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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 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NE NOBLE CORP PLC Energy 4,800.0 $236K 0.05% NEW $49.07 +7.8%
22 VWOB VANGUARD WHITEHALL FDS 3,570.0 $235K 0.05% NEW $65.69 +0.5%
23 DIVO AMPLIFY ETF TR 4,966.0 $223K 0.05% NEW $44.85 +1.7%
24 WPM WHEATON PRECIOUS METALS CORP Basic Materials 1,700.0 $223K 0.05% NEW $131.01 -0.5%
25 WEEI ULTIMUS MANAGERS TR 9,000.0 $221K 0.05% NEW $24.59 +0.6%
26 NOC NORTHROP GRUMMAN CORP Industrials 307.0 $209K 0.05% NEW $682.24 -20.7%
27 CDE COEUR MNG INC Basic Materials 11,150.0 $209K 0.05% NEW $18.77 -6.8%
28 XLI SELECT SECTOR SPDR TR 1,293.0 $209K 0.05% NEW $161.73 +5.6%
29 PK PARK HOTELS & RESORTS INC Real Estate 11,750.0 $124K 0.03% NEW $10.53 +2.2%
30 MYI BLACKROCK MUNIYIELD QUALITY Financial Services 10,500.0 $110K 0.03% NEW $10.51 +1.4%
Page 2 of 2  ·  30 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%