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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 10 of 13  ·  244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SCHWAB STRATEGIC TR 12,698.0 $326K 0.08% NEW $25.67
182 VBK VANGUARD INDEX FDS 1,079.0 $326K 0.08% NEW $302.00 +9.5%
183 XLF SELECT SECTOR SPDR TR 5,936.0 $325K 0.08% NEW $54.77 -6.3%
184 CCLD CARECLOUD INC Healthcare 111,285.0 $325K 0.08% NEW $2.92 -27.3%
185 CB CHUBB LIMITED Financial Services 1,034.0 $323K 0.08% NEW $312.23 +5.4%
186 TRGP TARGA RES CORP Energy 1,727.0 $319K 0.07% NEW $184.50 +47.9%
187 VCIT VANGUARD SCOTTSDALE FDS 3,752.0 $314K 0.07% NEW $83.75 -2.2%
188 SHW SHERWIN WILLIAMS CO Basic Materials 970.0 $314K 0.07% NEW $323.94 -8.6%
189 CIBR FIRST TR EXCHANGE TRADED FD 4,348.0 $311K 0.07% NEW $71.45 +13.3%
190 ITW ILLINOIS TOOL WKS INC Industrials 1,258.0 $310K 0.07% NEW $246.30 -0.5%
191 PM PHILIP MORRIS INTL INC Consumer Defensive 1,922.0 $308K 0.07% NEW $160.40 +18.1%
192 DFAC DIMENSIONAL ETF TRUST 7,674.0 $304K 0.07% NEW $39.59 +7.7%
193 IP INTERNATIONAL PAPER CO Consumer Cyclical 7,604.0 $300K 0.07% NEW $39.39 -25.1%
194 JCI JOHNSON CTLS INTL PLC Industrials 2,491.0 $298K 0.07% NEW $119.75 +12.5%
195 LEIDOS HOLDINGS INC 1,600.0 $289K 0.07% NEW $180.40
196 SCHI SCHWAB STRATEGIC TR 12,450.0 $286K 0.07% NEW $22.97 -2.6%
197 XLK SELECT SECTOR SPDR TR 1,976.0 $284K 0.07% NEW $143.97 +20.8%
198 TJX TJX COS INC NEW Consumer Cyclical 1,825.0 $280K 0.07% NEW $153.62 -2.7%
199 ADI ANALOG DEVICES INC Technology 1,030.0 $279K 0.07% NEW $271.20 +54.1%
200 IWM ISHARES TR 1,105.0 $272K 0.06% NEW $246.16 +10.5%
Page 10 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%