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Chesapeake Investment Trust

CIK: 0000893759 Equity
Report date: 2026-03-30
AUM $45M
Expense Ratio
Category Equity
State DE
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-03-30

Holdings

From latest SEC N-PORT filing · US-listed stocks only

25 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 GOOG Alphabet Inc. Since 2026-05-10 02079K107 Equity (Common)
7.18%
$3.26 9,643
2 AMZN Amazon.com, Inc. Since 2026-05-10 023135106 Equity (Common)
5.58%
$2.54 10,605
3 APH Amphenol Corporation Since 2026-05-10 032095101 Equity (Common)
1.47%
$0.67 4,630
4 AAPL Apple Inc. Since 2026-05-10 037833100 Equity (Common)
6.83%
$3.10 11,959
5 ARES Ares Management Corporation Since 2026-05-10 03990B101 Equity (Common)
1.32%
$0.60 4,015
6 AZO Autozone, Inc. Since 2026-05-10 053332102 Equity (Common)
0.73%
$0.33 90
7 BLK Blackrock Inc. Since 2026-05-10 09290D101 Equity (Common)
0.65%
$0.29 264
8 AVGO Broadcom Inc Since 2026-05-10 11135F101 Equity (Common)
3.49%
$1.58 4,785
9 C Citigroup Inc. Since 2026-05-10 172967424 Equity (Common)
4.91%
$2.23 19,285
10 DASH DoorDash Inc Since 2026-05-10 25809K105 Equity (Common)
0.88%
$0.40 1,955
11 META Meta Platforms Inc Since 2026-05-10 30303M102 Equity (Common)
2.57%
$1.17 1,633
12 GE GE Aerospace Since 2026-05-10 369604301 Equity (Common)
0.26%
$0.12 380
13 IBKR Interactive Brokers Group Inc Since 2026-05-10 45841N107 Equity (Common)
0.30%
$0.14 1,810
14 ISRG Intuitive Surgical Inc. Since 2026-05-10 46120E602 Equity (Common)
0.95%
$0.43 860
15 JPM JPMorgan Chase & Co. Since 2026-05-10 46625H100 Equity (Common)
0.25%
$0.11 370
16 MA MasterCard Incorporated Since 2026-05-10 57636Q104 Equity (Common)
5.82%
$2.65 4,915
17 NFLX Netflix, Inc. Since 2026-05-10 64110L106 Equity (Common)
1.18%
$0.54 6,445
18 NOW Servicenow Inc Since 2026-05-10 81762P102 Equity (Common)
1.69%
$0.77 6,575
19 SHOP Shopify Inc Since 2026-05-10 82509L107 Equity (Common)
1.18%
$0.54 4,085
20 TJX The TJX Companies Inc. Since 2026-05-10 872540109 Equity (Common)
3.64%
$1.65 11,042
21 TOL Toll Brothers, Inc. Since 2026-05-10 889478103 Equity (Common)
1.66%
$0.76 5,230
22 VRT Vertiv Holdings Co Since 2026-05-10 92537N108 Equity (Common)
0.68%
$0.31 1,660
23 VMC Vulcan Materials Company Since 2026-05-10 929160109 Equity (Common)
3.54%
$1.61 5,350
24 UBS UBS Group AG Since 2026-05-10 H42097107 Equity (Common)
6.66%
$3.03 64,180
25 SPOT Spotify Technology S.A. Since 2026-05-10 L8681T102 Equity (Common)
0.97%
$0.44 885