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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 6 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AES AES CORP Utilities 39,421.0 $555K 0.15% NEW $14.08 +4.1%
102 EQX EQUINOX GOLD CORP Basic Materials 37,206.0 $537K 0.14% $14.43 -29.0%
103 JPM JPMORGAN CHASE & CO. Financial Services 1,821.0 $535K 0.14% +852.0 +87.9% $293.79 +12.8%
104 PKG PACKAGING CORP AMER Consumer Cyclical 2,509.0 $532K 0.14% NEW $212.04 +10.4%
105 VUG VANGUARD INDEX FDS 1,200.0 $524K 0.14% $436.67 -80.3%
106 MS MORGAN STANLEY Financial Services 3,120.0 $513K 0.14% -1K -31.2% $164.42 +38.2%
107 XOM EXXON MOBIL CORP Energy 3,006.0 $509K 0.13% NEW $169.33 -18.2%
108 KMI KINDER MORGAN INC DEL Energy 14,709.0 $493K 0.13% +500.0 +3.5% $33.52 -3.8%
109 VZ VERIZON COMMUNICATIONS INC Communication Services 9,764.0 $490K 0.13% $50.18 -9.6%
110 PAYX PAYCHEX INC Industrials 4,879.0 $449K 0.12% +2K +67.3% $92.03 +4.2%
111 META META PLATFORMS INC Communication Services 744.0 $425K 0.11% -7K -90.7% $571.24 -1.3%
112 WTRG ESSENTIAL UTILS INC Utilities 10,523.0 $423K 0.11% +462.0 +4.6% $40.20 -8.8%
113 RTX RTX CORPORATION Industrials 2,134.0 $411K 0.11% NEW $192.60 -5.6%
114 NOC NORTHROP GRUMMAN CORP Industrials 600.0 $409K 0.11% $681.67 -25.6%
115 PWR QUANTA SVCS INC Industrials 709.0 $389K 0.10% +86.0 +13.8% $548.66 +34.9%
116 VICI VICI PPTYS INC Real Estate 14,043.0 $383K 0.10% -175.0 -1.2% $27.27 -4.3%
117 MCD MCDONALDS CORP Consumer Cyclical 1,226.0 $381K 0.10% $310.77 -13.1%
118 WMT WALMART INC Consumer Defensive 3,048.0 $378K 0.10% NEW $124.02 -5.5%
119 OMC OMNICOM GROUP INC Communication Services 4,992.0 $375K 0.10% +133.0 +2.7% $75.12 -3.4%
120 ACN ACCENTURE PLC IRELAND Technology 1,891.0 $374K 0.10% +87.0 +4.8% $197.78 -36.9%
Page 6 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%