BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LLY ELI LILLY & CO Healthcare 1,749.0 $2.1M 0.37% -1K -38.6% $1199.43 -1.2%
22 CSX CSX CORP Industrials 43,970.0 $2.1M 0.37% -17K -28.0% $47.53 +6.4%
23 RTX RTX CORPORATION Industrials 10,911.0 $2.1M 0.36% -1K -11.4% $189.73 +16.8%
24 IJH ISHARES TR 26,565.0 $2.0M 0.36% -483.0 -1.8% $77.11 +1.8%
25 VTI VANGUARD INDEX FDS 5,431.0 $2.0M 0.35% -32.0 -0.6% $370.07 +3.3%
26 BAC BANK OF AMER CORP Financial Services 30,798.0 $1.8M 0.31% -20K -39.2% $56.98 +12.1%
27 VWO VANGUARD INTL EQUITY INDEX F 27,405.0 $1.6M 0.29% -484.0 -1.7% $59.69 +1.2%
28 WMT WALMART INC Consumer Defensive 13,469.0 $1.5M 0.27% -1K -7.4% $113.26 +0.9%
29 KO COCA COLA CO Consumer Defensive 17,416.0 $1.4M 0.25% -486.0 -2.7% $81.27 +7.0%
30 BMY BRISTOL-MYERS SQUIBB CO Healthcare 21,427.0 $1.2M 0.22% -153.0 -0.7% $57.62 +12.2%
31 INTC INTEL CORP Technology 8,473.0 $1.2M 0.21% -7K -43.4% $139.62 -25.9%
32 PFE PFIZER INC Healthcare 48,605.0 $1.2M 0.21% -3K -6.0% $24.08 +11.6%
33 GEV GE VERNOVA INC Utilities 981.0 $1.2M 0.20% -902.0 -47.9% $1175.21 -8.2%
34 C CITIGROUP INC Financial Services 7,956.0 $1.1M 0.20% -2K -20.8% $139.97 -1.0%
35 IJR ISHARES TR 6,882.0 $1.0M 0.18% -13K -65.8% $148.33 +1.0%
36 V VISA INC Financial Services 2,935.0 $1.0M 0.18% -678.0 -18.8% $343.03 +4.6%
37 GLW CORNING INC Technology 3,926.0 $1.0M 0.18% -58K -93.7% $255.43 -32.2%
38 BSV VANGUARD BD INDEX FDS 12,524.0 $976K 0.17% -68.0 -0.5% $77.91 -0.4%
39 IEMG ISHARES INC 10,253.0 $849K 0.15% -569.0 -5.3% $82.84 -1.1%
40 BA BOEING CO Industrials 3,897.0 $844K 0.15% -173.0 -4.2% $216.47 +4.4%
Page 2 of 5  ·  83 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%