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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 12 of 14  ·  261 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 COWZ PACER FDS TR 4,050.0 $253K 0.06% +400.0 +11.0% $62.56 +0.9%
222 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,599.0 $251K 0.06% $96.47 -0.8%
223 LEIDOS HOLDINGS INC 1,600.0 $249K 0.06% $155.52
224 EMLP FIRST TR EXCHANGE-TRADED FD 5,636.0 $246K 0.06% $43.66 +0.5%
225 LQD ISHARES TR 2,234.0 $244K 0.05% $109.00 -1.7%
226 CANADIAN PACIFIC KANSAS CITY 3,089.0 $243K 0.05% -405.0 -11.6% $78.65
227 TRVI TREVI THERAPEUTICS INC Healthcare 20,100.0 $240K 0.05% $11.93 +11.9%
228 IJK ISHARES TR 2,376.0 $239K 0.05% $100.62 +7.7%
229 MDT MEDTRONIC PLC Healthcare 2,747.0 $238K 0.05% NEW $86.65 -10.8%
230 NE NOBLE CORP PLC Energy 4,800.0 $236K 0.05% NEW $49.07 +10.1%
231 FEZ SPDR INDEX SHS FDS 3,790.0 $235K 0.05% $62.08 +5.7%
232 RY ROYAL BK CDA Financial Services 1,450.0 $235K 0.05% $161.78 +13.9%
233 VWOB VANGUARD WHITEHALL FDS 3,570.0 $235K 0.05% NEW $65.69 +0.1%
234 AVUV AMERICAN CENTY ETF TR 2,105.0 $233K 0.05% $110.47 +7.2%
235 VYM VANGUARD WHITEHALL FDS 1,555.0 $230K 0.05% $148.10 +5.0%
236 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 6,000.0 $225K 0.05% $37.44 +2.4%
237 DIVO AMPLIFY ETF TR 4,966.0 $223K 0.05% NEW $44.85 +1.2%
238 WPM WHEATON PRECIOUS METALS CORP Basic Materials 1,700.0 $223K 0.05% NEW $131.01 -3.7%
239 WEEI ULTIMUS MANAGERS TR 9,000.0 $221K 0.05% NEW $24.59 +0.2%
240 SHYG ISHARES TR 5,170.0 $219K 0.05% +59.0 +1.1% $42.31 -0.3%
Page 12 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%