Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CHASE INVESTMENT COUNSEL CORP (CIK 19475) reported $380.9M across 149 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOGL ($17.1M, 4.49%), NVDA ($15.9M, 4.17%), VRT ($13.5M, 3.55%), FTI ($13.1M, 3.44%), BK ($10.2M, 2.69%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $17.1M | 4.49% | 59,416 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $15.9M | 4.17% | 91,160 | Trimmed |
| 3 | VRT | VERTIV HOLDINGS CO | $13.5M | 3.55% | 53,910 | Trimmed |
| 4 | FTI | TECHNIPFMC PLC | $13.1M | 3.44% | 189,369 | Added |
| 5 | BK | BANK NEW YORK MELLON CORP | $10.2M | 2.69% | 86,329 | Added |
| 6 | MTZ | MASTEC INC | $10.2M | 2.68% | 31,684 | Added |
| 7 | CRS | CARPENTER TECHNOLOGY CORP | $10.1M | 2.66% | 25,735 | Added |
| 8 | HWM | HOWMET AEROSPACE INC | $10.0M | 2.64% | 43,582 | Added |
| 9 | GS | GOLDMAN SACHS GROUP INC | $9.8M | 2.58% | 11,615 | Added |
| 10 | CLS | CELESTICA INC | $9.8M | 2.57% | 34,768 | Trimmed |
| 11 | EBAY | EBAY INC. | $9.1M | 2.39% | 100,002 | Added |
| 12 | TWLO | TWILIO INC | $8.5M | 2.22% | 67,174 | New |
| 13 | LFUS | LITTELFUSE INC | $8.3M | 2.19% | 24,572 | New |
| 14 | BTSG | BRIGHTSPRING HEALTH SERVICES INC | $8.3M | 2.17% | 193,760 | New |
| 15 | AEM | AGNICO EAGLE MINES LTD | $8.2M | 2.16% | 40,582 | Trimmed |
| 16 | AVGO | BROADCOM INC | $8.1M | 2.14% | 26,312 | Trimmed |
| 17 | NFG | NATIONAL FUEL GAS CO | $7.3M | 1.92% | 77,935 | Added |
| 18 | AMZN | AMAZON COM INC | $6.7M | 1.75% | 31,987 | Trimmed |
| 19 | ABBV | ABBVIE INC | $6.7M | 1.75% | 30,581 | Trimmed |
| 20 | DELL | DELL TECHNOLOGIES INC | $6.5M | 1.71% | 39,763 | New |
| 21 | CWAN | CLEARWATER ANALYTICS HLDGS I | $5.9M | 1.54% | 248,690 | Added |
| 22 | AMD | ADVANCED MICRO DEVICES INC | $5.8M | 1.53% | 28,739 | Trimmed |
| 23 | HII | HUNTINGTON INGALLS INDS INC | $5.5M | 1.46% | 14,601 | Added |
| 24 | STT | STATE STR CORP | $5.6M | 1.46% | 43,897 | Added |
| 25 | MCK | MCKESSON CORP | $5.5M | 1.45% | 6,391 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31