Chapman Investment Management, LLC Portfolio Holdings

Chapman Investment Management, LLC

  • $138 Million
  • Q2 2025

Chapman Investment Management, LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $138 Million distributed in 29 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Costco Wholesale Corp with a value of $15M, Microsoft Corp with a value of $14.7M, Mastercard Inc with a value of $11.7M, Mercadolibre Inc with a value of $10.9M, and Amazon Com Inc with a value of $10.7M.

Examining the 13F form we can see an increase of $10.7M in the current position value, from $127M to 138M.

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

Portfolio value $138 Million
Financial Services: $46.5 Million
Technology: $28.4 Million
Consumer Cyclical: $23.4 Million
Consumer Defensive: $15 Million
Industrials: $13.7 Million
Healthcare: $7.14 Million
Communication Services: $2.1 Million
ETFs: $1.23 Million
Other: $581,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$439B
$15 Million 10.84% of portfolio
15,111
Q2 2025 Added 0.35%
$3.95T
$14.7 Million 10.68% of portfolio
29,615
Q2 2025 Reduced 0.1%
$548B
$11.7 Million 8.46% of portfolio
20,766
Q2 2025 Reduced 0.05%
$118B
$10.9 Million 7.9% of portfolio
4,169
Q2 2025 Reduced 0.29%
$2.26T
$10.7 Million 7.76% of portfolio
48,787
Q2 2025 Reduced 0.26%
$551B
$10.2 Million 7.37% of portfolio
28,635
Q2 2025 Reduced 0.15%
$26.1B
$9.55 Million 6.92% of portfolio
4,782
Q2 2025 Reduced 0.62%
$3.69T
$7.23 Million 5.24% of portfolio
35,260
Q2 2025 Reduced 10.25%
$227B
$6.84 Million 4.96% of portfolio
21,438
Q2 2025 Reduced 0.11%
$95.6B
$5.78 Million 4.19% of portfolio
25,249
Q2 2025 Added 2.89%
$22.7B
$5.59 Million 4.05% of portfolio
25,077
Q2 2025 Added 0.68%
$859B
$3.8 Million 2.76% of portfolio
13,121
Q1 2025 Added 0.57%
$182B
$3.59 Million 2.6% of portfolio
6,813
Q2 2025 Added 1.88%
$150B
$3.36 Million 2.43% of portfolio
11,230
Q2 2025 Reduced 0.36%
$70.1B
$3.28 Million 2.38% of portfolio
21,053
Q2 2025 Reduced 0.52%
$182B
$3.07 Million 2.23% of portfolio
32,926
Q2 2025 Added 0.33%
$19.7B
$2.32 Million 1.68% of portfolio
20,273
Q2 2025 Added 1.36%
$207B
$1.81 Million 1.31% of portfolio
14,621
Q2 2025 Reduced 2.3%
$169B
$1.45 Million 1.05% of portfolio
2,676
Q2 2025 Added 6.53%
$1.19B
$1.06 Million 0.77% of portfolio
18,935
Q2 2025 Added 1.63%
$6.4B
$696,000 0.5% of portfolio
7,725
Q2 2025 Added 1,423.67%
$621B
$631,000 0.46% of portfolio
1,300
Q2 2025 Reduced 44.47%
$1.78T
$290,000 0.21% of portfolio
394
Q2 2025 New
$442B
$290,000 0.21% of portfolio
2,695
Q2 2025 Reduced 20.81%
$302B
$291,000 0.21% of portfolio
2,033
Q2 2025 Reduced 9.96%
$4.7B
$256,000 0.19% of portfolio
143
Q4 2023 Reduced 44.36%

Summary

  • Portfolio
  • No. of Stocks 29
  • Current Value $138 Million
  • Prior Value $127 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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