Chapman Investment Management, LLC
Net seller this quarter
$121M
0
-$125M
Not reported
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
| Q1 2026 | |||||
 COST | $14.4M | 11.90% | 0.00% | -0.3% | Q4 2019 |
 MSFT | $11.1M | 9.17% | 0.00% | +0.6% | Q4 2019 |
 MA | $10.4M | 8.58% | 0.00% | -0.4% | Q4 2019 |
 AMZN | $9.95M | 8.21% | 0.00% | -0.7% | Q4 2019 |
 MKL | $9.11M | 7.52% | 0.04% | -0.5% | Q2 2023 |
 V | $8.69M | 7.17% | 0.00% | -0.4% | Q4 2019 |
 AAPL | $7.7M | 6.35% | 0.00% | +14.7% | Q4 2019 |
 MELI | $6.88M | 5.68% | 0.01% | -0.6% | Q3 2020 |
 AXP | $6.53M | 5.38% | 0.00% | +0.6% | Q1 2022 |
 WM | $6.5M | 5.36% | 0.01% | +0.8% | Q4 2019 |
 CTAS | $4.72M | 3.89% | 0.01% | +1.4% | Q3 2022 |
 SPGI | $3.88M | 3.20% | 0.00% | +14.0% | Q4 2019 |
 LLY | $3.18M | 2.62% | 0.00% | -1.0% | Q1 2024 |
 ACN | $3.02M | 2.49% | 0.00% | +6.0% | Q2 2020 |
 EXPD | $2.85M | 2.35% | 0.02% | -1.1% | Q4 2019 |
 JPM | $2.8M | 2.31% | 0.00% | Not reported | Q4 2019 |
 UBER | $1.94M | 1.60% | 0.00% | -18.9% | Q3 2023 |
 ISRG | $1.72M | 1.42% | 0.00% | +5.6% | Q4 2019 |
 SPY | $1.28M | 1.05% | Not reported | Not reported | Q3 2021 |
 CRM | $981K | 0.81% | 0.00% | Not reported | Q4 2019 |
 DIS | $838K | 0.69% | 0.00% | -34.3% | Q4 2019 |
 SBUX | $770K | 0.64% | 0.00% | Not reported | Q3 2025 |
 ORLY | $731K | 0.60% | 0.00% | Not reported | Q1 2024 |
 BRK.B | $522K | 0.43% | Not reported | Not reported | Q4 2019 |
 CVX | $356K | 0.29% | 0.00% | Not reported | Q4 2019 |
 WTM | $314K | 0.26% | 0.01% | Not reported | Q3 2021 |
| Q4 2025 | |||||
| MSFT | $14.4M | 10.56% | 0.00% | -0.4% | Q4 2019 |
| COST | $12.5M | 9.17% | 0.00% | -0.5% | Q4 2019 |
| MA | $11.9M | 8.72% | 0.00% | +0.5% | Q4 2019 |
| AMZN | $11.1M | 8.12% | 0.00% | -1.8% | Q4 2019 |
| MKL | $10.3M | 7.52% | 0.04% | +0.2% | Q2 2023 |
| V | $10.1M | 7.41% | 0.00% | -0.1% | Q4 2019 |
| MELI | $8.06M | 5.90% | 0.01% | -4.0% | Q3 2020 |
| AXP | $7.93M | 5.80% | 0.00% | 0.0% | Q1 2022 |
| AAPL | $7.19M | 5.26% | 0.00% | Not reported | Q4 2019 |
| WM | $6.16M | 4.51% | 0.01% | +0.1% | Q4 2019 |
| CTAS | $5.18M | 3.79% | 0.01% | +5.5% | Q3 2022 |
| SPGI | $4.18M | 3.06% | 0.00% | +9.0% | Q4 2019 |
| ACN | $3.85M | 2.82% | 0.00% | +7.4% | Q2 2020 |
| LLY | $3.75M | 2.74% | 0.00% | +0.1% | Q1 2024 |
 META | $3.58M | 2.62% | Not reported | -45.0% | Q4 2021 |
| JPM | $3.07M | 2.24% | 0.00% | -27.4% | Q4 2019 |
| EXPD | $3M | 2.19% | 0.02% | -0.9% | Q4 2019 |
| UBER | $2.71M | 1.99% | 0.00% | -0.2% | Q3 2023 |
| ISRG | $2.01M | 1.47% | 0.00% | +20.7% | Q4 2019 |
| DIS | $1.51M | 1.10% | 0.00% | -2.4% | Q4 2019 |
| SPY | $1.34M | 0.98% | Not reported | Not reported | Q3 2021 |
| SBUX | $724K | 0.53% | 0.00% | Not reported | Q3 2025 |
| ORLY | $722K | 0.53% | 0.00% | Not reported | Q1 2024 |
| BRK.B | $548K | 0.40% | Not reported | Not reported | Q4 2019 |
| WTM | $297K | 0.22% | 0.01% | Not reported | Q3 2021 |
| CVX | $262K | 0.19% | 0.00% | Not reported | Q4 2019 |
 BAC | $223K | 0.16% | 0.00% | 0.0% | Q4 2019 |
| Q3 2025 | |||||
| MSFT | $15.5M | 11.04% | 0.00% | +1.2% | Q4 2019 |
| COST | $13.5M | 9.61% | 0.00% | -3.4% | Q4 2019 |
| MA | $11.8M | 8.41% | 0.00% | +0.1% | Q4 2019 |
| AMZN | $10.8M | 7.65% | 0.00% | +0.4% | Q4 2019 |
| V | $9.87M | 7.02% | 0.00% | +1.0% | Q4 2019 |
| MELI | $9.74M | 6.93% | 0.01% | Not reported | Q3 2020 |
| MKL | $9.13M | 6.50% | 0.04% | -0.1% | Q2 2023 |
| META | $7.24M | 5.15% | Not reported | +2402.3% | Q4 2021 |
| AXP | $7.12M | 5.07% | 0.00% | Not reported | Q1 2022 |
| AAPL | $6.73M | 4.79% | 0.00% | -25.0% | Q4 2019 |
| WM | $6.19M | 4.40% | 0.01% | +11.0% | Q4 2019 |
| CTAS | $5.36M | 3.81% | 0.01% | +4.1% | Q3 2022 |
| JPM | $4.14M | 2.94% | 0.00% | Not reported | Q4 2019 |
| SPGI | $3.57M | 2.54% | 0.00% | +7.7% | Q4 2019 |
| ACN | $3.3M | 2.35% | 0.00% | +19.1% | Q2 2020 |
| UBER | $3.26M | 2.32% | 0.00% | +1.1% | Q3 2023 |
| LLY | $2.66M | 1.89% | 0.00% | +12.9% | Q1 2024 |
| EXPD | $2.49M | 1.77% | 0.02% | +0.1% | Q4 2019 |
| DIS | $1.55M | 1.10% | 0.00% | -7.3% | Q4 2019 |
| ISRG | $1.31M | 0.93% | 0.00% | +9.7% | Q4 2019 |
| SPY | $1.31M | 0.93% | Not reported | -1.7% | Q3 2021 |
 ZTS | $876K | 0.62% | 0.00% | -71.6% | Q4 2019 |
| ORLY | $854K | 0.61% | 0.00% | +2.5% | Q1 2024 |
| SBUX | $727K | 0.52% | 0.00% | New | Q3 2025 |
| BRK.B | $548K | 0.39% | Not reported | -16.2% | Q4 2019 |
| CVX | $267K | 0.19% | 0.00% | -15.3% | Q4 2019 |
| NSP | $264K | 0.19% | 0.01% | New | Q3 2025 |
| WTM | $239K | 0.17% | 0.01% | Not reported | Q3 2021 |
| BAC | $209K | 0.15% | 0.00% | Not reported | Q4 2019 |