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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 7 of 8  ·  159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 WM WASTE MGMT INC DEL Industrials 1,644.0 $378K 0.12% NEW $229.79 -2.6%
122 PNC PNC FINL SVCS GROUP INC Financial Services 1,767.0 $368K 0.11% NEW $208.09 +1.7%
123 IWB ISHARES TR 1,000.0 $357K 0.11% NEW $356.56 +12.2%
124 CL COLGATE PALMOLIVE CO Consumer Defensive 4,078.0 $348K 0.11% NEW $85.23 +5.3%
125 WFC WELLS FARGO & CO Financial Services 4,254.0 $339K 0.10% NEW $79.61 -6.6%
126 VUG VANGUARD INDEX FDS 770.0 $336K 0.10% NEW $436.79 -80.2%
127 DIS DISNEY WALT CO Communication Services 3,423.0 $330K 0.10% NEW $96.38 +6.8%
128 D DOMINION ENERGY INC Utilities 5,278.0 $326K 0.10% NEW $61.82 +8.7%
129 CRM SALESFORCE INC Technology 1,724.0 $322K 0.10% NEW $186.67 -1.0%
130 HYG ISHARES TR 3,955.0 $315K 0.10% NEW $79.56 -0.2%
131 AOR ISHARES TR 4,650.0 $299K 0.09% NEW $64.35 +5.4%
132 IYC ISHARES TR 2,991.0 $290K 0.09% NEW $96.92 +3.5%
133 IYJ ISHARES TR 1,935.0 $285K 0.09% NEW $147.54 +3.8%
134 IVE ISHARES TR 1,313.0 $277K 0.09% NEW $211.15 +5.9%
135 GE GE AEROSPACE Industrials 975.0 $277K 0.09% NEW $283.77 +0.2%
136 INTC INTEL CORP Technology 6,182.0 $273K 0.08% NEW $44.13 +144.0%
137 AMAT APPLIED MATLS INC Technology 777.0 $266K 0.08% NEW $341.79 +19.1%
138 IVW ISHARES TR 2,341.0 $265K 0.08% NEW $113.11 +19.3%
139 ALL ALLSTATE CORP Financial Services 1,274.0 $264K 0.08% NEW $207.34 +7.0%
140 ESGU ISHARES TR 1,865.0 $264K 0.08% NEW $141.42 +13.3%
Page 7 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%