StockDriftsStockDriftsTop 50 Chesapeake Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | 5.61% | 202.1K | $20.0M | +4.19%(+8.12K) | $105.03(-7.26%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 4.17% | 78.0K | $14.9M | -2.67%(-2.14K) | $54.11(+252.46%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.59% | 44.2K | $12.8M | -0.87%(-390) | $48.60(+528.39%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 3.4% | 153.5K | $12.1M | +7.18%(+10.28K) | $79.89(-1.57%) | 2026-06-30 | |
| IVV | ISHARES TR | 3.35% | 15.9K | $11.9M | -3.27%(-539) | $564.91(+37.89%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 3.17% | 408.1K | $11.3M | +1.28%(+5.17K) | $17.34(+65.30%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.98% | 28.5K | $10.6M | +1.01%(+286) | $117.57(+313.43%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.73% | 48.6K | $9.7M | -6.77%(-3.53K) | $13.55(+1568.21%) | 2026-06-30 | |
| LQD | ISHARES TR | 2.45% | 80.2K | $8.7M | +6.95%(+5.21K) | $117.19(-9.90%) | 2026-06-30 | |
| IWR | ISHARES TR | 2.17% | 70.1K | $7.7M | +1.26%(+869) | $44.48(+157.44%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.49% | +50.09% | +7.10% | +40.90% |
| Top 20 Holdings Unweighted | +16.60% | +58.52% | +8.27% | +48.77% |
Chesapeake Wealth Management reports $356.53M in US-listed equity holdings across 168 positions in its most recent 13F filing. Its largest disclosed positions are AGG (5.6%), XLK (4.2%) and AAPL (3.6%). The top 20 holdings account for 51.75% of reported assets. Its disclosed equity book has returned +50.09% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Chesapeake Wealth Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1730383). View Chesapeake Wealth Management’s 13F filings on SEC