Chapman Investment Management as of Sept. 30, 2025
Portfolio Holdings for Chapman Investment Management
Chapman Investment Management holds 29 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 11.0 | $16M | 30k | 517.95 | |
| Costco Wholesale Corporation (COST) | 9.6 | $14M | 15k | 925.63 | |
| Mastercard Incorporated Cl A (MA) | 8.4 | $12M | 21k | 568.81 | |
| Amazon (AMZN) | 7.7 | $11M | 49k | 219.57 | |
| Visa Com Cl A (V) | 7.0 | $9.9M | 29k | 341.38 | |
| MercadoLibre (MELI) | 6.9 | $9.7M | 4.2k | 2336.94 | |
| Markel Corporation (MKL) | 6.5 | $9.1M | 4.8k | 1911.36 | |
| Meta Platforms Cl A (META) | 5.2 | $7.2M | 9.9k | 734.38 | |
| American Express Company (AXP) | 5.1 | $7.1M | 21k | 332.16 | |
| Apple (AAPL) | 4.8 | $6.7M | 26k | 254.63 | |
| Waste Management (WM) | 4.4 | $6.2M | 28k | 220.83 | |
| Cintas Corporation (CTAS) | 3.8 | $5.4M | 26k | 205.26 | |
| JPMorgan Chase & Co. (JPM) | 2.9 | $4.1M | 13k | 315.43 | |
| S&p Global (SPGI) | 2.5 | $3.6M | 7.3k | 486.71 | |
| Accenture Plc Ireland Shs Class A (ACN) | 2.3 | $3.3M | 13k | 246.60 | |
| Uber Technologies (UBER) | 2.3 | $3.3M | 33k | 97.97 | |
| Eli Lilly & Co. (LLY) | 1.9 | $2.7M | 3.5k | 763.00 | |
| Expeditors International of Washington (EXPD) | 1.8 | $2.5M | 20k | 122.59 | |
| Walt Disney Company (DIS) | 1.1 | $1.6M | 14k | 114.50 | |
| Intuitive Surgical Com New (ISRG) | 0.9 | $1.3M | 2.9k | 447.23 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $1.3M | 2.0k | 666.18 | |
| Zoetis Cl A (ZTS) | 0.6 | $876k | 6.0k | 146.32 | |
| O'reilly Automotive (ORLY) | 0.6 | $854k | 7.9k | 107.81 | |
| Starbucks Corporation (SBUX) | 0.5 | $728k | 8.6k | 84.60 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $548k | 1.1k | 502.74 | |
| Chevron Corporation (CVX) | 0.2 | $267k | 1.7k | 155.29 | |
| Insperity (NSP) | 0.2 | $264k | 5.4k | 49.20 | |
| White Mountains Insurance Gp (WTM) | 0.2 | $239k | 143.00 | 1671.52 | |
| Bank of America Corporation (BAC) | 0.1 | $209k | 4.1k | 51.59 |
