CHESAPEAKE ASSET MANAGEMENT LLC

data from 31/12/2025

Capitalization

$ 121.027 M 7.11 %

Average holding period

7 ans

Performance

$ -15.441 B 277 615.56 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in CHESAPEAKE ASSET MANAGEMENT LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/12/31 Microsoft Corp 8.98% 10.866 M $ 22467 2023/03/31 -784.806 K $ -6.62 %
2025/12/31 ELI LILLY AND CO 8.13% 9.842 M $ 9158 2023/03/31 2.764 M $ 40.85 %
2025/12/31 APPLE INC 6.35% 7.691 M $ 28290 2023/03/31 500.597 K $ 6.77 %
2025/12/31 JPM JPMORGAN CHASE & CO 5.07% 6.133 M $ 19033 2023/03/31 128.914 K $ 2.15 %
2025/12/31 Spotify Technology SA 3.64% 4.401 M $ 7579 2023/03/31 -888.940 K $ -16.80 %
2025/12/31 RYDER SYS INC COM 3.18% 3.846 M $ 20096 2023/03/31 55.506 K $ 1.46 %
2025/12/31 SPDR S&P 500 ETF TR TR Unit 2.35% 2.846 M $ 4164 2023/03/31 67.226 K $ 2.58 %
2025/12/31 IBM CORP 2.22% 2.692 M $ 9087 2023/03/31 127.672 K $ 4.98 %
2025/12/31 AFLAC INC 2.14% 2.591 M $ 23493 2023/03/31 -33.594 K $ -1.28 %
2025/12/31 Grupo Financiero Galicia ADR 1.74% 2.103 M $ 38883 2023/03/31 1.031 M $ 95.75 %
2025/12/31 SPDR Gold Trust 1.73% 2.093 M $ 5282 2023/03/31 205.343 K $ 11.49 %
2025/12/31 BROADCOM INC 1.62% 1.966 M $ 5681 2023/03/31 116.713 K $ 4.91 %
2025/12/31 MERCK & CO. INC. 1.41% 1.702 M $ 16166 2023/03/31 365.809 K $ 25.41 %
2025/12/31 RTX CORP 1.40% 1.689 M $ 9209 2023/03/31 148.213 K $ 9.60 %
2025/12/31 Amazon Com Inc 1.39% 1.679 M $ 7276 2023/03/31 83.272 K $ 5.12 %
2025/12/31 CHURCH & DWIGHT INC 1.34% 1.621 M $ 19331 2023/03/31 -73.108 K $ -4.31 %
2025/12/31 ABBVIE INC 1.24% 1.500 M $ 6567 2023/03/31 -20.011 K $ -1.32 %
2025/12/31 Banco Macro S.A Spon Ads Repstg CL B Spon ADR 1.19% 1.435 M $ 15916 2023/03/31 565.057 K $ 113.19 %
2025/12/31 Alphabet Inc CL C 1.10% 1.335 M $ 4253 2023/03/31 33.116 K $ 28.82 %
2025/12/31 Simon PPTY Group Inc Sbi 1.10% 1.333 M $ 7200 2023/03/31 -18.431 K $ -1.36 %
2025/12/31 Banco Bbva Argentina S A Spon ADR 1.01% 1.227 M $ 67900 2023/03/31 662.025 K $ 117.19 %
2025/12/31 JOHNSON & JOHNSON 1.01% 1.222 M $ 5905 2023/03/31 124.443 K $ 11.61 %
2025/12/31 JACOBS SOLUTIONS INC 1.00% 1.212 M $ 9150 2023/03/31 -211.810 K $ -11.61 %
2025/12/31 Invesco QQQ Trust ETF 0.93% 1.128 M $ 1836 2023/03/31 25.905 K $ 2.35 %
2025/12/31 ALPHABET INC CLASS CLASS A 0.91% 1.099 M $ 3511 2023/03/31 231.637 K $ 28.77 %
2025/12/31 UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.90% 1.089 M $ 16658 2025/12/31 0.000 $ 0.00 %
2025/12/31 PEPSICO INC 0.85% 1.024 M $ 7136 2023/03/31 22.046 K $ 2.19 %
2025/12/31 Pampa Energia SA ADR Ars 0.82% 991.489 K $ 11202 2023/03/31 318.696 K $ 47.37 %
2025/12/31 YPF Sociedad Anonima Spons ADR Dep SHS Rep 1 CL D Argentina ADR 0.80% 971.980 K $ 26880 2023/03/31 319.065 K $ 48.87 %
2025/12/31 META PLATFORMS INC CLASS A 0.75% 912.478 K $ 1382 2023/03/31 -89.388 K $ -10.09 %
2025/12/31 NEXTERA ENERGY INC 0.75% 906.040 K $ 11286 2023/03/31 50.280 K $ 6.35 %
2025/12/31 Boeing Co 0.74% 896.488 K $ 4129 2023/03/31 10.087 K $ 0.60 %
2025/12/31 TRAVELERS COS INC 0.72% 875.401 K $ 3018 2023/03/31 29.538 K $ 3.88 %
2025/12/31 CHEVRON CORP NEW 0.69% 835.364 K $ 5481 2023/03/31 -15.479 K $ -1.85 %
2025/12/31 MCDONALDS CORP 0.68% 824.284 K $ 2697 2023/03/31 4.651 K $ 0.57 %
2025/12/31 WILLIAMS COS INC 0.67% 810.523 K $ 13484 2023/03/31 -51.273 K $ -5.11 %
2025/12/31 PROCTER & GAMBLE CO 0.66% 804.255 K $ 5612 2023/03/31 -57.149 K $ -6.73 %
2025/12/31 EXXON MOBIL CORP 0.63% 764.159 K $ 6350 2023/03/31 45.927 K $ 6.73 %
2025/12/31 ACWX - MSCI ACWI ex US ETF 0.61% 734.066 K $ 10935 2023/03/31 23.182 K $ 3.26 %
2025/12/31 LOCKHEED MARTIN CORP 0.60% 729.858 K $ 1509 2023/03/31 -23.387 K $ -3.11 %
2025/12/31 TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS 0.58% 705.936 K $ 2323 2023/09/30 13.308 K $ 8.81 %
2025/12/31 WalMart Inc 0.57% 693.194 K $ 6218 2023/03/31 2.871 K $ 8.17 %
2025/12/31 CORNING INC 0.55% 667.907 K $ 7628 2023/03/31 56.859 K $ 6.74 %
2025/12/31 EATON CORP PLC F 0.54% 649.123 K $ 2038 2023/03/31 -113.040 K $ -14.89 %
2025/12/31 Valmont Industries Inc 0.53% 637.164 K $ 1583 2023/03/31 18.521 K $ 3.81 %
2025/12/31 GOLDMAN SACHS GROUP INC 0.52% 625.227 K $ 711 2024/12/31 33.536 K $ 10.42 %
2025/12/31 MONDELEZ INTL INC CLASS A 0.51% 611.239 K $ 11355 2023/03/31 -95.843 K $ -13.83 %
2025/12/31 iShares TR Russell 2000 Index FD 0.50% 604.322 K $ 2455 2023/03/31 10.310 K $ 1.74 %
2025/12/31 PNC FINL SERVICES 0.49% 587.783 K $ 2816 2023/03/31 21.808 K $ 3.88 %
2025/12/31 TARGA RES CORP 0.48% 574.902 K $ 3116 2023/03/31 12.736 K $ 10.12 %
2025/12/31 NVIDIA CORP 0.46% 559.128 K $ 2998 2023/03/31 -249.000 $ -0.04 %
2025/12/31 VANGUARD TOTAL STOCK MARKET ETF 0.43% 521.344 K $ 1555 2023/03/31 11.040 K $ 2.16 %
2025/12/31 HOME DEPOT INC 0.42% 512.364 K $ 1489 2023/03/31 -90.046 K $ -15.08 %
2025/12/31 Century Alum Co Com 0.42% 509.927 K $ 13015 2025/12/31 0.000 $ 0.00 %
2025/12/31 CISCO SYS INC 0.42% 506.318 K $ 6573 2023/03/31 55.009 K $ 12.58 %
2025/12/31 ACCENTURE PLC IRELAND FCLASS CLASS A 0.41% 492.062 K $ 1834 2024/09/30 27.385 K $ 8.80 %
2025/12/31 AUTOMATIC DATA PROCESSIN 0.41% 491.052 K $ 1909 2023/03/31 -67.498 K $ -12.36 %
2025/12/31 UNITEDHEALTH GROUP INC 0.39% 475.179 K $ 1439 2023/03/31 -20.688 K $ -4.37 %
2025/12/31 GENERAL DYNAMICS CORP 0.39% 473.680 K $ 1407 2023/12/31 -5.954 K $ -1.27 %
2025/12/31 PPL CORP 0.38% 465.450 K $ 13291 2024/03/31 -27.417 K $ -5.76 %
2025/12/31 Baker Hughes Co 0.38% 459.270 K $ 10085 2024/12/31 -57.949 K $ -6.53 %
2025/12/31 VICI PPTYS INC REIT 0.37% 451.832 K $ 16068 2024/09/30 -65.307 K $ -13.77 %
2025/12/31 AVALONBAY CMNTYS INC REIT 0.36% 432.061 K $ 2383 2024/09/30 -25.914 K $ -6.14 %
2025/12/31 TE CONNECTIVITY PLC F 0.35% 421.803 K $ 1854 2024/09/30 14.324 K $ 3.64 %
2025/12/31 GUIDEWIRE SOFTWARE INC COM 0.35% 419.105 K $ 2085 2023/03/31 -60.152 K $ -12.55 %
2025/12/31 SEMPRA 0.34% 416.817 K $ 4721 2023/03/31 -7.944 K $ -1.88 %
2025/12/31 HARTFORD INS GROUP INC 0.33% 397.277 K $ 2883 2024/09/30 9.538 K $ 3.31 %
2025/12/31 CME GROUP INC CLASS CLASS A 0.32% 386.135 K $ 1414 2023/12/31 4.074 K $ 1.07 %
2025/12/31 Sandisk Corp 0.31% 379.808 K $ 1600 2025/03/31 296.175 K $ 111.57 %
2025/12/31 Cresud Sacifya Spon ADR 0.31% 377.194 K $ 29865 2023/03/31 101.579 K $ 37.28 %
2025/12/31 SCHWAB US TIPS ETF 0.30% 366.648 K $ 13841 2024/03/31 -5.710 K $ -1.71 %
2025/12/31 PAYCHEX INC 0.29% 352.020 K $ 3138 2023/03/31 -42.223 K $ -11.50 %
2025/12/31 ABERCROMBIE & FITCH CO CLASS CLASS A 0.29% 351.554 K $ 2793 2025/12/31 0.000 $ 0.00 %
2025/12/31 WEC ENERGY GROUP INC 0.28% 340.635 K $ 3230 2023/03/31 -23.025 K $ -7.97 %
2025/12/31 Sony Corp ADR New Japan ADR 0.28% 338.944 K $ 13240 2023/03/31 -42.235 K $ -11.08 %
2025/12/31 Loma Negra Cia Indl Ar Sponsored ADR 0.28% 334.187 K $ 25806 2023/03/31 143.997 K $ 75.71 %
2025/12/31 KINDER MORGAN INC DEL 0.28% 334.113 K $ 12154 2023/03/31 -9.824 K $ -2.90 %
2025/12/31 PHILIP MORRIS INTL INC 0.27% 332.028 K $ 2070 2023/03/31 -3.488 K $ -1.11 %
2025/12/31 SPDR Ser TR S&P Metals & MNG ETF 0.26% 319.077 K $ 3079 2023/03/31 73.988 K $ 11.20 %
2025/12/31 STATE STREET SPDR PORTFLS&P 500 ETF 0.25% 303.712 K $ 3786 2024/06/30 6.736 K $ 2.40 %
2025/12/31 APOLLO GLOBAL MGMT INC NCLASS CLASS A 0.25% 298.929 K $ 2065 2023/03/31 22.899 K $ 8.62 %
2025/12/31 PUT KRNSHR CHN INTERNET $31 EXP 06/18/26 0.24% 295.833 K $ 8635 2025/12/31 0.000 $ 0.00 %
2025/12/31 MARSH & MCLENNAN COS INC 0.24% 294.049 K $ 1585 2023/03/31 -43.307 K $ -7.94 %
2025/12/31 Robinhood Markets Inc - A 0.24% 293.268 K $ 2593 2024/06/30 -77.997 K $ -21.01 %
2025/12/31 VANGUARD S&P 500 ETF 0.24% 284.833 K $ 454 2023/03/31 3.287 K $ 2.45 %
2025/12/31 VERIZON COMMUNICATIONS I 0.23% 283.765 K $ 6967 2023/03/31 -20.582 K $ -7.33 %
2025/12/31 JANUS HENDERSON AAA CLO ETF 0.23% 278.190 K $ 5500 2025/12/31 0.000 $ 0.00 %
2025/12/31 CIPHER MNG INC 0.23% 273.901 K $ 18557 2025/09/30 30.380 K $ 17.24 %
2025/12/31 ST STERT SPDR BLMBG 1 3 MN T BL ETF 0.22% 268.452 K $ 2937 2025/12/31 0.000 $ 0.00 %
2025/12/31 ILLINOIS TOOL WKS INC 0.22% 265.265 K $ 1077 2023/03/31 -15.486 K $ -5.55 %
2025/12/31 GE Vernova Inc Com 0.21% 259.467 K $ 397 2024/06/30 13.031 K $ 6.29 %
2025/12/31 Pursuit Attractions 0.21% 253.273 K $ 7520 2024/12/31 -24.105 K $ -6.91 %
2025/12/31 ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS 0.20% 240.244 K $ 1639 2023/03/31 -94.553 K $ -17.99 %
2025/12/31 Oracle Corporation Com 0.18% 222.587 K $ 1142 2023/03/31 -98.588 K $ -30.70 %
2025/12/31 Utilities Sector SPDR Fund ETF 0.18% 220.707 K $ 5170 2024/06/30 -115.084 K $ -51.05 %
2025/12/31 LAS VEGAS SANDS CORP COM 0.18% 215.838 K $ 3316 2025/12/31 0.000 $ 0.00 %
2025/12/31 BERKSHIRE HATHAWAY CLASS CLASS B 0.17% 211.113 K $ 420 2023/03/31 -17.000 $ -0.02 %
2025/12/31 GE AEROSPACE 0.17% 207.168 K $ 672 2023/03/31 3.152 K $ 2.48 %
2025/12/31 CRWV Coreweave Inc CMN 0.17% 201.510 K $ 2814 2025/03/31 -556.431 K $ -47.67 %
2025/12/31 TEXAS INSTRS INC 0.16% 189.104 K $ 1090 2023/03/31 -16.015 K $ -5.57 %