CHASE INVESTMENT COUNSEL CORP — 13F holdings

CHASE INVESTMENT COUNSEL CORP reported 138 holdings worth $474M in its 13F filing for Q2 2026, filed August 6, 2026.

Largest positions

1. GOOGL ALPHABET INC — $21.3M (4.5%)
2. NVDA NVIDIA CORPORATION — $19.2M (4.1%)
3. VRT VERTIV HOLDINGS CO — $17.4M (3.7%)
4. DELL DELL TECHNOLOGIES INC — $17.4M (3.7%)
5. AMD ADVANCED MICRO DEVICES INC — $17.2M (3.6%)
6. CRS CARPENTER TECHNOLOGY CORP — $16.1M (3.4%)
7. TWLO TWILIO INC — $14.0M (2.9%)
8. BTSG BRIGHTSPRING HEALTH SVCS INC — $13.7M (2.9%)
9. BNY BANK NEW YORK MELLON CORP — $13.1M (2.8%)
10. MU MICRON TECHNOLOGY INC — $13.1M (2.8%)