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Portfolio (Quarterly) Guide ↗

CHAPIN DAVIS, INC.

· CIK 0000872098
13F Portfolio $427M AUM 244 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 244 New
Page 7 of 13  ·  244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 HDV ISHARES TR 5,486.0 $667K 0.16% NEW $121.61 -77.2%
122 IWD ISHARES TR 3,136.0 $660K 0.15% NEW $210.35 +10.2%
123 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 2,134.0 $649K 0.15% NEW $303.89 +30.3%
124 JCPB J P MORGAN EXCHANGE TRADED F 13,623.0 $645K 0.15% NEW $47.35 -2.3%
125 T AT&T INC Communication Services 25,938.0 $644K 0.15% NEW $24.84 -1.6%
126 CTAS CINTAS CORP Industrials 3,360.0 $632K 0.15% NEW $188.07 -7.2%
127 ABT ABBOTT LABS Healthcare 5,020.0 $629K 0.15% NEW $125.29 -29.1%
128 EPD ENTERPRISE PRODS PARTNERS L Energy 19,618.0 $629K 0.15% NEW $32.06 +23.1%
129 IBM INTERNATIONAL BUSINESS MACHS Technology 2,096.0 $621K 0.15% NEW $296.21 -24.8%
130 EW EDWARDS LIFESCIENCES CORP Healthcare 7,267.0 $620K 0.14% NEW $85.25 -3.4%
131 JBND J P MORGAN EXCHANGE TRADED F 11,415.0 $617K 0.14% NEW $54.07 -2.4%
132 COST COSTCO WHSL CORP NEW Consumer Defensive 715.0 $617K 0.14% NEW $862.34 +21.6%
133 VB VANGUARD INDEX FDS 2,287.0 $590K 0.14% NEW $257.85 +8.2%
134 MEGI NYLI CBRE GBL INFR MEGTRNDS Financial Services 42,650.0 $587K 0.14% NEW $13.76 +9.7%
135 ILCB ISHARES TR 6,189.0 $584K 0.14% NEW $94.38 +7.6%
136 INTC INTEL CORP Technology 15,518.0 $573K 0.13% NEW $36.90 +193.2%
137 BIV VANGUARD BD INDEX FDS 7,249.0 $565K 0.13% NEW $77.88 -2.8%
138 NKE NIKE INC Consumer Cyclical 8,850.0 $564K 0.13% NEW $63.71 -33.2%
139 IEFA ISHARES TR 6,291.0 $563K 0.13% NEW $89.46 +6.6%
140 J P MORGAN EXCHANGE TRADED F 11,095.0 $561K 0.13% NEW $50.59
Page 7 of 13  ·  244 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 42.9%
Financial Services 11.5%
Industrials 9.8%
Healthcare 8.4%
Communication Services 6.6%
Consumer Cyclical 6.6%
Energy 4.2%
Basic Materials 4.0%
Consumer Defensive 3.7%
Utilities 2.3%