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Chapin Davis, Inc.

All holdings · as of Dec 31, 2025

244 positions

CompanyClassValueShares% of portfolio
Lineage Cell Therapeutics, Inc.LCTXCommon Stock$33.4K20,0290.0%
MFS GOVERNMENT MARKETS INCOME TRUSTMGFClosed-End Fund$39.5K13,0490.0%
Sensus Healthcare, Inc.SRTSCommon Stock$39.8K10,0000.0%
MONROE CAP CORP$76.4K12,0000.0%
WESTERN ASSET HIGH INCOME OPPORTUNITY FUND INC.HIOClosed-End Fund$108.4K29,2050.0%
CBDMD INC$109.7K81,2510.0%
BLACKROCK CREDIT ALLOCATION INCOME TRUST$140.8K13,0000.0%
FORD MOTOR CO$172.3K13,1360.0%
Nuveen AMT-Free Municipal Credit Income FundNVGClosed-End Fund$200.5K15,8410.0%
PROSHARES TR$201.3K2,3900.0%
THERMO FISHER SCIENTIFIC INC.$203.6K3510.0%
SCHWAB STRATEGIC TR$203.9K7,4940.0%
SCHWAB STRATEGIC TR$209.4K7,7830.0%
CVS HEALTH Corp$209.7K2,6420.0%
ONEOK Inc$210.7K2,8670.0%
FIRST TR EXCHANGE-TRADED FD$213.4K5,6360.1%
VANGUARD ADMIRAL FDS INC$214.5K1,0470.1%
AMERICAN CENTY ETF TR$214.7K2,1050.1%
ECOLAB INC.$215.0K8190.1%
Shore Bancshares Inc$217.0K12,2750.1%
Valero Energy Corp$218.5K1,3420.1%
ISHARES TR$219.1K5,1110.1%
PACER FDS TR$219.6K3,6500.1%
DOW INC.$222.7K9,5260.1%
VANGUARD WHITEHALL FDS$223.2K1,5550.1%
VANGUARD ADMIRAL FDS INC$226.3K5090.1%
ADVANCED MICRO DEVICES INC$226.6K1,0580.1%
BP PLC$230.1K6,6250.1%
ISHARES TR$230.2K2,3760.1%
ALLIANCEBERNSTEIN HOLDING L.P.ABMLP$230.9K6,0000.1%
BlackRock, Inc.$237.6K2220.1%
VANGUARD WORLD FD$239.3K1,7920.1%
SHOPIFY INC$241.5K1,5000.1%
ARES CAPITAL CORPARCCCommon Stock$243.0K12,0140.1%
SPDR INDEX SHS FDS$244.0K3,7900.1%
iShares MSCI UAE ETF$246.1K2,2330.1%
ROYAL BK CDA$247.2K1,4500.1%
Trevi Therapeutics, Inc.$251.7K20,1000.1%
Viper Energy, Inc.$251.8K6,5190.1%
NORFOLK SOUTHERN CORP$256.4K8880.1%
iShares MSCI UAE ETF$256.5K1,9490.1%
INVESCO EXCHANGE TRADED FD T$256.6K1,6380.1%
CANADIAN PACIFIC KANSAS CITY$257.2K3,4940.1%
KIMBERLY CLARK CORP$262.2K2,5990.1%
ISHARES TR$272.0K1,1050.1%
ANALOG DEVICES INC$279.3K1,0300.1%
TJX Cos Inc/The$280.4K1,8250.1%
SELECT SECTOR SPDR TR$284.5K1,9760.1%
SCHWAB STRATEGIC TR$286.0K12,4500.1%
Leidos Holdings Inc$288.6K1,6000.1%
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