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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 5 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ARKB ARK 21 SHARS BITCOIN ETF Financial Services 44,676.0 $1.0M 0.26% $22.47 -5.0%
82 BBW BUILD-A-BEAR WORKSHOP INC Consumer Cyclical 26,000.0 $973K 0.26% NEW $37.42 -15.0%
83 BA BOEING CO Industrials 4,885.0 $972K 0.26% $198.98 +11.0%
84 SR SPIRE INC Utilities 10,551.0 $955K 0.25% NEW $90.51 -16.1%
85 GOOG ALPHABET INC Communication Services 3,327.0 $954K 0.25% $286.74 +21.6%
86 GLD SPDR GOLD TR Financial Services 2,116.0 $910K 0.24% -27.0 -1.3% $430.06 -10.5%
87 CVX CHEVRON CORPORATION Energy 4,151.0 $858K 0.23% +831.0 +25.0% $206.70 -15.3%
88 SCCO SOUTHERN COPPER CORP Basic Materials 4,759.0 $818K 0.21% +31.0 +0.7% $171.88 +10.5%
89 CSCO CISCO SYS INC Technology 10,383.0 $805K 0.21% -71.0 -0.7% $77.53 +56.8%
90 CDE COEUR MNG INC Basic Materials 41,738.0 $783K 0.21% NEW $18.76 -6.9%
91 APH AMPHENOL CORP Technology 6,131.0 $774K 0.20% $126.24 +31.5%
92 CAH CARDINAL HEALTH INC Healthcare 3,578.0 $756K 0.20% NEW $211.29 +5.4%
93 MRK MERCK & CO INC Healthcare 6,224.0 $748K 0.20% +1K +30.5% $120.18 -3.9%
94 GILD GILEAD SCIENCES INC Healthcare 5,121.0 $713K 0.19% $139.23 -10.3%
95 IBM INTERNATIONAL BUSINESS MACHS Technology 2,668.0 $646K 0.17% $242.13 +4.2%
96 AMKR AMKOR TECHNOLOGY INC Technology 13,595.0 $612K 0.16% $45.02 +107.8%
97 LAMR LAMAR ADVERTISING CO Real Estate 4,830.0 $611K 0.16% $126.50 +20.0%
98 GEV GE VERNOVA INC Utilities 695.0 $606K 0.16% NEW $871.94 +29.3%
99 AMGN AMGEN INC Healthcare 1,709.0 $601K 0.16% $351.67 -2.0%
100 MOS MOSAIC CO Basic Materials 22,172.0 $565K 0.15% NEW $25.48 -13.7%
Page 5 of 8  ·  149 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%