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CHAPIN DAVIS, INC.

Q2 2025 · 13F-HR

CHAPIN DAVIS, INC.holdings as filed

Filed 2025-07-14 · accession 0001085146-25-003790

$361.8M
Reported value
232
Positions
2025-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$20.9M5.78%101,851CommonNONE
594918104MSFTMICROSOFT CORP$16.0M4.41%32,066CommonNONE
67066G104NVDANVIDIA CORPORATION$11.9M3.30%75,576CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$11.6M3.21%85,168CommonNONE
443201108HWMHOWMET AEROSPACE INC$9.7M2.69%52,254CommonNONE
464287200IVVISHARES TR$9.7M2.68%15,627CommonNONE
023135106AMZNAMAZON COM INC$9.4M2.61%42,970CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$9.3M2.58%32,140CommonNONE
36166F100GBFHGBANK FINL HLDGS INC$7.2M1.99%203,600CommonNONE
11135F101AVGOBROADCOM INC$7.0M1.94%25,452CommonNONE
02079K305GOOGLALPHABET INC$6.7M1.84%37,797CommonNONE
718172109PMPHILIP MORRIS INTL INC$6.5M1.78%35,447CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$6.4M1.76%26,174CommonNONE
36828A101GEVGE VERNOVA INC$6.0M1.66%11,323CommonNONE
05464C101AXONAXON ENTERPRISE INC$5.6M1.54%6,710CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$5.4M1.50%10,681CommonNONE
629377508NRGNRG ENERGY INC$5.4M1.50%33,781CommonNONE
64110L106NFLXNETFLIX INC$5.4M1.49%4,024CommonNONE
166764100CVXCHEVRON CORP NEW$5.4M1.48%37,491CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$5.0M1.37%8,038CommonNONE
315616102FFIVF5 INC$4.8M1.34%16,455CommonNONE
00206R102TAT&T INC$4.8M1.34%167,181CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$4.8M1.33%6,803CommonNONE
478160104JNJJOHNSON & JOHNSON$4.5M1.24%29,287CommonNONE
86800U302SMCISUPER MICRO COMPUTER INC$3.9M1.09%80,570CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$3.9M1.09%8,107CommonNONE
032095101APHAMPHENOL CORP NEW$3.8M1.05%38,640CommonNONE
254687106DISDISNEY WALT CO$3.7M1.03%30,117CommonNONE
742718109PGPROCTER AND GAMBLE CO$3.5M0.96%21,771CommonNONE
464287499IWRISHARES TR$3.3M0.90%35,418CommonNONE
291011104EMREMERSON ELEC CO$3.2M0.89%24,159CommonNONE
009158106APDAIR PRODS & CHEMS INC$3.1M0.87%11,157CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$2.6M0.71%45,276CommonNONE
713448108PEPPEPSICO INC$2.5M0.70%19,131CommonNONE
00287Y109ABBVABBVIE INC$2.4M0.67%13,006CommonNONE
46090E103QQQINVESCO QQQ TR$2.4M0.67%4,365CommonNONE
060505104BACBANK AMERICA CORP$2.3M0.63%48,410CommonNONE
149123101CATCATERPILLAR INC$2.3M0.63%5,877CommonNONE
464287804IJRISHARES TR$2.2M0.61%20,321CommonNONE
31428X106FDXFEDEX CORP$2.1M0.59%9,325CommonNONE
925815102VICRVICOR CORP$2.0M0.56%44,900CommonNONE
65339F101NEENEXTERA ENERGY INC$2.0M0.56%29,179CommonNONE
17275R102CSCOCISCO SYS INC$1.9M0.54%28,074CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.8M0.51%42,472CommonNONE
126408103CSXCSX CORP$1.8M0.50%55,604CommonNONE
75513E101RTXRTX CORPORATION$1.8M0.50%12,399CommonNONE
02079K107GOOGALPHABET INC$1.8M0.50%10,201CommonNONE
29273V100ETENERGY TRANSFER L P$1.8M0.49%98,039CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$1.7M0.47%25,087CommonNONE
031162100AMGNAMGEN INC$1.7M0.46%5,991CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$1.6M0.45%30,226CommonNONE
922908611VBRVANGUARD INDEX FDS$1.6M0.45%8,395CommonNONE
464287507IJHISHARES TR$1.6M0.44%25,839CommonNONE
922908769VTIVANGUARD INDEX FDS$1.6M0.43%5,141CommonNONE
717081103PFEPFIZER INC$1.6M0.43%64,096CommonNONE
532457108LLYELI LILLY & CO$1.5M0.42%1,961CommonNONE
464287309IVWISHARES TR$1.5M0.42%13,655CommonNONE
922908736VUGVANGUARD INDEX FDS$1.5M0.41%3,395CommonNONE
46432F396MTUMISHARES TR$1.5M0.41%6,166CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$1.4M0.39%28,233CommonNONE
464287614IWFISHARES TR$1.4M0.38%3,272CommonNONE
931142103WMTWALMART INC$1.4M0.38%13,904CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$1.3M0.37%23,633CommonNONE
922908363VOOVANGUARD INDEX FDS$1.3M0.37%2,363CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.3M0.36%28,438CommonNONE
191216100KOCOCA COLA CO$1.3M0.36%18,504CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$1.3M0.35%3,967CommonNONE
92826C839VVISA INC$1.2M0.34%3,440CommonNONE
30303M102METAMETA PLATFORMS INC$1.2M0.33%1,629CommonNONE
464287465EFAISHARES TR$1.2M0.33%13,397CommonNONE
922908629VOVANGUARD INDEX FDS$1.2M0.32%4,167CommonNONE
437076102HDHOME DEPOT INC$1.2M0.32%3,143CommonNONE
670346105NUENUCOR CORP$1.1M0.31%8,672CommonNONE
464287408IVEISHARES TR$1.1M0.30%5,598CommonNONE
00724F101ADBEADOBE INC$1.1M0.30%2,821CommonNONE
539830109LMTLOCKHEED MARTIN CORP$1.1M0.29%2,298CommonNONE
04626A103ALABASTERA LABS INC$1.0M0.29%11,451CommonNONE
464287721IYWISHARES TR$990,8530.27%5,719CommonNONE
74348A467NOBLPROSHARES TR$963,1240.27%9,565CommonNONE
92840M102VSTVISTRA CORP$952,1930.26%4,913CommonNONE
921937827BSVVANGUARD BD INDEX FDS$935,2390.26%11,883CommonNONE
09260D107BXBLACKSTONE INC$934,5870.26%6,248CommonNONE
88160R101TSLATESLA INC$918,3570.25%2,891CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$912,2620.25%11,475CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$902,8180.25%7,651CommonNONE
49456B101KMIKINDER MORGAN INC DEL$890,3280.25%30,283CommonNONE
G5509L101LIVNLIVANOVA PLC$882,3920.24%19,600CommonNONE
26745T101DYAIDYADIC INTL INC DEL$874,0210.24%882,849CommonNONE
464287176TIPISHARES TR$864,9970.24%7,861CommonNONE
58933Y105MRKMERCK & CO INC$851,5380.24%10,757CommonNONE
244199105DEDEERE & CO$845,6810.23%1,663CommonNONE
92204A702VGTVANGUARD WORLD FD$841,3860.23%1,268CommonNONE
68389X105ORCLORACLE CORP$841,1850.23%3,847CommonNONE
253393102DKSDICKS SPORTING GOODS INC$833,7740.23%4,215CommonNONE
50208A102XSCDXLMP CAP & INCOME FD INC$821,3710.23%52,652CommonNONE
87612E106TGTTARGET CORP$817,0840.23%8,283CommonNONE
464287457SHYISHARES TR$816,9180.23%9,859CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$810,8200.22%18,704CommonNONE
02209S103MOALTRIA GROUP INC$782,8620.22%13,353CommonNONE
922908512VOEVANGUARD INDEX FDS$780,6680.22%4,747CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$777,1050.21%785CommonNONE
922908553VNQVANGUARD INDEX FDS$776,8640.21%8,723CommonNONE
172908105CTASCINTAS CORP$770,4610.21%3,457CommonNONE
548661107LOWLOWES COS INC$741,0120.20%3,340CommonNONE
461202103INTUINTUIT$729,3450.20%926CommonNONE
617446448MSMORGAN STANLEY$723,9720.20%5,140CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$716,9690.20%27,055CommonNONE
025816109AXPAMERICAN EXPRESS CO$707,1420.20%2,217CommonNONE
002824100ABTABBOTT LABS$693,5160.19%5,099CommonNONE
231021106CMICUMMINS INC$691,8470.19%2,113CommonNONE
969457100WMBWILLIAMS COS INC$688,0860.19%10,955CommonNONE
09260Q108BTXBLACKROCK TECH AND PRIVATE E$684,1690.19%93,211CommonNONE
464287150ITOTISHARES TR$672,2290.19%4,978CommonNONE
464287168DVYISHARES TR$669,2300.18%5,039CommonNONE
88162F105TTITETRA TECHNOLOGIES INC DEL$666,6240.18%198,400CommonNONE
464287598IWDISHARES TR$651,3160.18%3,353CommonNONE
57636Q104MAMASTERCARD INCORPORATED$647,5800.18%1,152CommonNONE
46429B663HDVISHARES TR$642,7950.18%5,486CommonNONE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$630,6040.17%13,400CommonNONE
889478103TOLTOLL BROTHERS INC$617,2060.17%5,408CommonNONE
78409V104SPGIS&P GLOBAL INC$613,2380.17%1,163CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$612,9750.17%12,095CommonNONE
46654Q716JBNDJ P MORGAN EXCHANGE TRADED F$606,3710.17%11,315CommonNONE
369604301GEGE AEROSPACE$600,9560.17%2,334CommonNONE
46434G103IEMGISHARES INC$577,3460.16%9,618CommonNONE
697435105PANWPALO ALTO NETWORKS INC$573,4010.16%2,802CommonNONE
922908751VBVANGUARD INDEX FDS$572,8480.16%2,417CommonNONE
654106103NKENIKE INC$572,3690.16%8,057CommonNONE
097023105BABOEING CO$568,8770.16%2,715CommonNONE
464287127ILCBISHARES TR$565,0720.16%6,587CommonNONE
56064Q107MEGINYLI CBRE GBL INFR MEGTRNDS$563,4270.16%39,650CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$546,3350.15%17,618CommonNONE
580135101MCDMCDONALDS CORP$529,8770.15%1,814CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$512,6660.14%6,555CommonNONE
910047109UALUNITED AIRLS HLDGS INC$509,6320.14%6,400CommonNONE
674599105OXYOCCIDENTAL PETE CORP$507,3550.14%12,077CommonNONE
30231G102XOMEXXON MOBIL CORP$496,6340.14%4,607CommonNONE
457187102INGRINGREDION INC$488,9100.14%3,605CommonNONE
464288513HYGISHARES TR$486,5580.13%6,033CommonNONE
464287226AGGISHARES TR$480,8490.13%4,848CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$474,0440.13%2,093CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$470,7130.13%3,878CommonNONE
464287648IWOISHARES TR$470,2400.13%1,645CommonNONE
84265V105SCCOSOUTHERN COPPER CORP$469,8410.13%4,644CommonNONE
92838Y100AIOVIRTUS ARTIFICIAL INTELLIGEN$456,6880.13%18,400CommonNONE
438516106HONHONEYWELL INTL INC$444,6940.12%1,910CommonNONE
172967424CCITIGROUP INC$430,4290.12%5,057CommonNONE
87612G101TRGPTARGA RES CORP$417,6180.12%2,399CommonNONE
921937819BIVVANGUARD BD INDEX FDS$416,8640.12%5,390CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$416,2760.12%2,233CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$410,8220.11%12,915CommonNONE
46432F842IEFAISHARES TR$410,2210.11%4,914CommonNONE
20030N101CMCSACOMCAST CORP NEW$406,5440.11%11,391CommonNONE
88579Y101MMM3M CO$405,7740.11%2,665CommonNONE
464287234EEMISHARES TR$404,8040.11%8,391CommonNONE
655844108NSCNORFOLK SOUTHN CORP$402,6410.11%1,573CommonNONE
110448107BTIBRITISH AMERN TOB PLC$402,0210.11%8,494CommonNONE
949746101WMT2WELLS FARGO CO NEW$394,4300.11%4,923CommonNONE
345370860FFORD MTR CO$386,6510.11%35,636CommonNONE
534187109LNCLINCOLN NATL CORP IND$383,3680.11%11,080CommonNONE
09260E105BMEZBLACKROCK HEALTH SCIENCES TE$381,5410.11%26,756CommonNONE
37733W204GSKGSK PLC$379,2780.10%9,877CommonNONE
922908744VTVVANGUARD INDEX FDS$355,8040.10%2,013CommonNONE
922908538VOTVANGUARD INDEX FDS$355,7710.10%1,251CommonNONE
464287655IWMISHARES TR$348,2860.10%1,614CommonNONE
458140100INTCINTEL CORP$346,4710.10%15,468CommonNONE
460146103IPINTERNATIONAL PAPER CO$346,3100.10%7,395CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$345,7370.10%12,495CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$344,8990.10%1,170CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$335,2980.09%1,639CommonNONE
494368103KMBKIMBERLY-CLARK CORP$335,0620.09%2,599CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$328,6220.09%4,348CommonNONE
824348106SHWSHERWIN WILLIAMS CO$325,6940.09%948CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$317,5010.09%3,829CommonNONE
452308109ITWILLINOIS TOOL WKS INC$311,0410.09%1,258CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$310,8420.09%5,936CommonNONE
13646K108CPCANADIAN PACIFIC KANSAS CITY$301,0270.08%3,798CommonNONE
610335101MRCCMONROE CAP CORP$300,0710.08%47,181CommonNONE
922908595VBKVANGUARD INDEX FDS$298,6060.08%1,078CommonNONE
464287630IWNISHARES TR$292,0130.08%1,851CommonNONE
038222105AMATAPPLIED MATLS INC$288,8850.08%1,578CommonNONE
464285204IAUISHARES GOLD TR$282,1790.08%4,525CommonNONE
14167R100CCLDCARECLOUD INC$281,4750.08%119,269CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$275,0360.08%7,674CommonNONE
464287556IBBISHARES TR$271,6190.08%2,147CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$269,9650.07%2,556CommonNONE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$269,0250.07%825CommonNONE
780259305SHELSHELL PLC$262,4780.07%3,728CommonNONE
260557103DOWDOW INC$262,3170.07%9,907CommonNONE
682680103OKEONEOK INC NEW$257,6250.07%3,156CommonNONE
046353108AZNNASTRAZENECA PLC$256,8080.07%3,675CommonNONE
16411R208LNGCHENIERE ENERGY INC$255,6970.07%1,050CommonNONE
92204A405VFHVANGUARD WORLD FD$255,4000.07%2,006CommonNONE
032654105ADIANALOG DEVICES INC$254,4440.07%1,069CommonNONE
464287242LQDISHARES TR$254,3440.07%2,320CommonNONE
525327102LDOSLEIDOS HOLDINGS INC$252,4160.07%1,600CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$250,1910.07%988CommonNONE
927959106VNOMUSDVIPER ENERGY INC$249,4840.07%6,543CommonNONE
78463X202FEZSPDR INDEX SHS FDS$244,2960.07%4,090CommonNONE
464287705IJJISHARES TR$240,8570.07%1,949CommonNONE
46137V100PPAINVESCO EXCHANGE TRADED FD T$231,9690.06%1,637CommonNONE
09290D101BLKBLACKROCK INC$230,8370.06%220CommonNONE
055622104BPBP PLC$222,2730.06%7,426CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$221,8480.06%2,616CommonNONE
04010L103ARCCARES CAPITAL CORP$219,1810.06%9,981CommonNONE
278865100ECLECOLAB INC$218,1590.06%809CommonNONE
171484108CHDNCHURCHILL DOWNS INC$217,3520.06%2,152CommonNONE
921937835BNDVANGUARD BD INDEX FDS$216,7110.06%2,943CommonNONE
464287606IJKISHARES TR$216,1680.06%2,376CommonNONE
001055102AFLAFLAC INC$215,2110.06%2,041CommonNONE
427866108HSYHERSHEY CO$213,5780.06%1,287CommonNONE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$211,4060.06%5,636CommonNONE
H1467J104CBCHUBB LIMITED$208,8890.06%721CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$207,2970.06%1,555CommonNONE
67071L106NVGNUVEEN AMT FREE MUN CR INC F$206,8750.06%17,341CommonNONE
74347B680REGLPROSHARES TR$203,1030.06%2,491CommonNONE
219350105GLWCORNING INC$201,9460.06%3,840CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$201,8390.06%509CommonNONE
69374H881COWZPACER FDS TR$201,1150.06%3,650CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$200,6470.06%1,414CommonNONE
825107105SHBISHORE BANCSHARES INC$188,6400.05%12,000CommonNONE
590717401MESOMESOBLAST LTD$163,3500.05%15,000CommonNONE
95766K109HIOWESTERN ASSET HIGH INCOME OP$135,8820.04%34,141CommonNONE
81728J109SRTSSENSUS HEALTHCARE INC$118,5000.03%25,000CommonNONE
12482W408YCBDCBDMD INC$105,7920.03%118,626CommonNONE
88636J527TIDAL TR II$70,9380.02%11,260CommonNONE
74836W203QRHCQUEST RESOURCE HLDG CORP$60,6000.02%30,000CommonNONE
552939100MGFMFS GOVT MKTS INCOME TR$40,7130.01%13,049CommonNONE
74345W108PROPHASE LABS INC$31,3040.01%80,000CommonNONE
53566P109LCTXLINEAGE CELL THERAPEUTICS IN$18,1740.01%20,029CommonNONE
713715100PMNTPERFECT MOMENT LTD$6,4800.00%24,000CommonNONE
50208A110SCD-RLMP CAP & INCOME FD INC$3,6430.00%51,219CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.