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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 4 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XLE SELECT SECTOR SPDR TR 8,441.0 $517K 0.12% +298.0 +3.7% $61.26 -1.2%
62 EEM ISHARES TR 8,962.0 $509K 0.11% +563.0 +6.7% $56.79 +12.7%
63 PNC PNC FINL SVCS GROUP INC Financial Services 2,435.0 $507K 0.11% +29.0 +1.2% $208.09 +1.7%
64 AGG ISHARES TR 5,005.0 $497K 0.11% +94.0 +1.9% $99.28 -1.6%
65 BLACKROCK TECH AND PRIVATE E 74,548.0 $492K 0.11% +5K +7.3% $6.60
66 NKE NIKE INC Consumer Cyclical 8,997.0 $475K 0.11% +147.0 +1.7% $52.82 -20.7%
67 CCLD CARECLOUD INC Healthcare 124,285.0 $454K 0.10% +13K +11.7% $3.65 -41.8%
68 C1 FD INC 115,500.0 $445K 0.10% +25K +27.6% $3.85
69 XLV SELECT SECTOR SPDR TR 2,914.0 $427K 0.10% +209.0 +7.7% $146.62 -1.0%
70 XLK SELECT SECTOR SPDR TR 3,101.0 $412K 0.09% +1K +56.9% $132.90 +30.9%
71 RSP INVESCO EXCHANGE TRADED FD T 2,037.0 $391K 0.09% +177.0 +9.5% $191.92 +4.8%
72 XLF SELECT SECTOR SPDR TR 7,328.0 $362K 0.08% +1K +23.4% $49.37 +4.0%
73 BP BP PLC Energy 6,996.0 $329K 0.07% +371.0 +5.6% $47.00 -2.6%
74 VCIT VANGUARD SCOTTSDALE FDS 3,839.0 $318K 0.07% +87.0 +2.3% $82.75 -1.0%
75 INTU INTUIT Technology 723.0 $313K 0.07% +29.0 +4.2% $432.38 -4.1%
76 IWM ISHARES TR 1,224.0 $304K 0.07% +119.0 +10.8% $248.00 +9.7%
77 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 844.0 $279K 0.06% +19.0 +2.3% $330.87 -13.2%
78 COWZ PACER FDS TR 4,050.0 $253K 0.06% +400.0 +11.0% $62.56 +0.9%
79 SHYG ISHARES TR 5,170.0 $219K 0.05% +59.0 +1.1% $42.31 -0.3%
80 SRTS SENSUS HEALTHCARE INC Healthcare 26,000.0 $103K 0.02% +16K +160.0% $3.98 -13.3%
Page 4 of 5  ·  81 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%