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Portfolio (Quarterly) Guide ↗

CHESAPEAKE ASSET MANAGEMENT LLC

· CIK 0001079397
13F Portfolio $126M AUM 328 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 29 New 66 Added 56 Reduced 73 Exited
Page 4 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PUT PUT UBER TECHNOLOGIES IN$60 EXP 01/15/27 40.0 $18K 0.01% +5.0 +14.3% $458.75
62 PUT PUT AMAZON.COM INC $195 EXP 01/15/27 12.0 $16K 0.01% +4.0 +50.0% $1352.50
63 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 200.0 $11K 0.01% +4.0 +2.0% $56.88 -1.4%
64 VNQ VANGUARD REAL ESTATE INDEX FUND ETF SHARES 91.0 $8K 0.01% +23.0 +33.8% $88.69 +7.7%
65 JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 92.0 $5K 0.00% +2.0 +2.2% $56.02 +9.5%
66 ET ENERGY TRANSFER L P LP Energy 257.0 $5K 0.00% +4.0 +1.6% $19.35 -3.1%
Page 4 of 4  ·  66 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
Financial Services 22.2%
Technology 20.5%
Healthcare 13.7%
Industrials 12.3%
Energy 8.0%
Communication Services 7.2%
Consumer Defensive 5.3%
Utilities 3.7%
Consumer Cyclical 3.6%
Real Estate 2.3%