Chapman Investment Management

Latest statistics and disclosures from Chapman Investment Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are COST, AMZN, MSFT, MA, V, and represent 44.91% of Chapman Investment Management's stock portfolio.
  • Added to shares of these 4 stocks: S&p Global, GOOGL, SBUX, BAC.
  • Started 3 new stock positions in S&p Global, GOOGL, BAC.
  • Reduced shares in these 10 stocks: SPGI, MELI, DIS, COST, ACN, MSFT, AMZN, MA, V, WM.
  • Sold out of its positions in DIS, SPGI.
  • Chapman Investment Management was a net seller of stock by $-4.2M.
  • Chapman Investment Management has $121M in assets under management (AUM), dropping by 0.04%.
  • 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 June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Costco Wholesale Corporation Put Option (COST) 10.7 $13M -4% 14k 935.47
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Amazon Put Option (AMZN) 9.0 $11M -4% 46k 238.34
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Microsoft Corporation Put Option (MSFT) 8.8 $11M -4% 29k 373.02
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Mastercard Incorporated Cl A Put Option (MA) 8.5 $10M -3% 20k 513.60
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Visa Com Cl A Put Option (V) 7.9 $9.6M -3% 28k 343.09
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Markel Corporation Put Option (MKL) 7.5 $9.1M -2% 4.6k 1953.01
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Apple Put Option (AAPL) 7.2 $8.7M 30k 289.36
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American Express Company Put Option (AXP) 5.8 $7.1M -2% 21k 338.25
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Waste Management Put Option (WM) 5.0 $6.1M -3% 27k 222.88
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MercadoLibre Put Option (MELI) 4.7 $5.7M -14% 3.4k 1697.39
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Cintas Corporation Put Option (CTAS) 3.8 $4.6M -2% 27k 170.08
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Eli Lilly & Co. Put Option (LLY) 3.4 $4.1M 3.4k 1199.43
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JPMorgan Chase & Co. Put Option (JPM) 2.6 $3.1M 9.5k 327.33
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S&p Global Com Shs Put Option 2.6 $3.1M NEW 7.6k 407.26
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Expeditors International of Washington Put Option (EXPD) 2.5 $3.0M -6% 19k 162.98
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Alphabet Cap Stk Cl A Put Option (GOOGL) 1.7 $2.0M NEW 5.7k 357.37
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Uber Technologies Put Option (UBER) 1.6 $1.9M 27k 72.16
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Intuitive Surgical Com New Put Option (ISRG) 1.2 $1.5M 3.7k 397.68
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Accenture Plc Ireland Shs Class A Put Option (ACN) 1.1 $1.4M -26% 11k 124.44
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State Str Spdr S&p 500 Etf T Tr Unit Put Option (SPY) 1.1 $1.3M -12% 1.7k 746.77
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Starbucks Corporation Put Option (SBUX) 1.0 $1.3M +43% 12k 102.19
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salesforce Put Option (CRM) 0.7 $824k 5.3k 156.66
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O'reilly Automotive Put Option (ORLY) 0.6 $729k 7.9k 92.09
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Berkshire Hathaway Inc Del Cl B New Put Option (BRK.B) 0.4 $519k -4% 1.0k 500.39
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White Mountains Insurance Gp Put Option (WTM) 0.2 $297k 143.00 2073.39
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Bank of America Corporation Put Option (BAC) 0.2 $232k NEW 4.1k 56.98
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Chevron Corporation Put Option (CVX) 0.2 $202k -29% 1.2k 165.76
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Past Filings by Chapman Investment Management

SEC 13F filings are viewable for Chapman Investment Management going back to 2019

View all past filings