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Portfolio (Quarterly) Guide ↗

CHAPIN DAVIS, INC.

· CIK 0000872098
13F Portfolio $449M AUM 261 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 30 New 81 Added 78 Reduced 13 Exited
Page 11 of 14  ·  261 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 VOT VANGUARD INDEX FDS 1,200.0 $309K 0.07% -121.0 -9.2% $257.35 +9.5%
202 VNOM VIPER ENERGY INC Energy 6,519.0 $306K 0.07% $46.99 +5.0%
203 BLV VANGUARD BD INDEX FDS 4,427.0 $304K 0.07% NEW $68.78 -3.1%
204 IWM ISHARES TR 1,224.0 $304K 0.07% +119.0 +10.8% $248.00 +9.7%
205 DFAC DIMENSIONAL ETF TRUST 7,674.0 $298K 0.07% $38.86 +9.7%
206 VBK VANGUARD INDEX FDS 970.0 $293K 0.07% -109.0 -10.1% $302.16 +9.5%
207 TJX TJX COS INC NEW Consumer Cyclical 1,818.0 $290K 0.07% $159.73 -6.4%
208 SCHI SCHWAB STRATEGIC TR 12,450.0 $282K 0.06% $22.68 -1.4%
209 DBC INVESCO DB COMMDY INDX TRCK Financial Services 9,741.0 $282K 0.06% NEW $28.95 +9.0%
210 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 844.0 $279K 0.06% +19.0 +2.3% $330.87 -13.2%
211 LNG CHENIERE ENERGY INC Energy 982.0 $279K 0.06% NEW $283.76 -13.2%
212 SHEL SHELL PLC Energy 2,976.0 $277K 0.06% NEW $93.00 -5.3%
213 SANDISK CORP 435.0 $276K 0.06% NEW $635.34
214 CIBR FIRST TR EXCHANGE-TRADED FD 4,348.0 $273K 0.06% $62.68 +29.1%
215 PPA INVESCO EXCHANGE TRADED FD T 1,638.0 $271K 0.06% $165.73 -0.3%
216 IP INTERNATIONAL PAPER CO Consumer Cyclical 7,304.0 $261K 0.06% -300.0 -4.0% $35.70 -17.4%
217 IJJ ISHARES TR 1,949.0 $258K 0.06% $132.50 +3.5%
218 VLO VALERO ENERGY CORP Energy 1,038.0 $256K 0.06% -304.0 -22.6% $247.07 +3.8%
219 NSC NORFOLK SOUTHN CORP Industrials 888.0 $255K 0.06% $287.00 +10.3%
220 ITW ILLINOIS TOOL WKS INC Industrials 974.0 $254K 0.06% -284.0 -22.6% $260.29 -5.9%
Page 11 of 14  ·  261 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 43.6%
Financial Services 10.8%
Industrials 9.3%
Healthcare 8.6%
Basic Materials 6.5%
Communication Services 5.8%
Energy 5.2%
Consumer Cyclical 4.3%
Consumer Defensive 3.6%
Utilities 2.3%