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Portfolio (Quarterly) Guide ↗

Chesapeake Wealth Management

· CIK 0001730383
13F Portfolio $325.7B AUM 262 positions Filed May 18, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 159 New
Page 6 of 8  ·  159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 3,655.0 $575K 0.18% NEW $157.28 -0.6%
102 SHV ISHARES TR 5,164.0 $570K 0.17% NEW $110.39 -0.1%
103 VXUS VANGUARD STAR FDS 7,240.0 $558K 0.17% NEW $77.11 +7.3%
104 MUB ISHARES TR 5,110.0 $542K 0.17% NEW $106.15 -0.3%
105 PSA PUBLIC STORAGE OPER CO Real Estate 1,955.0 $530K 0.16% NEW $270.88 +7.7%
106 KLAC KLA CORP Technology 339.0 $499K 0.15% NEW $1472.41 +17.4%
107 ABT ABBOTT LABORATORIES Healthcare 4,855.0 $498K 0.15% NEW $102.67 -14.4%
108 ITW ILLINOIS TOOL WKS INC Industrials 1,871.0 $487K 0.15% NEW $260.29 -5.9%
109 AFL AFLAC INC Financial Services 4,334.0 $475K 0.15% NEW $109.71 +7.9%
110 SYK STRYKER CORPORATION Healthcare 1,447.0 $475K 0.15% NEW $328.59 -4.8%
111 MPC MARATHON PETE CORP Energy 1,939.0 $473K 0.14% NEW $244.18 +5.5%
112 LOW LOWES COS INC Consumer Cyclical 1,994.0 $471K 0.14% NEW $236.28 -8.8%
113 PLD PROLOGIS INC. Real Estate 3,541.0 $468K 0.14% NEW $132.18 +6.9%
114 SNPS SYNOPSYS INC Technology 1,157.0 $459K 0.14% NEW $396.48 +24.8%
115 V VISA INC Financial Services 1,397.0 $422K 0.13% NEW $302.24 +10.2%
116 MMM 3M CO Industrials 2,900.0 $421K 0.13% NEW $145.23 +3.0%
117 ECL ECOLAB INC Basic Materials 1,531.0 $407K 0.12% NEW $266.02 -8.1%
118 GILD GILEAD SCIENCES INC Healthcare 2,905.0 $405K 0.12% NEW $139.37 -7.6%
119 AZO AUTOZONE INC Consumer Cyclical 119.0 $402K 0.12% NEW $3377.76 -1.4%
120 BMY BRISTOL-MYERS SQUIBB CO Healthcare 6,368.0 $386K 0.12% NEW $60.65 -5.5%
Page 6 of 8  ·  159 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 31.1%
Financial Services 13.4%
Healthcare 11.5%
Consumer Cyclical 9.4%
Communication Services 9.0%
Industrials 8.0%
Consumer Defensive 6.5%
Energy 5.6%
Utilities 3.3%
Basic Materials 1.5%