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Chase Investment Counsel Corp.
Chase Investment Counsel Corporation is an independent asset management and investment advisory firm headquartered in Charlottesville, Virginia. Founded in 1957, the firm serves primarily individuals (including high net worth clients) and a small number of investment companies, offering portfolio management focused on publicly traded securities. They have 7 employees, mostly investment professionals, and offer services tailored to long-term investors seeking disciplined asset growth.
Investment Strategy
Chase Investment Counsel employs a disciplined, research-intensive approach to equity investing, primarily focusing on U.S. large-cap and mid-cap stocks with strong fundamentals and growth potential. The firm combines quantitative analysis with qualitative insights, seeking to build diversified portfolios for clients through active management. Their philosophy emphasizes risk control, downside protection, and long-term capital appreciation, making strategic adjustments based on changing market conditions while avoiding speculative positions.
Latest 13F Filing Activity
Chase Investment Counsel Corp. filed their most recent 13F report on Jun 30, 2025 disclosing 128 equity positions with a total 13F market value of $313M. The fund increased holdings in Nvidia Corporation, Twilio Inc., Hca Healthcare Inc. among other positions. Chase Investment Counsel Corp. reduced exposure to Berkshire Hathaway Inc. Del, Corning Inc., Johnson & Johnson among others.
Top Holdings
Equity Positions (128)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 5.17% | $16.2M | 102,428 | $36.58 | $157.99 | +$6.4M |
M META | META PLATFORMS INC | 4.01% | $12.5M | 17,002 | $373.87 | $738.09 | +$1.6M |
C CLS | CELESTICA INC | 3.19% | $10.0M | 63,843 | $80.14 | $156.11 | +$4.2M |
C CRS | CARPENTER TECHNOLOGY CORP | 3.01% | $9.4M | 34,020 | $181.06 | $276.38 | +$3.3M |
H HWM | HOWMET AEROSPACE INC | 2.89% | $9.0M | 48,603 | $39.07 | $186.13 | +$2.8M |
Industry Allocation
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