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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 19 of 19  ·  372 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 PUT PUT PALANTIR TECHNOLOGIE$85 EXP 01/16/26 9.0 $10.0 NEW $1.11
362 PUT PUT OCCIDENTAL PETE CORP$32.5 EXP 01/16/26 15.0 $8.0 NEW $0.53
363 PUT PUT JPMORGAN CHASE & CO $220 EXP 01/16/26 2.0 $7.0 NEW $3.50
364 PUT PUT NVIDIA CORP $100 EXP 01/16/26 18.0 $6.0 +8.0 +80.0% $0.33
365 PUT PUT CHEVRON CORP NEW $115 EXP 01/16/26 5.0 $4.0 $0.80
366 OGEN ORAGENICS INC Healthcare 1.0 NEW
367 PUT PUT APPLE INC $150 EXP 01/16/26 5.0 NEW
368 PUT PUT DELL TECHNOLOGIES IN$70 EXP 01/16/26 7.0 -14.0 -66.7%
369 PUT PUT GENERAL DYNAMICS COR$270 EXP 01/16/26 2.0 NEW
370 PUT PUT MERCK & CO. INC. $80 EXP 01/16/26 20.0 +5.0 +33.3%
371 PUT PUT ROBINHOOD MKTS INC $50 EXP 01/16/26 15.0 NEW
372 PUT PUT TESLA INC $125 EXP 01/16/26 5.0
Page 19 of 19  ·  372 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%