Fund HoldingsChesapeake Wealth Management

Total Portfolio Value
$325.70M
Total Bought
$10.46M
Total Sold
$23.56M
Net Transaction
-$13.10M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
EXXON MOBIL CORP15,08015,415+3351,8152,6150.80%+801
CHEVRON CORPORATION(CVX)014,933+14,93303,0900.95%+3,090
ISHARES TR185,510193,951+8,44118,52919,2545.91%+725
ISHARES TR05,164+5,16405700.18%+570
SCHWAB STRATEGIC TR0109,837+109,83703,3701.03%+3,370
DBX ETF TR105,745113,752+8,0075,0875,6191.73%+532
KLA CORP(KLAC)0339+33904990.15%+499
NEXTERA ENERGY INC(NEE)27,98928,542+5532,2472,6510.81%+404
SELECT SECTOR SPDR TR
ST STR ENERG ETF
25,45224,977-4751,1381,5300.47%+392
SCHWAB STRATEGIC TR399,606402,899+3,2939,6079,9723.06%+365
JOHNSON & JOHNSON(JNJ)8,0788,290+2121,6722,0260.62%+355
SALESFORCE INC(CRM)01,724+1,72403220.10%+322
VALERO ENERGY CORP(VLO)03,870+3,87009560.29%+956
DUKE ENERGY CORP NEW(DUK)01,977+1,97702590.08%+259
CATERPILLAR INC(CAT)3,0432,822-2211,7431,9990.61%+256
CONOCOPHILLIPS(COP)7,1606,938-2226709160.28%+246
ALTRIA GROUP INC(MO)03,575+3,57502360.07%+236
SPDR SERIES TRUST
ST STR BACKE ETF
306,245316,789+10,5446,8647,0932.18%+228
ISHARES TR
CORE MSCI EAFE
02,518+2,51802280.07%+228
MERCK & CO INC(MRK)14,74014,755+151,5521,7750.54%+223
L3HARRIS TECHNOLOGIES INC(LHX)04,551+4,55101,5710.48%+1,571
ISHARES GOLD TR(IAU)02,443+2,44302150.07%+215
LOCKHEED MARTIN CORP(LMT)0347+34702100.06%+210
GE VERNOVA INC(GEV)0237+23702070.06%+207
CORNING INC(GLW)01,475+1,47502010.06%+201
MARATHON PETE CORP(MPC)01,939+1,93904730.15%+473
COSTCO WHOLESALE CORPORATION(COST)0670+67006680.20%+668
FLEXSHARES TR
IBOXX 5YR TRGT
067,287+67,28701,6220.50%+1,622
COCA COLA CO(KO)22,30822,273-351,5601,6940.52%+134
TEXAS INSTRS INC(TXN)06,660+6,66001,2930.40%+1,293
SCHWAB STRATEGIC TR177,738178,183+4455,0625,1821.59%+120
LINDE PLC(LIN)01,643+1,64308150.25%+815
VERIZON COMMUNICATIONS INC(VZ)013,925+13,92506990.21%+699
ISHARES TR73,11274,943+1,8318,0568,1682.51%+112
AT&T INC(T)024,022+24,02206960.21%+696
WASTE MGMT INC DEL(WM)1,2791,644+3652813780.12%+97
MCDONALDS CORP(MCD)10,55710,674+1173,2273,3171.02%+91
CISCO SYS INC(CSCO)23,48924,441+9521,8091,8960.58%+87
SOUTHERN CO(SO)9,0289,011-177878700.27%+83
ISHARES TR5,2506,028+7785606420.20%+82
T-MOBILE US INC(TMUS)06,230+6,23001,3080.40%+1,308
SPDR GOLD TR(GLD)2,4032,40309521,0340.32%+82
PEPSICO INC(PEP)4,8524,972+1206967720.24%+76
SCHWAB STRATEGIC TR078,778+78,77802,5960.80%+2,596
SCHWAB STRATEGIC TR035,100+35,10001,0710.33%+1,071
ISHARES TR
BROAD USD HIGH
140,733144,568+3,8355,2635,3261.64%+63
PNC FINL SVCS GROUP INC(PNC)1,4611,767+3063053680.11%+63
WALMART INC(WMT)25,08222,967-2,1152,7942,8540.88%+60
AMGEN INC(AMGN)3,4193,334-851,1191,1730.36%+54
APPLIED MATLS INC827777-502132660.08%+53
ISHARES TR03,955+3,95503150.10%+315
INTEL CORP(INTC)6,0006,182+1822212730.08%+51
GILEAD SCIENCES INC(GILD)2,9052,90503574050.12%+48
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
141,853143,221+1,36811,31011,3533.49%+43
SELECT SECTOR SPDR TR
ST STR UTIL ETF
23,27022,506-7649931,0330.32%+39
SELECT SECTOR SPDR TR
ST STR MATER ETF
20,33919,238-1,1019229610.30%+39
BRISTOL-MYERS SQUIBB CO(BMY)6,4686,368-1003493860.12%+37
ISHARES TR15,66216,478+81610,72810,7643.30%+36
ISHARES TR4,7505,110+3605095420.17%+34
MARVELL TECHNOLOGY INC(MRVL)2,3852,38502032360.07%+34
ECOLAB INC(ECL)1,4341,531+973764070.13%+31
HONEYWELL INTL INC(HON)01,042+1,04202360.07%+236
ISHARES TR15,54515,447-988508770.27%+27
ILLINOIS TOOL WKS INC(ITW)1,8711,87104614870.15%+26
PHILIP MORRIS INTL INC(PM)4,4404,448+87127350.23%+23
SCHWAB STRATEGIC TR34,90134,628-2731,0491,0720.33%+23
PUBLIC STORAGE OPER CO(PSA)01,955+1,95505300.16%+530
COLGATE PALMOLIVE CO(CL)04,078+4,07803480.11%+348
ALLIANT ENERGY CORP(LNT)03,220+3,22002310.07%+231
DOMINION ENERGY INC(D)5,3015,278-233113260.10%+16
VANGUARD BD INDEX FDS17,15017,347+1971,2701,2770.39%+7
ALPHABET INC(GOOG)1,8852,065+1805925920.18%+1
VANGUARD INDEX FDS09,761+9,76108660.27%+866
STRYKER CORPORATION(SYK)01,447+1,44704750.15%+475
VANGUARD INDEX FDS1,5311,602+719609570.29%-3
ISHARES TR4,6504,65003022990.09%-3
TIDAL TRUST III
NAACP MINO ETF
4,5324,53202232190.07%-4
VANGUARD SPECIALIZED FUNDS96596502122080.06%-5
GENERAL DYNAMICS CORP(GD)03,255+3,25501,1170.34%+1,117
VANGUARD STAR FDS7,4757,240-2355645580.17%-6
TJX COS INC NEW(TJX)11,73311,244-4891,8021,7960.55%-7
ALLSTATE CORP(ALL)01,274+1,27402640.08%+264
NORFOLK SOUTHN CORP(NSC)02,555+2,55507330.23%+733
SELECT SECTOR SPDR TR
ST STR STAPL ETF
18,88417,783-1,1011,4671,4580.45%-9
LOWES COS INC(LOW)01,994+1,99404710.14%+471
AUTOZONE INC(AZO)0119+11904020.12%+402
ISHARES TR1,3651,313-522892770.09%-12
PUBLIC SVC ENTERPRISE GROUP(PEG)02,688+2,68802180.07%+218
INVESCO QQQ TR0423+42302440.07%+244
ISHARES TR01,000+1,00003570.11%+357
INTERCONTINENTAL EXCHANGE IN(ICE)03,655+3,65505750.18%+575
ISHARES TR2,0501,935-1153042850.09%-18
SHERWIN WILLIAMS CO(SHW)03,067+3,06709830.30%+983
GE AEROSPACE(GE)970975+52992770.08%-22
ISHARES TR75,59974,484-1,1157,2607,2352.22%-25
ISHARES TR54454402572320.07%-26
ISHARES TR70,21469,242-9726,7606,7322.07%-27
AFLAC INC(AFL)04,334+4,33404750.15%+475
PROLOGIS INC.(PLD)3,8853,541-3444964680.14%-28
GOLDMAN SACHS GROUP INC(GS)314293-212762480.08%-28
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