Chase-Investment-Counsel

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-12
Total Holdings
122
Total Value
272945
Accession Number
0000019475-25-000005
Form Type
13F-HR
Manager Name
Chase-Investment-Counsel
Data Enrichment
99% identified
121 identified1 unidentified

Holdings

122 positions • $272.9K total value
Manager:
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Page 7 of 7
Alphabet Inc.
Shares:1.4K
Value:$211.0K
% of Portfolio:77.3% ($211.0K/$272.9K)
BRISTOL MYERS SQUIBB CO
Shares:3.4K
Value:$209.0K
% of Portfolio:76.6% ($209.0K/$272.9K)