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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 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LIN LINDE PLC Basic Materials 403.0 $209K 0.04% NEW $518.94 -7.4%
22 SCHA SCHWAB STRATEGIC TR 5,728.0 $207K 0.04% NEW $36.13 -2.1%
23 BEAM BEAM THERAPEUTICS INC Healthcare 6,000.0 $206K 0.04% NEW $34.32 -22.1%
24 SGOV ISHARES TR 2,000.0 $201K 0.04% NEW $100.67 -0.1%
25 HRZN HORIZON TECHNOLOGY FIN CORP Financial Services 12,691.0 $60K 0.01% NEW $4.73 +6.2%
Page 2 of 2  ·  25 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%