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, MKL, and represent 45.38% of Chapman Investment Management's stock portfolio.
- Added to shares of these 9 stocks: AAPL, CRM, SPGI, ACN, ISRG, MSFT, CTAS, WM, AXP.
- Started 1 new stock position in CRM.
- Reduced shares in these 10 stocks: , UBER, DIS, BAC, AMZN, COST, MKL, MELI, MA, V.
- Sold out of its positions in BAC, META.
- Chapman Investment Management was a net seller of stock by $-2.1M.
- Chapman Investment Management has $121M in assets under management (AUM), dropping by -11.34%.
- Central Index Key (CIK): 0001751006
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Portfolio Holdings for Chapman Investment Management
Chapman Investment Management holds 26 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Costco Wholesale Corporation (COST) | 11.9 | $14M | 15k | 996.43 |
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| Microsoft Corporation (MSFT) | 9.2 | $11M | 30k | 370.17 |
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| Mastercard Incorporated Cl A (MA) | 8.6 | $10M | 21k | 499.66 |
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| Amazon (AMZN) | 8.2 | $10M | 48k | 208.27 |
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| Markel Corporation (MKL) | 7.5 | $9.1M | 4.8k | 1914.07 |
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| Visa Com Cl A (V) | 7.2 | $8.7M | 29k | 302.24 |
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| Apple (AAPL) | 6.4 | $7.7M | +14% | 30k | 253.79 |
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| MercadoLibre (MELI) | 5.7 | $6.9M | 4.0k | 1729.02 |
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| American Express Company (AXP) | 5.4 | $6.5M | 22k | 302.48 |
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| Waste Management (WM) | 5.4 | $6.5M | 28k | 229.79 |
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| Cintas Corporation (CTAS) | 3.9 | $4.7M | 28k | 169.14 |
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| S&p Global (SPGI) | 3.2 | $3.9M | +14% | 9.1k | 425.34 |
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| Eli Lilly & Co. (LLY) | 2.6 | $3.2M | 3.5k | 919.77 |
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| Accenture Plc Ireland Shs Class A (ACN) | 2.5 | $3.0M | +6% | 15k | 198.29 |
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| Expeditors International of Washington (EXPD) | 2.4 | $2.8M | 20k | 143.23 |
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| JPMorgan Chase & Co. (JPM) | 2.3 | $2.8M | 9.5k | 294.16 |
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| Uber Technologies (UBER) | 1.6 | $1.9M | -18% | 27k | 71.93 |
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| Intuitive Surgical Com New (ISRG) | 1.4 | $1.7M | +5% | 3.7k | 460.99 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.1 | $1.3M | 2.0k | 650.34 |
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| salesforce (CRM) | 0.8 | $981k | NEW | 5.3k | 186.67 |
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| Walt Disney Company (DIS) | 0.7 | $838k | -34% | 8.7k | 96.38 |
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| Starbucks Corporation (SBUX) | 0.6 | $770k | 8.6k | 89.59 |
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| O'reilly Automotive (ORLY) | 0.6 | $731k | 7.9k | 92.31 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $522k | 1.1k | 479.20 |
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| Chevron Corporation (CVX) | 0.3 | $356k | 1.7k | 206.90 |
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| White Mountains Insurance Gp (WTM) | 0.3 | $314k | 143.00 | 2196.96 |
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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 2026 Q1 filed May 4, 2026
- 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