Chapman Investment Management, LLC has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $128 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 $13.8M, Microsoft Corp with a value of $12.5M, Mastercard Inc with a value of $10.9M, Amazon Com Inc with a value of $10.7M, and Apple Inc. with a value of $9.93M.

Examining the 13F form we can see an decrease of $1.16M in the current position value, from $129M to 128M.

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

Portfolio value $128 Million
Financial Services: $39.5 Million
Technology: $28.3 Million
Consumer Cyclical: $23.2 Million
Consumer Defensive: $13.8 Million
Industrials: $11.3 Million
Healthcare: $6.92 Million
Communication Services: $2.56 Million
ETFs: $1.18 Million
Other: $1.13 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 29
  • Current Value $128 Million
  • Prior Value $129 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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