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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 6 of 13  ·  256 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 HPE HEWLETT PACKARD ENTERPRISE C Technology 19,843.0 $895K 0.16% NEW $45.11 +23.5%
102 WMB WILLIAMS COS INC Energy 11,885.0 $884K 0.15% +203.0 +1.7% $74.34 +1.1%
103 IEMG ISHARES INC 10,253.0 $849K 0.15% -569.0 -5.3% $82.84 -3.9%
104 TSLA TESLA INC Consumer Cyclical 2,010.0 $845K 0.15% +182.0 +10.0% $420.60 -19.9%
105 BA BOEING CO Industrials 3,897.0 $844K 0.15% -173.0 -4.2% $216.47 +3.0%
106 GE GE AEROSPACE Industrials 2,200.0 $822K 0.14% -2K -50.1% $373.66 +0.4%
107 SCD LMP CAP & INCOME FD INC Financial Services 52,416.0 $820K 0.14% +400.0 +0.8% $15.65 +1.5%
108 UAL UNITED AIRLS HLDGS INC Industrials 6,000.0 $816K 0.14% $135.99 -12.7%
109 TIP ISHARES TR 7,385.0 $808K 0.14% $109.42 -2.2%
110 DYAI DYADIC INTL INC DEL Healthcare 888,004.0 $796K 0.14% $0.90 -14.7%
111 XOM EXXON MOBIL CORP Energy 5,760.0 $788K 0.14% -500.0 -8.0% $136.72 +21.1%
112 VST VISTRA CORP Utilities 4,913.0 $779K 0.14% $158.63 -11.4%
113 SCHD SCHWAB STRATEGIC TR 24,566.0 $779K 0.14% $31.71 +8.8%
114 SPGI S&P GLOBAL INC Financial Services 1,856.0 $756K 0.13% +472.0 +34.1% $407.26 +2.6%
115 MO ALTRIA GROUP INC Consumer Defensive 10,463.0 $753K 0.13% $71.95 -9.4%
116 HDV ISHARES TR 27,430.0 $752K 0.13% +22K +400.0% $27.41 +7.8%
117 IWD ISHARES TR 3,047.0 $739K 0.13% $242.37 +5.9%
118 TPR TAPESTRY INC Consumer Cyclical 4,795.0 $702K 0.12% +434.0 +9.9% $146.38 -9.6%
119 BLACKROCK TECH AND PRIVATE E 77,576.0 $701K 0.12% +3K +4.1% $9.03
120 MA MASTERCARD INCORPORATED Financial Services 1,307.0 $671K 0.12% +10.0 +0.8% $513.53 +11.8%
Page 6 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%