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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 13 of 13  ·  256 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 BLK BLACKROCK INC Financial Services 216.0 $208K 0.04% +2.0 +0.9% $961.56 +19.3%
242 RY ROYAL BK CDA Financial Services 1,000.0 $207K 0.04% -450.0 -31.0% $206.97 +4.5%
243 SCHA SCHWAB STRATEGIC TR 5,728.0 $207K 0.04% NEW $36.13 -0.9%
244 BEAM BEAM THERAPEUTICS INC Healthcare 6,000.0 $206K 0.04% NEW $34.32 -21.0%
245 TER TERADYNE INC Technology 420.0 $203K 0.04% -31K -98.7% $483.84 -8.4%
246 SGOV ISHARES TR 2,000.0 $201K 0.04% NEW $100.67 -0.1%
247 GM GENERAL MTRS CO Consumer Cyclical 2,609.0 $201K 0.04% -9K -76.5% $77.08 +9.5%
248 PK PARK HOTELS & RESORTS INC Real Estate 13,200.0 $188K 0.03% +1K +12.3% $14.25 +5.3%
249 F FORD MTR CO Consumer Cyclical 10,486.0 $146K 0.03% $13.90 +1.1%
250 BTZ BLACKROCK CR ALLOCATION Financial Services 13,000.0 $133K 0.02% $10.22 -0.2%
251 MYI BLACKROCK MUNIYIELD QUALITY Financial Services 10,500.0 $117K 0.02% $11.11 -3.1%
252 SRTS SENSUS HEALTHCARE INC Healthcare 26,000.0 $79K 0.01% $3.02 -4.0%
253 HRZN HORIZON TECHNOLOGY FIN CORP Financial Services 12,691.0 $60K 0.01% NEW $4.73 +5.7%
254 CBDMD INC 81,250.0 $55K 0.01% $0.67
255 MGF MFS GOVT MKTS INCOME TR Financial Services 13,049.0 $37K 0.01% $2.87 -1.0%
256 LINEAGE CELL THERAPEUTICS IN 20,029.0 $26K 0.01% $1.31
Page 13 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%