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Portfolio (Quarterly) Guide ↗

CHELSEA COUNSEL CO

· CIK 0001276755
13F Portfolio $236M AUM 237 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 17 New 13 Added 61 Reduced
Page 4 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FVRR FIVERR INTL LTD Communication Services 50.0 $516.0 -400.0 -88.9% $10.32 -10.4%
Page 4 of 4  ·  61 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 27.7%
Industrials 16.8%
Energy 14.7%
Healthcare 7.8%
Consumer Defensive 7.1%
Financial Services 6.5%
Basic Materials 6.4%
Communication Services 6.3%
Utilities 4.8%
Consumer Cyclical 1.8%