Chelsea Counsel
Latest statistics and disclosures from Chelsea Counsel's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, VYM, HON, CVX, JNJ, and represent 28.13% of Chelsea Counsel's stock portfolio.
- Added to shares of these 10 stocks: VYM (+$15M), VOO (+$6.5M), IVV, PWR, GIS, GDXJ, SLV, WMB, PPL, BCE.
- Started 92 new stock positions in NFG, GDXJ, TSM, WBD, BIPC, GE, META, ADBE, IBB, VYM.
- Reduced shares in these 10 stocks: , , General Mls, NSRGY, MHGVY, , Williams Cos, Ppl Corporation, TMO, COST.
- Sold out of its positions in Air Prods & Chems, Bce, General Mls, Ppl Corporation, Williams Cos, MHGVY, NSRGY, Quanta Svcs, SRE, TECK. MMM.
- Chelsea Counsel was a net buyer of stock by $27M.
- Chelsea Counsel has $200M in assets under management (AUM), dropping by 23.46%.
- Central Index Key (CIK): 0001276755
Tip: Access up to 7 years of quarterly data
Positions held by Chelsea Counsel consolidated in one spreadsheet with up to 7 years of data
Download as csv

Portfolio Holdings for Chelsea Counsel
Chelsea Counsel holds 162 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Apple (AAPL) | 8.3 | $17M | +4% | 128k | 129.93 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 7.3 | $15M | NEW | 135k | 108.21 | |
Honeywell International (HON) | 5.2 | $11M | -5% | 49k | 214.30 | |
Chevron Corporation (CVX) | 3.8 | $7.7M | -4% | 43k | 179.49 | |
Johnson & Johnson (JNJ) | 3.5 | $7.0M | -4% | 39k | 176.65 | |
Exxon Mobil Corporation (XOM) | 3.4 | $6.9M | 62k | 110.30 | ||
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.3 | $6.5M | NEW | 19k | 351.34 | |
Microsoft Corporation (MSFT) | 3.2 | $6.3M | -9% | 27k | 239.82 | |
Alphabet Cap Stk Cl C (GOOG) | 2.8 | $5.7M | -5% | 64k | 88.73 | |
Alphabet Cap Stk Cl A (GOOGL) | 2.8 | $5.5M | -3% | 63k | 88.23 | |
Thermo Fisher Scientific (TMO) | 2.7 | $5.4M | -14% | 9.8k | 550.96 | |
Costco Wholesale Corporation (COST) | 2.4 | $4.8M | -15% | 11k | 456.50 | |
Procter & Gamble Company (PG) | 2.3 | $4.7M | 31k | 151.56 | ||
Ishares Tr Core S&p500 Etf (IVV) | 1.9 | $3.9M | NEW | 10k | 384.21 | |
Setup an alertChelsea Counsel will file the next quarterly 13-HR in about 2 months. Would you like to be notified? |
||||||
Amgen (AMGN) | 1.9 | $3.8M | -3% | 15k | 262.64 | |
Merck & Co (MRK) | 1.6 | $3.3M | 29k | 111.68 | ||
L3harris Technologies (LHX) | 1.6 | $3.2M | -8% | 16k | 208.21 | |
Quanta Services (PWR) | 1.6 | $3.2M | NEW | 23k | 142.58 | |
American Water Works (AWK) | 1.5 | $3.1M | -11% | 20k | 152.42 | |
General Mills (GIS) | 1.4 | $2.9M | NEW | 34k | 83.85 | |
Raytheon Technologies Corp (RTX) | 1.3 | $2.7M | -8% | 27k | 100.92 | |
Abbott Laboratories (ABT) | 1.3 | $2.6M | -4% | 24k | 109.79 | |
Hexcel Corporation (HXL) | 1.3 | $2.6M | -5% | 44k | 58.85 | |
Corning Incorporated (GLW) | 1.2 | $2.5M | -10% | 77k | 31.94 | |
Kimberly-Clark Corporation (KMB) | 1.2 | $2.4M | 18k | 136.91 | ||
Pfizer (PFE) | 1.1 | $2.2M | -7% | 44k | 51.24 | |
Vaneck Etf Trust Junior Gold Mine (GDXJ) | 1.0 | $2.1M | NEW | 58k | 35.65 | |
Verizon Communications (VZ) | 1.0 | $2.0M | 52k | 39.40 | ||
Tc Energy Corp (TRP) | 0.9 | $1.9M | 46k | 40.53 | ||
Ishares Silver Tr Ishares (SLV) | 0.9 | $1.9M | NEW | 84k | 22.02 | |
Paypal Holdings (PYPL) | 0.9 | $1.7M | -17% | 25k | 71.22 | |
Amazon (AMZN) | 0.8 | $1.6M | -13% | 19k | 84.00 | |
Shell Spon Ads (SHEL) | 0.8 | $1.5M | 27k | 56.95 | ||
Portland Gen Elec Com New (POR) | 0.8 | $1.5M | 31k | 49.45 | ||
Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.7 | $1.4M | 3.00 | 468711.00 | ||
Leidos Holdings (LDOS) | 0.7 | $1.4M | -17% | 13k | 105.19 | |
Altria (MO) | 0.7 | $1.3M | +4% | 28k | 46.64 | |
Enbridge (ENB) | 0.6 | $1.3M | 33k | 39.10 | ||
Cabot Oil & Gas Corporation (CTRA) | 0.6 | $1.3M | +2% | 51k | 24.57 | |
Brookfield Infrast Partners Lp Int Unit (BIP) | 0.6 | $1.2M | 39k | 30.99 | ||
Agnico (AEM) | 0.6 | $1.2M | +3% | 23k | 51.99 | |
Williams Companies (WMB) | 0.6 | $1.1M | NEW | 35k | 32.90 | |
PPL Corporation (PPL) | 0.6 | $1.1M | NEW | 38k | 29.45 | |
Bce Com New (BCE) | 0.5 | $1.1M | NEW | 24k | 44.64 | |
At&t (T) | 0.5 | $1.1M | 58k | 18.41 | ||
GSK Sponsored Adr (GSK) | 0.5 | $1.0M | 29k | 35.47 | ||
Moderna (MRNA) | 0.5 | $1.0M | -6% | 5.8k | 179.62 | |
Lockheed Martin Corporation (LMT) | 0.5 | $1.0M | -8% | 2.1k | 486.49 | |
Flaherty & Crumrine/Claymore Preferred S (FFC) | 0.5 | $1.0M | NEW | 67k | 15.02 | |
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.5 | $996k | NEW | 3.0k | 332.08 | |
American Electric Power Company (AEP) | 0.5 | $917k | 9.7k | 94.95 | ||
Franco-Nevada Corporation (FNV) | 0.4 | $866k | +12% | 6.3k | 136.48 | |
Nextera Energy (NEE) | 0.4 | $850k | -45% | 10k | 83.60 | |
Nutrien (NTR) | 0.4 | $829k | -14% | 11k | 73.51 | |
Ventas (VTR) | 0.4 | $828k | 18k | 45.50 | ||
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) | 0.4 | $826k | NEW | 19k | 44.65 | |
EOG Resources (EOG) | 0.4 | $824k | 6.4k | 129.52 | ||
Wec Energy Group (WEC) | 0.4 | $813k | 8.7k | 93.76 | ||
Air Products & Chemicals (APD) | 0.4 | $801k | NEW | 2.6k | 309.89 | |
Northrop Grumman Corporation (NOC) | 0.4 | $800k | 1.5k | 545.61 | ||
Newell Rubbermaid (NWL) | 0.4 | $797k | -16% | 61k | 13.08 | |
Ishares Tr Ishares Biotech (IBB) | 0.4 | $792k | NEW | 6.0k | 131.29 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.4 | $765k | NEW | 9.3k | 82.48 | |
Devon Energy Corporation (DVN) | 0.4 | $723k | 12k | 61.51 | ||
National Health Investors (NHI) | 0.4 | $709k | 13k | 53.12 | ||
Phillips 66 (PSX) | 0.3 | $690k | -2% | 6.6k | 104.08 | |
Newmont Mining Corporation (NEM) | 0.3 | $685k | 15k | 47.20 | ||
Freeport-mcmoran CL B (FCX) | 0.3 | $591k | +3% | 16k | 38.00 | |
Imperial Oil Com New (IMO) | 0.3 | $581k | NEW | 12k | 49.06 | |
Fresh Del Monte Produce Ord (FDP) | 0.3 | $532k | 20k | 26.19 | ||
Boeing Company (BA) | 0.2 | $474k | +13% | 2.5k | 190.49 | |
Emerson Electric (EMR) | 0.2 | $465k | 4.8k | 96.06 | ||
Proshares Tr Ii Ultrashrt Euro (EUO) | 0.2 | $442k | NEW | 15k | 29.45 | |
Rockwell Automation (ROK) | 0.2 | $436k | NEW | 1.7k | 257.57 | |
Corteva (CTVA) | 0.2 | $432k | 7.4k | 58.78 | ||
Barrick Gold Corp (GOLD) | 0.2 | $361k | -7% | 21k | 17.18 | |
Tesla Motors (TSLA) | 0.2 | $357k | 2.9k | 123.18 | ||
Walt Disney Company (DIS) | 0.2 | $346k | 4.0k | 86.88 | ||
Pepsi (PEP) | 0.2 | $345k | 1.9k | 181.81 | ||
Spdr Gold Tr Gold Shs (GLD) | 0.1 | $299k | NEW | 1.8k | 169.64 | |
PerkinElmer (PKI) | 0.1 | $295k | 2.1k | 140.22 | ||
Haleon Spon Ads (HLN) | 0.1 | $294k | 37k | 8.00 | ||
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $293k | -9% | 949.00 | 308.90 | |
International Business Machines (IBM) | 0.1 | $290k | -56% | 2.1k | 140.89 | |
Mosaic (MOS) | 0.1 | $286k | -36% | 6.5k | 43.87 | |
J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $274k | NEW | 5.0k | 55.06 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $271k | NEW | 2.0k | 134.10 | |
Xylem (XYL) | 0.1 | $259k | -11% | 2.3k | 110.57 | |
Intel Corporation (INTC) | 0.1 | $254k | -10% | 9.6k | 26.43 | |
Visa Com Cl A (V) | 0.1 | $251k | -3% | 1.2k | 207.76 | |
Lumen Technologies (LUMN) | 0.1 | $230k | 44k | 5.22 | ||
Coca-Cola Company (KO) | 0.1 | $223k | NEW | 3.5k | 63.61 | |
Global X Fds Nasdaq 100 Cover (QYLD) | 0.1 | $222k | NEW | 14k | 16.07 | |
Home Depot (HD) | 0.1 | $205k | NEW | 650.00 | 315.86 | |
ConocoPhillips (COP) | 0.1 | $202k | NEW | 1.7k | 118.70 | |
Duke Energy Corp Com New (DUK) | 0.1 | $201k | NEW | 2.0k | 102.99 | |
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $194k | NEW | 5.0k | 38.71 | |
Stmicroelectronics N V Ny Registry (STM) | 0.1 | $191k | NEW | 5.4k | 35.57 | |
Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) | 0.1 | $170k | NEW | 3.4k | 50.21 | |
Brookfield Infrastructure Com Sb Vtg Shs A (BIPC) | 0.1 | $169k | NEW | 4.4k | 38.90 | |
Compass Minerals International (CMP) | 0.1 | $168k | NEW | 4.1k | 41.00 | |
National Fuel Gas (NFG) | 0.1 | $165k | NEW | 2.6k | 63.61 | |
Southern Company (SO) | 0.1 | $161k | NEW | 2.3k | 71.41 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $161k | NEW | 419.00 | 384.21 | |
Eli Lilly & Co. (LLY) | 0.1 | $157k | NEW | 430.00 | 365.84 | |
Ecolab (ECL) | 0.1 | $153k | -84% | 1.0k | 148.42 | |
Goldman Sachs (GS) | 0.1 | $137k | NEW | 400.00 | 343.38 | |
Cisco Systems (CSCO) | 0.1 | $127k | NEW | 2.7k | 47.65 | |
Main Street Capital Corporation (MAIN) | 0.1 | $106k | NEW | 2.9k | 36.95 | |
Yamana Gold (AUY) | 0.1 | $104k | NEW | 19k | 5.58 | |
B&G Foods (BGS) | 0.1 | $102k | NEW | 9.0k | 11.34 | |
Us Bancorp Del Com New (USB) | 0.0 | $97k | NEW | 2.2k | 44.09 | |
Netflix (NFLX) | 0.0 | $89k | NEW | 300.00 | 294.88 | |
Cme (CME) | 0.0 | $86k | NEW | 500.00 | 172.66 | |
Consolidated Edison (ED) | 0.0 | $70k | NEW | 730.00 | 95.31 | |
Baxter International (BAX) | 0.0 | $66k | NEW | 1.3k | 51.26 | |
Bk Of America Corp 7.25%CNV PFD L (BAC.PL) | 0.0 | $65k | NEW | 55.00 | 1178.13 | |
Advanced Micro Devices (AMD) | 0.0 | $65k | NEW | 1.0k | 64.77 | |
Deere & Company (DE) | 0.0 | $65k | NEW | 150.00 | 429.96 | |
Texas Instruments Incorporated (TXN) | 0.0 | $60k | NEW | 365.00 | 165.22 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $60k | NEW | 800.00 | 74.94 | |
Pan American Silver Corp Can (PAAS) | 0.0 | $51k | NEW | 3.1k | 16.34 | |
Marathon Petroleum Corp (MPC) | 0.0 | $47k | NEW | 400.00 | 116.39 | |
Union Pacific Corporation (UNP) | 0.0 | $44k | NEW | 210.00 | 207.07 | |
Enterprise Products Partners (EPD) | 0.0 | $43k | NEW | 1.8k | 24.12 | |
Caterpillar (CAT) | 0.0 | $43k | NEW | 180.00 | 239.56 | |
Essential Utils (WTRG) | 0.0 | $43k | NEW | 900.00 | 47.73 | |
Airbnb Com Cl A (ABNB) | 0.0 | $37k | NEW | 430.00 | 85.50 | |
NVIDIA Corporation (NVDA) | 0.0 | $37k | NEW | 250.00 | 146.14 | |
BP Sponsored Adr (BP) | 0.0 | $35k | NEW | 1.0k | 34.93 | |
American Express Company (AXP) | 0.0 | $30k | NEW | 200.00 | 147.75 | |
Meta Platforms Cl A (META) | 0.0 | $27k | NEW | 228.00 | 120.34 | |
Danaher Corporation (DHR) | 0.0 | $27k | NEW | 100.00 | 265.67 | |
Yum! Brands (YUM) | 0.0 | $27k | NEW | 207.00 | 128.08 | |
UnitedHealth (UNH) | 0.0 | $27k | NEW | 50.00 | 530.18 | |
Morgan Stanley Com New (MS) | 0.0 | $26k | NEW | 300.00 | 85.02 | |
Southwest Gas Corporation (SWX) | 0.0 | $24k | NEW | 385.00 | 61.88 | |
Bank of America Corporation (BAC) | 0.0 | $23k | NEW | 700.00 | 33.12 | |
Smucker J M Com New (SJM) | 0.0 | $21k | NEW | 130.00 | 158.46 | |
Unilever Spon Adr New (UL) | 0.0 | $20k | NEW | 400.00 | 50.35 | |
Kinder Morgan (KMI) | 0.0 | $18k | NEW | 1.0k | 18.08 | |
Textron (TXT) | 0.0 | $15k | NEW | 210.00 | 70.82 | |
Dominion Resources (D) | 0.0 | $13k | NEW | 213.00 | 61.26 | |
Abbvie (ABBV) | 0.0 | $13k | NEW | 80.00 | 161.61 | |
Everest Re Group (RE) | 0.0 | $12k | NEW | 35.00 | 331.26 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $12k | NEW | 153.00 | 75.45 | |
Prime Medicine | 0.0 | $11k | NEW | 600.00 | 18.58 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $9.8k | NEW | 218.00 | 45.12 | |
Comcast Corp Cl A (CMCSA) | 0.0 | $9.6k | NEW | 274.00 | 34.97 | |
Archer Daniels Midland Company (ADM) | 0.0 | $9.3k | NEW | 100.00 | 92.85 | |
Rivian Automotive Com Cl A (RIVN) | 0.0 | $9.2k | NEW | 500.00 | 18.43 | |
Wells Fargo & Company (WFC) | 0.0 | $6.0k | NEW | 145.00 | 41.29 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $5.3k | NEW | 20.00 | 266.85 | |
Kyndryl Hldgs Common Stock (KD) | 0.0 | $4.2k | NEW | 380.00 | 11.12 | |
Coherent Corp (COHR) | 0.0 | $4.2k | NEW | 120.00 | 35.10 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $3.4k | NEW | 10.00 | 336.50 | |
Bristol Myers Squibb (BMY) | 0.0 | $2.5k | NEW | 35.00 | 71.94 | |
Uranium Energy (UEC) | 0.0 | $2.0k | NEW | 520.00 | 3.88 | |
General Electric Com New (GE) | 0.0 | $1.5k | NEW | 18.00 | 83.89 | |
Warner Bros Discovery Com Ser A (WBD) | 0.0 | $1.5k | NEW | 159.00 | 9.48 | |
Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) | 0.0 | $495.000000 | NEW | 12.00 | 41.25 | |
Halyard Health (AVNS) | 0.0 | $135.000000 | NEW | 5.00 | 27.00 |
Past Filings by Chelsea Counsel
SEC 13F filings are viewable for Chelsea Counsel going back to 2010
- Chelsea Counsel 2022 Q4 filed Feb. 23, 2023
- Chelsea Counsel 2022 Q3 filed Oct. 31, 2022
- Chelsea Counsel 2022 Q2 filed Aug. 1, 2022
- Chelsea Counsel 2022 Q1 filed May 24, 2022
- Chelsea Counsel 2021 Q4 filed May 23, 2022
- Chelsea Counsel 2020 Q2 filed May 6, 2022
- Chelsea Counsel 2020 Q3 filed May 6, 2022
- Chelsea Counsel 2020 Q4 filed March 8, 2022
- Chelsea Counsel 2021 Q1 filed Feb. 10, 2022
- Chelsea Counsel 2021 Q2 filed Feb. 10, 2022
- Chelsea Counsel 2021 Q3 filed Feb. 10, 2022
- Chelsea Counsel 2020 Q1 filed June 12, 2020
- Chelsea Counsel 2019 Q3 restated filed March 27, 2020
- Chelsea Counsel 2019 Q3 filed March 23, 2020
- Chelsea Counsel 2019 Q4 filed March 23, 2020
- Chelsea Counsel 2019 Q1 filed Dec. 9, 2019