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Home > Institutional Investor > Chelsea Counsel Co > Profile

Instuitional Investor - Chelsea Counsel Co

Fund Profile
Filing Period:
Fund Name: Chelsea Counsel Co
Portfolio Value $183,962,625
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 91,476 $20,319,646 11.05%
2.
Microsoft Corp
 MSFT 23,880 $8,964,126 4.87%
3.
Costco Wholesale Corp W
 COST 8,440 $7,982,384 4.34%
4.
Vanguard Whitehall Funds
 61,800 $7,969,728 4.33%
5.
Alphabet Inc.
 GOOGL 49,590 $7,747,446 4.21%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)