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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 10 of 12  ·  232 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IVW ISHARES TR 46.0 $6K 0.00% $137.54 +2.2%
182 UEC URANIUM ENERGY CORP Energy 520.0 $6K 0.00% $10.66 +8.2%
183 RF REGIONS FINANCIAL CORP NEW Financial Services 170.0 $5K 0.00% $30.47 -0.2%
184 IUSB ISHARES TR 109.0 $5K 0.00% $46.16 -2.0%
185 QUAL ISHARES TR 21.0 $5K 0.00% $219.48 +1.4%
186 IVE ISHARES TR 20.0 $5K 0.00% $227.10 +4.3%
187 GLOB GLOBANT S A Technology 152.0 $4K 0.00% $28.94 +35.2%
188 DYNF BLACKROCK ETF TRUST 63.0 $4K 0.00% $68.02 +3.0%
189 EFV ISHARES TR 51.0 $4K 0.00% $76.57 +8.4%
190 NAT NORDIC AMERICAN TANKERS LIMI Industrials 680.0 $4K 0.00% $5.54 +30.8%
191 CGBD CARLYLE SECURED LENDING INC Financial Services 340.0 $4K 0.00% $10.88 +7.4%
192 HD HOME DEPOT INC Consumer Cyclical 10.0 $4K 0.00% $352.70 -9.0%
193 CIEN CIENA CORP Technology 7.0 $3K 0.00% $490.57 -34.6%
194 IEMG ISHARES INC 40.0 $3K 0.00% $82.85 +1.0%
195 PR PERMIAN RESOURCES CORP Energy 170.0 $3K 0.00% $18.41 +26.9%
196 CITIUS PHARMACEUTICALS INC 4,626.0 $3K 0.00% $0.60
197 NMFC NEW MTN FIN CORP Financial Services 340.0 $2K 0.00% $7.17 +4.3%
198 TREKOR METALS LTD 340.0 $2K 0.00% NEW $6.88
199 IYW ISHARES TR 9.0 $2K 0.00% $252.33 +0.4%
200 MS MORGAN STANLEY Financial Services 10.0 $2K 0.00% $209.10 +4.1%
Page 10 of 12  ·  232 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%