CHESAPEAKE ASSET MANAGEMENT LLC — 13F Holdings

2026 Q1  ·  394 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, CHESAPEAKE ASSET MANAGEMENT LLC maintained a portfolio of 394 distinct positions. The most significant new addition was Square Inc - A, now representing 0.47% of the total fund value. They heavily accumulated shares in SPDR Bloomberg 1 3 MNTH T BLL , increasing the position by 4414.3%. The fund also reduced its exposure to Microsoft Corp by 29.5%.
Position History hover any row below to update
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CHESAPEAKE ASSET MANAGEMENT LLC New York, NY RIA / Wealth Manager AUM $125M
PCA Score Concentration Risk
Risk ENB
Total Positions
394
Quarter
2026 Q1
Top Holding
BIL (9.6%)
Top 10 Concentration
42.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 394

CHESAPEAKE ASSET MANAGEMENT LLC Full Holdings List — 2026 Q1

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
BIL
SPDR Bloomberg ...
ETF 9.64% 0.22% #1 88
Prev: #89
8.9
129,648 4414.3%
P
S
132,585 $12,150,121
$91.09 +0.5%
$91.11 +0.5%
2025 Q4 13F Filing 2026-03-31 2026-05-12
LLY
Eli Lilly & Co
Healthcare 6.79% 8.13% #2
Prev: #2
4.7
152 1.7%
P
S
9,310 $8,563,058 2000 Q1 13F Filing 2026-03-31 2026-05-12
AAPL
APPLE INC
Technology 5.27% 6.35% #3
Prev: #3
3.6
-2,115 -7.5%
P
S
26,175 $6,643,064 2005 Q2 13F Filing 2026-03-31 2026-05-12
MSFT
MICROSOFT CORP
Technology 4.65% 8.98% #4 3
Prev: #1
2.4
-6,632 -29.5%
P
S
15,835 $5,861,828 2000 Q2 13F Filing 2026-03-31 2026-05-12
JPM
JPMORGAN CHASE ...
Financial Services 4.45% 5.07% #5 1
Prev: #4
2.8
47 0.2%
P
S
19,080 $5,612,816 1999 Q1 13F Filing 2026-03-31 2026-05-12
SPOT
SPOTIFY TECHNOL...
Communication Services 3.03% 3.64% #6 1
Prev: #5
1.7
308 4.1%
P
S
7,887 $3,824,485 2025 Q3 13F Filing 2026-03-31 2026-05-12
R
RYDER SYS INC C...
Industrials 2.44% 3.18% #7 1
Prev: #6
1.0
-5,096 -25.4%
P
S
15,000 $3,070,650 2025 Q3 13F Filing 2026-03-31 2026-05-12
SPY
STATE STREET SP...
ETF 2.15% 2.35% #8 1
Prev: #7
1.4
1 0.0%
P
S
4,165 $2,714,175 1999 Q1 13F Filing 2026-03-31 2026-05-12
GLD
SPDR GOLD TR GO...
ETF 1.80% 1.73% #9 2
Prev: #11
1.7
no change no change
P
S
5,282 $2,272,791 2009 Q1 13F Filing 2026-03-31 2026-05-12
AFL
AFLAC INC
Financial Services 1.78% 2.14% #10 1
Prev: #9
1.2
-3,000 -12.8%
P
S
20,493 $2,248,287 1999 Q1 13F Filing 2026-03-31 2026-05-12
GGAL
Grupo Financier...
Financial Services 1.70% 1.74% #11 1
Prev: #10
2.7
6,700 17.2%
P
S
45,583 $2,136,473 2025 Q3 13F Filing 2026-03-31 2026-05-12
RTX
RTX CORP
Industrials 1.48% 1.40% #12 2
Prev: #14
2.6
467 5.1%
P
S
9,676 $1,866,573 2025 Q3 13F Filing 2026-03-31 2026-05-12
AVGO
BROADCOM INC
Technology 1.47% 1.62% #13 1
Prev: #12
2.6
291 5.1%
P
S
5,972 $1,848,393 2025 Q3 13F Filing 2026-03-31 2026-05-12
MRK
MERCK & CO. INC...
Healthcare 1.44% 1.41% #14 1
Prev: #13
1.1
-1,113 -6.9%
P
S
15,053 $1,810,725 1999 Q1 13F Filing 2026-03-31 2026-05-12
CHD
CHURCH & DWIGHT...
Consumer Defensive 1.43% 1.34% #15 1
Prev: #16
1.6
no change no change
P
S
19,331 $1,803,968 1999 Q1 13F Filing 2026-03-31 2026-05-12
AMZN
Amazon Com Inc
Consumer Cyclical 1.42% 1.39% #16 1
Prev: #15
2.6
1,340 18.4%
P
S
8,616 $1,794,454 1999 Q3 13F Filing 2026-03-31 2026-05-12
BMA
BANCO MACRO BAN...
Financial Services 1.21% 1.19% #17 1
Prev: #18
3.0
3,871 24.3%
P
S
19,787 $1,530,920 2025 Q3 13F Filing 2026-03-31 2026-05-12
JNJ
JOHNSON & JOHNS...
Healthcare 1.15% 1.01% #18 4
Prev: #22
1.0
20 0.3%
P
S
5,925 $1,448,307 1999 Q1 13F Filing 2026-03-31 2026-05-12
SPG
Simon PPTY Grou...
Real Estate 1.07% 1.10% #19 1
Prev: #20
1.4
no change no change
P
S
7,200 $1,343,016 2025 Q3 13F Filing 2026-03-31 2026-05-12
BBAR
Banco Bbva Arge...
Financial Services 0.99% 1.01% #20 1
Prev: #21
2.4
9,503 14.0%
P
S
77,403 $1,243,092 2025 Q3 13F Filing 2026-03-31 2026-05-12
YPF
YPF Sociedad An...
Energy 0.99% 0.80% #21 8
Prev: #29
1.4
no change no change
P
S
26,880 $1,242,393 2025 Q3 13F Filing 2026-03-31 2026-05-12
ABBV
ABBVIE INC
Healthcare 0.98% 1.24% #22 5
Prev: #17
0.9
-911 -13.9%
P
S
5,656 $1,230,123 2025 Q3 13F Filing 2026-03-31 2026-05-12
GOOG
ALPHABET INC CL...
Communication Services 0.93% 1.10% #23 4
Prev: #19
0.9
-169 -4.0%
P
S
4,084 $1,171,799 2008 Q2 13F Filing 2026-03-31 2026-05-12
J
JACOBS SOLUTION...
Industrials 0.92% 1.00% #24 1
Prev: #23
1.4
no change no change
P
S
9,150 $1,164,612 2012 Q2 13F Filing 2026-03-31 2026-05-12
XOM
EXXON MOBIL COR...
Energy 0.92% 0.63% #25 13
Prev: #38
2.4
465 7.3%
P
S
6,815 $1,156,354 2001 Q1 13F Filing 2026-03-31 2026-05-12
TRGP
Targa Resources...
Energy 0.90% 0.48% #26 24
Prev: #50
2.9
1,416 45.4%
P
S
4,532 $1,136,308 2025 Q3 13F Filing 2026-03-31 2026-05-12
NEE
Nextera Energy ...
Utilities 0.88% 0.75% #27 4
Prev: #31
2.4
716 6.3%
P
S
12,002 $1,114,745 2025 Q3 13F Filing 2026-03-31 2026-05-12
IBM
IBM CORP
Technology 0.87% 2.22% #28 20
Prev: #8
0.3
-4,571 -50.3%
P
S
4,516 $1,094,633 1999 Q1 13F Filing 2026-03-31 2026-05-12
PEP
PEPSICO INC
Consumer Defensive 0.87% 0.85% #29 2
Prev: #27
0.8
-98 -1.4%
P
S
7,038 $1,092,931 1999 Q1 13F Filing 2026-03-31 2026-05-12
QQQ
INVESCO QQQ TR ...
ETF 0.84% 0.93% #30 6
Prev: #24
1.3
no change no change
P
S
1,836 $1,060,031 1999 Q3 13F Filing 2026-03-31 2026-05-12
VLO
VALERO ENERGY C...
Energy 0.83% 0.03% #31 147
Prev: #178
3.3
4,029 2014.5%
P
S
4,229 $1,044,901 2006 Q4 13F Filing 2026-03-31 2026-05-12
CVX
CHEVRON CORP NE...
Energy 0.83% 0.69% #32 2
Prev: #34
0.8
-453 -8.3%
P
S
5,028 $1,040,447 2003 Q4 13F Filing 2026-03-31 2026-05-12
SNDK
SANDISK CORP
Technology 0.81% 0.31% #33 36
Prev: #69
0.8
10 0.6%
P
S
1,610 $1,022,897 2009 Q1 13F Filing 2026-03-31 2026-05-12
N/A
PUT 100 MICROSO...
PUT
PUT Option 0.81% #34
Prev: #—
3.8
100
NEW
100 $1,022,500 13F Filing 2026-03-31 2026-05-12
GOOGL
ALPHABET INC CL...
Communication Services 0.80% 0.91% #35 10
Prev: #25
0.8
1 0.0%
P
S
3,512 $1,009,920 2019 Q4 13F Filing 2026-03-31 2026-05-12
PAM
Pampa Energia S...
Industrials 0.79% 0.82% #36 8
Prev: #28
1.3
no change no change
P
S
11,202 $991,377 2025 Q3 13F Filing 2026-03-31 2026-05-12
WMB
WILLIAMS COS IN...
Energy 0.78% 0.67% #37 1
Prev: #36
0.8
-33 -0.2%
P
S
13,451 $978,963 2025 Q3 13F Filing 2026-03-31 2026-05-12
GLW
CORNING INC
Technology 0.76% 0.55% #38 5
Prev: #43
0.8
-614 -8.0%
P
S
7,014 $953,693 1999 Q1 13F Filing 2026-03-31 2026-05-12
UL
UNILEVER PLC FS...
Consumer Defensive 0.75% 0.90% #39 13
Prev: #26
1.3
no change no change
P
S
16,658 $949,006 2025 Q3 13F Filing 2026-03-31 2026-05-12
TRV
TRAVELERS COS I...
Financial Services 0.71% 0.72% #40 7
Prev: #33
0.8
43 1.4%
P
S
3,061 $892,832 2025 Q3 13F Filing 2026-03-31 2026-05-12
TSM
TAIWAN SEMICOND...
Technology 0.70% 0.58% #41
Prev: #41
2.3
269 11.6%
P
S
2,592 $875,966 2025 Q3 13F Filing 2026-03-31 2026-05-12
META
META PLATFORMS ...
Communication Services 0.63% 0.75% #42 12
Prev: #30
0.8
7 0.5%
P
S
1,389 $795,048 2013 Q2 13F Filing 2026-03-31 2026-05-12
PNC
PNC FINL SERVIC...
Financial Services 0.61% 0.49% #43 6
Prev: #49
2.7
902 32.0%
P
S
3,718 $773,678 2025 Q3 13F Filing 2026-03-31 2026-05-12
WMT
WALMART INC
Consumer Defensive 0.61% 0.57% #44 2
Prev: #42
0.7
-30 -0.5%
P
S
6,188 $769,515 2003 Q1 13F Filing 2026-03-31 2026-05-12
KEX
KIRBY CORP
Industrials 0.60% 0.14% #45 60
Prev: #105
3.2
4,215 278.2%
P
S
5,730 $761,402 2025 Q4 13F Filing 2026-03-31 2026-05-12
ACWX
ISHARES MSCI AC...
ETF 0.59% 0.61% #46 7
Prev: #39
1.2
no change no change
P
S
10,935 $748,719 2025 Q3 13F Filing 2026-03-31 2026-05-12
MSM
MSC Industrial
Industrials 0.59% 0.12% #47 68
Prev: #115
3.2
6,294 367.0%
P
S
8,009 $738,990 2025 Q4 13F Filing 2026-03-31 2026-05-12
CENX
CENTURY ALUM CO
Basic Materials 0.57% 0.42% #48 6
Prev: #54
0.7
-755 -5.8%
P
S
12,260 $719,539 2025 Q4 13F Filing 2026-03-31 2026-05-12
GD
GENERAL DYNAMIC...
Industrials 0.56% 0.39% #49 10
Prev: #59
2.7
645 45.8%
P
S
2,052 $704,287 2025 Q3 13F Filing 2026-03-31 2026-05-12
UNH
UNITEDHEALTH GR...
Healthcare 0.51% 0.39% #50 8
Prev: #58
3.2
951 66.1%
P
S
2,390 $646,886 2000 Q2 13F Filing 2026-03-31 2026-05-12
Showing 1-50 of 394 holdings

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