Fred J Ruopp jr
@Chelsea Counsel Co
Latest period2024 - Q3ReportedManaged Assets$202.925MTotal holdings199
Assets growth rate15.06%Assets growth rate (2-Q avg)4.31%Continuous growth in asset value1 quarters
Portfolio positions
This chart displays the top 10 holdings in Chelsea Counsel Co's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 199 positions.
Assets under management
The assets under management (AUM) of Chelsea Counsel Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 202.925M in assets, with a quarterly growth rate of 15.06% and a 2-quarter average growth rate of 4.31%. The portfolio is managed by Fred J Ruopp jr, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
XOMExxon Mobil Corp
| 3.64% | $7.381M 62,967 shares@ $117.23 avg price | Increased 2.46% |
CVXChevron Corp New
| 3.03% | $6.136M 41,662 shares@ $147.28 avg price | Increased 0.13% |
AEMAgnico Eagle Mines Ltd
| 2.92% | $5.912M 73,384 shares@ $80.56 avg price | Increased 112.17% |
PGProcter And Gamble Co
| 1.74% | $3.52M 20,326 shares@ $173.21 avg price | Increased 0.1% |
ABTAbbott Labs
| 1.23% | $2.487M 21,811 shares@ $114.01 avg price | Increased 0.12% |
PYPLPaypal Hldgs Inc
| 1.18% | $2.386M 30,573 shares@ $78.04 avg price | Increased 5.12% |
KMBKimberly-clark Corp
| 0.92% | $1.847M 12,870 shares@ $143.5 avg price | Increased 2.39% |
GEGe Aerospace
| 0.88% | $1.783M 9,440 shares@ $188.87 avg price | Increased 23500% |
EMREmerson Elec Co
| 0.78% | $1.576M 14,413 shares@ $109.38 avg price | Increased 270.23% |
FLNGFlex Lng Ltd
| 0.76% | $1.535M 60,350 shares@ $25.44 avg price | Increased 200.25% |