Chapman Investment Management
Latest statistics and disclosures from Chapman Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, COST, MA, AMZN, MKL, and represent 44.09% of Chapman Investment Management's stock portfolio.
- Added to shares of these 9 stocks: SPGI, ISRG, CTAS, ACN, MA, MKL, WM, LLY, BAC.
- Reduced shares in these 10 stocks: META, JPM, , MELI, , AMZN, COST, MSFT, DIS, EXPD.
- Sold out of its positions in NSP, ZTS.
- Chapman Investment Management was a net seller of stock by $-4.7M.
- Chapman Investment Management has $137M in assets under management (AUM), dropping by -2.76%.
- Central Index Key (CIK): 0001751006
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Portfolio Holdings for Chapman Investment Management
Chapman Investment Management holds 27 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 10.6 | $14M | 30k | 483.62 |
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| Costco Wholesale Corporation (COST) | 9.2 | $13M | 15k | 862.34 |
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| Mastercard Incorporated Cl A (MA) | 8.7 | $12M | 21k | 570.88 |
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| Amazon (AMZN) | 8.1 | $11M | 48k | 230.82 |
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| Markel Corporation (MKL) | 7.5 | $10M | 4.8k | 2149.65 |
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| Visa Com Cl A (V) | 7.4 | $10M | 29k | 350.71 |
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| MercadoLibre (MELI) | 5.9 | $8.1M | -4% | 4.0k | 2014.26 |
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| American Express Company (AXP) | 5.8 | $7.9M | 21k | 369.95 |
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| Apple (AAPL) | 5.3 | $7.2M | 26k | 271.87 |
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| Waste Management (WM) | 4.5 | $6.2M | 28k | 219.71 |
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| Cintas Corporation (CTAS) | 3.8 | $5.2M | +5% | 28k | 188.07 |
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| S&p Global (SPGI) | 3.1 | $4.2M | +9% | 8.0k | 522.59 |
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| Accenture Plc Ireland Shs Class A (ACN) | 2.8 | $3.9M | +7% | 14k | 268.30 |
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| Eli Lilly & Co. (LLY) | 2.7 | $3.8M | 3.5k | 1074.68 |
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| Meta Platforms Cl A (META) | 2.6 | $3.6M | -45% | 5.4k | 660.09 |
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| JPMorgan Chase & Co. (JPM) | 2.2 | $3.1M | -27% | 9.5k | 322.22 |
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| Expeditors International of Washington (EXPD) | 2.2 | $3.0M | 20k | 149.01 |
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| Uber Technologies (UBER) | 2.0 | $2.7M | 33k | 81.71 |
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| Intuitive Surgical Com New (ISRG) | 1.5 | $2.0M | +20% | 3.5k | 566.36 |
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| Walt Disney Company (DIS) | 1.1 | $1.5M | -2% | 13k | 113.77 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $1.3M | 2.0k | 681.92 |
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| Starbucks Corporation (SBUX) | 0.5 | $724k | 8.6k | 84.21 |
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| O'reilly Automotive (ORLY) | 0.5 | $722k | 7.9k | 91.21 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $548k | 1.1k | 502.65 |
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| White Mountains Insurance Gp (WTM) | 0.2 | $297k | 143.00 | 2078.03 |
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| Chevron Corporation (CVX) | 0.2 | $263k | 1.7k | 152.41 |
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| Bank of America Corporation (BAC) | 0.2 | $223k | 4.1k | 55.00 |
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Past Filings by Chapman Investment Management
SEC 13F filings are viewable for Chapman Investment Management going back to 2019
- Chapman Investment Management 2025 Q4 filed Feb. 4, 2026
- Chapman Investment Management 2025 Q3 filed Nov. 5, 2025
- Chapman Investment Management 2025 Q2 filed Aug. 5, 2025
- Chapman Investment Management 2025 Q1 filed May 1, 2025
- Chapman Investment Management 2024 Q4 filed Jan. 31, 2025
- Chapman Investment Management 2024 Q3 filed Oct. 28, 2024
- Chapman Investment Management 2024 Q2 filed Aug. 7, 2024
- Chapman Investment Management 2024 Q1 filed May 3, 2024
- Chapman Investment Management 2023 Q4 filed Feb. 2, 2024
- Chapman Investment Management 2023 Q3 filed Nov. 1, 2023
- Chapman Investment Management 2023 Q2 filed Aug. 1, 2023
- Chapman Investment Management 2023 Q1 filed April 25, 2023
- Chapman Investment Management 2022 Q4 filed Feb. 7, 2023
- Chapman Investment Management 2022 Q3 filed Nov. 1, 2022
- Chapman Investment Management 2022 Q2 filed Aug. 1, 2022
- Chapman Investment Management 2022 Q1 filed May 9, 2022