CHELSEA COUNSEL CO
Sector Allocation
- Technology29.7%$70.1M
- Industrials14.2%$33.6M
- Materials13.5%$31.8M
- Energy11.6%$27.3M
- Healthcare8.0%$19.0M
- Other7.0%$16.5M
- Consumer Staples5.7%$13.5M
- Financials5.2%$12.2M
- Utilities3.3%$7.9M
- Consumer Discretionary1.2%$2.9M
AUM History
13fpro.ai/research/fund/chelsea-counsel-co-1276755
Conviction and streaks
Concentrating · top 10 = 49.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
AAPL
$23.0MGLW
$15.6MGOOG
$13.6MGOOGL
$12.0MPWR
$11.0M- VANGUARD$9.7M
XOM.R34088
$9.0MAEM
$8.2MCOST
$7.4MMSFT
$6.4MCVX
$5.5MJNJ
$4.5MSLV
$4.5MRTX
$3.7MGE
$3.5M- VANECK$3.5M
MMM
$3.4MAB
$3.4MAMGN
$3.2MLHX
$3.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/chelsea-counsel-co-1276755
CHELSEA COUNSEL CO 13F holdings — Q2 2026
$236.1M portfolio (+1.4% QoQ) · 232 holdings · Q2 2026 13F · top 10 are 49% of the stock portfolio
$23.0M
9.7% of stocks
-12%This quarter+13.8%Since filed5+ qtrsHeld$15.6M
6.6% of stocks
-16%This quarter-23.7%Since filed5+ qtrsHeld$13.6M
5.8% of stocks
-13%This quarter-8.2%Since filed5+ qtrsHeld$12.0M
5.1% of stocks
-13%This quarter-8.2%Since filed5+ qtrsHeld$11.0M
4.7% of stocks
-14%This quarter-16.8%Since filed5+ qtrsHeld- 6
VANGUARD WHITEHALL FDS - HIGH DIV YLD
$9.7M
4.1% of stocks
No changeThis quarter—Since filed—HeldAIQuality—Est. buy— $9.0M
3.8% of stocks
-0.9%This quarter—Since filed5+ qtrsHeld$8.2M
3.5% of stocks
-20%This quarter-5.1%Since filed5+ qtrsHeld$7.4M
3.1% of stocks
-5%This quarter+5.8%Since filed5+ qtrsHeld$6.4M
2.7% of stocks
-19%This quarter+8.2%Since filed5+ qtrsHeld
All holdings — CHELSEA COUNSEL CO (Q2 2026)
232 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | CHEVRON CORP | Energy | $5.5M | 2.4% | 33K | -6% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | JOHNSON & JOHNSON | Healthcare | $4.5M | 1.9% | 18K | -17% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | iShares Silver Trustetf/fund | Financials | $4.5M | 1.9% | 84K | — | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | RTX Corp | Industrials | $3.7M | 1.6% | 19K | -16% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | GENERAL ELECTRIC CO | Industrials | $3.5M | 1.5% | 9,440 | — | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | VANECK ETF TRUST - JUNIOR GOLD MINEetf/fund | — | $3.5M | 1.5% | 35K | — | — | — | 13F |
| 17 | 3M CO | Healthcare | $3.4M | 1.4% | 21K | -13% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | ALLIANCEBERNSTEIN HOLDING L.P.lp unit | Financials | $3.4M | 1.4% | 95K | -0.1% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | AMGEN INC | Healthcare | $3.2M | 1.4% | 8,954 | -18% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $3.2M | 1.3% | 11K | -13% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | HONEYWELL INTERNATIONAL INC | Industrials | $3.1M | 1.3% | 14K | -57% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | NVIDIA CORP | Technology | $3.0M | 1.3% | 15K | -15% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Honeywell Aerospace Inc. | Industrials | $3.0M | 1.3% | 14K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | PROCTER & GAMBLE Co | Consumer Staples | $2.9M | 1.2% | 20K | -0.9% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | TC ENERGY CORP | Energy | $2.9M | 1.2% | 43K | — | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $HXL | HEXCEL CORP /DE/ | Materials | $2.7M | 1.1% | 27K | -18% | |||
| 27 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $2.5M | 1.1% | 5,000 | -7% | |||
| 28 | $FLNG | Flex LNG Ltd. | Industrials | $2.5M | 1.1% | 89K | -0.8% | |||
| 29 | $AMZN | AMAZON COM INC | Consumer Discretionary | $2.4M | 1.0% | 9,996 | -6% | |||
| 30 | $EMR | EMERSON ELECTRIC CO | Industrials | $2.2M | 0.9% | 15K | -3% | |||
| 31 | $AWK | American Water Works Company, Inc. | Utilities | $1.8M | 0.8% | 14K | -6% | |||
| 32 | $ET | Energy Transfer LP | Energy | $1.8M | 0.8% | 94K | — | |||
| 33 | $LRCX | LAM RESEARCH CORP | Technology | $1.8M | 0.8% | 4,135 | +3% | |||
| 34 | $PRME | Prime Medicine, Inc. | Healthcare | $1.7M | 0.7% | 449K | +98% | |||
| 35 | $APLD | Applied Digital Corp. | Technology | $1.6M | 0.7% | 42K | -13% | |||
| 36 | $BIP | Brookfield Infrastructure Partners L.P. | Industrials | $1.4M | 0.6% | 39K | — | |||
| 37 | $ABT | ABBOTT LABORATORIES | Healthcare | $1.4M | 0.6% | 16K | -26% | |||
| 38 | $KMB | KIMBERLY CLARK CORP | Materials | $1.4M | 0.6% | 13K | -1% | |||
| 39 | $MPLX | MPLX LP | Energy | $1.4M | 0.6% | 25K | — | |||
| 40 | $PPL | PPL Corp | Utilities | $1.4M | 0.6% | 38K | — | |||
| 41 | $IMO | IMPERIAL OIL LTD | Energy | $1.3M | 0.6% | 12K | — | |||
| 42 | $FCX | FREEPORT-MCMORAN INC | Materials | $1.3M | 0.5% | 20K | +123% | |||
| 43 | $COP | CONOCOPHILLIPS | Energy | $1.2M | 0.5% | 12K | +3% | |||
| 44 | $QCOM | QUALCOMM INC/DE | Technology | $1.2M | 0.5% | 6,518 | +12% | |||
| 45 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $1.1M | 0.5% | 20K | — | |||
| 46 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $1.1M | 0.5% | 15K | -8% | |||
| 47 | $NEM | NEWMONT Corp /DE/ | Materials | $1.1M | 0.5% | 11K | -37% | |||
| 48 | $DVN | DEVON ENERGY CORP/DE | Energy | $1.0M | 0.4% | 25K | +4926% | |||
| 49 | $WEC | WEC ENERGY GROUP, INC. | Utilities | $1.0M | 0.4% | 8,672 | — | |||
| 50 | $HSBC | HSBC HOLDINGS PLC | Financials | $960K | 0.4% | 10K | — | |||
| 51 | — | PROSHARES TR - ULTRAPRO SHORT | — | $853K | 0.4% | 23K | — | |||
| 52 | $GD | GENERAL DYNAMICS CORP | Industrials | $806K | 0.3% | 2,275 | — | |||
| 53 | $POR | PORTLAND GENERAL ELECTRIC CO /OR/ | Utilities | $801K | 0.3% | 15K | — | |||
| 54 | $PYPL | PayPal Holdings, Inc. | Financials | $780K | 0.3% | 18K | -21% | |||
| 55 | — | PROSHARES TR II - ULTRASHRT EURO | — | $761K | 0.3% | 25K | — | |||
| 56 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $670K | 0.3% | 1,315 | -1% | |||
| 57 | — | ISHARES TR - ISHARES BIOTECH | — | $666K | 0.3% | 3,500 | -8% | |||
| 58 | $OII | OCEANEERING INTERNATIONAL INC | Energy | $663K | 0.3% | 16K | New | |||
| 59 | $ABNB | Airbnb, Inc. | Technology | $604K | 0.3% | 4,221 | -22% | |||
| 60 | $AES | AES CORP | Utilities | $601K | 0.3% | 41K | New | |||
| 61 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $578K | 0.2% | 2,057 | — | |||
| 62 | $CTVA | Corteva, Inc. | Consumer Staples | $572K | 0.2% | 6,750 | — | |||
| 63 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $558K | 0.2% | 7,512 | — | |||
| 64 | $PNW | PINNACLE WEST CAPITAL CORP | Utilities | $542K | 0.2% | 5,064 | +6% | |||
| 65 | $APD | Air Products & Chemicals, Inc. | Materials | $525K | 0.2% | 1,790 | -3% | |||
| 66 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $504K | 0.2% | 5,500 | — | |||
| 67 | $GSK | GSK plc | Healthcare | $495K | 0.2% | 9,360 | — | |||
| 68 | $NLY | ANNALY CAPITAL MANAGEMENT INC | Real Estate | $485K | 0.2% | 21K | New | |||
| 69 | $PFE | PFIZER INC | Healthcare | $482K | 0.2% | 20K | New | |||
| 70 | $DUK | Duke Energy CORP | Utilities | $481K | 0.2% | 3,801 | +36% | |||
| 71 | — | PROSHARES TR - ULTRASHRT S&P500 | — | $480K | 0.2% | 8,434 | — | |||
| 72 | $ROK | ROCKWELL AUTOMATION, INC | Industrials | $456K | 0.2% | 922 | — | |||
| 73 | $JPM | JPMORGAN CHASE & CO | Financials | $456K | 0.2% | 1,392 | — | |||
| 74 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $425K | 0.2% | 849 | — | |||
| 75 | $LLY | ELI LILLY & Co | Healthcare | $421K | 0.2% | 351 | -8% | |||
| 76 | $PAAS | PAN AMERICAN SILVER CORP | Materials | $392K | 0.2% | 8,755 | — | |||
| 77 | $PSX | Phillips 66 | Energy | $386K | 0.2% | 2,285 | — | |||
| 78 | $EBAY | EBAY INC | Consumer Discretionary | $379K | 0.2% | 3,395 | — | |||
| 79 | $GLD | SPDR GOLD TRUST | Financials | $368K | 0.2% | 1,000 | -38% | |||
| 80 | $MRK | Merck & Co., Inc. | Healthcare | $367K | 0.2% | 2,840 | -13% | |||
| 81 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $362K | 0.1% | 8,561 | -6% | |||
| 82 | $LMT | LOCKHEED MARTIN CORP | Industrials | $362K | 0.1% | 710 | -3% | |||
| 83 | $LDOS | Leidos Holdings, Inc. | Technology | $360K | 0.1% | 3,500 | — | |||
| 84 | $BA | BOEING CO | Industrials | $359K | 0.1% | 1,660 | — | |||
| 85 | $KMI | KINDER MORGAN, INC. | Energy | $359K | 0.1% | 11K | -33% | |||
| 86 | $KVUE | Kenvue Inc. | Consumer Staples | $322K | 0.1% | 17K | -5% | |||
| 87 | $CACI | CACI INTERNATIONAL INC /DE/ | Technology | $322K | 0.1% | 695 | — | |||
| 88 | $SOBO | South Bow Corp | Energy | $308K | 0.1% | 8,630 | — | |||
| 89 | $NEE | NEXTERA ENERGY INC | Utilities | $284K | 0.1% | 3,240 | -34% | |||
| 90 | $KO | COCA COLA CO | Consumer Staples | $283K | 0.1% | 3,457 | — | |||
| 91 | $MU | MICRON TECHNOLOGY INC | Technology | $271K | 0.1% | 235 | — | |||
| 92 | $FNV | FRANCO NEVADA Corp | Materials | $271K | 0.1% | 1,300 | -31% | |||
| 93 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $259K | 0.1% | 1,895 | +57% | |||
| 94 | $CSCO | CISCO SYSTEMS, INC. | Technology | $257K | 0.1% | 2,188 | — | |||
| 95 | $KD | Kyndryl Holdings, Inc. | Technology | $251K | 0.1% | 22K | New | |||
| 96 | $SO | SOUTHERN CO | Utilities | $250K | 0.1% | 2,614 | -5% | |||
| 97 | $XYL | Xylem Inc. | Industrials | $232K | 0.1% | 1,960 | -6% | |||
| 98 | $NHI | NATIONAL HEALTH INVESTORS INC | Real Estate | $232K | 0.1% | 3,000 | — | |||
| 99 | $AVA | AVISTA CORP | Utilities | $229K | 0.1% | 5,600 | — | |||
| 100 | $SPY | SPDR S&P 500 ETF TRUST | — | $221K | 0.1% | 295 | -3% | |||
| 101 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $215K | 0.1% | 450 | — | |||
| 102 | $CAT | CATERPILLAR INC | Industrials | $213K | 0.1% | 200 | — | |||
| 103 | $PEP | PEPSICO INC | Consumer Staples | $210K | 0.1% | 1,550 | — | |||
| 104 | $DIS | Walt Disney Co | Communication Services | $199K | 0.1% | 2,050 | -24% | |||
| 105 | $CSX | CSX CORP | Industrials | $195K | 0.1% | 4,100 | — | |||
| 106 | $EOG | EOG RESOURCES INC | Energy | $190K | 0.1% | 1,465 | -66% | |||
| 107 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $174K | 0.1% | 240 | — | |||
| 108 | $BIPC | Brookfield Infrastructure Corp | Energy | $167K | 0.1% | 4,350 | — | |||
| 109 | $OKE | ONEOK INC /NEW/ | Energy | $164K | 0.1% | 1,885 | — | |||
| 110 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $157K | 0.1% | 228 | — | |||
| 111 | $EME | EMCOR Group, Inc. | Industrials | $124K | 0.1% | 150 | — | |||
| 112 | $SHEL | Shell plc | Energy | $117K | 0.1% | 1,512 | -70% | |||
| 113 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $116K | 0.1% | 200 | +167% | |||
| 114 | $PLTR | Palantir Technologies Inc. | Technology | $110K | 0.1% | 946 | — | |||
| 115 | $TXN | TEXAS INSTRUMENTS INC | Technology | $109K | 0.1% | 365 | — | |||
| 116 | $SFL | SFL Corp Ltd. | Industrials | $102K | 0.0% | 10K | — | |||
| 117 | $SOLS | Solstice Advanced Materials Inc. | Healthcare | $100K | 0.0% | 1,124 | — | |||
| 118 | $KLAC | KLA CORP | Technology | $100K | 0.0% | 330 | +900% | |||
| 119 | $DE | DEERE & CO | Industrials | $95K | 0.0% | 150 | — | |||
| 120 | $NTR | Nutrien Ltd. | Materials | $95K | 0.0% | 1,500 | -1% | |||
| 121 | $ETN | Eaton Corp plc | Industrials | $94K | 0.0% | 220 | — | |||
| 122 | $ENIC | Enel Chile S.A. | Utilities | $90K | 0.0% | 20K | — | |||
| 123 | $NXPI | NXP Semiconductors N.V. | Technology | $85K | 0.0% | 300 | — | |||
| 124 | $SNY | Sanofi | Healthcare | $79K | 0.0% | 1,845 | -3% | |||
| 125 | $B | BARRICK MINING CORP | Materials | $78K | 0.0% | 2,110 | -93% | |||
| 126 | $GS | GOLDMAN SACHS GROUP INC | Financials | $76K | 0.0% | 75 | — | |||
| 127 | $MCK | MCKESSON CORP | Consumer Staples | $76K | 0.0% | 100 | — | |||
| 128 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $75K | 0.0% | 150 | — | |||
| 129 | $FSM | FORTUNA MINING CORP. | Materials | $73K | 0.0% | 8,680 | — | |||
| 130 | $SOLV | Solventum Corp | Healthcare | $69K | 0.0% | 891 | -56% | |||
| 131 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $67K | 0.0% | 91 | — | |||
| 132 | $HL | HECLA MINING CO/DE/ | Materials | $67K | 0.0% | 4,320 | New | |||
| 133 | $ECL | ECOLAB INC. | Materials | $64K | 0.0% | 230 | -71% | |||
| 134 | $ORCL | ORACLE CORP | Technology | $60K | 0.0% | 406 | — | |||
| 135 | $ED | CONSOLIDATED EDISON INC | Utilities | $55K | 0.0% | 500 | — | |||
| 136 | $PM | Philip Morris International Inc. | Consumer Staples | $55K | 0.0% | 300 | — | |||
| 137 | $AVGO | Broadcom Inc. | Technology | $53K | 0.0% | 140 | — | |||
| 138 | $AXP | AMERICAN EXPRESS CO | Financials | $51K | 0.0% | 150 | -25% | |||
| 139 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | Financials | $50K | 0.0% | 300 | — | |||
| 140 | $TSLA | Tesla, Inc. | Consumer Discretionary | $45K | 0.0% | 107 | — | |||
| 141 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $44K | 0.0% | 1,200 | — | |||
| 142 | $MDT | Medtronic plc | Healthcare | $39K | 0.0% | 500 | — | |||
| 143 | $BP | BP PLC | Energy | $37K | 0.0% | 1,000 | — | |||
| 144 | $NFG | NATIONAL FUEL GAS CO | Energy | $35K | 0.0% | 450 | — | |||
| 145 | $WTRG | Essential Utilities, Inc. | Utilities | $34K | 0.0% | 900 | — | |||
| 146 | $MCD | MCDONALDS CORP | Consumer Discretionary | $34K | 0.0% | 125 | — | |||
| 147 | $GIS | GENERAL MILLS INC | Consumer Staples | $31K | 0.0% | 900 | — | |||
| 148 | $UNP | UNION PACIFIC CORP | Industrials | $30K | 0.0% | 110 | — | |||
| 149 | $ABBV | AbbVie Inc. | Healthcare | $29K | 0.0% | 114 | — | |||
| 150 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $29K | 0.0% | 280 | — |
What changed in Q2 2026
Against the previous quarter's 13F: 15 new, 13 added to, 63 trimmed, 19 sold out. Share-count changes; largest moves by dollar size first.
New positions (15)
$HONAHoneywell Aerospace Inc.$3.0M
first bought this quarter
$OIIOCEANEERING INTERNATIONAL INC$663K
first bought this quarter
$AESAES CORP$601K
first bought this quarter
$NLYANNALY CAPITAL MANAGEMENT INC$485K
first bought this quarter
$PFEPFIZER INC$482K
first bought this quarter
$HLHECLA MINING CO/DE/$67K
first bought this quarter
+9 more in the Excel export
Added to (13)
$DVNDEVON ENERGY CORP/DE+4926%
now $1.0M · held 5+ qtrs
$PRMEPrime Medicine, Inc.+98%
now $1.7M · held 5+ qtrs
$FCXFREEPORT-MCMORAN INC+123%
now $1.3M · held 5+ qtrs
$QCOMQUALCOMM INC/DE+12%
now $1.2M · held 5+ qtrs
$DUKDuke Energy CORP+36%
now $481K · held 5+ qtrs
$AEPAMERICAN ELECTRIC POWER CO INC+57%
now $259K · held 5+ qtrs
+7 more in the Excel export
Trimmed (63)
$HONHONEYWELL INTERNATIONAL INC-57%
now $3.1M · held 5+ qtrs
now $23.0M · held 5+ qtrs
now $15.6M · held 5+ qtrs
now $13.6M · held 5+ qtrs
now $8.2M · held 5+ qtrs
now $12.0M · held 5+ qtrs
+57 more in the Excel export
Holdings by quarter
Every 13F CHELSEA COUNSEL CO has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow CHELSEA COUNSEL?
Q2 2026 13F filed with the SEC on Aug 12, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of CHELSEA COUNSEL's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-2.9%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 6% over the last 4
Top 10 weight
49%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
CHELSEA COUNSEL CO disclosed 232 positions worth $236.1M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 9.7% of the equity portfolio, followed by $GLW and $GOOG. During the quarter the fund opened 15 new positions and exited 19 — including a new stake in $HONA and a full exit from $CTRA. The portfolio is most concentrated in Technology (29.7% of disclosed assets). All figures are sourced directly from CHELSEA COUNSEL CO’s Form 13F-HR filing with the SEC under CIK 1276755.
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AI-Powered Hedge Fund Analysis: CHELSEA COUNSEL CO
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Every holding in CHELSEA COUNSEL CO's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.