Chase Investment Counsel Corp Q2 2026 Portfolio Activity: Significant Purchases and Sales Observed
Chase Investment Counsel Corp's portfolio reached a total value of $468,327 as of June 30th. This period saw substantial buying activity in major tech names like Apple (AAPL) and significant changes across various sectors including Industrials and Financial Services.
As of Chase Investment Counsel Corp's latest filing dated June 30th, 2026, the investment firm's portfolio has undergone notable changes during this quarter. The total portfolio value stands at $468,327.
The most striking activity involves new positions and significant increases in existing holdings:
- Technology Sector: Apple (AAPL) saw a massive 800.11% increase in its share count during the quarter, making it one of the largest new purchases (significant buy). Other Technology buys include DocuSign (DOCU), Urban Outfitters (URBN), and Everpure Inc. (PSTG).
- Financial Services Sector: The firm significantly increased its position in WisdomTree (WT) by adding a new holding, and also bolstered holdings of Principal Financial Group Inc. (PFG). Bank of NY Mellon Corp. (BK) also saw substantial growth (significant buy).
- Vertiv Holdings Co. (VRT) experienced a moderate decrease in its portfolio allocation (-3.34%), while Agnico Eagle Mines Ltd. (AEM) was completely sold out (-100% change, -25.17%).
In the Technology sector specifically, besides the large purchase of Apple and the new positions in DocuSign, Urban Outfitters, Everpure Inc., and Cognizant Technology Solutions (CTSH), there were also substantial increases in holdings of Micron Technology (MU) (+17.85%) and NVIDIA Corp. (NVDA) (+5.27%).
The overall portfolio shows a high level of turnover, with 100 positions changing significantly this quarter according to the filing data.