Chapman Investment Management
Latest statistics and disclosures from Chapman Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are COST, MSFT, MA, AMZN, AAPL, and represent 43.02% of Chapman Investment Management's stock portfolio.
- Added to shares of these 10 stocks: WM, LLY, MELI, ISRG, AAPL, GEHC, MA, EXPD, AMZN, CTAS.
- Reduced shares in these 10 stocks: , SCHW, BAC, MAR, XOM, ACN, DIS, MKL, V, MSFT.
- Sold out of its positions in ADBE, BAC.
- Chapman Investment Management was a net seller of stock by $-4.2M.
- Chapman Investment Management has $134M in assets under management (AUM), dropping by -1.79%.
- 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 December 2024 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|
|---|---|---|---|---|---|---|
| Costco Wholesale Corporation (COST) | 10.2 | $14M | 15k | 916.27 |
|
|
| Microsoft Corporation (MSFT) | 9.3 | $13M | 30k | 421.50 |
|
|
| Mastercard Incorporated Cl A (MA) | 8.1 | $11M | 21k | 526.57 |
|
|
| Amazon (AMZN) | 8.0 | $11M | 49k | 219.39 |
|
|
| Apple (AAPL) | 7.4 | $9.9M | 40k | 250.42 |
|
|
| Visa Com Cl A (V) | 6.6 | $8.9M | 28k | 316.04 |
|
|
| Markel Corporation (MKL) | 6.1 | $8.2M | 4.7k | 1726.23 |
|
|
| MercadoLibre (MELI) | 5.3 | $7.1M | 4.2k | 1700.44 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 4.8 | $6.5M | 83k | 78.18 |
|
|
| American Express Company (AXP) | 4.7 | $6.3M | 21k | 296.79 |
|
|
| Waste Management (WM) | 3.5 | $4.7M | +4% | 23k | 201.79 |
|
| Cintas Corporation (CTAS) | 3.4 | $4.5M | 25k | 182.70 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 2.9 | $3.9M | 11k | 351.79 |
|
|
| Marriott Intl Cl A (MAR) | 2.8 | $3.7M | -3% | 13k | 278.94 |
|
| Zoetis Cl A (ZTS) | 2.6 | $3.4M | 21k | 162.93 |
|
|
| JPMorgan Chase & Co. (JPM) | 2.3 | $3.1M | 13k | 239.71 |
|
|
| Walt Disney Company (DIS) | 1.9 | $2.6M | 23k | 111.35 |
|
|
| Eli Lilly & Co. (LLY) | 1.7 | $2.3M | +7% | 3.0k | 772.00 |
|
| Expeditors International of Washington (EXPD) | 1.6 | $2.1M | 19k | 110.77 |
|
|
| Uber Technologies (UBER) | 1.5 | $2.0M | 33k | 60.32 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $1.2M | 2.0k | 586.08 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.8 | $1.1M | +5% | 2.2k | 521.96 |
|
| Chipotle Mexican Grill (CMG) | 0.8 | $1.1M | 19k | 60.30 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $1.1M | 2.4k | 453.28 |
|
|
| Charles Schwab Corporation (SCHW) | 0.5 | $679k | -58% | 9.2k | 74.01 |
|
| Chevron Corporation (CVX) | 0.5 | $674k | 4.7k | 144.84 |
|
|
| O'reilly Automotive (ORLY) | 0.4 | $601k | 507.00 | 1185.80 |
|
|
| Exxon Mobil Corporation (XOM) | 0.3 | $453k | -10% | 4.2k | 107.57 |
|
| White Mountains Insurance Gp (WTM) | 0.2 | $278k | 143.00 | 1945.06 |
|
Past Filings by Chapman Investment Management
SEC 13F filings are viewable for Chapman Investment Management going back to 2019
- 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
- Chapman Investment Management 2021 Q3 filed Nov. 15, 2021
- Chapman Investment Management 2021 Q2 filed Aug. 3, 2021
- Chapman Investment Management 2021 Q1 filed April 26, 2021