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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 10 of 14  ·  261 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BMEZ BLACKROCK HEALTH SCIENCES TE Financial Services 26,054.0 $374K 0.08% -2K -5.6% $14.36 -4.4%
182 SCHR SCHWAB STRATEGIC TR 14,973.0 $373K 0.08% $24.91 -1.8%
183 XLF SELECT SECTOR SPDR TR 7,328.0 $362K 0.08% +1K +23.4% $49.37 +4.0%
184 AZN ASTRAZENECA PLC Healthcare 1,834.0 $362K 0.08% NEW $197.17 -6.4%
185 SCHV SCHWAB STRATEGIC TR 11,640.0 $355K 0.08% $30.50 +6.3%
186 IWN ISHARES TR 1,856.0 $352K 0.08% $189.59 +7.6%
187 IBB ISHARES TR 2,077.0 $351K 0.08% $168.85 -3.6%
188 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 30,705.0 $345K 0.08% NEW $11.23 -1.1%
189 CB CHUBB LTD SWITZ Financial Services 1,035.0 $337K 0.07% $325.84 +1.0%
190 MMM 3M CO Industrials 2,271.0 $330K 0.07% -359.0 -13.7% $145.22 +3.0%
191 BP BP PLC Energy 6,996.0 $329K 0.07% +371.0 +5.6% $47.00 -2.6%
192 DVN DEVON ENERGY CORP NEW Energy 6,524.0 $328K 0.07% NEW $50.32 -1.2%
193 JCI JOHNSON CONTROLS INTERNATION Industrials 2,491.0 $326K 0.07% $130.95 +2.9%
194 SCHWAB STRATEGIC TR 12,698.0 $324K 0.07% $25.55
195 VIG VANGUARD SPECIALIZED FUNDS 1,505.0 $323K 0.07% -136.0 -8.3% $214.93 +6.6%
196 PM PHILIP MORRIS INTL INC Consumer Defensive 1,922.0 $318K 0.07% $165.34 +14.6%
197 VCIT VANGUARD SCOTTSDALE FDS 3,839.0 $318K 0.07% +87.0 +2.3% $82.75 -1.0%
198 AKRE PROFESIONALLY MANAGED PORTFO 6,010.0 $318K 0.07% $52.85 +3.3%
199 ADI ANALOG DEVICES INC Technology 995.0 $317K 0.07% -35.0 -3.4% $318.14 +31.4%
200 INTU INTUIT Technology 723.0 $313K 0.07% +29.0 +4.2% $432.38 -4.1%
Page 10 of 14  ·  261 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%