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Portfolio (Quarterly) Guide ↗

CHESAPEAKE ASSET MANAGEMENT LLC

· CIK 0001079397
13F Portfolio $121M AUM 945,089 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 94 New 98 Added 107 Reduced
Page 3 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DOCS DOXIMITY INC CLASS A Healthcare 233.0 $10K 0.01% NEW $44.28 -49.4%
42 BROS DUTCH BROS INC CLASS A Consumer Cyclical 163.0 $10K 0.01% NEW $61.21 +5.1%
43 Irsa Inversiones Y Representaciones SA Spon ADR 600.0 $10K 0.01% NEW $16.54
44 IREN IREN LTD F Financial Services 255.0 $10K 0.01% NEW $37.77 -7.9%
45 GLOBUS MED INC CLASS CLASS A 109.0 $10K 0.01% NEW $87.30
46 RVLV REVOLVE GROUP INC CLASS A Consumer Cyclical 313.0 $9K 0.01% NEW $30.19 -15.8%
47 HALO HALOZYME THERAPEUTICS IN Healthcare 130.0 $9K 0.01% NEW $67.30 +14.1%
48 ZETA ZETA GLOBAL HLDGS CORP CLASS CLASS A Technology 422.0 $9K 0.01% NEW $20.35 +7.1%
49 INTA INTAPP INC Technology 181.0 $8K 0.01% NEW $45.82 -35.0%
50 ELF E L F BEAUTY INC Consumer Defensive 105.0 $8K 0.01% NEW $76.04 -2.0%
51 LTH LIFE TIME GROUP HLDGS IN Consumer Cyclical 276.0 $7K 0.01% NEW $26.58 +60.6%
52 FRONTIER COMMUNICATIONS 192.0 $7K 0.01% NEW $38.07
53 BOOT BOOT BARN HLDGS INC Consumer Cyclical 41.0 $7K 0.01% NEW $176.46 -12.0%
54 OLLI OLLIES BARGAIN OUTLET HL Consumer Defensive 66.0 $7K 0.01% NEW $109.61 -37.7%
55 HQY HEALTHEQUITY INC Healthcare 78.0 $7K 0.01% NEW $91.60 +8.0%
56 CRUS CIRRUS LOGIC INC Technology 58.0 $7K 0.01% NEW $118.50 +14.2%
57 MMSI MERIT MED SYS INC Healthcare 74.0 $7K 0.01% NEW $88.14 -14.4%
58 APPF APPFOLIO INC CLASS CLASS A Technology 28.0 $7K 0.01% NEW $232.64 -21.8%
59 SPEM SPDR INDEX SHARES EMERG MARKT ETF 129.0 $6K 0.01% NEW $46.81 +8.9%
60 WING WINGSTOP INC Consumer Cyclical 24.0 $6K 0.01% NEW $238.46 -40.6%
Page 3 of 5  ·  94 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 26.4%
Financial Services 21.8%
Healthcare 13.5%
Industrials 11.3%
Communication Services 7.5%
Consumer Defensive 4.8%
Energy 4.6%
Consumer Cyclical 3.7%
Utilities 3.2%
Real Estate 2.1%