CHASE INVESTMENT COUNSEL CORP
•CIK: 19475•Filing: Q4 2025
**CHASE INVESTMENT COUNSEL CORP** manages $358M across a portfolio of 131 positions, exhibiting a clear focus on technology and industrials. The fund's top holdings are heavily weighted toward mega-cap tech names, notably NVDA ($19.5M) and GOOGL ($18.8M). Significant allocations are also maintained in semiconductor and enterprise software, including CLS ($13.3M) and AVGO ($11.2M). This concentration suggests a conviction in high-growth, market-leading technology infrastructure.
Total AUM
$357.6M
QoQ Performance
+5.9%
Positions
130
Top 10 Concentration
32.9%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
GOOGL
NVDA5.5%
GOOGL5.3%
CLS3.7%
AVGO3.1%
VRT2.9%
BK2.7%
GS2.7%
NWG2.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other65.2%
Technology19.3%
Financial8.6%
Healthcare3.2%
Consumer2.5%
Industrial0.9%
Communication0.1%
🚪 Exited Positionssold since Q3 2025
+20 more exited positions
Changes from Q3 2025
NEW25 new positions
↑46 increased
↓34 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023