Chesapeake Wealth Management
•CIK: 1730383•Filing: Q4 2025
**Chesapeake Wealth Management** is a multi-strategy fund managing $336M across 158 positions. The portfolio exhibits a significant allocation to fixed income and technology, notably holding AGG at $18.5M and MSFT at $13.7M. Key technology concentrations include AAPL ($12.5M), XLK ($11.7M), and NVDA ($10.3M). The structure suggests a core focus on established market leaders and defensive income generation.
Total AUM
$335.7M
QoQ Performance
+2.4%
Positions
114
Top 10 Concentration
34.0%
Latest Filing
Q4 2025
Top Holdings Allocation
AGG
AGG5.5%
MSFT4.1%
AAPL3.7%
XLK3.5%
VCSH3.4%
IVV3.2%
NVDA3.1%
SCHF2.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other56.6%
Technology18.5%
ETF5.0%
Healthcare4.8%
Consumer4.6%
Financial4.3%
Industrial2.1%
Utilities1.1%
🚪 Exited Positionssold since Q3 2025
+3 more exited positions
Changes from Q3 2025
NEW4 new positions
↑58 increased
↓75 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023