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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 5 of 13  ·  256 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FDX FEDEX CORP Industrials 3,787.0 $1.2M 0.21% +426.0 +12.7% $313.09 +5.4%
82 INTC INTEL CORP Technology 8,473.0 $1.2M 0.21% -7K -43.4% $139.62 -31.2%
83 PFE PFIZER INC Healthcare 48,605.0 $1.2M 0.21% -3K -6.0% $24.08 +13.0%
84 NOBL PROSHARES TR 20,827.0 $1.2M 0.21% +11K +104.1% $56.16 +3.9%
85 GEV GE VERNOVA INC Utilities 981.0 $1.2M 0.20% -902.0 -47.9% $1175.21 -14.1%
86 SHY ISHARES TR 13,950.0 $1.1M 0.20% +308.0 +2.3% $82.11 -0.1%
87 AMAT APPLIED MATLS INC Technology 1,564.0 $1.1M 0.20% $723.00 -30.1%
88 MEGI NYLI CBRE GBL INFR MEGTRNDS Financial Services 74,378.0 $1.1M 0.20% +4K +5.5% $15.20 +0.3%
89 C CITIGROUP INC Financial Services 7,956.0 $1.1M 0.20% -2K -20.8% $139.97 -1.8%
90 VCSH VANGUARD SCOTTSDALE FDS 13,072.0 $1.0M 0.18% +774.0 +6.3% $79.04 -0.5%
91 IJR ISHARES TR 6,882.0 $1.0M 0.18% -13K -65.8% $148.33 -0.2%
92 DVA DAVITA INC Healthcare 4,548.0 $1.0M 0.18% NEW $222.48 -20.1%
93 META META PLATFORMS INC Communication Services 1,790.0 $1.0M 0.18% +72.0 +4.2% $563.33 -2.9%
94 V VISA INC Financial Services 2,935.0 $1.0M 0.18% -678.0 -18.8% $343.03 +6.4%
95 GLW CORNING INC Technology 3,926.0 $1.0M 0.18% -58K -93.7% $255.43 -37.4%
96 BSV VANGUARD BD INDEX FDS 12,524.0 $976K 0.17% -68.0 -0.5% $77.91 -0.3%
97 KMI KINDER MORGAN INC DEL Energy 29,503.0 $943K 0.17% $31.97 +2.6%
98 VOE VANGUARD INDEX FDS 4,708.0 $930K 0.16% $197.61 +6.1%
99 ITOT ISHARES TR 5,628.0 $925K 0.16% +33.0 +0.6% $164.27 +2.6%
100 BX BLACKSTONE INC Financial Services 7,807.0 $919K 0.16% +855.0 +12.3% $117.67 +18.9%
Page 5 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%