SEC 13F Intelligence

Chase Investment Counsel Corp / KEX

Chase Investment Counsel Corp’s Kirby Corp Position

Does Chase Investment Counsel Corp own Kirby Corp (KEX)? Not currently — the last reported position was 31.1K shares worth $4M in Q3 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$4M
Q3 2024
Shares
31.1K
% of Portfolio
+1.27%
Quarters Held
6
position exited

Position History KEX

Reported value by quarter
Q2 ’19: $463,000Q2 ’19Q2 ’23: $2MQ2 ’23Q3 ’23: $2MQ3 ’23Q1 ’24: $4MQ1 ’24Q2 ’24: $5MQ2 ’24Q3 ’24: $4MQ3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202431.1K$4M+1.27%
Q2 202443.1K$5M+1.83%
Q1 202442.1K$4M+1.49%
Q3 202323.3K$2M+0.96%
Q2 202323.0K$2M+0.89%
Q2 20195.9K$463,000+0.24%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Chase Investment Counsel Corp’s full portfolio or all institutional holders of KEX.