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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 7 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 USB US BANCORP Financial Services 7,033.0 $365K 0.10% $51.90 +13.1%
122 RF REGIONS FINANCIAL CORP NEW Financial Services 13,753.0 $359K 0.09% $26.10 +10.1%
123 NEM NEWMONT CORP Basic Materials 3,299.0 $357K 0.09% $108.21 -5.9%
124 ASML ASML HLDG NV Technology 255.0 $336K 0.09% NEW $1317.65 +46.4%
125 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 3,418.0 $333K 0.09% $97.43 +9.2%
126 CVS CVS HEALTH CORP Healthcare 4,617.0 $331K 0.09% +51.0 +1.1% $71.69 +41.3%
127 MA MASTERCARD INCORPORATED Financial Services 593.0 $296K 0.08% +60.0 +11.3% $499.16 -3.0%
128 LLY ELI LILLY & CO Healthcare 307.0 $281K 0.07% NEW $915.31 +20.6%
129 TSLA TESLA INC Consumer Cyclical 742.0 $275K 0.07% -526.0 -41.5% $370.62 +9.3%
130 EPD ENTERPRISE PRODS PARTNERS L Energy 7,128.0 $269K 0.07% $37.74 -3.5%
131 BERKSHIRE HATHAWAY INC DEL 558.0 $267K 0.07% $478.49
132 TXN TEXAS INSTRS INC Technology 1,350.0 $262K 0.07% $194.07 +71.2%
133 RMBS RAMBUS INC DEL Technology 3,018.0 $259K 0.07% NEW $85.82 +63.5%
134 HD HOME DEPOT INC Consumer Cyclical 769.0 $252K 0.07% NEW $327.70 -0.3%
135 CMI CUMMINS INC Industrials 452.0 $243K 0.06% NEW $537.61 +34.8%
136 FSLR FIRST SOLAR INC Energy 1,234.0 $243K 0.06% -15K -92.2% $196.92 +33.6%
137 CMCSA COMCAST CORP NEW Communication Services 8,311.0 $238K 0.06% -61.0 -0.7% $28.64 -22.1%
138 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,838.0 $232K 0.06% $60.45 -9.5%
139 KDP KEURIG DR PEPPER INC Consumer Defensive 8,800.0 $231K 0.06% NEW $26.25 +17.6%
140 BBY BEST BUY INC Consumer Cyclical 3,573.0 $229K 0.06% +45.0 +1.3% $64.09 +18.6%
Page 7 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%