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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 13 of 14  ·  261 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ARCC ARES CAPITAL CORP Financial Services 12,033.0 $217K 0.05% $18.02 +3.2%
242 VFH VANGUARD WORLD FD 1,793.0 $217K 0.05% $120.82 +4.2%
243 AMD ADVANCED MICRO DEVICES INC Technology 1,058.0 $215K 0.05% $203.43 +106.3%
244 VOOV VANGUARD ADMIRAL FDS INC 1,047.0 $213K 0.05% $203.79 +6.1%
245 NOC NORTHROP GRUMMAN CORP Industrials 307.0 $209K 0.05% NEW $682.24 -19.0%
246 CDE COEUR MNG INC Basic Materials 11,150.0 $209K 0.05% NEW $18.77 -10.0%
247 XLI SELECT SECTOR SPDR TR 1,293.0 $209K 0.05% NEW $161.73 +4.1%
248 FNDX SCHWAB STRATEGIC TR 7,494.0 $209K 0.05% $27.85 +8.4%
249 VOOG VANGUARD ADMIRAL FDS INC 509.0 $208K 0.05% $407.69 -80.0%
250 BLK BLACKROCK INC Financial Services 214.0 $206K 0.05% -8.0 -3.6% $961.71 +11.0%
251 SHW SHERWIN WILLIAMS CO Basic Materials 625.0 $200K 0.04% -345.0 -35.6% $320.74 -7.7%
252 BTZ BLACKROCK CR ALLOCATION Financial Services 13,000.0 $131K 0.03% $10.10 -2.1%
253 PK PARK HOTELS & RESORTS INC Real Estate 11,750.0 $124K 0.03% NEW $10.53 +3.2%
254 F FORD MTR CO Consumer Cyclical 10,486.0 $121K 0.03% -3K -20.2% $11.54 +10.9%
255 MYI BLACKROCK MUNIYIELD QUALITY Financial Services 10,500.0 $110K 0.03% NEW $10.51 +0.7%
256 SRTS SENSUS HEALTHCARE INC Healthcare 26,000.0 $103K 0.02% +16K +160.0% $3.98 -13.3%
257 HIO WESTERN ASSET HIGH INCOME OP Financial Services 26,909.0 $98K 0.02% -2K -7.9% $3.63 -1.2%
258 MRCC MONROE CAP CORP Financial Services 13,500.0 $62K 0.01% +2K +12.5% $4.60 +10.4%
259 CBDMD INC 81,250.0 $60K 0.01% $0.74
260 MGF MFS GOVT MKTS INCOME TR Financial Services 13,049.0 $38K 0.01% $2.94 -3.4%
Page 13 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%