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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 5 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PUT PUT BOEING CO $170 EXP 02/20/26 3.0 $153.0 NEW $51.00
82 CHARGEPOINT HLDGS INC CLASS A 12.0 $79.0 NEW $6.58
83 PUT PUT CROWDSTRIKE HLDGS IN$400 EXP 01/16/26 1.0 $49.0 NEW $49.00
84 PUT PUT UNITEDHEALTH GROUP I$240 EXP 01/16/26 17.0 $19.0 NEW $1.12
85 PUT PUT RAMBUS INC DEL $60 EXP 01/16/26 2.0 $14.0 NEW $7.00
86 PUT PUT OKLO INC $30 EXP 01/16/26 10.0 $13.0 NEW $1.30
87 PUT PUT MCDONALDS CORP $250 EXP 01/16/26 2.0 $12.0 NEW $6.00
88 PUT PUT PALANTIR TECHNOLOGIE$85 EXP 01/16/26 9.0 $10.0 NEW $1.11
89 PUT PUT OCCIDENTAL PETE CORP$32.5 EXP 01/16/26 15.0 $8.0 NEW $0.53
90 PUT PUT JPMORGAN CHASE & CO $220 EXP 01/16/26 2.0 $7.0 NEW $3.50
91 OGEN ORAGENICS INC Healthcare 1.0 NEW
92 PUT PUT ROBINHOOD MKTS INC $50 EXP 01/16/26 15.0 NEW
93 PUT PUT GENERAL DYNAMICS COR$270 EXP 01/16/26 2.0 NEW
94 PUT PUT APPLE INC $150 EXP 01/16/26 5.0 NEW
Page 5 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%