Chapman Investment Management, LLC Portfolio Holdings

Chapman Investment Management, LLC

  • $141 Million
  • Q3 2025

Chapman Investment Management, LLC has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $141 Million distributed in 29 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $15.5M, Costco Wholesale Corp with a value of $13.5M, Mastercard Inc with a value of $11.8M, Amazon Com Inc with a value of $10.8M, and Visa Inc. with a value of $9.87M.

Examining the 13F form we can see an increase of $2.61M in the current position value, from $138M to 141M.

Below you can find more details about Chapman Investment Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $141 Million
Financial Services: $46.6 Million
Technology: $28.8 Million
Consumer Cyclical: $22.1 Million
Industrials: $14.3 Million
Consumer Defensive: $13.5 Million
Communication Services: $8.79 Million
Healthcare: $4.85 Million
ETFs: $1.31 Million
Other: $267,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$15.5 Million 11.04% of portfolio
29,968
Q3 2025 Added 1.19%
$404B
$13.5 Million 9.62% of portfolio
14,601
Q3 2025 Reduced 3.38%
$512B
$11.8 Million 8.41% of portfolio
20,784
Q3 2025 Added 0.09%
$2.39T
$10.8 Million 7.65% of portfolio
48,992
Q3 2025 Added 0.42%
$533B
$9.87 Million 7.02% of portfolio
28,917
Q3 2025 Added 0.98%
$103B
$9.74 Million 6.93% of portfolio
4,169
Q2 2025 Reduced 0.29%
$27.9B
$9.13 Million 6.5% of portfolio
4,777
Q3 2025 Reduced 0.1%
$1.37T
$7.24 Million 5.15% of portfolio
9,859
Q3 2025 Added 2,402.28%
$255B
$7.12 Million 5.07% of portfolio
21,438
Q2 2025 Reduced 0.11%
$4.3T
$6.73 Million 4.79% of portfolio
26,437
Q3 2025 Reduced 25.02%
$85.9B
$6.19 Million 4.4% of portfolio
28,017
Q3 2025 Added 10.96%
$19B
$5.36 Million 3.81% of portfolio
26,108
Q3 2025 Added 4.11%
$881B
$4.14 Million 2.94% of portfolio
13,121
Q1 2025 Added 0.57%
$159B
$3.57 Million 2.54% of portfolio
7,335
Q3 2025 Added 7.66%
$152B
$3.3 Million 2.35% of portfolio
13,377
Q3 2025 Added 19.12%
$181B
$3.26 Million 2.32% of portfolio
33,286
Q3 2025 Added 1.09%
$22.6B
$2.49 Million 1.77% of portfolio
20,302
Q3 2025 Added 0.14%
$193B
$1.55 Million 1.1% of portfolio
13,555
Q3 2025 Reduced 7.29%
$193B
$1.31 Million 0.93% of portfolio
2,936
Q3 2025 Added 9.72%
$0
$1.31 Million 0.93% of portfolio
1,962
Q3 2025 Reduced 1.7%
$55.6B
$876,000 0.62% of portfolio
5,988
Q3 2025 Reduced 71.56%
$6.2B
$853,000 0.61% of portfolio
7,920
Q3 2025 Added 2.52%
$97.3B
$727,000 0.52% of portfolio
8,599
Q3 2025 New
$662B
$547,000 0.39% of portfolio
1,090
Q3 2025 Reduced 16.15%
$303B
$267,000 0.19% of portfolio
1,722
Q3 2025 Reduced 15.3%
$1.24B
$263,000 0.19% of portfolio
5,357
Q3 2025 New
$4.96B
$239,000 0.17% of portfolio
143
Q4 2023 Reduced 44.36%
$413B
$209,000 0.15% of portfolio
4,058
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 29
  • Current Value $141 Million
  • Prior Value $138 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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