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Investment Counsel

Company profile

Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
381220601
SEC advisor number
801-269
FINRA CRD number
105944
AUM ?
$164.11M (as of 16 Feb 21)
Accounts
171 (as of 16 Feb 21)
Employees
2 (2 investment advisory or research)
Address
Investment Counsel
320 HOWARD STREET
SUITE 200
PETOSKEY
MI 49770
Phone
800-689-7897

Investment data

Data from SEC filings
Top 50 of 51 long holdings
End of quarter 31 Mar 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$31.86M 386.19K 383.99K +0.6
$6.79M 55.58K 59.83K -7.1
$5.78M 24.52K 27.43K -10.6
$5.65M 42.48K 44.82K -5.2
$4.52M 70.57K 74.02K -4.7
$4.43M 26.95K 29.62K -9.0
$4.43M 23.5K 24.7K -4.9
$4.17M 2.02K 2.07K -2.7
$4.16M 18.77K 19.87K -5.5
$4.14M 27.19K 28.44K -4.4
$4.03M 29.79K 31.29K -4.8
$3.85M 17.16K 17.51K -2.0
$3.78M 31.55K 31.55K 0
$3.57M 11.69K 11.96K -2.3
$3.56M 4.72K 4.92K -4.1
$3.18M 23.4K 25.9K -9.7
$2.69M 19.05K 21.99K -13.4
$2.61M 9.27K 10.14K -8.6
$2.41M 31.21K 38.09K -18.1
$2.32M 8.16K 12.28K -33.6
$2.3M 5.81K 5.8K +0.2
$2.27M 11.78K 13.15K -10.4
$2.24M 42.52K 42.79K -0.6
$2.19M 15.46K 15.46K 0
$1.78M 7.15K 7.7K -7.1
$1.61M 13.59K 13.69K -0.7
$1.59M 11.46K 11.56K -0.9
$1.52M 20.2K 22.2K -9.0
$1.4M 22.16K 22.06K +0.5
$1.4M 10.45K 9.25K +13.0
$1.32M 6.63K 6.98K -5.0
$1.27M 410 360 +13.9
$1.25M 15.9K 22.38K -28.9
$1.13M 18.18K 19.68K -7.6
$1.09M 5.4K 5.15K +4.9
$958K 3.93K 5.88K -33.2
$958K 2.58K 2.58K 0
$955K 3.74K 3.74K 0
$860K 7.23K 5.88K +23.0
$849K 5.31K 6.3K -15.7
$847K 15.18K 18.01K -15.7
$740K 359 359 0
$591K 19.54K 21.42K -8.8
BP PLC
$484K 19.89K 24.23K -17.9
$482K 4.43K 4.75K -6.6
$455K 2.47K 3.74K -34.1
$430K 2.08K 2.08K 0
$375K 6.45K 6.55K -1.5
$323K 2.48K 2.48K 0
$299K 2.25K 2.25K 0
Holdings list only includes long positions. Only includes long positions.

Calendar

2 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings