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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 4 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MDT MEDTRONIC PLC Healthcare 3,898.0 $305K 0.05% +1K +41.9% $78.23 +15.8%
62 AVUV AMERICAN CENTY ETF TR 2,305.0 $288K 0.05% +200.0 +9.5% $124.76 +2.8%
63 COWZ PACER FDS TR 4,450.0 $277K 0.05% +400.0 +9.9% $62.20 +12.4%
64 SHEL SHELL PLC Energy 3,424.0 $265K 0.05% +448.0 +15.1% $77.54 +18.2%
65 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 850.0 $256K 0.04% +6.0 +0.7% $301.03 -25.4%
66 VOOG VANGUARD ADMIRAL FDS INC 3,054.0 $252K 0.04% +3K +500.0% $82.62 +2.9%
67 DIVO AMPLIFY ETF TR 5,369.0 $245K 0.04% +403.0 +8.1% $45.70 +5.9%
68 SHYG ISHARES TR 5,262.0 $223K 0.04% +92.0 +1.8% $42.41 -0.5%
69 BLK BLACKROCK INC Financial Services 216.0 $208K 0.04% +2.0 +0.9% $961.56 +19.3%
70 PK PARK HOTELS & RESORTS INC Real Estate 13,200.0 $188K 0.03% +1K +12.3% $14.25 +5.3%
Page 4 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%