CHELSEA COUNSEL CO

Q4 2025 13F-HR Holdings

Location
Woodland Hills, CA
Holdings as of
12/31/2025
Date filed
2/24/2026
Form type
13F-HR
Num holdings
238
Total value ($000)
$232,844
Net value change ($000)
+7,647 (3.4%)
New positions
6
Sold out positions
10
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 2,362 20.3%
SLV 1,852 52.0%
SQQQ 1,609 NEW
GOOGL 1,562 14.8%
AAPL 1,353 5.8%
SDS 578 NEW
XOM 526 7.1%
GDXJ 520 14.9%
TMO 499 19.0%
AMGN 469 15.2%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -772 -7.0%
PROSHARES TRUST -631 -100.0%
PROSHARES TRUST -609 -100.0%
HON -578 -8.6%
SNY -556 -85.7%
COST -517 -6.7%
SOLV -490 -75.4%
PRME -365 -31.7%
APD -316 -40.9%
KMB -311 -19.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type