CHAPIN DAVIS, INC. Q2 2025 Filing

Filed July 14, 2025

Portfolio Value

$361.8B

Holdings

232

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (232 positions)

#StockSharesValue% PortfolioType
101
COSTCOSTCO WHSL CORP NEW
785$777.1M0.21%
102
VNQVANGUARD INDEX FDS
8,723$776.9M0.21%
103
CITCINTAS CORP
3,457$770.5M0.21%
104
LOWLOWES COS INC
3,340$741.0M0.20%
105
INTUINTUIT
926$729.3M0.20%
106
DWDMORGAN STANLEY
5,140$724.0M0.20%
107
SCHDSCHWAB STRATEGIC TR
27,055$717.0M0.20%
108
AXPAMERICAN EXPRESS CO
2,217$707.1M0.20%
109
ABTABBOTT LABS
5,099$693.5M0.19%
110
CMICUMMINS INC
2,113$691.8M0.19%
111
WMBWILLIAMS COS INC
10,955$688.1M0.19%
112
BTXBLACKROCK TECH AND PRIVATE E
93,211$684.2M0.19%
113
ITOTISHARES TR
4,978$672.2M0.19%
114
AQLTISHARES TR
5,039$669.2M0.18%
115
TTITETRA TECHNOLOGIES INC DEL
198,400$666.6M0.18%
116
IWDISHARES TR
3,353$651.3M0.18%
117
MAMASTERCARD INCORPORATED
1,152$647.6M0.18%
118
HDVISHARES TR
5,486$642.8M0.18%
119
JCPBJ P MORGAN EXCHANGE TRADED F
13,400$630.6M0.17%
120
TOLTOLL BROTHERS INC
5,408$617.2M0.17%
121
SPGIS&P GLOBAL INC
1,163$613.2M0.17%
122
JPSTJ P MORGAN EXCHANGE TRADED F
12,095$613.0M0.17%
123
JBNDJ P MORGAN EXCHANGE TRADED F
11,315$606.4M0.17%
124
GEGE AEROSPACE
2,334$601.0M0.17%
125
IEMGISHARES INC
9,618$577.3M0.16%
126
PANWPALO ALTO NETWORKS INC
2,802$573.4M0.16%
127
VBVANGUARD INDEX FDS
2,417$572.8M0.16%
128
NKENIKE INC
8,057$572.4M0.16%
129
BABOEING CO
2,715$568.9M0.16%
130
ILCBISHARES TR
6,587$565.1M0.16%
131
MEGINYLI CBRE GBL INFR MEGTRNDS
39,650$563.4M0.16%
132
EPDENTERPRISE PRODS PARTNERS L
17,618$546.3M0.15%
133
MCDMCDONALDS CORP
1,814$529.9M0.15%
134
EWEDWARDS LIFESCIENCES CORP
6,555$512.7M0.14%
135
UALUNITED AIRLS HLDGS INC
6,400$509.6M0.14%
136
OXYOCCIDENTAL PETE CORP
12,077$507.4M0.14%
137
XOMEXXON MOBIL CORP
4,607$496.6M0.14%
138
INGRINGREDION INC
3,605$488.9M0.14%
139
HYGISHARES TR
6,033$486.6M0.13%
140
AGGISHARES TR
4,848$480.8M0.13%
141
TSMTAIWAN SEMICONDUCTOR MFG LTD
2,093$474.0M0.13%
142
GSLCGOLDMAN SACHS ETF TR
3,878$470.7M0.13%
143
IWOISHARES TR
1,645$470.2M0.13%
144
SCCOSOUTHERN COPPER CORP
4,644$469.8M0.13%
145
AIOVIRTUS ARTIFICIAL INTELLIGEN
18,400$456.7M0.13%
146
HONHONEYWELL INTL INC
1,910$444.7M0.12%
147
TRVCCITIGROUP INC
5,057$430.4M0.12%
148
TRGPTARGA RES CORP
2,399$417.6M0.12%
149
BIVVANGUARD BD INDEX FDS
5,390$416.9M0.12%
150
PNCPNC FINL SVCS GROUP INC
2,233$416.3M0.12%
151
DVNDEVON ENERGY CORP NEW
12,915$410.8M0.11%
152
AQLTISHARES TR
4,914$410.2M0.11%
153
CMCSACOMCAST CORP NEW
11,391$406.5M0.11%
154
MMM3M CO
2,665$405.8M0.11%
155
EEMISHARES TR
8,391$404.8M0.11%
156
NSCNORFOLK SOUTHN CORP
1,573$402.6M0.11%
157
BMTABRITISH AMERN TOB PLC
8,494$402.0M0.11%
158
WFCWELLS FARGO CO NEW
4,923$394.4M0.11%
159
FFORD MTR CO
35,636$386.7M0.11%
160
LNCLINCOLN NATL CORP IND
11,080$383.4M0.11%
161
BMEZBLACKROCK HEALTH SCIENCES TE
26,756$381.5M0.11%
162
GSKGSK PLC
9,877$379.3M0.10%
163
VTVVANGUARD INDEX FDS
2,013$355.8M0.10%
164
VOTVANGUARD INDEX FDS
1,251$355.8M0.10%
165
IWMISHARES TR
1,614$348.3M0.10%
166
INTCINTEL CORP
15,468$346.5M0.10%
167
IPINTERNATIONAL PAPER CO
7,395$346.3M0.10%
168
SCHVSCHWAB STRATEGIC TR
12,495$345.7M0.10%
169
IBMINTERNATIONAL BUSINESS MACHS
1,170$344.9M0.10%
170
VIGVANGUARD SPECIALIZED FUNDS
1,639$335.3M0.09%
171
KMBKIMBERLY-CLARK CORP
2,599$335.1M0.09%
172
CIBRFIRST TR EXCHANGE TRADED FD
4,348$328.6M0.09%
173
SHWSHERWIN WILLIAMS CO
948$325.7M0.09%
174
VCITVANGUARD SCOTTSDALE FDS
3,829$317.5M0.09%
175
ITWILLINOIS TOOL WKS INC
1,258$311.0M0.09%
176
XLFSELECT SECTOR SPDR TR
5,936$310.8M0.09%
177
CPCANADIAN PACIFIC KANSAS CITY
3,798$301.0M0.08%
178
MONROE CAP CORP
47,181$300.1M0.08%
179
VBKVANGUARD INDEX FDS
1,078$298.6M0.08%
180
IWNISHARES TR
1,851$292.0M0.08%
181
AMATAPPLIED MATLS INC
1,578$288.9M0.08%
182
IAU*ISHARES GOLD TR
4,525$282.2M0.08%
183
CCLDCARECLOUD INC
119,269$281.5M0.08%
184
DFACDIMENSIONAL ETF TRUST
7,674$275.0M0.08%
185
IBBISHARES TR
2,147$271.6M0.08%
186
JCIJOHNSON CTLS INTL PLC
2,556$270.0M0.07%
187
ALNYALNYLAM PHARMACEUTICALS INC
825$269.0M0.07%
188
SHELSHELL PLC
3,728$262.5M0.07%
189
DOWDOW INC
9,907$262.3M0.07%
190
OKEONEOK INC NEW
3,156$257.6M0.07%
191
AZNASTRAZENECA PLC
3,675$256.8M0.07%
192
LNGCHENIERE ENERGY INC
1,050$255.7M0.07%
193
VFHVANGUARD WORLD FD
2,006$255.4M0.07%
194
ADIANALOG DEVICES INC
1,069$254.4M0.07%
195
LQDISHARES TR
2,320$254.3M0.07%
196
LDOSLEIDOS HOLDINGS INC
1,600$252.4M0.07%
197
XLKSELECT SECTOR SPDR TR
988$250.2M0.07%
198
VNOMUSDVIPER ENERGY INC
6,543$249.5M0.07%
199
FEZSPDR INDEX SHS FDS
4,090$244.3M0.07%
200
IJJISHARES TR
1,949$240.9M0.07%
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