Costco Wholesale Corporation (COST), Walt Disney Co (DIS) and Apple Inc. (AAPL): Chelsea Counsel Company’s Top 3 Best Equity Picks

In its latest regulatory filing disclosing trades and holdings at the end of 1Q2015, Chelsea Counsel Company reported that its equity portfolio decreased to $464.5 million from $485.9 million at the end of 4Q2014.

The decrease in portfolio value came on the back of a number of tweaks to the portfolio mix as the fund increased exposure to some stocks and cut stakes in others.

Chelsea Counsel is very active in Industrials sector, which account for 22% of its total portfolio. The other sectors in which the fund is active include Energy, Healthcare, Utilities and Technology.

Here is a closer look at Chelsea Counsel’s top 3 best overall stock picks at the end of 1Q and how the fund played them during the quarter.

Chelsea narrows exposure to Costco Wholesale (COST)

Chelsea Counsel held 146,939 shares in Costco Wholesale Corporation (NASDAQ:COST) at the end of 1Q2015, accounting for 4.8% of its total portfolio. The fund reduced its exposure to Costco during 1Q because it owned 172,915 shares in the company at the end of 4Q. The new stake in Chelsea Counsel is worth $22.3 million. The previous stake was valued at $24.5 million.

Chelsea lowers exposure to Walt Disney (DIS)

 Chelsea Counsel lowered its stake in Walt Disney Co (NYSE:DIS) such that the fund owned 181,456 shares in the company at the end of 1Q compared to 201,380 shares at the end of 4Q. Despite the reduction in the number of shares owned in DIS, the dollar value of the investment rose to more than $19 million from $18.97 million as of the previous filing.

Chelsea increases stake in Apple (AAPL)

Chelsea Counsel was active in Apple Inc. (NASDAQ:AAPL), raising its exposure to the stock during 1Q compared to 4Q. The fund owned 152,681 shares in the company at the end of 1Q, more than 148,588 shares at the end of 4Q. The dollar value of the investment also rose to nearly $19 million from $16.4 million in the previous report.

Neha Gupta

Neha Gupta has been in the financial space for over six years now. Gupta earned her MBA degree from Symbiosis Centre of Distance Learning in 2009 and her passion for finance led her to pursue Chartered Financial Analyst (CFA) course. She has successfully completed Level II of her CFA. She is a veteran in article writing, which is depicted in her numerous pieces published on SeekingAlpha, Nextiphonenews, InsiderMonkey, MarketWatch, and Techinsider. Her crisp and eloquent writing finds its best place in Researchcows, where emphasis is given on developing rich content for various websites, products, business plans, trainings, and book writing.

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