CHAPIN DAVIS, INC.

CIK: 0000872098SEC EDGAR →

Portfolio Value

$426.7M

Holdings

244

As of

Q4 2025

New Positions

30

Closed Positions

15

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

APPLE INC

99,500$27.1M
6.34%
2

MICROSOFT CORP

32,420$15.7M
3.67%
3

WESTERN DIGITAL CORP

78,389$13.5M
3.16%
4

ALPHABET INC

39,943$12.5M
2.93%
5

BROADCOM INC

34,339$11.9M
2.79%
6

NVIDIA CORPORATION

61,497$11.5M
2.69%
7

SEAGATE TECHNOLOGY HLDNGS PL

37,842$10.4M
2.44%
8

ISHARES TR

15,061$10.3M
2.42%
9

AMAZON COM INC

42,897$9.9M
2.32%
10

JPMORGAN CHASE & CO.

30,392$9.8M
2.30%

Quarterly Changes

Top Buys

MUNEW
$9.1M
ALBNEW
$7.2M
KLACNEW
$6.8M
EXPENEW
$4.9M
GLW↑ Increased
$4.5M

Top Sells

NVDA↓ Decreased
$6.9M
GEV↓ Decreased
$6.3M
RCLCLOSED
$5.0M
URICLOSED
$4.6M
UALCLOSED
$4.6M

New Positions (16)

$9.1M · 32K shares
$7.2M · 51K shares
$6.8M · 6K shares
$4.9M · 17K shares
$4.2M · 22K shares
$2.4M · 81K shares
$914K · 11K shares
$533K · 4K shares
$418K · 3K shares
$393K · 6K shares
$226K · 1K shares
$209K · 8K shares
$209K · 3K shares
$203K · 7K shares
$203K · 351 shares
$140K · 13K shares

Closed Positions (19)

$5.0M · 16K shares
$4.6M · 5K shares
$4.6M · 47K shares
$3.6M · 146K shares
$1.3M · 13K shares
$699K · 3K shares
$603K · 503 shares
$582K · 6K shares
$562K · 2K shares
$462K · 644 shares
$432K · 12K shares
$385K · 12K shares
$233K · 992 shares
$209K · 3K shares
$204K · 863 shares
$200K · 1K shares
$176K · 32K shares
PROPHASE LABS INC
$37K · 80K shares
$31K · 20K shares

Sector Breakdown

Sector# HoldingsValue%
Technology30$146.7M34.4%
Financial Services105$114.2M26.8%
Industrials17$32.6M7.7%
Healthcare22$28.8M6.7%
Consumer Cyclical14$22.4M5.2%
Communication Services5$20.8M4.9%
Unknown16$15.2M3.6%
Energy13$14.1M3.3%
Basic Materials8$13.4M3.1%
Consumer Defensive8$11.2M2.6%
Utilities6$7.3M1.7%