CHESAPEAKE ASSET MANAGEMENT LLC

PrivateCIK: 1079397
Location

NEW YORK, NY

328
Positions
$126.04M
Total AUM (reported)
1.09M
Total Shares

Allocation by class

TOTAL AUM$126.04M328 positions
COM$92.97M73.8%
ETF$21.51M17.1%
ADR$10.36M8.2%
OPTION$1.19M0.9%

Portfolio Concentration

Top 321.7%4–1020.3%11–2518.1%Rest39.9%TOP 1042.0%0%100%
Top 3$27.36M21.7%
4–10$25.61M20.3%
11–25$22.79M18.1%
Rest$50.28M39.9%

Top 3 weight

21.7%

Top 10 weight

42.0%

Voting Authority Distribution

Total shares with voting rights: 1.09M

Sole

Full voting authority

1.09M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole328
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings328
Rows:

SPDR Bloomberg 1 3 MNTH T BLL ETF

SOLE
ETF
Shares132.59K
TypeSH
Market value$12.15M
9.64%
Sole
132.59K
Shared
0.00
None
0.00

Eli Lilly & Co

SOLE
COM
Shares9.31K
TypeSH
Market value$8.56M
6.79%
Sole
9.31K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares26.18K
TypeSH
Market value$6.64M
5.27%
Sole
26.18K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares15.84K
TypeSH
Market value$5.86M
4.65%
Sole
15.84K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

SOLE
COM
Shares19.08K
TypeSH
Market value$5.61M
4.45%
Sole
19.08K
Shared
0.00
None
0.00

SPOTIFY TECHNOLOGY S A F

SOLE
COM
Shares7.89K
TypeSH
Market value$3.82M
3.03%
Sole
7.89K
Shared
0.00
None
0.00

RYDER SYS INC COM

SOLE
COM
Shares15K
TypeSH
Market value$3.07M
2.44%
Sole
15K
Shared
0.00
None
0.00

STATE STREET SPDR S&P 500 ETF TRUST

SOLE
ETF
Shares4.17K
TypeSH
Market value$2.71M
2.15%
Sole
4.17K
Shared
0.00
None
0.00

SPDR GOLD TR GOLD SHS

SOLE
COM
Shares5.28K
TypeSH
Market value$2.27M
1.80%
Sole
5.28K
Shared
0.00
None
0.00

AFLAC INC

SOLE
COM
Shares20.49K
TypeSH
Market value$2.25M
1.78%
Sole
20.49K
Shared
0.00
None
0.00

Grupo Financiero Galicia ADR

SOLE
ADR
Shares45.58K
TypeSH
Market value$2.14M
1.70%
Sole
45.58K
Shared
0.00
None
0.00

RTX CORP

SOLE
COM
Shares9.68K
TypeSH
Market value$1.87M
1.48%
Sole
9.68K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares5.97K
TypeSH
Market value$1.85M
1.47%
Sole
5.97K
Shared
0.00
None
0.00

MERCK & CO. INC.

SOLE
COM
Shares15.05K
TypeSH
Market value$1.81M
1.44%
Sole
15.05K
Shared
0.00
None
0.00

CHURCH & DWIGHT INC

SOLE
COM
Shares19.33K
TypeSH
Market value$1.80M
1.43%
Sole
19.33K
Shared
0.00
None
0.00

Amazon Com Inc

SOLE
COM
Shares8.62K
TypeSH
Market value$1.79M
1.42%
Sole
8.62K
Shared
0.00
None
0.00

BANCO MACRO BANSUD S A SPONSORED ADR REPSTG CL B

SOLE
ADR
Shares19.79K
TypeSH
Market value$1.53M
1.21%
Sole
19.79K
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
COM
Shares5.92K
TypeSH
Market value$1.45M
1.15%
Sole
5.92K
Shared
0.00
None
0.00

Simon PPTY Group Inc Sbi

SOLE
COM
Shares7.20K
TypeSH
Market value$1.34M
1.07%
Sole
7.20K
Shared
0.00
None
0.00

Banco Bbva Argentina S A Spon ADR

SOLE
ADR
Shares77.40K
TypeSH
Market value$1.24M
0.99%
Sole
77.40K
Shared
0.00
None
0.00

YPF Sociedad Anonima Spons ADR Dep SHS Rep 1 CL D Argentina ADR

SOLE
ADR
Shares26.88K
TypeSH
Market value$1.24M
0.99%
Sole
26.88K
Shared
0.00
None
0.00

ABBVIE INC

SOLE
COM
Shares5.66K
TypeSH
Market value$1.23M
0.98%
Sole
5.66K
Shared
0.00
None
0.00

ALPHABET INC CLASS CLASS C

SOLE
COM
Shares4.08K
TypeSH
Market value$1.17M
0.93%
Sole
4.08K
Shared
0.00
None
0.00

JACOBS SOLUTIONS INC

SOLE
COM
Shares9.15K
TypeSH
Market value$1.16M
0.92%
Sole
9.15K
Shared
0.00
None
0.00

EXXON MOBIL CORP COM

SOLE
COM
Shares6.82K
TypeSH
Market value$1.16M
0.92%
Sole
6.82K
Shared
0.00
None
0.00
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