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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 3 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 MMSI MERIT MED SYS INC Healthcare 74 $7K 0.01% SOLD
42 APPF APPFOLIO INC CLASS CLASS A Technology 28 $7K 0.01% SOLD
43 WING WINGSTOP INC Consumer Cyclical 24 $6K 0.01% SOLD
44 LRN STRIDE INC Consumer Defensive 82 $5K 0.00% SOLD
45 FRPT FRESHPET INC Consumer Defensive 86 $5K 0.00% SOLD
46 SCHH CHARLES SCHWAB US REIT ETF 199 $4K 0.00% SOLD
47 DAYFORCE INC 58 $4K 0.00% SOLD
48 EOG EOG RES INC Energy 36 $4K 0.00% SOLD
49 PUT PUT ORACLE CORP $200 EXP 02/20/26 2 $3K 0.00% SOLD
50 PUT PUT PAYCHEX INC $125 EXP 01/16/26 2 $3K 0.00% SOLD
51 PUT PUT VALMONT INDS INC $350 EXP 03/20/26 3 $2K 0.00% SOLD
52 PUT PUT MONDELEZ INTL INC $55 EXP 03/20/26 4 $892.0 0.00% SOLD
53 PUT PUT VERIZON COMMUNICATIO$40 EXP 01/16/26 10 $485.0 SOLD
54 MIND MEDICINE MINDMED F 33 $441.0 SOLD
55 PUT PUT ONEOK INC NEW $70 EXP 01/16/26 15 $246.0 SOLD
56 PUT PUT BOEING CO $170 EXP 02/20/26 3 $153.0 SOLD
57 PUT PUT STARBUCKS CORP $75 EXP 01/16/26 7 $63.0 SOLD
58 PUT PUT CROWDSTRIKE HLDGS IN$400 EXP 01/16/26 1 $49.0 SOLD
59 PUT PUT RAMBUS INC DEL $60 EXP 01/16/26 2 $14.0 SOLD
60 PUT PUT OKLO INC $30 EXP 01/16/26 10 $13.0 SOLD
Page 3 of 4  ·  73 positions
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%