Chapman Investment Management, LLC

CIK

1751006

Location

San Anselmo, CA

Portfolio Value

Small $120,981,850

Diversification

Diversified

Filing Date

Global Rank

#5,276 / 8,603 ▼ 76 · as of Mar 2026

Top Industry

Credit Services 21.4%

3Y Alpha vs SPY

-8.6%

Period ended 3 months ago

Filed May 4, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+40.9%

SPY

+76.0%

Annualised alpha

-8.6%

Max drawdown

−18.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

26 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

11.9%

+1.3 pts

Top 5

45.5%

+1.3 pts

Top 10

75.5%

+2.4 pts

HHI

664

Diversified+32

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	34.7%	$42,027,006	8
Technology	20.5%	$24,754,297	5
Consumer Cyclical	15.2%	$18,333,576	4
Consumer Defensive	11.9%	$14,426,313	1
Industrials	11.6%	$14,065,890	3
Healthcare	4.1%	$4,904,207	2
Unclassified	1.1%	$1,275,967	1
Communication Services	0.7%	$838,313	1
Energy	0.3%	$356,281	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+3,897	30,334	$7,698,465
SPGI	S&P Global Inc.	+1,121	9,119	$3,669,512
ACN	Accenture plc	+867	15,230	$3,019,956
CTAS	Cintas Corp	+372	27,906	$4,720,020
WM	Waste Management Inc	+226	28,275	$6,497,312
ISRG	Intuitive Surgical Inc	+197	3,741	$1,724,563
MSFT	Microsoft Corp	+177	30,028	$11,115,464
AXP	American Express Co	+138	21,573	$6,525,401
No positions match the current search.

Trimmed

Positions the filer reduced

10 positions

Ticker	Company	Δ Shares	Shares	Value
UBER	Uber Technologies, Inc	−6,263	26,958	$1,939,088
DIS	Walt Disney Co	−4,539	8,698	$838,313
AMZN	Amazon Com Inc	−316	47,794	$9,954,056
EXPD	Expeditors International Of Washington Inc	−227	19,888	$2,848,558
V	Visa Inc.	−127	28,752	$8,690,004
MA	Mastercard Inc	−77	20,802	$10,393,927
COST	Costco Wholesale Corp /New	−50	14,478	$14,426,313
LLY	ELI LILLY & Co	−34	3,457	$3,179,644
MKL	Markel Group Inc.	−24	4,760	$9,110,972
MELI	Mercadolibre Inc	−23	3,978	$6,878,041
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
CRM	Salesforce, Inc.	5,257	$981,324
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
META	Meta Platforms, Inc.	5,422	$3,579,007
BAC	Bank Of America Corp /De/	4,059	$223,245
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

26 positions · $120,981,850 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	14,478	-50	$14,426,313	+15.2%	11.92%
MSFT	Microsoft Corp Technology	Added	30,028	+177	$11,115,464	−23.0%	9.19%
MA	Mastercard Inc Financial Services	Reduced	20,802	-77	$10,393,927	−12.8%	8.59%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	47,794	-316	$9,954,056	−10.4%	8.23%
MKL	Markel Group Inc. Financial Services	Reduced	4,760	-24	$9,110,972	−11.4%	7.53%
V	Visa Inc. Financial Services	Reduced	28,752	-127	$8,690,004	−14.2%	7.18%
AAPL	Apple Inc. Technology	Added	30,334	+3,897	$7,698,465	+7.1%	6.36%
MELI	Mercadolibre Inc Consumer Cyclical	Reduced	3,978	-23	$6,878,041	−14.7%	5.69%
AXP	American Express Co Financial Services	Added	21,573	+138	$6,525,401	−17.7%	5.39%
WM	Waste Management Inc Industrials	Added	28,275	+226	$6,497,312	+5.4%	5.37%
CTAS	Cintas Corp Industrials	Added	27,906	+372	$4,720,020	−8.9%	3.90%
SPGI	S&P Global Inc. Financial Services	Added	9,119	+1,121	$3,669,512	−7.2%	3.03%
LLY	ELI LILLY & Co Healthcare	Reduced	3,457	-34	$3,179,644	−15.2%	2.63%
ACN	Accenture plc Technology	Added	15,230	+867	$3,019,956	−21.6%	2.50%
EXPD	Expeditors International Of Washington Inc Industrials	Reduced	19,888	-227	$2,848,558	−5.0%	2.35%
JPM	Jpmorgan Chase & Co Financial Services	Held	9,521	0	$2,800,697	−8.7%	2.31%
UBER	Uber Technologies, Inc Technology	Reduced	26,958	-6,263	$1,939,088	−28.6%	1.60%
ISRG	Intuitive Surgical Inc Healthcare	Added	3,741	+197	$1,724,563	−14.1%	1.43%
SPY	Spdr S&P 500 ETF Trust	Held	1,962	0	$1,275,967	−4.6%	1.05%
CRM	Salesforce, Inc. Technology	NEW	5,257	NEW	$981,324	NEW	0.81%
DIS	Walt Disney Co Communication Services	Reduced	8,698	-4,539	$838,313	−44.3%	0.69%
SBUX	Starbucks Corp Consumer Cyclical	Held	8,599	0	$770,384	+6.4%	0.64%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Held	7,920	0	$731,095	+1.2%	0.60%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,090	0	$522,328	−4.7%	0.43%
CVX	Chevron Corp Energy	Held	1,722	0	$356,281	+35.8%	0.29%
WTM	White Mountains Insurance Group Ltd Financial Services	Held	143	0	$314,165	+5.7%	0.26%