CHAPIN DAVIS, INC.

PrivateCIK: 872098
Location

BALTIMORE, MD

261
Positions
$448.61M
Total AUM (reported)
5.81M
Total Shares

Allocation by class

TOTAL AUM$448.61M261 positions
COM$284.94M63.5%
COM NEW$30.89M6.9%
ORD SHS$13.68M3.0%
CAP STK CL A$10.97M2.4%
CORE S&P500 ETF$10.03M2.2%
TR UNIT$5.42M1.2%
CL B NEW$3.86M0.9%

Portfolio Concentration

Top 311.8%4–1016.2%11–2525.5%Rest46.5%TOP 1028.0%0%100%
Top 3$52.73M11.8%
4–10$72.77M16.2%
11–25$114.45M25.5%
Rest$208.65M46.5%

Top 3 weight

11.8%

Top 10 weight

28.0%

Voting Authority Distribution

Total shares with voting rights: 5.81M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

5.81M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole261
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings261
Rows:

APPLE INC

SOLE
COM
Shares88.84K
TypeSH
Market value$22.55M
5.03%
Sole
0.00
Shared
0.00
None
88.84K

WESTERN DIGITAL CORP

SOLE
COM
Shares61.04K
TypeSH
Market value$16.51M
3.68%
Sole
0.00
Shared
0.00
None
61.04K

SEAGATE TECHNOLOGY HLDNGS PL

SOLE
ORD SHS
Shares34.91K
TypeSH
Market value$13.68M
3.05%
Sole
0.00
Shared
0.00
None
34.91K

MICROSOFT CORP

SOLE
COM
Shares30.28K
TypeSH
Market value$11.21M
2.50%
Sole
0.00
Shared
0.00
None
30.28K

ALPHABET INC

SOLE
CAP STK CL A
Shares38.15K
TypeSH
Market value$10.97M
2.45%
Sole
0.00
Shared
0.00
None
38.15K

NVIDIA CORPORATION

SOLE
COM
Shares61.68K
TypeSH
Market value$10.76M
2.40%
Sole
0.00
Shared
0.00
None
61.68K

HOWMET AEROSPACE INC

SOLE
COM
Shares45.02K
TypeSH
Market value$10.38M
2.31%
Sole
0.00
Shared
0.00
None
45.02K

ISHARES TR

SOLE
CORE S&P500 ETF
Shares15.35K
TypeSH
Market value$10.03M
2.24%
Sole
0.00
Shared
0.00
None
15.35K

KEYSIGHT TECHNOLOGIES INC

SOLE
COM
Shares35.43K
TypeSH
Market value$10.01M
2.23%
Sole
0.00
Shared
0.00
None
35.43K

TERADYNE INC

SOLE
COM
Shares31.79K
TypeSH
Market value$9.42M
2.10%
Sole
0.00
Shared
0.00
None
31.79K

JPMORGAN CHASE & CO

SOLE
COM
Shares31.42K
TypeSH
Market value$9.24M
2.06%
Sole
0.00
Shared
0.00
None
31.42K

ALBEMARLE CORP

SOLE
COM
Shares51.44K
TypeSH
Market value$9.23M
2.06%
Sole
0.00
Shared
0.00
None
51.44K

CIENA CORP

SOLE
COM NEW
Shares22.96K
TypeSH
Market value$8.91M
1.99%
Sole
0.00
Shared
0.00
None
22.96K

LAM RESEARCH CORP

SOLE
COM NEW
Shares39.46K
TypeSH
Market value$8.43M
1.88%
Sole
0.00
Shared
0.00
None
39.46K

CORNING INC

SOLE
COM
Shares61.79K
TypeSH
Market value$8.40M
1.87%
Sole
0.00
Shared
0.00
None
61.79K

KLA CORP

SOLE
COM NEW
Shares5.69K
TypeSH
Market value$8.37M
1.87%
Sole
0.00
Shared
0.00
None
5.69K

AMAZON COM INC

SOLE
COM
Shares38.49K
TypeSH
Market value$8.02M
1.79%
Sole
0.00
Shared
0.00
None
38.49K

CHEVRON CORPORATION

SOLE
COM
Shares38.03K
TypeSH
Market value$7.87M
1.75%
Sole
0.00
Shared
0.00
None
38.03K

VICOR CORP

SOLE
COM
Shares44.20K
TypeSH
Market value$7.12M
1.59%
Sole
0.00
Shared
0.00
None
44.20K

JOHNSON & JOHNSON

SOLE
COM
Shares28.78K
TypeSH
Market value$7.04M
1.57%
Sole
0.00
Shared
0.00
None
28.78K

CF INDUSTRIES HOLD

SOLE
COM
Shares53.40K
TypeSH
Market value$6.93M
1.55%
Sole
0.00
Shared
0.00
None
53.40K

LUMENTUM HLDGS INC

SOLE
COM
Shares9.77K
TypeSH
Market value$6.86M
1.53%
Sole
0.00
Shared
0.00
None
9.77K

MODERNA INC

SOLE
COM
Shares125.54K
TypeSH
Market value$6.38M
1.42%
Sole
0.00
Shared
0.00
None
125.54K

GBANK FINL HLDGS INC

SOLE
COM
Shares232.38K
TypeSH
Market value$6.22M
1.39%
Sole
0.00
Shared
0.00
None
232.38K

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares8.34K
TypeSH
Market value$5.42M
1.21%
Sole
0.00
Shared
0.00
None
8.34K
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