Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Chapin Davis

Latest statistics and disclosures from Chapin Davis's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, STX, WDC, MU, SNDK, and represent 19.87% of Chapin Davis's stock portfolio.
Added to shares of these 10 stocks: MPC (+$15M), HUM (+$12M), RVTY (+$11M), EL (+$9.3M), MSFT, MCD, XOM, QXO, CALM, SPGI.
Started 23 new stock positions in SPCX, FBDT, PANW, QXO, SLNH, CRWD, EL, TMO, NE, NOC. LFMD, CALM, WPM, RVMD, HUM, PSX, XOM, MPC, RVTY, GLDM, IBIT, NFLX, SHOP.
Reduced shares in these 10 stocks: KLAC (-$18M), , DDOG (-$15M), MRVL (-$15M), JBL (-$10M), VICR, NUE, SNDK, , STX.
Sold out of its positions in AB, BEAM, DDOG, DVA, DKS, Exxon Mobil Corporation, FDXF, HONA, HRZN, SGOV. JBL, KLAC, MPLX, MRVL, PYPL, RY, SHBI, TPR, TER, VNQ, FLEX.
Chapin Davis was a net seller of stock by $-29M.
Chapin Davis has $520M in assets under management (AUM), dropping by -8.51%.
Central Index Key (CIK): 0000872098

Tip: Access up to 7 years of quarterly data

Positions held by Chapin Davis consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Chapin Davis

Chapin Davis holds 258 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	5.0	$26M		78k	333.03	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	4.5	$24M	-3%	26k	922.32	View chart
Western Digital (WDC)	3.8	$20M	-2%	43k	454.45	View chart
Micron Technology (MU)	3.7	$19M		18k	1065.11	View chart
Sandisk Corp (SNDK)	2.9	$15M	-6%	8.7k	1739.89	View chart
Microsoft Corporation (MSFT)	2.9	$15M	+10%	29k	512.94	View chart
Marathon Petroleum Corp (MPC)	2.8	$15M	NEW	38k	395.42	View chart
Lam Research Corp Com New (LRCX)	2.7	$14M		43k	328.50	View chart
NVIDIA Corporation (NVDA)	2.7	$14M		61k	228.39	View chart
Keysight Technologies (KEYS)	2.5	$13M		36k	364.04	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.4	$12M		36k	344.07	View chart
Humana (HUM)	2.4	$12M	NEW	32k	381.57	View chart
Dell Technologies CL C (DELL)	2.3	$12M		22k	537.95	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.2	$12M		15k	765.89	View chart
Valero Energy Corporation (VLO)	2.2	$11M	+3%	29k	387.61	View chart
Howmet Aerospace (HWM)	2.1	$11M		49k	226.19	View chart
PerkinElmer (RVTY)	2.1	$11M	NEW	72k	152.89	View chart
JPMorgan Chase & Co. (JPM)	2.0	$11M		32k	330.83	View chart
Vicor Corporation (VICR)	1.9	$9.7M	-24%	34k	288.94	View chart
Lauder Estee Cos Cl A (EL)	1.8	$9.3M	NEW	101k	92.77	View chart
Amazon (AMZN)	1.7	$8.7M		35k	249.14	View chart
Chevron Corporation (CVX)	1.4	$7.5M		37k	204.21	View chart
Johnson & Johnson (JNJ)	1.3	$6.8M		26k	264.74	View chart
Goldman Sachs (GS)	1.0	$5.1M		5.6k	900.27	View chart
Broadcom (AVGO)	0.9	$4.8M		14k	351.20	View chart
GBank Financial Holdings (GBFH)	0.9	$4.5M	+7%	249k	18.18	View chart
Caterpillar (CAT)	0.8	$4.3M	-2%	5.3k	810.64	View chart
Astera Labs (ALAB)	0.8	$4.1M		12k	355.97	View chart
Abbvie (ABBV)	0.8	$4.1M		16k	261.59	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$4.1M		8.1k	497.95	View chart
Procter & Gamble Company (PG)	0.7	$3.6M	+2%	25k	145.28	View chart
Emerson Electric (EMR)	0.7	$3.5M		23k	155.10	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.7	$3.5M	+3%	62k	56.22	View chart
Walt Disney Company (DIS)	0.7	$3.5M	+3%	33k	104.90	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$3.2M		4.3k	739.80	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$3.1M		9.1k	340.77	View chart
Series Portfolios Tr Equab Equit Etf (HEDG)	0.6	$2.9M		94k	30.73	View chart
Air Products & Chemicals (APD)	0.5	$2.7M		9.7k	278.23	View chart
Nextera Energy (NEE)	0.5	$2.6M		34k	75.74	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.5	$2.5M	+25%	41k	61.26	View chart
Amgen (AMGN)	0.5	$2.5M	-5%	5.8k	421.51	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$2.5M	-3%	3.2k	762.55	View chart
Merck & Co (MRK)	0.4	$2.2M		15k	145.31	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.4	$2.2M		27k	82.97	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.4	$2.2M	-2%	21k	106.71	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$2.1M	+10%	29k	71.95	View chart
Eli Lilly & Co. (LLY)	0.4	$2.1M	+3%	1.8k	1157.08	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.4	$2.1M		105k	19.77	View chart
CSX Corporation (CSX)	0.4	$2.0M		44k	46.51	View chart
Pepsi (PEP)	0.4	$2.0M	-17%	16k	126.73	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.4	$2.0M		5.4k	374.28	View chart
Raytheon Technologies Corp (RTX)	0.4	$2.0M		11k	185.64	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	0.4	$2.0M		8.7k	231.03	View chart
Verizon Communications (VZ)	0.4	$2.0M		44k	45.87	View chart
Cisco Systems (CSCO)	0.4	$2.0M	-3%	19k	107.62	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$2.0M		14k	142.26	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.4	$2.0M		6.2k	317.34	View chart
McDonald's Corporation (MCD)	0.4	$1.9M	+242%	8.3k	230.94	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.3	$1.7M		19k	90.12	View chart
Bank of America Corporation (BAC)	0.3	$1.6M	-2%	30k	54.43	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$1.6M		28k	59.31	View chart
Constellation Energy (CEG)	0.3	$1.6M	+22%	6.3k	254.02	View chart
Meta Platforms Cl A (META)	0.3	$1.6M	+22%	2.2k	725.25	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.3	$1.6M	+7%	20k	78.42	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$1.6M	+4%	22k	70.61	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$1.6M		2.2k	700.31	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$1.5M		5.7k	264.91	View chart
Coca-Cola Company (KO)	0.3	$1.5M		17k	86.08	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$1.5M		12k	125.26	View chart
Wal-Mart Stores (WMT)	0.3	$1.4M		13k	103.92	View chart
Pfizer (PFE)	0.3	$1.4M		48k	28.52	View chart
Livanova SHS (LIVN)	0.3	$1.3M		18k	76.50	View chart
Bristol Myers Squibb (BMY)	0.3	$1.3M		21k	62.40	View chart
Nucor Corporation (NUE)	0.3	$1.3M	-49%	5.6k	233.75	View chart
S&p Global (SPGI)	0.2	$1.3M	+76%	3.3k	394.47	View chart
Targa Res Corp (TRGP)	0.2	$1.3M		4.7k	270.31	View chart
Hewlett Packard Enterprise (HPE)	0.2	$1.3M		20k	63.89	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$1.2M		9.9k	125.68	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$1.2M		5.2k	228.28	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$1.2M	-2%	7.8k	152.07	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$1.1M		21k	54.10	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$1.1M		14k	81.20	View chart
TETRA Technologies (TTI)	0.2	$1.1M		187k	5.87	View chart
FedEx Corporation (FDX)	0.2	$1.1M		3.8k	285.10	View chart
Visa Com Cl A (V)	0.2	$1.0M	-2%	2.9k	359.34	View chart
Intel Corporation (INTC)	0.2	$1.0M		8.5k	120.22	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$1.0M		13k	77.26	View chart
Citigroup Com New (C)	0.2	$1.0M		7.9k	129.49	View chart
Mainstay Cbre Global (MEGI)	0.2	$1.0M		75k	13.46	View chart
Birchtech Corp Com Shs (BCHT)	0.2	$947k		677k	1.40	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.2	$930k	NEW	5.7k	162.75	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$928k		5.6k	166.28	View chart
Vanguard Index Fds Mrngstr Md Cp Va (VOE)	0.2	$921k		4.7k	195.54	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$920k	-3%	12k	76.40	View chart
Ge Vernova (GEV)	0.2	$915k		962.00	950.81	View chart
Nuveen Insd Dividend Advantage (NVG)	0.2	$913k	-11%	86k	10.61	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$874k	-6%	6.4k	136.07	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$869k		7.7k	112.09	View chart
Qxo Com New (QXO)	0.2	$830k	NEW	71k	11.69	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$813k	-2%	10k	81.16	View chart
Southern Copper Corporation (SCCO)	0.2	$812k	+6%	4.0k	202.64	View chart
Applied Materials (AMAT)	0.2	$800k		1.6k	511.38	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$800k		25k	32.53	View chart
Lockheed Martin Corporation (LMT)	0.2	$795k	-38%	1.6k	509.25	View chart
Kinder Morgan (KMI)	0.2	$791k	-11%	26k	30.15	View chart
LMP Capital and Income Fund (SCD)	0.1	$772k		52k	14.74	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$767k		27k	27.96	View chart
Williams Companies (WMB)	0.1	$761k	-5%	11k	67.97	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$755k		7.3k	104.04	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$752k		3.0k	247.95	View chart
Mastercard Incorporated Cl A (MA)	0.1	$742k	+2%	1.3k	551.45	View chart
Palantir Technologies Cl A (PLTR)	0.1	$737k		3.9k	187.05	View chart
Boeing Company (BA)	0.1	$737k		4.0k	186.05	View chart
Clorox Company (CLX)	0.1	$710k	+123%	8.8k	81.01	View chart
Altria (MO)	0.1	$705k		11k	67.34	View chart
Cal Maine Foods Com New (CALM)	0.1	$698k	NEW	10k	68.06	View chart
Tesla Motors (TSLA)	0.1	$694k	-2%	2.0k	354.81	View chart
Blackrock Tech And Private E Shs Ben Int (BTX)	0.1	$690k		77k	8.98	View chart
Ge Aerospace Com New (GE)	0.1	$688k		2.2k	312.29	View chart
Occidental Petroleum Corporation (OXY)	0.1	$687k		12k	55.32	View chart
Hldgs (UAL)	0.1	$666k		6.0k	110.95	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$663k	+3%	3.6k	183.37	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$660k		6.8k	96.88	View chart
Ishares Tr Morningstr Us Eq	0.1	$654k		6.2k	105.67	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$650k	+7%	3.3k	195.75	View chart
International Business Machines (IBM)	0.1	$618k	+48%	2.8k	219.91	View chart
American Express Company (AXP)	0.1	$611k	+31%	2.0k	304.15	View chart
Medtronic SHS (MDT)	0.1	$607k	+80%	7.0k	86.29	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$605k		7.8k	77.21	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.1	$601k		2.1k	284.47	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$597k	-2%	13k	44.78	View chart
Corning Incorporated (GLW)	0.1	$589k	-2%	3.8k	153.76	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$563k		1.6k	356.90	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$559k		11k	50.37	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$558k		11k	51.12	View chart
PNC Financial Services (PNC)	0.1	$541k		2.4k	222.26	View chart
Oracle Corporation (ORCL)	0.1	$540k	-3%	3.9k	137.30	View chart
Costco Wholesale Corporation (COST)	0.1	$534k		587.00	910.34	View chart
Abbott Laboratories (ABT)	0.1	$530k		5.4k	98.83	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$523k		8.5k	61.50	View chart
Home Depot (HD)	0.1	$518k		1.8k	284.44	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$501k		8.7k	57.56	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$496k		2.9k	168.46	View chart
Enterprise Products Partners (EPD)	0.1	$494k		14k	35.61	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$492k	+5%	5.2k	94.54	View chart
Target Corporation (TGT)	0.1	$483k	-15%	3.1k	156.69	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$476k	-4%	6.5k	72.86	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$476k	-5%	1.0k	456.19	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.1	$472k		2.2k	216.11	View chart
Cintas Corporation (CTAS)	0.1	$463k		2.4k	195.06	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$448k		4.3k	103.10	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$437k		2.1k	210.53	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$435k	-22%	3.0k	145.04	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$432k		1.1k	380.84	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$431k	-15%	4.1k	103.90	View chart
Calamos Etf Tr Autoc Incom Etf (CAIE)	0.1	$426k		16k	26.62	View chart
Blackrock Health Sciences Te Com Shs (BMEZ)	0.1	$420k	-5%	25k	16.70	View chart
Dyadic International (DYAI)	0.1	$419k	+6%	943k	0.44	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$418k	+6%	7.8k	53.40	View chart
Duke Energy Corp Com New (DUK)	0.1	$416k	+5%	3.7k	114.01	View chart
Virtus Allianzgi Artificial (AIO)	0.1	$413k	-2%	17k	24.87	View chart
Advanced Micro Devices (AMD)	0.1	$412k	-26%	673.00	611.76	View chart
Lowe's Companies (LOW)	0.1	$411k	-8%	2.2k	184.30	View chart
At&t (T)	0.1	$410k	-6%	17k	24.40	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$403k		12k	33.31	View chart
Vistra Energy (VST)	0.1	$403k	-40%	2.9k	138.35	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$388k		1.9k	209.45	View chart
Ultimus Managers Tr West Sa Ener Etf (WEEI)	0.1	$387k		16k	24.19	View chart
Philip Morris International (PM)	0.1	$372k		1.9k	190.82	View chart
Johnson Controls Internation SHS (JCI)	0.1	$370k		2.5k	148.65	View chart
Southern Company (SO)	0.1	$358k		4.3k	82.89	View chart
Cummins (CMI)	0.1	$358k		692.00	516.78	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$353k		4.5k	78.10	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$351k		15k	23.70	View chart
Devon Energy Corporation (DVN)	0.1	$351k	+17%	7.6k	46.04	View chart
Vanguard Index Fds MRNGSTR SM CP GR (VBK)	0.1	$341k	+4%	1.0k	337.78	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf	0.1	$341k		7.7k	44.45	View chart
Morgan Stanley Com New (MS)	0.1	$338k		1.8k	188.04	View chart
Chubb (CB)	0.1	$332k		1.0k	325.37	View chart
Shell Spon Ads (SHEL)	0.1	$326k		3.4k	95.06	View chart
Vanguard Index Fds MRNGSTR MD CP GR (VOT)	0.1	$324k		1.1k	292.10	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.1	$317k		6.0k	52.67	View chart
Invesco Db Commdy Indx Trck Unit (DBC)	0.1	$315k		9.7k	32.32	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$312k		2.0k	154.59	View chart
Netflix (NFLX)	0.1	$306k	NEW	4.4k	69.58	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.1	$306k		31k	9.95	View chart
Schwab Strategic Tr Mortgage Backed (SMBS)	0.1	$305k		13k	24.00	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$301k	-7%	591.00	508.68	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$297k		4.5k	66.76	View chart
BP Sponsored Adr (BP)	0.1	$297k		6.7k	43.99	View chart
Northrop Grumman Corporation (NOC)	0.1	$296k	NEW	613.00	483.48	View chart
Trevi Therapeutics (TRVI)	0.1	$288k		20k	14.32	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$285k	+14%	6.1k	46.49	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$283k	NEW	1.9k	150.86	View chart
Kimberly-Clark Corporation (KMB)	0.1	$282k		2.9k	97.43	View chart
Carecloud (CCLD)	0.1	$278k	-11%	136k	2.04	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$276k	+2%	994.00	277.89	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$276k		2.3k	117.77	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$275k	NEW	1.0k	264.75	View chart
Norfolk Southern (NSC)	0.1	$274k		888.00	309.00	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$274k	-2%	4.4k	62.73	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$268k		1.9k	137.71	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.1	$267k		13k	21.44	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$261k		3.1k	85.48	View chart
Phillips 66 (PSX)	0.1	$261k	NEW	1.0k	255.34	View chart
Canadian Pacific Kansas City (CP)	0.1	$261k		3.1k	85.09	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$260k		2.4k	109.61	View chart
Viper Energy Cl A (VNOM)	0.0	$260k		6.5k	39.89	View chart
Linde SHS (LIN)	0.0	$255k	+33%	538.00	474.65	View chart
Spdr Index Shs Fds St Str Eu 50 Etf (FEZ)	0.0	$252k		3.8k	67.31	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$247k	NEW	5.2k	47.34	View chart
Revolution Medicines (RVMD)	0.0	$246k	NEW	1.2k	205.26	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$241k		1.6k	155.20	View chart
Dow (DOW)	0.0	$239k	-2%	8.7k	27.54	View chart
TJX Companies (TJX)	0.0	$238k		1.8k	132.29	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$236k		7.5k	31.47	View chart
International Paper Company (IP)	0.0	$236k		7.1k	33.17	View chart
Vanguard World Financials Etf (VFH)	0.0	$234k		1.8k	130.05	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$234k		7.8k	30.00	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.0	$231k		5.6k	40.99	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.0	$231k		1.0k	220.34	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$231k	-3%	989.00	233.20	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.0	$230k	+6%	1.4k	166.98	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$229k		2.2k	102.17	View chart
Blackrock (BLK)	0.0	$229k		216.00	1058.29	View chart
Wheaton Precious Metals Corp (WPM)	0.0	$227k	NEW	1.7k	133.72	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.0	$225k		3.6k	63.13	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$223k	NEW	1.5k	148.30	View chart
CVS Caremark Corporation (CVS)	0.0	$222k		2.6k	85.69	View chart
Palo Alto Networks (PANW)	0.0	$222k	NEW	558.00	397.31	View chart
Honeywell International (HON)	0.0	$221k		1.1k	210.78	View chart
Cheniere Energy Com New (LNG)	0.0	$221k	-11%	821.00	269.03	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$221k		5.4k	41.25	View chart
Ares Capital Corporation (ARCC)	0.0	$219k	-4%	12k	19.10	View chart
Illinois Tool Works (ITW)	0.0	$219k		851.00	257.28	View chart
Adobe Systems Incorporated (ADBE)	0.0	$210k	-71%	877.00	239.94	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$210k	NEW	2.6k	82.18	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$210k	+12%	6.4k	32.63	View chart
Thermo Fisher Scientific (TMO)	0.0	$209k	NEW	310.00	675.05	View chart
Astrazeneca Ord (AZN)	0.0	$206k	-5%	1.3k	161.46	View chart
Alnylam Pharmaceuticals (ALNY)	0.0	$206k		834.00	246.74	View chart
United Parcel Svcs CL B (UPS)	0.0	$205k	+4%	2.2k	93.42	View chart
General Motors Company (GM)	0.0	$201k		2.6k	77.00	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$201k	-7%	2.1k	94.02	View chart
Noble Corp Ord Shs A (NE)	0.0	$200k	NEW	4.8k	41.74	View chart
Park Hotels & Resorts Inc-wi (PK)	0.0	$184k	-9%	12k	15.42	View chart
Ford Motor Company (F)	0.0	$127k		11k	12.06	View chart
BlackRock Credit All Inc Trust IV (BTZ)	0.0	$121k		13k	9.31	View chart
C1 Common Stock (CFND)	0.0	$110k	-68%	37k	3.00	View chart
Sensus Healthcare (SRTS)	0.0	$108k	+38%	36k	2.99	View chart
First Breach Com Shs (FBDT)	0.0	$104k	NEW	100k	1.04	View chart
Blackrock Muniyield Insured Fund (MYI)	0.0	$101k		11k	9.63	View chart
Deep Fission Ord (FISN)	0.0	$98k		19k	5.13	View chart
CBDMD Com Shs (YCBD)	0.0	$37k		81k	0.45	View chart
Aberdeen Govt Markets Income Sh Ben Int (MGF)	0.0	$35k		13k	2.71	View chart
Lifemd (LFMD)	0.0	$29k	NEW	10k	2.90	View chart
Lineage Cell Therapeutics In (LCTX)	0.0	$19k		20k	0.96	View chart
Soluna Holdings Com New (SLNH)	0.0	$18k	NEW	16k	1.14	View chart

Past Filings by Chapin Davis

SEC 13F filings are viewable for Chapin Davis going back to 2022

Chapin Davis 2026 Q3 filed Oct. 9, 2026
Chapin Davis 2026 Q2 filed July 7, 2026
Chapin Davis 2026 Q1 filed April 21, 2026
Chapin Davis 2025 Q4 filed Jan. 30, 2026
Chapin Davis 2025 Q3 filed Oct. 9, 2025
Chapin Davis 2025 Q2 filed July 14, 2025
Chapin Davis 2025 Q1 filed April 23, 2025
Chapin Davis 2024 Q4 filed Jan. 21, 2025
Chapin Davis 2024 Q3 filed Oct. 7, 2024
Chapin Davis 2024 Q2 filed July 19, 2024
Chapin Davis 2024 Q1 filed April 18, 2024
Chapin Davis 2023 Q4 filed Jan. 11, 2024
Chapin Davis 2023 Q3 filed Oct. 19, 2023
Chapin Davis 2023 Q2 filed Aug. 30, 2023
Chapin Davis 2023 Q1 filed April 13, 2023
Chapin Davis 2022 Q4 filed Jan. 30, 2023

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z