CHAPIN DAVIS, INC. Q4 2025 Filing

Filed January 30, 2026

Portfolio Value

$426.7M

Holdings

244

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (244 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
99,500$27.1M6.34%
2
MSFTMICROSOFT CORP
32,420$15.7M3.67%
3
WDCWESTERN DIGITAL CORP
78,389$13.5M3.16%
4
GOOGLALPHABET INC
39,943$12.5M2.93%
5
AVGOBROADCOM INC
34,339$11.9M2.79%
6
NVDANVIDIA CORPORATION
61,497$11.5M2.69%
7
STXSEAGATE TECHNOLOGY HLDNGS PL
37,842$10.4M2.44%
8
IVVISHARES TR
15,061$10.3M2.42%
9
AMZNAMAZON COM INC
42,897$9.9M2.32%
10
JPMJPMORGAN CHASE & CO.
30,392$9.8M2.30%
11
MUMICRON TECHNOLOGY INC
31,822$9.1M2.13%
12
HWMHOWMET AEROSPACE INC
43,485$8.9M2.09%
13
PLTRPALANTIR TECHNOLOGIES INC
49,370$8.8M2.06%
14
GBFHGBANK FINL HLDGS INC
219,350$7.4M1.74%
15
APHAMPHENOL CORP NEW
53,682$7.3M1.70%
16
ALBALBEMARLE CORP
51,039$7.2M1.69%
17
KLACKLA CORP
5,629$6.8M1.60%
18
JNJJOHNSON & JOHNSON
28,852$6.0M1.40%
19
SPYSPDR S&P 500 ETF TR
8,447$5.8M1.35%
20
CVXCHEVRON CORP NEW
37,769$5.8M1.35%
21
IDXXIDEXX LABS INC
8,191$5.5M1.30%
22
GEGE AEROSPACE
17,952$5.5M1.30%
23
GSGOLDMAN SACHS GROUP INC
5,967$5.2M1.23%
24
EXPEEXPEDIA GROUP INC
17,437$4.9M1.16%
25
VICRVICOR CORP
44,200$4.8M1.14%
26
GLWCORNING INC
54,711$4.8M1.12%
27
TERTERADYNE INC
21,614$4.2M0.98%
28
CATCATERPILLAR INC
6,981$4.0M0.94%
29
BRK/BBERKSHIRE HATHAWAY INC DEL
7,786$3.9M0.92%
30
PGPROCTER AND GAMBLE CO
24,043$3.4M0.81%
31
IWRISHARES TR
35,505$3.4M0.80%
32
DISDISNEY WALT CO
29,482$3.4M0.79%
33
GOOGALPHABET INC
10,113$3.2M0.74%
34
NDQINVESCO QQQ TR
5,050$3.1M0.73%
35
ABBVABBVIE INC
13,416$3.1M0.72%
36
LLYELI LILLY & CO
2,821$3.0M0.71%
37
EMREMERSON ELEC CO
22,804$3.0M0.71%
38
PEPPEPSICO INC
18,975$2.7M0.64%
39
JEPIJ P MORGAN EXCHANGE TRADED F
47,015$2.7M0.63%
40
BACBANK AMERICA CORP
47,340$2.6M0.61%
41
IJRISHARES TR
20,293$2.4M0.57%
42
HEDGSERIES PORTFOLIOS TR
80,784$2.4M0.56%
43
APDAIR PRODS & CHEMS INC
9,489$2.3M0.55%
44
NEENEXTERA ENERGY INC
29,050$2.3M0.55%
45
RTXRTX CORPORATION
12,386$2.3M0.53%
46
CSCOCISCO SYS INC
27,277$2.1M0.49%
47
AMGNAMGEN INC
6,253$2.0M0.48%
48
CSXCSX CORP
55,304$2.0M0.47%
49
ALABASTERA LABS INC
11,451$1.9M0.45%
50
VEUVANGUARD INTL EQUITY INDEX F
25,555$1.9M0.44%
51
TTITETRA TECHNOLOGIES INC DEL
198,340$1.9M0.44%
52
ETENERGY TRANSFER L P
112,667$1.9M0.44%
53
JEPQJ P MORGAN EXCHANGE TRADED F
30,929$1.8M0.42%
54
VBRVANGUARD INDEX FDS
8,444$1.8M0.42%
55
IJHISHARES TR
26,579$1.8M0.41%
56
VTIVANGUARD INDEX FDS
5,140$1.7M0.40%
57
IVWISHARES TR
13,573$1.7M0.39%
58
WMTWALMART INC
14,733$1.6M0.38%
59
BACVERIZON COMMUNICATIONS INC
39,427$1.6M0.38%
60
VUGVANGUARD INDEX FDS
3,194$1.6M0.36%
61
CEGCONSTELLATION ENERGY CORP
4,350$1.5M0.36%
62
MTUMISHARES TR
6,095$1.5M0.36%
63
VWOVANGUARD INTL EQUITY INDEX F
28,214$1.5M0.36%
64
MRKMERCK & CO INC
14,118$1.5M0.35%
65
VOOVANGUARD INDEX FDS
2,364$1.5M0.35%
66
IWFISHARES TR
3,083$1.5M0.34%
67
VEAVANGUARD TAX-MANAGED FDS
23,262$1.5M0.34%
68
NUENUCOR CORP
8,826$1.4M0.34%
69
GEVGE VERNOVA INC
1,981$1.3M0.30%
70
LMTLOCKHEED MARTIN CORP
2,634$1.3M0.30%
71
KOCOCA COLA CO
17,907$1.3M0.29%
72
EFAISHARES TR
13,009$1.2M0.29%
73
VOVANGUARD INDEX FDS
4,266$1.2M0.29%
74
VVISA INC
3,482$1.2M0.29%
75
BXBLACKSTONE INC
7,859$1.2M0.28%
76
IVEISHARES TR
5,578$1.2M0.28%
77
IYWISHARES TR
5,719$1.1M0.27%
78
AQLTISHARES TR
7,962$1.1M0.26%
79
TRVCCITIGROUP INC
9,470$1.1M0.26%
80
BMYBRISTOL-MYERS SQUIBB CO
20,473$1.1M0.26%
81
METAMETA PLATFORMS INC
1,662$1.1M0.26%
82
FDXFEDEX CORP
3,783$1.1M0.26%
83
PFEPFIZER INC
43,876$1.1M0.26%
84
LIVNLIVANOVA PLC
17,600$1.1M0.25%
85
SHYISHARES TR
12,885$1.1M0.25%
86
CMICUMMINS INC
2,060$1.1M0.25%
87
ADBEADOBE INC
3,002$1.1M0.25%
88
HDHOME DEPOT INC
3,009$1.0M0.24%
89
TSLATESLA INC
2,278$1.0M0.24%
90
NOBLPROSHARES TR
9,688$1.0M0.24%
91
VCSHVANGUARD SCOTTSDALE FDS
12,634$1.0M0.24%
92
BSVVANGUARD BD INDEX FDS
12,681$999K0.23%
93
FCXFREEPORT-MCMORAN INC
18,751$952K0.22%
94
DUKDUKE ENERGY CORP NEW
8,010$938K0.22%
95
XSCDXLMP CAP & INCOME FD INC
61,816$915K0.21%
96
GMGENERAL MTRS CO
11,243$914K0.21%
97
KMIKINDER MORGAN INC DEL
32,586$895K0.21%
98
VGTVANGUARD WORLD FD
1,173$884K0.21%
99
DWDMORGAN STANLEY
4,972$882K0.21%
100
TIPISHARES TR
7,615$836K0.20%
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