Chesapeake Wealth Management

13F filer · CIK 0001730383

Reported Aug 13, 2026

Net seller this quarter

13F portfolio value$357MU.S. long equity reported on 13F

Positions1059 new · 4 closed

Net flow last quarter-$1.63MBuys minus sells

Top 10 positions weight18.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 13, 2026105 positions
AAPLApple Inc.	$12.8M	3.59%	0.00%	-0.9%	Q1 2018
MSFTMicrosoft Corp	$10.6M	2.98%	0.00%	+1.0%	Q1 2018
NVDANvidia Corp	$9.73M	2.73%	0.00%	-6.8%	Q2 2020
GOOGLAlphabet Inc.	$7.63M	2.14%	0.00%	-5.8%	Q1 2018
SPYSPDR S&P 500 ETF Trust	$5.55M	1.56%	Not reported	+0.8%	Q1 2018
AVGOBroadcom Inc.	$4.87M	1.36%	0.00%	-4.6%	Q1 2018
AMZNAmazon Com Inc	$4.77M	1.34%	0.00%	-1.2%	Q2 2019
LLYELI LILLY & Co	$3.64M	1.02%	0.00%	-3.5%	Q1 2018
ABBVAbbVie Inc.	$3.61M	1.01%	0.00%	-5.6%	Q1 2018
BRK.BBerkshire Hathaway Inc	$3.15M	0.88%	Not reported	-0.5%	Q1 2018
JPMJPMorgan Chase & Co	$3M	0.84%	0.00%	-3.6%	Q1 2018
CSCOCisco Systems, Inc.	$2.91M	0.82%	0.00%	+1.4%	Q1 2018
CATCaterpillar Inc	$2.83M	0.79%	0.00%	-5.9%	Q2 2024
MCDMcdonalds Corp	$2.78M	0.78%	0.00%	-3.7%	Q1 2018
METAMeta Platforms, Inc.	$2.66M	0.75%	Not reported	-3.9%	Q2 2020
MSMorgan Stanley	$2.64M	0.74%	0.00%	-1.7%	Q1 2018
WMTWalmart Inc.	$2.6M	0.73%	0.00%	0.0%	Q1 2018
NEENextera Energy Inc	$2.49M	0.70%	0.00%	-0.6%	Q1 2018
CVXChevron Corp	$2.46M	0.69%	0.00%	-0.4%	Q1 2018
HDHome Depot, Inc.	$2.3M	0.64%	0.00%	-5.8%	Q1 2018
ORCLOracle Corp	$2.3M	0.64%	0.00%	-6.1%	Q1 2018
PGPROCTER & GAMBLE Co	$2.16M	0.61%	0.00%	-0.7%	Q1 2018
RTXRTX Corp	$2.03M	0.57%	0.00%	-11.6%	Q2 2024
KLACKla Corp	$1.94M	0.54%	0.00%	+89.3%	Q1 2026
MRKMerck & Co., Inc.	$1.93M	0.54%	0.00%	+1.8%	Q1 2018
JNJJohnson & Johnson	$1.92M	0.54%	0.00%	-8.6%	Q1 2018
TXNTexas Instruments Inc	$1.89M	0.53%	0.00%	-5.0%	Q1 2018
TMOThermo Fisher Scientific Inc.	$1.87M	0.52%	0.00%	+0.6%	Q1 2018
XOMExxonMobil Holdings Corp	$1.85M	0.52%	0.00%	-12.1%	Q1 2018
AXPAmerican Express Co	$1.72M	0.48%	0.00%	-0.5%	Q3 2018
KOCoca Cola Co	$1.72M	0.48%	0.00%	-5.0%	Q1 2019
BACBank of America Corp	$1.7M	0.48%	0.00%	+1.4%	Q1 2018
TJXTJX Companies Inc	$1.68M	0.47%	0.00%	-1.7%	Q2 2018
UNPUnion Pacific Corp	$1.63M	0.46%	0.00%	-6.3%	Q1 2018
LHXL3harris Technologies, Inc.	$1.26M	0.35%	0.00%	-4.4%	Q3 2019
MAMastercard Inc	$1.24M	0.35%	0.00%	+4.1%	Q3 2022
TSLATesla, Inc.	$1.2M	0.34%	0.00%	+2.3%	Q2 2020
AMGNAmgen Inc	$1.15M	0.32%	0.00%	-4.4%	Q1 2018
GDGeneral Dynamics Corp	$1.12M	0.31%	0.00%	-3.3%	Q1 2018
TMUST-Mobile US, Inc.	$1.11M	0.31%	0.00%	+6.1%	Q2 2018
SHWSherwin Williams Co	$1.06M	0.30%	0.00%	0.0%	Q3 2018
ISRGIntuitive Surgical Inc	$1.04M	0.29%	0.00%	+5.6%	Q1 2018
VLOValero Energy Corp	$980K	0.27%	0.00%	-2.8%	Q1 2018
GLDSPDR Gold Trust	$885K	0.25%	0.00%	Not reported	Q1 2018
SOSouthern Co	$870K	0.24%	0.00%	+0.9%	Q1 2022
LINLinde PLC	$864K	0.24%	0.00%	+1.3%	Q4 2018
BLKBlackRock, Inc.	$849K	0.24%	0.00%	-3.0%	Q1 2018
INTCIntel Corp	$838K	0.23%	0.00%	-2.9%	Q1 2018
NSCNorfolk Southern Corp	$804K	0.23%	0.00%	Not reported	Q1 2018
IBMInternational Business Machines Corp	$748K	0.21%	0.00%	-7.5%	Q1 2018

Q1 2026Reported May 18, 2026100 positions
AAPLApple Inc.	$11.3M	3.47%	0.00%	-2.8%	Q1 2018
MSFTMicrosoft Corp	$10.4M	3.21%	0.00%	-0.8%	Q1 2018
NVDANvidia Corp	$9.1M	2.79%	0.00%	-5.5%	Q2 2020
GOOGLAlphabet Inc.	$6.51M	2.00%	0.00%	-6.9%	Q1 2018
SPYSPDR S&P 500 ETF Trust	$4.79M	1.47%	Not reported	+1.4%	Q1 2018
AMZNAmazon Com Inc	$4.22M	1.29%	0.00%	-2.4%	Q2 2019
AVGOBroadcom Inc.	$4.18M	1.28%	0.00%	-2.5%	Q1 2018
MCDMcdonalds Corp	$3.32M	1.02%	0.00%	+1.1%	Q1 2018
ABBVAbbVie Inc.	$3.31M	1.02%	0.00%	+1.2%	Q1 2018
CVXChevron Corp	$3.09M	0.95%	0.00%	-2.6%	Q1 2018
BRK.BBerkshire Hathaway Inc	$3.04M	0.93%	Not reported	-0.7%	Q1 2018
LLYELI LILLY & Co	$2.89M	0.89%	0.00%	-4.9%	Q1 2018
WMTWalmart Inc.	$2.85M	0.88%	0.00%	-8.4%	Q1 2018
METAMeta Platforms, Inc.	$2.81M	0.86%	Not reported	+3.8%	Q2 2020
JPMJPMorgan Chase & Co	$2.8M	0.86%	0.00%	-3.1%	Q1 2018
NEENextera Energy Inc	$2.65M	0.81%	0.00%	+2.0%	Q1 2018
XOMExxonMobil Holdings Corp	$2.62M	0.80%	0.00%	+2.2%	Q1 2018
ORCLOracle Corp	$2.45M	0.75%	0.00%	+18.4%	Q1 2018
RTXRTX Corp	$2.33M	0.72%	0.00%	-6.3%	Q2 2024
HDHome Depot, Inc.	$2.28M	0.70%	0.00%	+1.2%	Q1 2018
PGPROCTER & GAMBLE Co	$2.14M	0.66%	0.00%	-2.3%	Q1 2018
MSMorgan Stanley	$2.11M	0.65%	0.00%	-6.0%	Q1 2018
JNJJohnson & Johnson	$2.03M	0.62%	0.00%	+2.6%	Q1 2018
CATCaterpillar Inc	$2M	0.61%	0.00%	-7.3%	Q2 2024
CSCOCisco Systems, Inc.	$1.9M	0.58%	0.00%	+4.1%	Q1 2018
TMOThermo Fisher Scientific Inc.	$1.82M	0.56%	0.00%	0.0%	Q1 2018
TJXTJX Companies Inc	$1.8M	0.55%	0.00%	-4.2%	Q2 2018
MRKMerck & Co., Inc.	$1.77M	0.54%	0.00%	+0.1%	Q1 2018
KOCoca Cola Co	$1.69M	0.52%	0.00%	-0.2%	Q1 2019
LHXL3harris Technologies, Inc.	$1.57M	0.48%	0.00%	-0.9%	Q3 2019
UNPUnion Pacific Corp	$1.56M	0.48%	0.00%	-12.5%	Q1 2018
AXPAmerican Express Co	$1.55M	0.48%	0.00%	-6.1%	Q3 2018
BACBank of America Corp	$1.43M	0.44%	0.00%	-4.0%	Q1 2018
TMUST-Mobile US, Inc.	$1.31M	0.40%	0.00%	+3.1%	Q2 2018
TXNTexas Instruments Inc	$1.29M	0.40%	0.00%	-1.1%	Q1 2018
ACNAccenture plc	$1.27M	0.39%	0.00%	-1.1%	Q1 2018
AMGNAmgen Inc	$1.17M	0.36%	0.00%	-2.5%	Q1 2018
MAMastercard Inc	$1.16M	0.36%	0.00%	-5.4%	Q3 2022
ISRGIntuitive Surgical Inc	$1.14M	0.35%	0.00%	+2.1%	Q1 2018
GDGeneral Dynamics Corp	$1.12M	0.34%	0.00%	-2.4%	Q1 2018
TSLATesla, Inc.	$1.04M	0.32%	0.00%	Not reported	Q2 2020
GLDSPDR Gold Trust	$1.03M	0.32%	0.00%	Not reported	Q1 2018
SHWSherwin Williams Co	$983K	0.30%	0.00%	-0.9%	Q3 2018
VLOValero Energy Corp	$956K	0.29%	0.00%	-4.8%	Q1 2018
COPConocophillips	$916K	0.28%	0.00%	-3.1%	Q1 2018
BLKBlackRock, Inc.	$875K	0.27%	0.00%	-4.6%	Q1 2018
SOSouthern Co	$870K	0.27%	0.00%	-0.2%	Q1 2022
LINLinde PLC	$815K	0.25%	0.00%	+0.4%	Q4 2018
PEPPepsico Inc	$772K	0.24%	0.00%	+2.5%	Q1 2018
PMPhilip Morris International Inc.	$735K	0.23%	0.00%	+0.2%	Q1 2018

Q4 2025Reported Feb 3, 2026101 positions
MSFTMicrosoft Corp	$13.7M	4.09%	0.00%	+0.2%	Q1 2018
AAPLApple Inc.	$12.5M	3.71%	0.00%	-2.1%	Q1 2018
NVDANvidia Corp	$10.3M	3.07%	0.00%	-2.8%	Q2 2020
GOOGLAlphabet Inc.	$7.62M	2.27%	0.00%	-1.6%	Q1 2018
SPYSPDR S&P 500 ETF Trust	$4.95M	1.48%	Not reported	-3.7%	Q1 2018
AVGOBroadcom Inc.	$4.79M	1.43%	0.00%	-0.4%	Q1 2018
AMZNAmazon Com Inc	$4.79M	1.43%	0.00%	+0.2%	Q2 2019
LLYELI LILLY & Co	$3.55M	1.06%	0.00%	+4.5%	Q1 2018
ABBVAbbVie Inc.	$3.44M	1.02%	0.00%	+2.2%	Q1 2018
MCDMcdonalds Corp	$3.23M	0.96%	0.00%	-0.3%	Q1 2018
BRK.BBerkshire Hathaway Inc	$3.21M	0.96%	Not reported	-0.8%	Q1 2018
JPMJPMorgan Chase & Co	$3.16M	0.94%	0.00%	-0.1%	Q1 2018
METAMeta Platforms, Inc.	$3.12M	0.93%	Not reported	+2.1%	Q2 2020
WMTWalmart Inc.	$2.79M	0.83%	0.00%	+0.8%	Q1 2018
ORCLOracle Corp	$2.75M	0.82%	0.00%	-4.2%	Q1 2018
MSMorgan Stanley	$2.42M	0.72%	0.00%	-3.1%	Q1 2018
RTXRTX Corp	$2.37M	0.71%	0.00%	-1.8%	Q2 2024
HDHome Depot, Inc.	$2.35M	0.70%	0.00%	-1.6%	Q1 2018
CVXChevron Corp	$2.34M	0.70%	0.00%	-0.6%	Q1 2018
NEENextera Energy Inc	$2.25M	0.67%	0.00%	-1.3%	Q1 2018
PGPROCTER & GAMBLE Co	$2.18M	0.65%	0.00%	+2.6%	Q1 2018
TMOThermo Fisher Scientific Inc.	$2.15M	0.64%	0.00%	-2.6%	Q1 2018
AXPAmerican Express Co	$2.02M	0.60%	0.00%	-3.6%	Q3 2018
XOMExxonMobil Holdings Corp	$1.81M	0.54%	0.00%	-0.2%	Q1 2018
CSCOCisco Systems, Inc.	$1.81M	0.54%	0.00%	+11.0%	Q1 2018
TJXTJX Companies Inc	$1.8M	0.54%	0.00%	-0.1%	Q2 2018
CATCaterpillar Inc	$1.74M	0.52%	0.00%	-2.9%	Q2 2024
ACNAccenture plc	$1.74M	0.52%	0.00%	-0.2%	Q1 2018
UNPUnion Pacific Corp	$1.69M	0.50%	0.00%	-4.3%	Q1 2018
BACBank of America Corp	$1.68M	0.50%	0.00%	+1.2%	Q1 2018
JNJJohnson & Johnson	$1.67M	0.50%	0.00%	+4.9%	Q1 2018
KOCoca Cola Co	$1.56M	0.46%	0.00%	-0.6%	Q1 2019
MRKMerck & Co., Inc.	$1.55M	0.46%	0.00%	+0.6%	Q1 2018
MAMastercard Inc	$1.4M	0.42%	0.00%	-3.5%	Q3 2022
ISRGIntuitive Surgical Inc	$1.38M	0.41%	0.00%	-1.2%	Q1 2018
LHXL3harris Technologies, Inc.	$1.35M	0.40%	0.00%	-0.8%	Q3 2019
UNHUnitedhealth Group Inc	$1.27M	0.38%	0.00%	-1.5%	Q1 2018
TSLATesla, Inc.	$1.26M	0.37%	0.00%	Not reported	Q2 2020
TMUST-Mobile US, Inc.	$1.23M	0.37%	0.00%	+3.1%	Q2 2018
TXNTexas Instruments Inc	$1.17M	0.35%	0.00%	-2.2%	Q1 2018
GDGeneral Dynamics Corp	$1.12M	0.33%	0.00%	-2.1%	Q1 2018
AMGNAmgen Inc	$1.12M	0.33%	0.00%	-0.7%	Q1 2018
BLKBlackRock, Inc.	$1.02M	0.30%	0.00%	-4.2%	Q1 2018
SHWSherwin Williams Co	$1M	0.30%	0.00%	+0.7%	Q3 2018
GLDSPDR Gold Trust	$952K	0.28%	0.00%	Not reported	Q1 2018
IBMInternational Business Machines Corp	$850K	0.25%	0.00%	+23.5%	Q1 2018
ADBEAdobe Inc.	$796K	0.24%	0.00%	-0.4%	Q1 2018
SOSouthern Co	$787K	0.23%	0.00%	+11.9%	Q1 2022
NSCNorfolk Southern Corp	$742K	0.22%	0.00%	-9.9%	Q1 2018
PMPhilip Morris International Inc.	$712K	0.21%	0.00%	+8.8%	Q1 2018

Q3 2025Reported Nov 3, 2025104 positions
MSFTMicrosoft Corp	$14.7M	4.48%	0.00%	-0.6%	Q1 2018
AAPLApple Inc.	$11.9M	3.64%	0.00%	-0.8%	Q1 2018
NVDANvidia Corp	$10.6M	3.23%	0.00%	-3.2%	Q2 2020
GOOGLAlphabet Inc.	$6.01M	1.83%	0.00%	-2.0%	Q1 2018
SPYSPDR S&P 500 ETF Trust	$5.02M	1.53%	Not reported	+3.3%	Q1 2018
AVGOBroadcom Inc.	$4.59M	1.40%	0.00%	-1.2%	Q1 2018
AMZNAmazon Com Inc	$4.54M	1.39%	0.00%	-1.3%	Q2 2019
ORCLOracle Corp	$4.14M	1.26%	0.00%	-0.3%	Q1 2018
ABBVAbbVie Inc.	$3.41M	1.04%	0.00%	+2.1%	Q1 2018
METAMeta Platforms, Inc.	$3.41M	1.04%	Not reported	+0.2%	Q2 2020
BRK.BBerkshire Hathaway Inc	$3.23M	0.99%	Not reported	-0.4%	Q1 2018
MCDMcdonalds Corp	$3.22M	0.98%	0.00%	+1.7%	Q1 2018
JPMJPMorgan Chase & Co	$3.1M	0.94%	0.00%	+0.4%	Q1 2018
HDHome Depot, Inc.	$2.81M	0.86%	0.00%	+0.3%	Q1 2018
WMTWalmart Inc.	$2.56M	0.78%	0.00%	-1.8%	Q1 2018
LLYELI LILLY & Co	$2.41M	0.74%	0.00%	+2.1%	Q1 2018
CVXChevron Corp	$2.39M	0.73%	0.00%	+4.2%	Q1 2018
PGPROCTER & GAMBLE Co	$2.27M	0.69%	0.00%	-1.1%	Q1 2018
MSMorgan Stanley	$2.24M	0.68%	0.00%	+0.2%	Q1 2018
RTXRTX Corp	$2.2M	0.67%	0.00%	+0.5%	Q2 2024
NEENextera Energy Inc	$2.14M	0.65%	0.00%	0.0%	Q1 2018
AXPAmerican Express Co	$1.88M	0.57%	0.00%	-0.5%	Q3 2018
TMOThermo Fisher Scientific Inc.	$1.85M	0.56%	0.00%	-1.1%	Q1 2018
UNPUnion Pacific Corp	$1.81M	0.55%	0.00%	+0.2%	Q1 2018
XOMExxonMobil Holdings Corp	$1.7M	0.52%	0.00%	-2.4%	Q1 2018
TJXTJX Companies Inc	$1.7M	0.52%	0.00%	+1.0%	Q2 2018
ACNAccenture plc	$1.6M	0.49%	0.00%	+0.4%	Q1 2018
BACBank of America Corp	$1.56M	0.48%	0.00%	-0.3%	Q1 2018
CATCaterpillar Inc	$1.49M	0.46%	0.00%	+2.0%	Q2 2024
KOCoca Cola Co	$1.49M	0.45%	0.00%	-1.3%	Q1 2019
CSCOCisco Systems, Inc.	$1.45M	0.44%	0.00%	+2.3%	Q1 2018
MAMastercard Inc	$1.44M	0.44%	0.00%	-0.7%	Q3 2022
JNJJohnson & Johnson	$1.43M	0.44%	0.00%	+0.9%	Q1 2018
LHXL3harris Technologies, Inc.	$1.41M	0.43%	0.00%	Not reported	Q3 2019
TMUST-Mobile US, Inc.	$1.4M	0.43%	0.00%	+2.8%	Q2 2018
UNHUnitedhealth Group Inc	$1.35M	0.41%	0.00%	-4.1%	Q1 2018
TXNTexas Instruments Inc	$1.26M	0.39%	0.00%	Not reported	Q1 2018
TSLATesla, Inc.	$1.24M	0.38%	0.00%	-0.9%	Q2 2020
MRKMerck & Co., Inc.	$1.23M	0.38%	0.00%	-2.6%	Q1 2018
GDGeneral Dynamics Corp	$1.16M	0.35%	0.00%	-0.2%	Q1 2018
BLKBlackRock, Inc.	$1.16M	0.35%	0.00%	+2.6%	Q1 2018
ISRGIntuitive Surgical Inc	$1.1M	0.34%	0.00%	+1.9%	Q1 2018
SHWSherwin Williams Co	$1.07M	0.32%	0.00%	+1.4%	Q3 2018
AMGNAmgen Inc	$972K	0.30%	0.00%	+0.6%	Q1 2018
NSCNorfolk Southern Corp	$857K	0.26%	0.00%	-0.9%	Q1 2018
GLDSPDR Gold Trust	$854K	0.26%	0.00%	Not reported	Q1 2018
ADBEAdobe Inc.	$805K	0.25%	0.00%	Not reported	Q1 2018
VLOValero Energy Corp	$800K	0.24%	0.00%	-1.1%	Q1 2018
LINLinde PLC	$782K	0.24%	0.00%	-0.9%	Q4 2018
SOSouthern Co	$764K	0.23%	0.00%	+3.4%	Q1 2022

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