CHAPIN DAVIS, INC. Q3 2025 Filing

Filed October 9, 2025

Portfolio Value

$407.3B

Holdings

247

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (247 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
99,651$25.4B6.23%
2
NVDANVIDIA CORPORATION
98,217$18.3B4.50%
3
MSFTMICROSOFT CORP
32,693$16.9B4.16%
4
PLTRPALANTIR TECHNOLOGIES INC
72,801$13.3B3.26%
5
AVGOBROADCOM INC
32,141$10.6B2.60%
6
IVVISHARES TR
15,251$10.2B2.51%
7
JPMJPMORGAN CHASE & CO.
32,275$10.2B2.50%
8
WDCWESTERN DIGITAL CORP
80,732$9.7B2.38%
9
GOOGLALPHABET INC
38,829$9.4B2.32%
10
AMZNAMAZON COM INC
42,476$9.3B2.29%
11
STXSEAGATE TECHNOLOGY HLDNGS PL
38,399$9.1B2.23%
12
HWMHOWMET AEROSPACE INC
44,180$8.7B2.13%
13
GBFHGBANK FINL HLDGS INC
208,750$8.2B2.01%
14
GEVGE VERNOVA INC
12,303$7.6B1.86%
15
CVXCHEVRON CORP NEW
37,106$5.8B1.41%
16
SPYSPDR S&P 500 ETF TR
8,492$5.7B1.39%
17
JNJJOHNSON & JOHNSON
29,654$5.5B1.35%
18
GEGE AEROSPACE
17,332$5.2B1.28%
19
IDXXIDEXX LABS INC
7,934$5.1B1.24%
20
RCLROYAL CARIBBEAN GROUP
15,554$5.0B1.24%
21
APHAMPHENOL CORP NEW
40,519$5.0B1.23%
22
GSGOLDMAN SACHS GROUP INC
6,047$4.8B1.18%
23
URIUNITED RENTALS INC
4,816$4.6B1.13%
24
UALUNITED AIRLS HLDGS INC
47,431$4.6B1.12%
25
BRK/BBERKSHIRE HATHAWAY INC DEL
8,017$4.0B0.99%
26
NCLHNORWEGIAN CRUISE LINE HLDG L
146,344$3.6B0.89%
27
IWRISHARES TR
35,448$3.4B0.84%
28
DISDISNEY WALT CO
29,752$3.4B0.84%
29
PGPROCTER AND GAMBLE CO
22,158$3.4B0.84%
30
ABBVABBVIE INC
13,468$3.1B0.77%
31
APDAIR PRODS & CHEMS INC
11,154$3.0B0.75%
32
EMREMERSON ELEC CO
22,803$3.0B0.73%
33
PEPPEPSICO INC
19,537$2.7B0.67%
34
CATCATERPILLAR INC
5,746$2.7B0.67%
35
JEPIJ P MORGAN EXCHANGE TRADED F
46,406$2.6B0.65%
36
NDQINVESCO QQQ TR
4,350$2.6B0.64%
37
GOOGALPHABET INC
10,057$2.4B0.60%
38
BACBANK AMERICA CORP
47,328$2.4B0.60%
39
IJRISHARES TR
20,359$2.4B0.59%
40
VICRVICOR CORP
45,700$2.3B0.56%
41
ALABASTERA LABS INC
11,451$2.2B0.55%
42
FDXFEDEX CORP
9,353$2.2B0.54%
43
NEENEXTERA ENERGY INC
29,050$2.2B0.54%
44
RTXRTX CORPORATION
12,398$2.1B0.51%
45
CSXCSX CORP
55,304$2.0B0.48%
46
CSCOCISCO SYS INC
28,226$1.9B0.47%
47
BACVERIZON COMMUNICATIONS INC
43,787$1.9B0.47%
48
VEUVANGUARD INTL EQUITY INDEX F
25,192$1.8B0.44%
49
IJHISHARES TR
27,378$1.8B0.44%
50
ETENERGY TRANSFER L P
103,153$1.8B0.43%
51
AMGNAMGEN INC
6,268$1.8B0.43%
52
VBRVANGUARD INDEX FDS
8,411$1.8B0.43%
53
JEPQJ P MORGAN EXCHANGE TRADED F
30,409$1.7B0.43%
54
ORCLORACLE CORP
6,135$1.7B0.42%
55
LLYELI LILLY & CO
2,222$1.7B0.42%
56
VTIVANGUARD INDEX FDS
5,137$1.7B0.41%
57
PFEPFIZER INC
64,543$1.6B0.40%
58
IVWISHARES TR
13,570$1.6B0.40%
59
MTUMISHARES TR
6,095$1.6B0.38%
60
WMTWALMART INC
14,914$1.5B0.38%
61
VUGVANGUARD INDEX FDS
3,193$1.5B0.38%
62
VWOVANGUARD INTL EQUITY INDEX F
27,964$1.5B0.37%
63
IWFISHARES TR
3,233$1.5B0.37%
64
VOOVANGUARD INDEX FDS
2,363$1.4B0.36%
65
CEGCONSTELLATION ENERGY CORP
4,385$1.4B0.35%
66
VEAVANGUARD TAX-MANAGED FDS
23,250$1.4B0.34%
67
SGOVISHARES TR
13,313$1.3B0.33%
68
BMYBRISTOL-MYERS SQUIBB CO
29,665$1.3B0.33%
69
LMTLOCKHEED MARTIN CORP
2,634$1.3B0.32%
70
HDHOME DEPOT INC
3,184$1.3B0.32%
71
KOCOCA COLA CO
18,921$1.3B0.31%
72
VOVANGUARD INDEX FDS
4,265$1.3B0.31%
73
TAT&T INC
44,009$1.2B0.31%
74
METAMETA PLATFORMS INC
1,680$1.2B0.30%
75
VVISA INC
3,611$1.2B0.30%
76
EFAISHARES TR
13,043$1.2B0.30%
77
NUENUCOR CORP
8,826$1.2B0.29%
78
IVEISHARES TR
5,576$1.2B0.28%
79
TTITETRA TECHNOLOGIES INC DEL
198,400$1.1B0.28%
80
MRKMERCK & CO INC
13,579$1.1B0.28%
81
IYWISHARES TR
5,719$1.1B0.28%
82
DYAIDYADIC INTL INC DEL
932,004$1.1B0.27%
83
SHYISHARES TR
12,462$1.0B0.25%
84
ADBEADOBE INC
2,880$1.0B0.25%
85
BXBLACKSTONE INC
5,939$1.0B0.25%
86
TSLATESLA INC
2,258$1.0B0.25%
87
BSVVANGUARD BD INDEX FDS
12,677$1.0B0.25%
88
NOBLPROSHARES TR
9,687$998.4M0.25%
89
DUKDUKE ENERGY CORP NEW
7,980$987.5M0.24%
90
VSTVISTRA CORP
4,913$962.6M0.24%
91
VCSHVANGUARD SCOTTSDALE FDS
12,041$962.4M0.24%
92
DKSDICKS SPORTING GOODS INC
4,217$937.1M0.23%
93
LIVNLIVANOVA PLC
17,600$921.9M0.23%
94
MOALTRIA GROUP INC
13,628$900.3M0.22%
95
KMIKINDER MORGAN INC DEL
31,623$895.2M0.22%
96
CMICUMMINS INC
2,095$884.9M0.22%
97
VGTVANGUARD WORLD FD
1,173$876.2M0.22%
98
CFNDC1 FD INC
107,500$876.1M0.22%
99
XSCDXLMP CAP & INCOME FD INC
56,387$875.7M0.22%
100
AQLTISHARES TR
5,962$847.2M0.21%
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