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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 12 of 13  ·  256 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 XLI SELECT SECTOR SPDR TR 1,293.0 $240K 0.04% $185.23 -0.9%
222 HONEYWELL INTL INC 1,059.0 $237K 0.04% NEW $223.91
223 VFH VANGUARD WORLD FD 1,795.0 $236K 0.04% $131.58 +7.6%
224 HONEYWELL AEROSPACE INC 1,059.0 $234K 0.04% NEW $221.09
225 ITW ILLINOIS TOOL WKS INC Industrials 865.0 $234K 0.04% -109.0 -11.2% $270.47 +5.2%
226 FNDX SCHWAB STRATEGIC TR 7,494.0 $233K 0.04% $31.10 +4.3%
227 VOOV VANGUARD ADMIRAL FDS INC 1,047.0 $230K 0.04% $219.21 +4.2%
228 SCHX SCHWAB STRATEGIC TR 7,783.0 $229K 0.04% NEW $29.43 +2.9%
229 UPS UNITED PARCEL SVCS INC Industrials 2,102.0 $226K 0.04% NEW $107.50 -5.2%
230 SHBI SHORE BANCSHARES INC Financial Services 9,775.0 $224K 0.04% NEW $22.95 +3.1%
231 ARCC ARES CAPITAL CORP Financial Services 12,052.0 $223K 0.04% $18.53 +6.2%
232 AVEM AMERICAN CENTY ETF TR 2,313.0 $223K 0.04% NEW $96.49 -4.6%
233 SHYG ISHARES TR 5,262.0 $223K 0.04% +92.0 +1.8% $42.41 -0.5%
234 LNG CHENIERE ENERGY INC Energy 932.0 $223K 0.04% -50.0 -5.1% $239.01 +14.5%
235 VNQ VANGUARD INDEX FDS 2,272.0 $219K 0.04% -5K -70.2% $96.44 +1.2%
236 MPLX MPLX LP Energy 3,766.0 $212K 0.04% NEW $56.33 +5.4%
237 DKS DICKS SPORTING GOODS INC Consumer Cyclical 932.0 $211K 0.04% -3K -78.0% $226.81 -15.6%
238 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 6,000.0 $211K 0.04% $35.22 +2.7%
239 DEEP FISSION INC 19,000.0 $210K 0.04% NEW $11.04
240 LIN LINDE PLC Basic Materials 403.0 $209K 0.04% NEW $518.94 -7.8%
Page 12 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%