Chapman Investment Management, LLC

CIK

1751006

Location

San Anselmo, CA

Portfolio Value

Micro $356,281

Diversification

Diversified

Filing Date

Global Rank

#4,944 / 8,232 ▲ 31

Top Industry

Credit Services 21.4%

3Y Alpha vs SPY

-9.8%

Period ended 2 months ago

Filed May 4, 2026 · 40d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+36.8%

SPY

+76.5%

Annualised alpha

-9.8%

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

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

Top Position

11.9%

+1.4 pts

Top 5

45.5%

+1.3 pts

Top 10

75.5%

+2.4 pts

HHI

666

Diversified+33

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	34.7%	$41,922,004	7
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	$3,878,675
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

1 positions · $356,281 total · Energy only · 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	History
CVX	Chevron Corp Energy	Held	1,722	0	$356,281	+35.8%	100.00%