Chapman Investment Management, LLC
13F Reported Value
ⓘ$121.2M
Holdings
26
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Chapman Investment Management, LLC disclosed 26 positions worth $121.2M in its Form 13F-HR for Q1 2026, led by $COST (COSTCO WHOLESALE CORP /NEW) at 11.9% of the equity portfolio, followed by $MSFT and $MA. During the quarter the fund opened 1 new position and exited 2 — including a new stake in $CRM and a full exit from $META. The portfolio is most concentrated in Financials (34.9% of disclosed assets). All figures are sourced directly from Chapman Investment Management, LLC’s Form 13F-HR filing with the SEC under CIK 1751006.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 67.0#489
Quality
$14.4M14,478 sh - 83.7#15
Quality
$11.1M30,028 sh - 81.7#28
Quality
$10.4M20,802 sh - 74.6
Quality
$10.0M47,794 sh - 68.2
Quality
$9.1M4,760 sh - 83.5
Quality
$8.7M28,752 sh - 76.1
Quality
$7.7M30,334 sh - 77.5
Quality
$6.9M3,978 sh - 73.2
Quality
$6.5M21,573 sh - 70.7
Quality
$6.5M28,275 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 COSTCO WHOLESALE CORP /NEW$COST | 67.0#489 | $14.4M | 14,478 |
 MICROSOFT CORP$MSFT | 83.7#15 | $11.1M | 30,028 |
 Mastercard Inc$MA | 81.7#28 | $10.4M | 20,802 |
 AMAZON COM INC$AMZN | 74.6 | $10.0M | 47,794 |
 MARKEL GROUP INC.$MKL | 68.2 | $9.1M | 4,760 |
 VISA INC.$V | 83.5 | $8.7M | 28,752 |
 Apple Inc.$AAPL | 76.1 | $7.7M | 30,334 |
 MERCADOLIBRE INC$MELI | 77.5 | $6.9M | 3,978 |
 AMERICAN EXPRESS CO$AXP | 73.2 | $6.5M | 21,573 |
 WASTE MANAGEMENT INC$WM | 70.7 | $6.5M | 28,275 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Chapman Investment Management, LLC's 26 positions.
Showing top 10 of 26 holdings.
Sector Allocation
Financials
$42.2M
Consumer Discretionary
$37.5M
Technology
$21.7M
Utilities
$6.5M
Industrials
$5.9M
Healthcare
$4.9M
Other
$1.3M
Communication Services
$838,342
Full Holdings — Chapman Investment Management, LLC (Q1 2026)
All 26 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $COST | COSTCO WHOLESALE CORP /NEW | $14.4M | 11.9% | -0% | 67 |
| 2 | $MSFT | MICROSOFT CORP | $11.1M | 9.2% | +1% | 83.7 |
| 3 | $MA | Mastercard Inc | $10.4M | 8.6% | -0% | 81.7 |
| 4 | $AMZN | AMAZON COM INC | $10.0M | 8.2% | -1% | 74.6 |
| 5 | $MKL | MARKEL GROUP INC. | $9.1M | 7.5% | -1% | 68.2 |
| 6 | $V | VISA INC. | $8.7M | 7.2% | -0% | 83.5 |
| 7 | $AAPL | Apple Inc. | $7.7M | 6.3% | +15% | 76.1 |
| 8 | $MELI | MERCADOLIBRE INC | $6.9M | 5.7% | -1% | 77.5 |
| 9 | $AXP | AMERICAN EXPRESS CO | $6.5M | 5.4% | +1% | 73.2 |
| 10 | $WM | WASTE MANAGEMENT INC | $6.5M | 5.4% | +1% | 70.7 |
| 11 |  $CTAS | CINTAS CORP | $4.7M | 3.9% | +1% | 76.3 |
| 12 |  $SPGI | S&P Global Inc. | $3.9M | 3.2% | +14% | 79.4 |
| 13 |  $LLY | ELI LILLY & Co | $3.2M | 2.6% | -1% | 89.3 |
| 14 |  $ACN | Accenture plc | $3.0M | 2.5% | +6% | — |
| 15 |  $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | $2.8M | 2.4% | -1% | 71.2 |
| 16 |  $JPM | JPMORGAN CHASE & CO | $2.8M | 2.3% | +0% | 35.6 |
| 17 |  $UBER | Uber Technologies, Inc | $1.9M | 1.6% | -19% | 79.3 |
| 18 |  $ISRG | INTUITIVE SURGICAL INC | $1.7M | 1.4% | +6% | 81.4 |
| 19 |  $SPY | SPDR S&P 500 ETF TRUST | $1.3M | 1.1% | +0% | — |
| 20 |  $CRM | Salesforce, Inc. | $981,324 | 0.8% | NEW | 75.2 |
| 21 |  $DIS | Walt Disney Co | $838,342 | 0.7% | -34% | 68.9 |
| 22 |  $SBUX | STARBUCKS CORP | $770,384 | 0.6% | +0% | 54.6 |
| 23 |  $ORLY | O REILLY AUTOMOTIVE INC | $731,095 | 0.6% | +0% | 72.7 |
| 24 |  $BRK.B | BERKSHIRE HATHAWAY INC | $522,328 | 0.4% | +0% | 64.5 |
| 25 |  $CVX | CHEVRON CORP | $356,282 | 0.3% | +0% | 54.7 |
| 26 |  $WTM | WHITE MOUNTAINS INSURANCE GROUP LTD | $314,165 | 0.3% | +0% | — |
New Positions (1)
$CRM Salesforce, Inc.$981,324
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