Chapman Investment Management as of June 30, 2025
Portfolio Holdings for Chapman Investment Management
Chapman Investment Management holds 29 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Costco Wholesale Corporation (COST) | 10.4 | $15M | 15k | 989.94 | |
| Microsoft Corporation (MSFT) | 10.3 | $15M | 30k | 497.41 | |
| Mastercard Incorporated Cl A (MA) | 8.1 | $12M | 21k | 561.94 | |
| MercadoLibre (MELI) | 7.6 | $11M | 4.2k | 2613.63 | |
| Amazon (AMZN) | 7.5 | $11M | 49k | 219.39 | |
| Visa Com Cl A (V) | 7.1 | $10M | 29k | 355.05 | |
| Markel Corporation (MKL) | 6.7 | $9.6M | 4.8k | 1997.36 | |
| Apple (AAPL) | 5.0 | $7.2M | 35k | 205.17 | |
| American Express Company (AXP) | 4.8 | $6.8M | 21k | 318.98 | |
| Waste Management (WM) | 4.0 | $5.8M | 25k | 228.82 | |
| Cintas Corporation (CTAS) | 3.9 | $5.6M | 25k | 222.87 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 3.7 | $5.3M | 72k | 74.07 | |
| JPMorgan Chase & Co. (JPM) | 2.7 | $3.8M | 13k | 289.91 | |
| S&p Global (SPGI) | 2.5 | $3.6M | 6.8k | 527.29 | |
| Accenture Plc Ireland Shs Class A (ACN) | 2.3 | $3.4M | 11k | 298.89 | |
| Zoetis Cl A (ZTS) | 2.3 | $3.3M | 21k | 155.95 | |
| Uber Technologies (UBER) | 2.1 | $3.1M | 33k | 93.30 | |
| Eli Lilly & Co. (LLY) | 1.7 | $2.4M | 3.1k | 779.53 | |
| Expeditors International of Washington (EXPD) | 1.6 | $2.3M | 20k | 114.25 | |
| Walt Disney Company (DIS) | 1.3 | $1.8M | 15k | 124.01 | |
| Intuitive Surgical Com New (ISRG) | 1.0 | $1.5M | 2.7k | 543.41 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $1.2M | 2.0k | 617.85 | |
| Chipotle Mexican Grill (CMG) | 0.7 | $1.1M | 19k | 56.15 | |
| O'reilly Automotive (ORLY) | 0.5 | $696k | 7.7k | 90.13 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $632k | 1.3k | 485.77 | |
| Chevron Corporation (CVX) | 0.2 | $291k | 2.0k | 143.19 | |
| Meta Platforms Cl A (META) | 0.2 | $291k | 394.00 | 738.09 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $291k | 2.7k | 107.80 | |
| White Mountains Insurance Gp (WTM) | 0.2 | $257k | 143.00 | 1795.72 |
