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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 10 of 13  ·  256 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PM PHILIP MORRIS INTL INC Consumer Defensive 1,922.0 $348K 0.06% $180.91 +2.0%
182 CB CHUBB LIMITED Financial Services 1,020.0 $348K 0.06% -15.0 -1.4% $340.76 +0.0%
183 IAU ISHARES GOLD TR Financial Services 4,525.0 $342K 0.06% $75.51 +10.1%
184 DFAC DIMENSIONAL ETF TRUST 7,674.0 $340K 0.06% $44.36 +3.8%
185 VOT VANGUARD INDEX FDS 1,110.0 $340K 0.06% -90.0 -7.5% $306.30 +2.0%
186 DIA STATE STR SPDR DOW JONES IND Financial Services 641.0 $335K 0.06% NEW $522.23 +2.3%
187 CCLD CARECLOUD INC Healthcare 154,285.0 $327K 0.06% +30K +24.1% $2.12 +16.5%
188 SCHWAB STRATEGIC TR 12,698.0 $323K 0.06% $25.42
189 AKRE PROFESIONALLY MANAGED PORTFO 6,010.0 $320K 0.06% $53.19 +9.6%
190 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,899.0 $318K 0.06% +300.0 +11.5% $109.77 -1.7%
191 BLV VANGUARD BD INDEX FDS 4,497.0 $310K 0.06% +70.0 +1.6% $68.93 -5.1%
192 MDT MEDTRONIC PLC Healthcare 3,898.0 $305K 0.05% +1K +41.9% $78.23 +15.8%
193 IWM ISHARES TR 967.0 $291K 0.05% -257.0 -21.0% $300.45 +1.2%
194 IJJ ISHARES TR 1,949.0 $288K 0.05% $147.73 +2.1%
195 AVUV AMERICAN CENTY ETF TR 2,305.0 $288K 0.05% +200.0 +9.5% $124.76 +2.8%
196 FEDEX FGHT HLDG CO INC 1,885.0 $285K 0.05% NEW $151.02
197 SCHI SCHWAB STRATEGIC TR 12,450.0 $282K 0.05% $22.64 -1.9%
198 NSC NORFOLK SOUTHN CORP Industrials 888.0 $279K 0.05% $314.59 +8.4%
199 IJK ISHARES TR 2,376.0 $279K 0.05% $117.50 +1.4%
200 COWZ PACER FDS TR 4,450.0 $277K 0.05% +400.0 +9.9% $62.20 +12.4%
Page 10 of 13  ·  256 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%