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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

CHELSEA COUNSEL CO

Quarter ended Q3 2025 · Filed November 25, 2025 · Accession 0001420506-25-003485

Total Value
$225.2M
Positions
242
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (242)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL91,415$23.3M10.34%
2ALPHABET INCGOOG47,715$11.6M5.16%
3AGNICO EAGLE MINES LTDAEM67,891$11.4M5.08%
4MICROSOFT CORPMSFT21,143$11.0M4.86%
5ALPHABET INCGOOG43,468$10.6M4.69%
6VANGUARD WHITEHALL FDS92194640661,650$8.7M3.86%
7COSTCO WHSL CORP NEW22160K1058,300$7.7M3.41%
8QUANTA SVCS INC74762E10218,073$7.5M3.33%
9EXXON MOBIL CORPXOM66,143$7.5M3.31%
10HONEYWELL INTL INC43851610632,058$6.7M3.00%
11CORNING INCGLW72,221$5.9M2.63%
12CHEVRON CORP NEWCVX35,709$5.5M2.46%
133M COMMM26,022$4.0M1.79%
14JOHNSON & JOHNSONJNJ21,660$4.0M1.78%
15RTX CORPORATIONRTX23,266$3.9M1.73%
16L3HARRIS TECHNOLOGIES INCLHX12,564$3.8M1.70%
17ALLIANCEBERNSTEIN HLDG L P01881G10695,280$3.6M1.62%
18ISHARES SILVER TRSLV84,000$3.6M1.58%
19VANECK ETF TRUST92189F79135,260$3.5M1.55%
20NVIDIA CORPORATIONNVDA17,894$3.3M1.48%
21AMGEN INCAMGN10,949$3.1M1.37%
22PROCTER AND GAMBLE CO74271810919,883$3.1M1.36%
23ABBOTT LABSABLZF21,311$2.9M1.27%
24GE AEROSPACE3696043019,440$2.8M1.26%
25THERMO FISHER SCIENTIFIC INCTMO5,410$2.6M1.17%
26AMAZON COM INCAMZN10,796$2.4M1.05%
27TC ENERGY CORPTRPRF43,150$2.4M1.05%
28FLEX LNG LTDFLNG89,300$2.3M1.00%
29AMERICAN WTR WKS CO INC NEW03042010314,850$2.1M0.92%
30HEXCEL CORP NEW42829110832,460$2.0M0.90%
31EMERSON ELEC COEMR15,232$2.0M0.89%
32KIMBERLY-CLARK CORPKMB12,940$1.6M0.72%
33ENERGY TRANSFER L PET-PI94,000$1.6M0.72%
34PAYPAL HLDGS INCPYPL23,113$1.5M0.69%
35NEWMONT CORPNEMCL18,320$1.5M0.69%
36BERKSHIRE HATHAWAY INC DELBRK-A2$1.5M0.67%
37PPL CORPPPLC37,950$1.4M0.63%
38BROOKFIELD INFRAST PARTNERSG1625210139,150$1.3M0.57%
39MPLX LPMPLXP25,000$1.2M0.55%
40APPLIED DIGITAL CORPAPLD54,060$1.2M0.55%
41PRIME MEDICINE INCPRME208,210$1.2M0.51%
42ALTRIA GROUP INCMO16,710$1.1M0.50%
43CONOCOPHILLIPSCOP11,680$1.1M0.49%
44IMPERIAL OIL LTDIMO11,839$1.1M0.48%
45BANK AMERICA CORP06050510420,000$1.0M0.46%
46BARRICK MNG CORP06849F10831,420$1.0M0.46%
47WEC ENERGY GROUP INCWEC8,672$993,7250.44%
48QUALCOMM INCQCOM5,518$917,9750.41%
49GOODYEAR TIRE & RUBR CO382550101118,335$885,1460.39%
50COTERRA ENERGY INCCTRA35,902$849,0830.38%
51NORTHROP GRUMMAN CORPNOC1,330$810,3960.36%
52GENERAL DYNAMICS CORPGD2,275$775,7750.34%
53AIR PRODS & CHEMS INCAIIR2,832$772,3440.34%
54HSBC HLDGS PLCHBCYF10,100$716,8980.32%
55PROSHARES TR II74347W88224,850$696,0490.31%
56PORTLAND GEN ELEC CO73650884715,300$681,2330.30%
57LEIDOS HOLDINGS INCLDOS3,500$661,3600.29%
58AIRBNB INCABNB5,436$660,0400.29%
59SOLVENTUM CORPSOLV8,910$650,4300.29%
60SANOFI SASNYNF13,745$648,7640.29%
61PROSHARES TR74347G19241,435$631,0560.28%
62PROSHARES TR74347G41642,170$609,3570.27%
63INTERNATIONAL BUSINESS MACHSINTR2,057$580,4040.26%
64SPDR GOLD TRGLD1,600$568,7520.25%
65ISHARES TR4642875563,830$552,9380.25%
66LAM RESEARCH CORPLRCX4,000$536,6400.24%
67EOG RES INCEOG4,290$480,9950.21%
68WILLIAMS COS INC9694571007,512$475,8860.21%
69KINDER MORGAN INC DELEP-PC16,795$475,4670.21%
70CORTEVA INCCTVA6,750$456,5030.20%
71BERKSHIRE HATHAWAY INC DELBRK-A889$446,9360.20%
72JPMORGAN CHASE & CO.VYLD1,395$440,0250.20%
73COLGATE PALMOLIVE COCL5,500$439,6700.20%
74PINNACLE WEST CAP CORPPNW4,759$426,6920.19%
75FRANCO NEV CORPFNV1,878$418,6250.19%
76GSK PLCGLAXF9,360$408,0030.18%
77VERIZON COMMUNICATIONS INCVZ9,061$398,2300.18%
78NEXTERA ENERGY INCNEE-PW4,920$371,4370.16%
79BOEING COBA-PA1,710$369,0700.16%
80LOCKHEED MARTIN CORPLMT730$364,4240.16%
81SHELL PLCRYDAF5,012$358,5090.16%
82FREEPORT-MCMORAN INCFCX8,850$347,0970.15%
83CACI INTL INC127190304695$346,6530.15%
84DUKE ENERGY CORP NEWDUKB2,751$340,4370.15%
85PAN AMERN SILVER CORP6979001088,755$339,0820.15%
86DISNEY WALT CO2546871062,914$333,6920.15%
87KENVUE INCKVUE20,335$330,0380.15%
88ROCKWELL AUTOMATION INCROK922$322,2670.14%
89PHILLIPS 66PSX2,285$310,8060.14%
90XYLEM INCXYL2,095$309,0130.14%
91EBAY INC.EBAY3,395$308,7760.14%
92MERCK & CO INCMRK3,510$297,4700.13%
93ELI LILLY & COLLY381$290,7030.13%
94SOUTHERN COSOMN2,764$261,9450.12%
95SOUTH BOW CORPSOBO8,630$247,4570.11%
96NATIONAL HEALTH INVS INC63633D1043,000$241,2600.11%
97COCA COLA COKO3,457$231,0320.10%
98COGNIZANT TECHNOLOGY SOLUTIOCTSH3,395$227,7030.10%
99PEPSICO INCPEP1,550$217,6820.10%
100ECOLAB INCECL780$213,7610.09%
101AVISTA CORPAVA5,600$211,7360.09%
102SPDR S&P 500 ETF TRSPY305$203,7440.09%
103BROOKFIELD INFRASTRUCTURE COBIPC4,350$178,8720.08%
104PALANTIR TECHNOLOGIES INCPLTR980$178,7720.08%
105CISCO SYS INCCSCO2,188$149,7280.07%
106GALLAGHER ARTHUR J & CO363576109475$147,1270.07%
107CSX CORPCSX4,100$145,5910.06%
108VANGUARD INDEX FDS922908363228$140,0200.06%
109ONEOK INC NEWOKE1,885$137,5490.06%
110AMERICAN ELEC PWR CO INC0255371011,145$128,8130.06%
111TAIWAN SEMICONDUCTOR MFG LTD874039100450$126,0510.06%
112FIVERR INTL LTDM4R82T1065,125$125,1020.06%
113ORACLE CORPORCL-PD406$114,1840.05%
114EMCOR GROUP INCEME150$97,4310.04%
115CATERPILLAR INCCAT200$95,4300.04%
116NUTRIEN LTDNTR1,520$90,0680.04%
117EATON CORP PLCETN220$82,3350.04%
118MAIN STR CAP CORP56035L1041,280$81,3960.04%
119ENEL CHILE S.A.ENIC20,000$77,8000.03%
120FORTUNA MNG CORP3499421028,680$77,7730.03%
121MCKESSON CORPMCK100$77,3360.03%
122SFL CORPORATION LTDSFL10,000$75,3000.03%
123APPLOVIN CORPAPP100$71,8540.03%
124DEERE & CODE150$68,8320.03%
125NXP SEMICONDUCTORS N VNXPI300$68,6240.03%
126TEXAS INSTRS INC882508104365$67,0620.03%
127AMERICAN EXPRESS COAXP200$66,4320.03%
128GOLDMAN SACHS GROUP INCGSCE76$60,5230.03%
129MARSH & MCLENNAN COS INC571748102300$60,4590.03%
130VERTEX PHARMACEUTICALS INCVRTX150$58,7460.03%
131COINBASE GLOBAL INCCOIN170$57,3740.03%
132INVESCO QQQ TRIVZ91$54,6970.02%
133CONSOLIDATED EDISON INCED500$50,2600.02%
134APPLIED MATLS INC038222105240$49,1380.02%
135PHILIP MORRIS INTL INC718172109300$48,6600.02%
136MEDTRONIC PLCMDT500$47,9750.02%
137TESLA INCTSLA107$47,5860.02%
138BROADCOM INCAVGO140$46,1880.02%
139J P MORGAN EXCHANGE TRADED F46641Q332806$46,0230.02%
140GENERAL MLS INC370334104900$45,3780.02%
141GLOBAL X FDS37950E2912,500$44,2250.02%
142NATIONAL FUEL GAS CONFG450$41,5670.02%
143MCDONALDS CORPMCD125$37,9870.02%
144ENTERPRISE PRODS PARTNERS L2937921071,200$37,5240.02%
145AT&T INCT-PC1,308$36,9380.02%
146MICRON TECHNOLOGY INCMU220$36,8110.02%
147ESSENTIAL UTILS INC29670G102900$35,9100.02%
148KLA CORPKLAC33$35,5940.02%
149MOSAIC CO NEWMOS1,000$34,6800.02%
150BP PLCBPPFF1,000$34,4600.02%
151BAXTER INTL INC0718131091,280$29,3640.01%
152SPOTIFY TECHNOLOGY S ASPOT40$27,9200.01%
153NOVO-NORDISK A SNONOF500$27,7450.01%
154ABBVIE INCABBV114$26,3960.01%
155UNION PAC CORPUNP110$26,0010.01%
156J P MORGAN EXCHANGE TRADED F46641Q837485$24,6050.01%
157NIKE INCNKE350$24,5460.01%
158GLOBAL X FDS37954Y4831,400$23,8140.01%
159UNILEVER PLCUNLYF400$23,7120.01%
160STARBUCKS CORPSBUX280$23,6880.01%
161ISHARES GOLD TRIAU309$22,4860.01%
162CENCORA INCCOR65$20,3150.01%
163BANK AMERICA CORP06050568215$19,2000.01%
164VANGUARD SPECIALIZED FUNDS92190884488$19,0660.01%
165ENBRIDGE INCENNPF363$18,3170.01%
166DNP SELECT INCOME FD INC23325P1041,800$18,1350.01%
167DEVON ENERGY CORP NEW25179M103500$17,5300.01%
168HARTFORD INSURANCE GROUP INCHIG-PG115$15,4000.01%
169SMUCKER J M CO832696405130$14,1180.01%
170OMEGA HEALTHCARE INVS INC681936100333$14,0600.01%
171NEWELL BRANDS INCNWL2,600$13,6240.01%
172TEXTRON INCTXT150$12,6770.01%
173MARTIN MARIETTA MATLS INC57328410620$12,6060.01%
174VANGUARD INDEX FDS92290876936$11,8470.01%
175INVESCO EXCH TRADED FD TR IIIVZ147$10,8020.00%
176SSGA ACTIVE TR78470P408164$9,7770.00%
177ADVANCED MICRO DEVICES INCAMD60$9,7080.00%
178AXOS FINANCIAL INCAX100$8,4650.00%
179ISHARES INC46434G822103$8,2620.00%
180BLACKROCK INCBLK7$8,1620.00%
181BUNGE GLOBAL SABG100$8,1250.00%
182ISHARES TR46428765529$7,0170.00%
183URANIUM ENERGY CORPUEC520$6,9370.00%
184PROSHARES TR74347G242150$6,7670.00%
185KYNDRYL HLDGS INCKD200$6,0060.00%
186ISHARES TR46428747342$5,8670.00%
187CITIUS PHARMACEUTICALS INCCTXR4,626$5,7370.00%
188ISHARES TR46428730946$5,5540.00%
189GE VERNOVA INCGEV9$5,5350.00%
190FLAHERTY & CRUMRINE PFD SECS338478100310$5,2360.00%
191ISHARES TR46434V613109$5,0920.00%
192REGIONS FINANCIAL CORP NEWRF-PF170$4,5280.00%
193CARLYLE SECURED LENDING INCCGBD340$4,3860.00%
194ISHARES TR46428740820$4,1310.00%
195ISHARES TR46432F33921$4,0850.00%
196HOME DEPOT INCHD10$4,0520.00%
197BLACKROCK ETF TRUSTBLK63$3,7300.00%
198ISHARES TR46428887751$3,4600.00%
199NEW MTN FIN CORP647551100340$3,2780.00%
200ISHARES INC46434G10340$2,6370.00%
201MODERNA INCMRNA102$2,6350.00%
202PERMIAN RESOURCES CORPPR170$2,1760.00%
203NORDIC AMERICAN TANKERS LIMINAT680$2,1360.00%
204ELECTRONIC ARTS INCEA10$2,0170.00%
205ISHARES TR4642877219$1,7630.00%
206MORGAN STANLEYMS-PQ10$1,5900.00%
207CITIGROUP INCC-PR15$1,5230.00%
208ISHARES TR46428888513$1,4810.00%
209ISHARES TR46428865314$1,4420.00%
210TASEKO MINES LTDTGB340$1,4390.00%
211ROBINHOOD MKTS INC77070010210$1,4320.00%
212ISHARES TR46428858815$1,4280.00%
213BLACKROCK ETF TRUST IIBLK26$1,3850.00%
214BLACKROCK ETF TRUSTBLK38$1,2990.00%
215BLACKROCK ETF TRUSTBLK29$1,0980.00%
216ISHARES TR46432F3964$1,0260.00%
217CIENA CORPCIEN7$1,0200.00%
218ISHARES TR4642871013$9990.00%
219ISHARES TR46428756416$9860.00%
220ISHARES BITCOIN TRUST ETFIBIT15$9750.00%
221ISHARES TR46435G67219$9740.00%
222ASML HOLDING N VASMLF1$9690.00%
223ALIBABA GROUP HLDG LTDBBAAY5$8940.00%
224ZOOM COMMUNICATIONS INCZM10$8250.00%
225META PLATFORMS INCMETA1$7350.00%
226ISHARES TR4642872001$6700.00%
227PUBLIC SVC ENTERPRISE GRP IN7445731068$6680.00%
228VIRTUS TOTAL RETURN FD INC92835W107103$6650.00%
229VERTIV HOLDINGS COVRT4$6040.00%
230OCCIDENTAL PETE CORP67459910512$5700.00%
231BLACKSTONE INCBX3$5130.00%
232SALESFORCE INCCRM2$4750.00%
233SEMPRASREA5$4500.00%
234INTUITIVE SURGICAL INCISRG1$4480.00%
235GILEAD SCIENCES INCGILD4$4440.00%
236WALMART INCWMT4$4130.00%
237PALO ALTO NETWORKS INCPANW2$4080.00%
238APOLLO GLOBAL MGMT INC03769M1063$4000.00%
239UNITEDHEALTH GROUP INCUNH1$3460.00%
240VISA INCV1$3420.00%
241VALERO ENERGY CORPVLO1$1710.00%
242LUMINAR TECHNOLOGIES INCLAZRQ66$1270.00%