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, V, and represent 43.74% of Chapman Investment Management's stock portfolio.
- Added to shares of these 10 stocks: META (+$7.0M), SBUX, WM, ACN, LLY, NSP, SPGI, CTAS, BAC, MSFT.
- Started 3 new stock positions in BAC, SBUX, NSP.
- Reduced shares in these 10 stocks: GEHC (-$5.3M), AAPL, ZTS, CMG, COST, , DIS, BRK.B, CVX, SPY.
- Sold out of its positions in CMG, XOM, GEHC.
- Chapman Investment Management was a net seller of stock by $-1.3M.
- Chapman Investment Management has $141M in assets under management (AUM), dropping by -1.89%.
- Central Index Key (CIK): 0001751006
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Portfolio Holdings for Chapman Investment Management
Chapman Investment Management holds 29 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 11.0 | $16M | 30k | 517.95 |
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| Costco Wholesale Corporation (COST) | 9.6 | $14M | -3% | 15k | 925.63 |
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| Mastercard Incorporated Cl A (MA) | 8.4 | $12M | 21k | 568.81 |
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| Amazon (AMZN) | 7.7 | $11M | 49k | 219.57 |
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| Visa Com Cl A (V) | 7.0 | $9.9M | 29k | 341.38 |
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| MercadoLibre (MELI) | 6.9 | $9.7M | 4.2k | 2336.94 |
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| Markel Corporation (MKL) | 6.5 | $9.1M | 4.8k | 1911.36 |
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| Meta Platforms Cl A (META) | 5.2 | $7.2M | +2402% | 9.9k | 734.38 |
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| American Express Company (AXP) | 5.1 | $7.1M | 21k | 332.16 |
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| Apple (AAPL) | 4.8 | $6.7M | -25% | 26k | 254.63 |
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| Waste Management (WM) | 4.4 | $6.2M | +10% | 28k | 220.83 |
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| Cintas Corporation (CTAS) | 3.8 | $5.4M | +4% | 26k | 205.26 |
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| JPMorgan Chase & Co. (JPM) | 2.9 | $4.1M | 13k | 315.43 |
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| S&p Global (SPGI) | 2.5 | $3.6M | +7% | 7.3k | 486.71 |
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| Accenture Plc Ireland Shs Class A (ACN) | 2.3 | $3.3M | +19% | 13k | 246.60 |
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| Uber Technologies (UBER) | 2.3 | $3.3M | 33k | 97.97 |
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| Eli Lilly & Co. (LLY) | 1.9 | $2.7M | +12% | 3.5k | 763.00 |
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| Expeditors International of Washington (EXPD) | 1.8 | $2.5M | 20k | 122.59 |
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| Walt Disney Company (DIS) | 1.1 | $1.6M | -7% | 14k | 114.50 |
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| Intuitive Surgical Com New (ISRG) | 0.9 | $1.3M | +9% | 2.9k | 447.23 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $1.3M | 2.0k | 666.18 |
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| Zoetis Cl A (ZTS) | 0.6 | $876k | -71% | 6.0k | 146.32 |
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| O'reilly Automotive (ORLY) | 0.6 | $854k | +2% | 7.9k | 107.81 |
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| Starbucks Corporation (SBUX) | 0.5 | $728k | NEW | 8.6k | 84.60 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $548k | -16% | 1.1k | 502.74 |
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| Chevron Corporation (CVX) | 0.2 | $267k | -15% | 1.7k | 155.29 |
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| Insperity (NSP) | 0.2 | $264k | NEW | 5.4k | 49.20 |
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| White Mountains Insurance Gp (WTM) | 0.2 | $239k | 143.00 | 1671.52 |
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| Bank of America Corporation (BAC) | 0.1 | $209k | NEW | 4.1k | 51.59 |
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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 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
- Chapman Investment Management 2021 Q4 filed Jan. 20, 2022