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Portfolio (Quarterly) Guide ↗

CHAPIN DAVIS, INC.

· CIK 0000872098
13F Portfolio $427M AUM 244 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 244 New
Page 8 of 13  ·  244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VGSH VANGUARD SCOTTSDALE FDS 9,285.0 $545K 0.13% NEW $58.73 -1.0%
142 NRG NRG ENERGY INC Utilities 3,424.0 $545K 0.13% NEW $159.24 -21.2%
143 TPR TAPESTRY INC Consumer Cyclical 4,178.0 $534K 0.12% NEW $127.77 +2.7%
144 IWO ISHARES TR 1,645.0 $531K 0.12% NEW $323.01 +9.4%
145 GSLC GOLDMAN SACHS ETF TR 3,879.0 $513K 0.12% NEW $132.37 +5.1%
146 INGR INGREDION INC Consumer Defensive 4,645.0 $512K 0.12% NEW $110.26 -8.0%
147 PNC PNC FINL SVCS GROUP INC Financial Services 2,406.0 $502K 0.12% NEW $208.73 +2.4%
148 AGG ISHARES TR 4,911.0 $491K 0.12% NEW $99.89 -2.3%
149 GLD SPDR GOLD TR Financial Services 1,206.0 $478K 0.11% NEW $396.31 +5.6%
150 HYG ISHARES TR 5,893.0 $475K 0.11% NEW $80.63 -1.5%
151 INTU INTUIT Technology 694.0 $460K 0.11% NEW $662.42 -39.1%
152 EEM ISHARES TR 8,399.0 $460K 0.11% NEW $54.71 +17.5%
153 WFC WELLS FARGO CO NEW Financial Services 4,924.0 $459K 0.11% NEW $93.20 -20.2%
154 BLACKROCK TECH AND PRIVATE E 69,499.0 $458K 0.11% NEW $6.59
155 OXY OCCIDENTAL PETE CORP Energy 11,062.0 $455K 0.11% NEW $41.12 +45.2%
156 BTI BRITISH AMERN TOB PLC Consumer Defensive 7,913.0 $448K 0.10% NEW $56.62 +17.2%
157 C1 FD INC 90,500.0 $443K 0.10% NEW $4.90
158 MCD MCDONALDS CORP Consumer Cyclical 1,389.0 $424K 0.10% NEW $305.57 -7.6%
159 MMM 3M CO Industrials 2,630.0 $421K 0.10% NEW $160.12 -4.7%
160 XLV SELECT SECTOR SPDR TR 2,705.0 $419K 0.10% NEW $154.80 -4.8%
Page 8 of 13  ·  244 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 42.9%
Financial Services 11.5%
Industrials 9.8%
Healthcare 8.4%
Communication Services 6.6%
Consumer Cyclical 6.6%
Energy 4.2%
Basic Materials 4.0%
Consumer Defensive 3.7%
Utilities 2.3%