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Portfolio (Quarterly) Guide ↗

CHAPIN DAVIS, INC.

· CIK 0000872098
13F Portfolio $569M AUM 256 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 25 New 70 Added 83 Reduced 30 Exited
Page 3 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SCD LMP CAP & INCOME FD INC Financial Services 52,416.0 $820K 0.14% +400.0 +0.8% $15.65 +1.3%
42 SPGI S&P GLOBAL INC Financial Services 1,856.0 $756K 0.13% +472.0 +34.1% $407.26 +0.8%
43 HDV ISHARES TR 27,430.0 $752K 0.13% +22K +400.0% $27.41 +6.6%
44 TPR TAPESTRY INC Consumer Cyclical 4,795.0 $702K 0.12% +434.0 +9.9% $146.38 -11.9%
45 BLACKROCK TECH AND PRIVATE E 77,576.0 $701K 0.12% +3K +4.1% $9.03
46 MA MASTERCARD INCORPORATED Financial Services 1,307.0 $671K 0.12% +10.0 +0.8% $513.53 +9.5%
47 MCD MCDONALDS CORP Consumer Cyclical 2,411.0 $652K 0.12% +59.0 +2.5% $270.30 -1.8%
48 HYG ISHARES TR 7,777.0 $622K 0.11% +586.0 +8.2% $79.98 -0.5%
49 OXY OCCIDENTAL PETE CORP Energy 12,424.0 $603K 0.11% +600.0 +5.1% $48.57 +21.6%
50 ORCL ORACLE CORP Technology 4,072.0 $597K 0.10% +62.0 +1.6% $146.56 +0.1%
51 BIV VANGUARD BD INDEX FDS 6,842.0 $525K 0.09% +254.0 +3.9% $76.70 -1.6%
52 ABT ABBOTT LABORATORIES Healthcare 5,466.0 $496K 0.09% +558.0 +11.4% $90.74 +21.6%
53 VTV VANGUARD INDEX FDS 2,183.0 $476K 0.08% +165.0 +8.2% $217.95 +4.0%
54 SCHV SCHWAB STRATEGIC TR 12,110.0 $422K 0.07% +470.0 +4.0% $34.81 +1.5%
55 BMEZ BLACKROCK HEALTH SCIENCES TE Financial Services 26,454.0 $406K 0.07% +400.0 +1.5% $15.35 +4.4%
56 PPA INVESCO EXCHANGE TRADED FD T 2,038.0 $360K 0.06% +400.0 +24.4% $176.70 +3.7%
57 WEEI ULTIMUS MANAGERS TR 16,000.0 $354K 0.06% +7K +77.8% $22.11 +12.2%
58 CCLD CARECLOUD INC Healthcare 154,285.0 $327K 0.06% +30K +24.1% $2.12 +16.5%
59 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,899.0 $318K 0.06% +300.0 +11.5% $109.77 -1.7%
60 BLV VANGUARD BD INDEX FDS 4,497.0 $310K 0.06% +70.0 +1.6% $68.93 -5.1%
Page 3 of 4  ·  70 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 61.8%
Financial Services 7.8%
Industrials 7.3%
Healthcare 5.3%
Energy 5.1%
Communication Services 4.7%
Consumer Cyclical 2.7%
Consumer Defensive 2.5%
Utilities 1.5%
Basic Materials 1.4%