CHAPMAN FINANCIAL GROUP, LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2026-06-30, active share 64.9%; sector active share 27.4% against the combined 13F book's sector weights.
Over time 6 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
259 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 30.9% | $44,267,381 |
| Technology | 18.8% | $26,972,546 |
| Financial Services | 14.9% | $21,339,516 |
| Healthcare | 7.0% | $10,020,856 |
| Consumer Defensive | 6.4% | $9,149,098 |
| Communication Services | 5.7% | $8,153,663 |
| Industrials | 5.6% | $8,007,342 |
| Consumer Cyclical | 5.3% | $7,641,207 |
| Real Estate | 2.2% | $3,175,432 |
| Energy | 1.8% | $2,509,909 |
| Utilities | 1.5% | $2,098,050 |
| Basic Materials | 0.1% | $77,278 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| UL | Unilever PLC | +9,134 | 9,977 | $599,816 | |
| NLY | Annaly Capital Management Inc | +5,607 | 49,875 | $1,115,205 | |
| VUG | VANGUARD GROWTH INDEX FUND | +5,465 | 6,558 | $564,906 | |
| IAUM | iShares Gold Trust Micro | +5,269 | 8,049 | $322,040 | |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | +2,338 | 2,672 | $319,357 | |
| — | +1,750 | 121,436 | $2,298,783 | ||
| LEMB | iShares J.P. Morgan EM Local Currency Bond ETF | +1,712 | 11,263 | $477,889 | |
| SCHX | Schwab U.S. Large-Cap ETF | +1,503 | 163,239 | $4,804,123 | |
| VOOG | VANGUARD S&P 500 GROWTH INDEX FUND | +1,418 | 1,702 | $140,619 | |
| SCHF | Schwab International Equity ETF | +1,232 | 123,559 | $3,422,584 | |
| SCHR | Schwab Intermediate-Term U.S. Treasury ETF | +1,200 | 10,550 | $260,163 | |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND | +1,200 | 31,805 | $1,488,792 | |
| BAB | Invesco Exchange-Traded Fund Trust II | +1,200 | 45,375 | $1,217,865 | |
| VTEI | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF | +1,000 | 5,425 | $547,762 | |
| CRM | Salesforce, Inc. | +757 | 5,501 | $861,786 | |
| SMBS | Schwab Mortgage-Backed Securities ETF | +700 | 26,181 | $665,521 | |
| BUFF | +550 | 12,671 | $667,508 | ||
| — | +440 | 2,235 | $421,722 | ||
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | +350 | 972 | $80,335 | |
| SCHE | Schwab Emerging Markets Equity ETF | +271 | 7,047 | $255,524 | |
| MSFT | Microsoft Corp | +164 | 13,814 | $5,152,898 | |
| USMV | iShares MSCI USA Min Vol Factor ETF | +150 | 735 | $0 | |
| RSP | Victory Portfolios II | +100 | 1,260 | $268,090 | |
| KTOS | Kratos Defense & Security Solutions, Inc. | +95 | 957 | $47,716 | |
| DELL | Dell Technologies Inc. | +83 | 181 | $78,094 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BJUL | −10,035 | 8,857 | $481,023 | ||
| SCHP | Schwab U.S. TIPS ETF | −4,343 | 29,450 | $780,425 | |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | −2,425 | 4,400 | $221,012 | |
| BIPC | Brookfield Infrastructure Corp | −2,050 | 6,696 | $257,796 | |
| ZTS | Zoetis Inc. | −1,644 | 1,834 | $131,791 | |
| SCHB | Schwab U.S. Broad Market ETF | −1,566 | 150,192 | $4,349,559 | |
| IJUL | −1,500 | 2,430 | $87,407 | ||
| CEF | Sprott Physical Gold & Silver Trust | −1,466 | 2,800 | $112,644 | |
| SBUX | Starbucks Corp | −1,100 | 7,496 | $766,015 | |
| CMG | Chipotle Mexican Grill Inc | −1,070 | 11,243 | $382,262 | |
| PJUN | −1,000 | 2,100 | $90,783 | ||
| BAPR | Sageworth Trust Co | −1,000 | 3,003 | $159,939 | |
| PFEB | −940 | 16,226 | $698,691 | ||
| BAUG | −860 | 28,009 | $1,501,702 | ||
| SCHM | Schwab U.S. Mid-Cap ETF | −774 | 11,199 | $412,907 | |
| KDP | Keurig Dr Pepper Inc. | −699 | 31,096 | $1,017,772 | |
| FLJP | Franklin FTSE Japan ETF | −500 | 13,675 | $543,581 | |
| IQV | Iqvia Holdings Inc. | −500 | 7,630 | $1,474,268 | |
| — | −500 | 29,061 | $1,285,368 | ||
| F | Ford Motor Co | −500 | 8,640 | $120,096 | |
| PAPR | −423 | 12,383 | $522,562 | ||
| WDAY | Workday, Inc. | −412 | 2,050 | $250,961 | |
| TOST | Toast, Inc. | −400 | 47,554 | $1,322,952 | |
| EWU | iShares MSCI United Kingdom ETF | −400 | 6,785 | $0 | |
| SCHD | Schwab U.S. Dividend Equity ETF | −400 | 63,624 | $2,017,516 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| GEHC | GE HealthCare Technologies Inc. | 4,050 | $259,240 | |
| RKLB | Rocket Lab Corp | 496 | $50,418 | |
| FDXF | FedEx Freight Holding Company, Inc. | 299 | $45,149 | |
| SPCX | Space Exploration Technologies Corp | 17 | $2,904 | |
| IDNA | iShares Genomics Immunology and Healthcare ETF | 2,192 | $0 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| JEPI | JPMorgan Equity Premium Income ETF | 5,553 | $314,744 | |
| OKE | Oneok Inc /New/ | 2,690 | $243,149 | |
| LYB | LyondellBasell Industries N.V. | 2,475 | $199,386 | |
| GLD | Spdr Gold Trust | 147 | $63,252 | |
| IONQ | IonQ, Inc. | 32 | $922 | |
| TLH | iShares 10-20 Year Treasury Bond ETF | 97 | $0 | |
| IGIB | iShares 5-10 Year Investment Grade Corporate Bond ETF | 1,900 | $0 | |
| VOT | VANGUARD MID-CAP GROWTH INDEX FUND | 10 | $0 | |
| IAGG | iShares Core International Aggregate Bond ETF | 122 | $0 | |
| EMB | iShares J.P. Morgan USD Emerging Markets Bond ETF | 29 | $0 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 21,521 | $7,604,014 | 5.30% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 25,241 | $7,303,735 | 5.09% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 14,116 | $7,063,504 | 4.93% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 13,814 | $5,152,898 | 3.59% | |
| SCHX |
Schwab U.S. Large-Cap ETF
|
Added | 163,239 | $4,804,123 | 3.35% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 13,520 | $4,425,500 | 3.09% | |
| SCHB |
Schwab U.S. Broad Market ETF
|
Reduced | 150,192 | $4,349,559 | 3.03% | |
| SCHF |
Schwab International Equity ETF
|
Added | 123,559 | $3,422,584 | 2.39% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 13,404 | $3,194,709 | 2.23% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 9,160 | $3,123,743 | 2.18% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 6,035 | $2,882,134 | 2.01% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Held | 5,406 | $2,710,351 | 1.89% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 44,886 | $2,557,604 | 1.78% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 30,354 | $2,466,869 | 1.72% | |
| C |
Citigroup Inc
Financial Services
|
Reduced | 16,758 | $2,345,449 | 1.64% | |
|
|
Added | 121,436 | $2,298,783 | 1.60% | ||
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 16,962 | $2,296,654 | 1.60% | |
| SCHD |
Schwab U.S. Dividend Equity ETF
|
Reduced | 63,624 | $2,017,516 | 1.41% | |
| USB |
US Bancorp De
Financial Services
|
Reduced | 29,674 | $1,792,309 | 1.25% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 6,705 | $1,702,868 | 1.19% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 2,288 | $1,571,421 | 1.10% | |
| BAUG |
|
Reduced | 28,009 | $1,501,702 | 1.05% | |
| VMBS |
VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND
|
Added | 31,805 | $1,488,792 | 1.04% | |
| IQV |
Iqvia Holdings Inc.
Healthcare
|
Reduced | 7,630 | $1,474,268 | 1.03% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 1,424 | $1,332,109 | 0.93% | |
| TOST |
Toast, Inc.
Technology
|
Reduced | 47,554 | $1,322,952 | 0.92% | |
|
|
Reduced | 29,061 | $1,285,368 | 0.90% | ||
| LHX |
L3harris Technologies, Inc. /De/
Industrials
|
Held | 4,204 | $1,221,640 | 0.85% | |
| BAB |
Invesco Exchange-Traded Fund Trust II
|
Added | 45,375 | $1,217,865 | 0.85% | |
| CBRE |
Cbre Group, Inc.
Real Estate
|
Held | 8,538 | $1,149,983 | 0.80% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 5,576 | $1,115,701 | 0.78% | |
| NLY |
Annaly Capital Management Inc
Real Estate
|
Added | 49,875 | $1,115,205 | 0.78% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 1,459 | $1,074,407 | 0.75% | |
| VIK |
Viking Holdings Ltd
Consumer Cyclical
|
Reduced | 10,235 | $1,071,297 | 0.75% | |
| V |
Visa Inc.
Financial Services
|
Held | 3,071 | $1,053,629 | 0.73% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 7,084 | $1,038,797 | 0.72% | |
| LDOS |
Leidos Holdings, Inc.
Technology
|
Held | 10,072 | $1,037,113 | 0.72% | |
| KDP |
Keurig Dr Pepper Inc.
Consumer Defensive
|
Reduced | 31,096 | $1,017,772 | 0.71% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 3,746 | $1,012,581 | 0.71% | |
| ASML |
Asml Holding NV
Technology
|
Reduced | 503 | $1,000,688 | 0.70% | |
| BIP |
Brookfield Infrastructure Partners L.P.
Utilities
|
Held | 27,407 | $1,000,080 | 0.70% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 6,010 | $996,217 | 0.69% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 3,882 | $976,866 | 0.68% | |
| VTV |
VANGUARD VALUE INDEX FUND
|
Held | 4,401 | $959,109 | 0.67% | |
| ITW |
Illinois Tool Works Inc
Industrials
|
Held | 3,466 | $937,449 | 0.65% | |
| UBER |
Uber Technologies, Inc
Technology
|
Reduced | 12,811 | $924,441 | 0.64% | |
| PRF |
Victory Portfolios II
|
Held | 16,596 | $896,681 | 0.63% | |
| WM |
Waste Management Inc
Industrials
|
Held | 3,963 | $883,273 | 0.62% | |
| AXP |
American Express Co
Financial Services
|
Held | 2,585 | $874,376 | 0.61% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 5,501 | $861,786 | 0.60% |
Showing the top 50 of 259 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.