Chapman Investment Management

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

  • Top 5 stock holdings are AMZN, MSFT, PYPL, V, COST, and represent 33.04% of Chapman Investment Management's stock portfolio.
  • Added to shares of these 10 stocks: AAPL, MELI, UPS, MRK, AL, ISRG, COST, GOOGL, FIS, MA.
  • Started 2 new stock positions in MELI, MRK.
  • Reduced shares in these 5 stocks: BAC, AMZN, ROL, WFC, .
  • Sold out of its positions in BAC, CSCO, ROL, WFC.
  • Chapman Investment Management was a net buyer of stock by $4.4M.
  • Chapman Investment Management has $135M in assets under management (AUM), dropping by 10.75%.

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Portfolio Holdings for Chapman Investment Management

Companies in the Chapman Investment Management portfolio as of the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 8.8 $12M -10% 3.8k 3148.78
Microsoft Corporation (MSFT) 6.7 $9.1M 43k 210.34
Paypal Holdings (PYPL) 6.4 $8.7M 44k 197.03
Visa Com Cl A (V) 5.6 $7.6M 38k 199.97
Costco Wholesale Corporation (COST) 5.5 $7.5M +4% 21k 355.00
Mastercard Incorporated Cl A (MA) 5.1 $6.9M +2% 21k 338.16
Apple (AAPL) 4.3 $5.8M +305% 50k 115.82
Alphabet Cap Stk Cl A (GOOGL) 4.2 $5.6M +5% 3.8k 1465.64
Fidelity National Information Services (FIS) 4.0 $5.5M +4% 37k 147.22
Accenture Plc Ireland Shs Class A (ACN) 3.9 $5.3M 23k 225.99
Ecolab (ECL) 3.8 $5.2M 26k 199.84
S&p Global (SPGI) 3.8 $5.1M 14k 360.56
salesforce (CRM) 3.6 $4.9M 19k 251.33
Disney Walt Com Disney (DIS) 3.4 $4.6M 37k 124.09

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Zoetis Cl A (ZTS) 3.4 $4.6M 28k 165.38
Adobe Systems Incorporated (ADBE) 3.2 $4.4M 8.9k 490.42
United Parcel Service CL B (UPS) 3.1 $4.2M +47% 25k 166.61
IDEXX Laboratories (IDXX) 2.6 $3.5M 8.9k 393.10
Air Lease Corp Cl A (AL) 2.4 $3.3M +17% 111k 29.42
Waste Management (WM) 2.1 $2.9M +2% 26k 113.16
Expeditors International of Washington (EXPD) 2.1 $2.8M 31k 90.52
Workday Cl A (WDAY) 1.7 $2.3M 11k 215.16
MercadoLibre (MELI) 1.6 $2.2M NEW 2.0k 1082.51
Verizon Communications (VZ) 1.3 $1.8M 30k 59.48
Intuitive Surgical Com New (ISRG) 1.1 $1.4M +37% 2.0k 709.63
First American Financial (FAF) 1.0 $1.4M 27k 50.93
JPMorgan Chase & Co. (JPM) 0.9 $1.3M 13k 96.27
At&t (T) 0.6 $806k 28k 28.51
Procter & Gamble Company (PG) 0.5 $700k 5.0k 138.92
Schlumberger (SLB) 0.5 $693k 45k 15.57
Merck & Co (MRK) 0.5 $688k NEW 8.3k 82.89
Coca-Cola Company (KO) 0.4 $592k 12k 49.33
Exxon Mobil Corporation (XOM) 0.4 $490k 14k 34.32
M&T Bank Corporation (MTB) 0.3 $462k 5.0k 92.00
Chevron Corporation (CVX) 0.3 $454k 6.3k 72.04
Gilead Sciences (GILD) 0.3 $379k 6.0k 63.17
Simon Property (SPG) 0.2 $272k 4.2k 64.79
Old Republic International Corporation (ORI) 0.2 $223k 15k 14.72

Past Filings by Chapman Investment Management

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