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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  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 PUT PUT MCDONALDS CORP $250 EXP 01/16/26 2 $12.0 SOLD
62 PUT PUT EXXON MOBIL CORP $100 EXP 01/16/26 9 $11.0 SOLD
63 PUT PUT PALANTIR TECHNOLOGIE$85 EXP 01/16/26 9 $10.0 SOLD
64 PUT PUT OCCIDENTAL PETE CORP$32.5 EXP 01/16/26 15 $8.0 SOLD
65 PUT PUT JPMORGAN CHASE & CO $220 EXP 01/16/26 2 $7.0 SOLD
66 PUT PUT CHEVRON CORP NEW $115 EXP 01/16/26 5 $4.0 SOLD
67 PUT PUT APPLE INC $150 EXP 01/16/26 5 SOLD
68 PUT PUT DELL TECHNOLOGIES IN$70 EXP 01/16/26 7 SOLD
69 PUT PUT GENERAL DYNAMICS COR$270 EXP 01/16/26 2 SOLD
70 PUT PUT MERCK & CO. INC. $80 EXP 01/16/26 20 SOLD
71 OGEN ORAGENICS INC Healthcare 1 SOLD
72 PUT PUT ROBINHOOD MKTS INC $50 EXP 01/16/26 15 SOLD
73 PUT PUT TESLA INC $125 EXP 01/16/26 5 SOLD
Page 4 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%