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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 6 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ETHA ISHARES ETHEREUM TRUST ETF IV Financial Services 100.0 $2K 0.00% -573.0 -85.1% $22.43 -37.2%
102 KHC KRAFT HEINZ CO COM Consumer Defensive 79.0 $2K 0.00% -23.0 -22.6% $24.24 +8.1%
103 IPAC ISHARES CORE MSCI PACIFIC ETF 13.0 $951.0 0.00% -186.0 -93.5% $73.15 +12.1%
104 PUT PUT MONDELEZ INTL INC $55 EXP 03/20/26 4.0 $892.0 0.00% -5.0 -55.6% $223.00
105 AIG AMERICAN INTL GROUP INC Financial Services 3.0 $256.0 -10.0 -76.9% $85.33 -8.3%
106 OGN ORGANON & CO COM Healthcare 30.0 $215.0 -5.0 -14.3% $7.17 +88.4%
107 PUT PUT DELL TECHNOLOGIES IN$70 EXP 01/16/26 7.0 -14.0 -66.7%
Page 6 of 6  ·  107 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%