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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 9 of 13  ·  256 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SCHV SCHWAB STRATEGIC TR 12,110.0 $422K 0.07% +470.0 +4.0% $34.81 +1.5%
162 GLD SPDR GOLD TR Financial Services 1,123.0 $414K 0.07% -43.0 -3.7% $368.38 +10.1%
163 SO SOUTHERN CO Utilities 4,291.0 $411K 0.07% $95.71 -3.6%
164 IWN ISHARES TR 1,856.0 $411K 0.07% $221.20 +2.4%
165 CTAS CINTAS CORP Industrials 2,395.0 $407K 0.07% -184.0 -7.1% $170.08 +16.3%
166 BMEZ BLACKROCK HEALTH SCIENCES TE Financial Services 26,454.0 $406K 0.07% +400.0 +1.5% $15.35 +4.4%
167 IBB ISHARES TR 2,077.0 $395K 0.07% $190.19 +6.2%
168 XLF SELECT SECTOR SPDR TR 7,328.0 $393K 0.07% $53.61 +7.4%
169 CIBR FIRST TR EXCHANGE-TRADED FD 4,348.0 $391K 0.07% $89.86 +8.8%
170 TRVI TREVI THERAPEUTICS INC Healthcare 20,100.0 $375K 0.07% $18.65 -0.9%
171 CLX CLOROX CO DEL Consumer Defensive 3,915.0 $374K 0.07% NEW $95.44 +11.0%
172 MS MORGAN STANLEY Financial Services 1,779.0 $372K 0.07% -3K -63.9% $209.00 +4.4%
173 T AT&T INC Communication Services 17,879.0 $370K 0.07% -3K -14.2% $20.70 +19.3%
174 SCHR SCHWAB STRATEGIC TR 14,827.0 $366K 0.06% -146.0 -1.0% $24.66 -1.0%
175 JCI JOHNSON CONTROLS INTERNATION Industrials 2,491.0 $364K 0.06% $146.11 +5.3%
176 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 30,705.0 $360K 0.06% $11.74 -3.7%
177 PPA INVESCO EXCHANGE TRADED FD T 2,038.0 $360K 0.06% +400.0 +24.4% $176.70 +3.7%
178 VBK VANGUARD INDEX FDS 970.0 $355K 0.06% $365.62 +0.2%
179 WEEI ULTIMUS MANAGERS TR 16,000.0 $354K 0.06% +7K +77.8% $22.11 +12.2%
180 C1 FD INC 115,500.0 $350K 0.06% $3.03
Page 9 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%