORKS INC Consumer Cyclical 80,000.0 $1.6M 0.45% NEW $20.07 +2.1%
53 SFM SPROUTS FMRS MKT INC Consumer Defensive 20,000.0 $1.6M 0.45% NEW $79.65 +1.8%
54 RLI RLI CORP Financial Services 24,000.0 $1.5M 0.43% NEW $63.96 -16.1%
55 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 24,000.0 $1.5M 0.42% NEW $62.62 +19.6%
56 AMP AMERIPRISE FINL INC Financial Services 3,000.0 $1.5M 0.41% NEW $490.33 -3.4%
57 WSM WILLIAMS SONOMA INC Consumer Cyclical 8,000.0 $1.4M 0.40% NEW $178.50 +26.2%
58 CPRX CATALYST PHARMACEUTICALS INC Healthcare 60,000.0 $1.4M 0.39% NEW $23.33 +34.5%
59 INVA INNOVIVA INC Healthcare 70,000.0 $1.4M 0.39% NEW $19.99 +13.3%
60 TOL TOLL BROTHERS INC Consumer Cyclical 10,055.0 $1.4M 0.38% NEW $135.16 +14.1%
Page 3 of 7  ·  131 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
Technology 22.2%
Financial Services 19.9%
Industrials 16.3%
Communication Services 10.4%
Consumer Cyclical 9.7%
Healthcare 8.6%
Energy 5.9%
Basic Materials 4.6%
Real Estate 1.3%
Consumer Defensive 0.6%