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Chase Investment Counsel Corp.

CIK:0000019475
Investment Adviser
$452M AUM
130 holdings
Charlottesville, VA, United States
Founded:1957
7 employees
Latest filing:Jun 30, 2025

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.

Top Buys
N
NVDANVIDIA CORPORATION
+$6.4M
T
TWLOTWILIO INC
+$6.3M
H
HCAHCA HEALTHCARE INC
+$6.1M
A
AXPAMERICAN EXPRESS CO
+$5.8M
A
AMDADVANCED MICRO DEVICES INC
+$4.9M
Top Sells
B
BRK-BBERKSHIRE HATHAWAY INC DEL
-$7.5M
G
GLWCORNING INC
-$5.7M
J
JNJJOHNSON & JOHNSON
-$5.4M
W
WTWWILLIS TOWERS WATSON PLC LTD
-$5.3M
F
FIFISERV INC
-$4.2M

Top Holdings

N
NVDANVIDIA CORPORATION
+5.2%$16.2M
M
METAMETA PLATFORMS INC
+4.0%$12.5M
C
CLSCELESTICA INC
+3.2%$10.0M
C
CRSCARPENTER TECHNOLOGY CORP
+3.0%$9.4M
H
HWMHOWMET AEROSPACE INC
+2.9%$9.0M

Equity Positions (128)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
N
NVDA
NVIDIA CORPORATION5.17%$16.2M102,428$36.58$157.99+$6.4M
M
META
META PLATFORMS INC4.01%$12.5M17,002$373.87$738.09+$1.6M
C
CLS
CELESTICA INC3.19%$10.0M63,843$80.14$156.11+$4.2M
C
CRS
CARPENTER TECHNOLOGY CORP3.01%$9.4M34,020$181.06$276.38+$3.3M
H
HWM
HOWMET AEROSPACE INC2.89%$9.0M48,603$39.07$186.13+$2.8M

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+10.1%
SERVICES-PREPACKAGED SOFTWARE
+8.8%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+6.3%
PRINTED CIRCUIT BOARDS
+4.0%
SECURITY BROKERS, DEALERS & FLOTATION COMPANIES
+3.4%