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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 11 of 13  ·  256 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 VNOM VIPER ENERGY INC Energy 6,519.0 $276K 0.05% $42.40 +1.5%
202 CVS CVS HEALTH CORP Healthcare 2,642.0 $273K 0.05% NEW $103.45 -9.1%
203 TJX TJX COS INC NEW Consumer Cyclical 1,786.0 $271K 0.05% -32.0 -1.8% $151.54 -0.4%
204 IP INTERNATIONAL PAPER CO Consumer Cyclical 7,095.0 $270K 0.05% -209.0 -2.9% $38.10 +5.7%
205 CANADIAN PACIFIC KANSAS CITY 3,089.0 $268K 0.05% $86.64
206 DVN DEVON ENERGY CORP NEW Energy 6,469.0 $267K 0.05% -55.0 -0.8% $41.32 +15.1%
207 SHEL SHELL PLC Energy 3,424.0 $265K 0.05% +448.0 +15.1% $77.54 +18.2%
208 FEZ SPDR INDEX SHS FDS 3,790.0 $260K 0.05% $68.68 +4.7%
209 DBC INVESCO DB COMMDY INDX TRCK Financial Services 9,741.0 $260K 0.05% $26.66 +14.6%
210 AZN ASTRAZENECA PLC Healthcare 1,357.0 $257K 0.04% -477.0 -26.0% $189.56 -17.2%
211 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 850.0 $256K 0.04% +6.0 +0.7% $301.03 -25.4%
212 VOOG VANGUARD ADMIRAL FDS INC 3,054.0 $252K 0.04% +3K +500.0% $82.62 +2.9%
213 VYM VANGUARD WHITEHALL FDS 1,555.0 $246K 0.04% $158.03 +4.8%
214 DIVO AMPLIFY ETF TR 5,369.0 $245K 0.04% +403.0 +8.1% $45.70 +5.9%
215 EMLP FIRST TR EXCHANGE-TRADED FD 5,636.0 $245K 0.04% $43.50 +2.1%
216 BP BP PLC Energy 6,613.0 $244K 0.04% -383.0 -5.5% $36.95 +16.0%
217 LQD ISHARES TR 2,236.0 $244K 0.04% $109.07 -3.1%
218 DOW DOW HLDGS INC Basic Materials 8,905.0 $244K 0.04% -630.0 -6.6% $27.36 +14.6%
219 VIG VANGUARD SPECIALIZED FUNDS 1,028.0 $243K 0.04% -477.0 -31.7% $236.57 +3.3%
220 VWOB VANGUARD WHITEHALL FDS 3,570.0 $240K 0.04% $67.24 -2.0%
Page 11 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%