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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 $188,519,277
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 114,001 $21,948,524 11.64%
2.
Vanguard Whitehall Funds
 87,650 $9,784,370 5.19%
3.
Microsoft Corp
 MSFT 25,338 $9,527,950 5.05%
4.
Alphabet Inc.
 GOOGL 57,080 $8,044,285 4.26%
5.
Honeywell International Inc
 - 36,072 $7,564,730 4.01%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)