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Chapman Investment Management, LLC Top Holdings and 13F Report (2025)

About Chapman Investment Management, LLC

Investment Activity

  • Chapman Investment Management, LLC has $143.28 million in total holdings as of June 30, 2025.
  • Chapman Investment Management, LLC owns shares of 29 different stocks, but just 13 companies or ETFs make up 80% of its holdings.
  • Approximately 1.01% of the portfolio was purchased this quarter.
  • About 1.72% of the portfolio was sold this quarter.
  • This quarter, Chapman Investment Management, LLC has purchased 28 new stocks and bought additional shares in 10 stocks.
  • Chapman Investment Management, LLC sold shares of 16 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Costco Wholesale
$14,958,984
Microsoft
$14,730,810
Mastercard
$11,669,246
MercadoLibre
$10,896,224
Amazon.com
$10,703,380

Largest New Holdings this Quarter

30303M102 - Meta Platforms
$290,807 Holding

Largest Purchases this Quarter

O'Reilly Automotive
7,218 shares (about $650.56K)
Meta Platforms
394 shares (about $290.81K)
Waste Management
709 shares (about $162.23K)
Intuitive Surgical
164 shares (about $89.12K)
S&P Global
126 shares (about $66.44K)

Largest Sales this Quarter

Apple
4,028 shares (about $826.42K)
GE HealthCare Technologies
10,479 shares (about $776.18K)
Berkshire Hathaway
1,041 shares (about $505.69K)
Exxon Mobil
708 shares (about $76.32K)
Markel Group
30 shares (about $59.92K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofChapman Investment Management, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$14,958,984$52,467 0.4%15,11110.4%Retail/Wholesale
Microsoft Corporation stock logo
MSFT
Microsoft
$14,730,810$14,922 -0.1%29,61510.3%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$11,669,246$6,181 -0.1%20,7668.1%Business Services
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$10,896,224$31,364 -0.3%4,1697.6%Retail/Wholesale
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$10,703,380$27,424 -0.3%48,7877.5%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$10,166,861$15,267 -0.1%28,6357.1%Business Services
Markel Group Inc. stock logo
MKL
Markel Group
$9,551,376$59,921 -0.6%4,7826.7%Multi-Sector Conglomerates
Apple Inc. stock logo
AAPL
Apple
$7,234,213$826,415 -10.3%35,2605.0%Computer and Technology
American Express Company stock logo
AXP
American Express
$6,838,294$7,656 -0.1%21,4384.8%Finance
Waste Management, Inc. stock logo
WM
Waste Management
$5,777,487$162,234 2.9%25,2494.0%Business Services
Cintas Corporation stock logo
CTAS
Cintas
$5,588,911$37,665 0.7%25,0773.9%Business Services
GE HealthCare Technologies Inc. stock logo
GEHC
GE HealthCare Technologies
$5,309,116$776,180 -12.8%71,6773.7%Medical
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$3,803,9090.0%13,1212.7%Finance
S&P Global Inc. stock logo
SPGI
S&P Global
$3,592,427$66,439 1.9%6,8132.5%Finance
Accenture PLC stock logo
ACN
Accenture
$3,356,535$12,254 -0.4%11,2302.3%Computer and Technology
Zoetis Inc. stock logo
ZTS
Zoetis
$3,283,215$17,154 -0.5%21,0532.3%Medical
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$3,071,996$10,076 0.3%32,9262.1%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,407,968$38,976 1.6%3,0891.7%Medical
Expeditors International of Washington, Inc. stock logo
EXPD
Expeditors International of Washington
$2,316,191$31,076 1.4%20,2731.6%Transportation
The Walt Disney Company stock logo
DIS
Walt Disney
$1,813,112$42,659 -2.3%14,6211.3%Consumer Discretionary
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$1,454,165$89,119 6.5%2,6761.0%Medical
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,233,229$15,446 -1.2%1,9960.9%Finance
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$1,063,200$17,013 1.6%18,9350.7%Retail/Wholesale
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$696,254$650,558 1,423.7%7,7250.5%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$631,501$505,687 -44.5%1,3000.4%Finance
Chevron Corporation stock logo
CVX
Chevron
$291,105$32,218 -10.0%2,0330.2%Energy
Meta Platforms, Inc. stock logo
META
Meta Platforms
$290,807$290,807 New Holding3940.2%Computer and Technology
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$290,521$76,322 -20.8%2,6950.2%Energy
White Mountains Insurance Group, Ltd. stock logo
WTM
White Mountains Insurance Group
$256,7880.0%1430.2%Finance

Showing largest 100 holdings. View all holdings.
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