Fund HoldingsCHAPIN DAVIS, INC.

Total Portfolio Value
$273.80M
Total Bought
$41.89M
Total Sold
$21.47M
Net Transaction
+$20.41M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)14,91515,230+3157,38613,7625.03%+6,375
UBER TECHNOLOGIES INC(UBER)055,983+55,98304,3101.57%+4,310
META PLATFORMS INC(META)010,918+10,91805,3021.94%+5,302
ADVANCED MICRO DEVICES INC(AMD)1,71912,263+10,5442532,2130.81%+1,960
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
9,37929,152+19,7738012,7130.99%+1,912
MICROSOFT CORP(MSFT)39,83840,134+29614,98116,8856.17%+1,904
ISHARES TR14,05515,827+1,7726,7148,3213.04%+1,607
ISHARES TR
MSCI USA MMENTM
06,200+6,20001,1620.42%+1,162
CONSTELLATION ENERGY CORP(CEG)16,84116,622-2191,9693,0731.12%+1,104
ARISTA NETWORKS INC13,64114,739+1,0983,2134,2741.56%+1,061
AMAZON COM INC(AMZN)33,09033,379+2895,0286,0212.20%+993
GENERAL ELECTRIC CO(GE)021,844+21,84403,8341.40%+3,834
JPMORGAN CHASE & CO(JPM)32,29831,835-4635,4946,3772.33%+883
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
5,21516,855+11,6402879750.36%+689
VANGUARD INDEX FDS04,086+4,08606650.24%+665
DISNEY WALT CO(DIS)21,11920,691-4281,9072,5320.92%+625
BERKSHIRE HATHAWAY INC DEL8,8408,966+1263,1533,7701.38%+618
ISHARES TR
CORE HIGH DV ETF
05,486+5,48606050.22%+605
EATON CORP PLC(ETN)8,9028,737-1652,1442,7321.00%+588
CHEVRON CORP NEW(CVX)029,049+29,04904,5821.67%+4,582
CATERPILLAR INC(CAT)8,2558,25502,4413,0251.10%+584
NEXTERA ENERGY INC(NEE)012,891+12,89108240.30%+824
SALESFORCE INC(CRM)01,870+1,87005630.21%+563
BROADCOM INC(AVGO)4,4904,178-3125,0135,5382.02%+526
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
09,470+9,47005140.19%+514
AIR PRODS & CHEMS INC3,5956,015+2,4209841,4570.53%+473
FAIR ISAAC CORP(FICO)3,9574,048+914,6065,0581.85%+452
CANADIAN PACIFIC KANSAS CITY(CP)05,088+5,08804490.16%+449
D R HORTON INC(DHI)02,659+2,65904380.16%+438
INVESCO QQQ TR4,1834,738+5551,7132,1040.77%+391
SERVICENOW INC(NOW)0498+49803800.14%+380
RALPH LAUREN CORP(RL)01,725+1,72503240.12%+324
GARTNER INC(IT)2,1282,683+5559601,2790.47%+319
KLA CORP(KLAC)3,1563,062-941,8352,1390.78%+304
VANGUARD INDEX FDS3,7944,611+8179001,1980.44%+298
COCA COLA CO(KO)9,84914,226+4,3775808700.32%+290
TAIWAN SEMICONDUCTOR MFG LTD(TSM)02,058+2,05802800.10%+280
BRISTOL-MYERS SQUIBB CO(BMY)022,544+22,54401,2230.45%+1,223
CBOE GLOBAL MKTS INC(CBOE)01,509+1,50902770.10%+277
EMERSON ELEC CO(EMR)17,71117,563-1481,7241,9920.73%+268
RTX CORPORATION(RTX)15,20615,866+6601,2791,5470.57%+268
FREEPORT-MCMORAN INC(FCX)4,9509,975+5,0252114690.17%+258
VANGUARD INDEX FDS2,0602,599+5396408950.33%+254
ONEOK INC NEW(OKE)03,156+3,15602530.09%+253
LOCKHEED MARTIN CORP(LMT)7311,270+5393315780.21%+246
DICKS SPORTING GOODS INC(DKS)4,9244,221-7037249490.35%+226
ISHARES TR02,446+2,44602230.08%+223
MERCK & CO INC(MRK)11,33211,021-3111,2351,4540.53%+219
COLGATE PALMOLIVE CO(CL)02,411+2,41102170.08%+217
GOLDMAN SACHS GROUP INC(GS)6,2486,290+422,4102,6270.96%+217
NETFLIX INC(NFLX)0356+35602160.08%+216
SPDR INDEX SHS FDS
ST STR EU 50 ETF
04,090+4,09002150.08%+215
ISHARES TR01,565+1,56502150.08%+215
ISHARES TR34,63034,538-922,6922,9041.06%+213
XYLEM INC(XYL)01,645+1,64502130.08%+213
TARGET CORP(TGT)4,5524,856+3046488610.31%+212
LEIDOS HOLDINGS INC(LDOS)01,600+1,60002100.08%+210
TJX COS INC NEW(TJX)02,056+2,05602090.08%+209
SELECT SECTOR SPDR TR
ST STR TECHN ETF
0988+98802060.08%+206
VALERO ENERGY CORP(VLO)01,205+1,20502060.08%+206
DOMINION ENERGY INC(D)04,167+4,16702050.07%+205
INTERNATIONAL BUSINESS MACHS(IBM)01,071+1,07102050.07%+205
WALMART INC(WMT)017,450+17,45001,0500.38%+1,050
ENERGY TRANSFER L P(ET)0107,411+107,41101,6900.62%+1,690
PROSHARES TR
S&P 500 DV ARIST
7,1998,500+1,3016858620.31%+177
EDWARDS LIFESCIENCES CORP08,548+8,54808170.30%+817
SYNOPSYS INC(SNPS)1,7001,834+1348751,0480.38%+173
UNITED AIRLS HLDGS INC(UAL)010,450+10,45005000.18%+500
VERIZON COMMUNICATIONS INC(VZ)31,36532,237+8721,1821,3530.49%+170
ISHARES TR12,63113,909+1,2789521,1110.41%+159
VANGUARD INDEX FDS01,727+1,72708300.30%+830
PROCTER AND GAMBLE CO(PG)14,63914,159-4802,1452,2970.84%+152
ALPHABET INC(GOOG)9,5659,840+2751,3481,4980.55%+150
CSX CORP(CSX)62,78362,595-1882,1772,3200.85%+144
PERFECT MOMENT LTD040,000+40,00001430.05%+143
ISHARES TR014,159+14,15901,1960.44%+1,196
NUCOR CORP(NUE)02,412+2,41204770.17%+477
FEDEX CORP(FDX)04,555+4,55501,3200.48%+1,320
LMP CAP & INCOME FD INC
COM
48,06250,952+2,8906737970.29%+124
SCHWAB STRATEGIC TR6,3237,474+1,1514816030.22%+121
BLACKROCK HEALTH SCIENCES TE022,050+22,05003610.13%+361
ISHARES TR3,7253,696-291,1291,2460.46%+117
ISHARES TR5,27125,899+20,6281,4611,5730.57%+112
INTUIT(INTU)9491,084+1355937050.26%+111
MCKESSON CORP(MCK)1,8951,838-578779870.36%+109
AMERICAN EXPRESS CO(AXP)02,052+2,05204670.17%+467
VANGUARD TAX-MANAGED FDS21,57322,620+1,0471,0331,1350.41%+101
VANGUARD INDEX FDS3,9974,127+1309301,0310.38%+101
CUMMINS INC(CMI)02,079+2,07906130.22%+613
AMGEN INC(AMGN)03,331+3,33109470.35%+947
GSK PLC(GSK)014,231+14,23106100.22%+610
VANGUARD SPECIALIZED FUNDS02,297+2,29704190.15%+419
VANGUARD INDEX FDS04,607+4,60707180.26%+718
LOWES COS INC(LOW)03,000+3,00007640.28%+764
CITIGROUP INC(C)07,128+7,12804510.16%+451
SOUTHERN COPPER CORP(SCCO)05,725+5,72506100.22%+610
MONROE CAP CORP026,000+26,00001870.07%+187
ORACLE CORP(ORCL)04,006+4,00605030.18%+503
STANLEY BLACK & DECKER INC(SWK)03,714+3,71403640.13%+364
VISTRA CORP(VST)05,000+5,00003480.13%+348
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