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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
50
5
7
1
7
0
35
10
7
CHESAPEAKE WEALTH MANAGEMENT

Time Period2018-12-31

Total Holdings178

Total Value ($x1000)201,951
Activities
New21

Increased67

Unchanged5

Decreased85

Sold Out32

Top 10 Stock Holdingstotal 35.19%
AGG6.65

LQD6.04

MBG3.56

SCHF3.2

HYG2.87

 
IWV2.86

BNDX2.85

EFA2.66

SCHZ2.53

MSFT1.97

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AGG
6.65%
CORE TOTUSBD ETF
LQD
6.04%
IBOXX INV CP ETF
MBG
3.56%
BRC MTG BCKD BD
SCHF
3.2%
INTL EQTY ETF
HYG
2.87%
IBOXX HI YD ETF
IWV
2.86%
RUSSELL 3000 ETF
BNDX
2.85%
INTL BD IDX ETF
EFA
2.66%
MSCI EAFE ETF
SCHZ
2.53%
US AGGREGATE B
MSFT
1.97%
COM
IWR
1.61%
RUS MID-CAP ETF
IWM
1.45%
RUSSELL 2000 ETF
JPM
1.35%
COM
AAPL
1.22%
COM
CVX
1.13%
COM
SCHB
1.13%
US BRD MKT ETF
UNH
1.13%
COM
XLK
1.09%
TECHNOLOGY
SCHA
1.08%
US SML CAP ETF
JNJ
1.06%
COM
SCHM
1%
US MID-CAP ETF
SPY
1%
TR UNIT
BA
0.94%
COM
TXN
0.93%
COM
VZ
0.91%
COM
MCD
0.88%
COM
BURL
0.83%
COM
AMGN
0.78%
COM
PEP
0.76%
COM
HRS
0.75%
COM
XLY
0.74%
SBI CONS DISCR
V
0.74%
COM CL A
XLV
0.74%
SBI HEALTHCARE
ABBV
0.73%
COM
MRK
0.72%
COM
ADBE
0.7%
COM
BLK
0.7%
COM
LLY
0.65%
COM
XLF
0.64%
SBI INT-FINL
XOM
0.63%
COM
INTC
0.63%
COM
GD
0.63%
COM
SCHE
0.62%
EMRG MKTEQ ETF
IYF
0.62%
U.S. FINLS ETF
ORCL
0.6%
COM
TMO
0.58%
COM
SCHD
0.56%
US DIVIDEND EQ
FISV
0.55%
COM
GOOGL
0.55%
CAP STK CL A
VLO
0.53%
COM
MBB
0.52%
MBS ETF
D
0.52%
COM
UNP
0.5%
COM
CTAS
0.49%
COM
EXC
0.49%
COM
OLLI
0.48%
COM
ABT
0.48%
COM
CME
0.48%
COM
DWDP
0.45%
COM
ACN
0.45%
SHS CLASS A
EEM
0.45%
MSCI EMG MKT ETF
SYY
0.44%
COM
PGR
0.44%
COM
XLI
0.44%
SBI INT-INDS
PFE
0.43%
COM
AXP
0.42%
COM
CSCO
0.41%
COM
XLP
0.41%
SBI CONS STPLS
PG
0.4%
COM
AFL
0.39%
COM
ISRG
0.39%
COM NEW
PM
0.38%
COM
VNQ
0.37%
REIT ETF
PSX
0.36%
COM
BDX
0.36%
COM
INTU
0.36%
COM
PNC
0.35%
COM
BMY
0.35%
COM
UDR
0.33%
COM
NEE
0.33%
COM
COST
0.32%
COM
NSC
0.32%
COM
XLC
0.32%
COMMUNICATION
VMW
0.31%
CL A COM
XEL
0.31%
COM
CSJ
0.3%
1-3 YR CR BD ETF
CL
0.29%
COM
IWD
0.29%
RUS 1000 VAL ETF
MMM
0.29%
COM
EOG
0.29%
COM
IDTI
0.28%
COM
MDY
0.28%
UTSER1 S&PDCRP
T
0.28%
COM
IBM
0.27%
COM
WMT
0.27%
COM
NOW
0.27%
COM
ROP
0.26%
COM
BAC
0.26%
COM
XLB
0.26%
SBI MATERIALS
CBS
0.26%
CL B
HD
0.25%
COM
IRDM
0.25%
COM
WEN
0.25%
COM
XLE
0.25%
SBI INT-ENERGY
SHW
0.25%
COM
NSP
0.24%
COM
CCI
0.24%
COM
ZBRA
0.24%
CL A
LOW
0.23%
COM
WFC
0.23%
COM
CVS
0.23%
COM
LW
0.22%
COM
UTX
0.22%
COM
GS
0.21%
COM
DIS
0.21%
COM DISNEY
ROST
0.21%
COM
GILD
0.2%
COM
GPN
0.2%
COM
PTC
0.2%
COM
ICE
0.2%
COM
SNPS
0.19%
COM
MUB
0.18%
NAT AMT FREE BD
IYJ
0.18%
U.S. INDS ETF
PLD
0.18%
COM
CNC
0.18%
COM
JKHY
0.18%
COM
IJR
0.18%
CORE S&P SCP ETF
XLU
0.18%
SBI INT-UTILS
PEG
0.17%
COM
AZO
0.17%
COM
CMCSA
0.17%
CL A
MAR
0.17%
CL A
CIU
0.17%
INTERM CR BD ETF
IYC
0.17%
U.S. CNSM SV ETF
UGI
0.16%
COM
BRK.B
0.16%
CL B NEW
IWB
0.16%
RUS 1000 ETF
HON
0.16%
COM
STZ
0.16%
CL A
LIN
0.15%
COM
TOT
0.15%
SPONSORED ADR
BRK.A
0.15%
CL A
LH
0.15%
COM NEW
LNT
0.15%
COM
MSCI
0.15%
COM
CERN
0.14%
COM
ANTM
0.14%
COM
COP
0.14%
COM
LLL
0.14%
COM
AMP
0.14%
COM
FTV
0.13%
COM
USMV
0.13%
USA MIN VOL ETF
GOOG
0.13%
CAP STK CL C
SCHV
0.13%
US LCAP VA ETF
GLD
0.13%
GOLD SHS
AOR
0.13%
GRWT ALLOCAT ETF
ALL
0.12%
COM
CRM
0.12%
COM
APTV
0.12%
SHS
IWF
0.12%
RUS 1000 GRW ETF
MTN
0.12%
COM
IVW
0.12%
S&P 500 GRWT ETF
ATVI
0.12%
COM
KEY
0.12%
COM
IVE
0.12%
S&P 500 VAL ETF
AJG
0.12%
COM
PVH
0.11%
COM
KMB
0.11%
COM
IDXX
0.11%
COM
MKC
0.11%
COM NON VTG
ZTS
0.11%
CL A
ITW
0.1%
COM
SCHG
0.1%
US LCAP GR ETF
IFF
0.1%
COM
DISCA
0.1%
COM SER A
DUK
0.1%
COM NEW
VG
0.08%
COM
MAINGATE...
0.03%
CLASS I
EPAM
0.24%
COM
ALGN
0.21%
COM
CDNS
0.21%
COM
PANW
0.19%
COM
CBG
0.18%
CL A
NWL
0.16%
COM
RHI
0.16%
COM
PX
0.14%
COM
XPO
0.14%
COM
MS
0.14%
COM NEW
MNST
0.14%
COM
SLB
0.13%
COM
HLT
0.12%
WHEN ISSUED
PENN
0.12%
COM
EMR
0.11%
COM
TJX
0.11%
COM
URI
0.11%
COM
COF
0.11%
COM
IYW
0.11%
U.S. TECH ETF
A
0.1%
COM
CLB
0.1%
COM
IYZ
0.1%
U.S. TELECOM ETF
RSP
0.1%
S&P500 EQL WGT
PLCE
0.1%
COM
MGA
0.1%
COM
AOM
0.1%
MODERT ALLOC ETF
EL
0.1%
CL A
LGF/A
0.09%
CL A VTG
CAG
0.09%
COM
EW
0.09%
COM
GE
0.05%
COM
F
0.04%
COM PAR $0.01