Chapman Financial Group, LLC

13F filer · CIK 0002056577

Reported Aug 5, 2026

Net seller this quarter

13F portfolio value$150MU.S. long equity reported on 13F

Positions1533 new · 5 closed

Net flow last quarter-$356KBuys minus sells

Top 10 positions weight30.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 5, 2026153 positions
GOOGAlphabet Inc.	$7.6M	5.05%	Not reported	-1.6%	Q4 2024
AAPLApple Inc.	$7.3M	4.85%	0.00%	-0.8%	Q4 2024
BRK.BBerkshire Hathaway Inc	$7.06M	4.69%	Not reported	-0.1%	Q4 2024
MSFTMicrosoft Corp	$5.15M	3.42%	0.00%	+1.2%	Q4 2024
JPMJPMorgan Chase & Co	$4.43M	2.94%	0.00%	-0.5%	Q4 2024
AMZNAmazon Com Inc	$3.19M	2.12%	0.00%	-0.8%	Q4 2024
PANWPalo Alto Networks Inc	$3.12M	2.08%	0.00%	+0.3%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.88M	1.92%	0.00%	-1.3%	Q4 2024
TMOThermo Fisher Scientific Inc.	$2.71M	1.80%	0.00%	Not reported	Q4 2024
BACBank of America Corp	$2.56M	1.70%	0.00%	-0.7%	Q4 2024
KOCoca Cola Co	$2.47M	1.64%	0.00%	Not reported	Q4 2024
CCitigroup Inc	$2.35M	1.56%	0.00%	-0.3%	Q4 2024
PEPPepsico Inc	$2.3M	1.53%	0.00%	-0.3%	Q4 2024
USBUS Bancorp \de\	$1.79M	1.19%	0.00%	-0.5%	Q4 2024
JNJJohnson & Johnson	$1.7M	1.13%	0.00%	-0.2%	Q4 2024
IQVIqvia Holdings Inc.	$1.47M	0.98%	0.00%	-6.2%	Q4 2024
COSTCostco Wholesale Corp	$1.33M	0.89%	0.00%	Not reported	Q4 2024
TOSTToast, Inc.	$1.32M	0.88%	0.02%	-0.8%	Q4 2024
IDEVEndo Pharmaceuticals Solutions Inc.	$1.25M	0.83%	Not reported	Not reported	Q3 2025
LHXL3harris Technologies, Inc.	$1.22M	0.81%	0.00%	Not reported	Q4 2024
BABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust	$1.22M	0.81%	Not reported	+2.7%	Q4 2024
CBRECbre Group, Inc.	$1.15M	0.76%	0.00%	Not reported	Q4 2024
NVDANvidia Corp	$1.12M	0.74%	0.00%	Not reported	Q4 2024
NLYAnnaly Capital Management Inc	$1.12M	0.74%	0.01%	+12.7%	Q2 2025
QQQInvesco QQQ Trust, Series 1	$1.07M	0.71%	Not reported	Not reported	Q4 2024
VIKViking Holdings Ltd	$1.07M	0.71%	Not reported	-0.5%	Q3 2025
VVisa Inc.	$1.05M	0.70%	0.00%	Not reported	Q4 2024
PGPROCTER & GAMBLE Co	$1.04M	0.69%	0.00%	-0.4%	Q4 2024
LDOSLeidos Holdings, Inc.	$1.04M	0.69%	0.01%	Not reported	Q4 2024
KDPKeurig Dr Pepper Inc.	$1.02M	0.68%	0.00%	-2.2%	Q3 2025
MCDMcdonalds Corp	$1.01M	0.67%	0.00%	Not reported	Q4 2024
ASMLAsml Holding NV	$1M	0.66%	0.00%	-1.0%	Q4 2024
BIPBrookfield Infrastructure Partners L.P.	$1M	0.66%	Not reported	Not reported	Q4 2024
CVXChevron Corp	$996K	0.66%	0.00%	-2.4%	Q4 2024
ABBVAbbVie Inc.	$977K	0.65%	0.00%	Not reported	Q4 2024
ITWIllinois Tool Works Inc	$937K	0.62%	0.00%	Not reported	Q3 2025
UBERUber Technologies, Inc	$924K	0.61%	0.00%	-0.8%	Q4 2024
WMWaste Management Inc	$883K	0.59%	0.00%	Not reported	Q4 2024
AXPAmerican Express Co	$874K	0.58%	0.00%	Not reported	Q4 2024
CRMSalesforce, Inc.	$862K	0.57%	0.00%	+16.0%	Q4 2024
LLYELI LILLY & Co	$840K	0.56%	0.00%	Not reported	Q4 2024
FANGDiamondback Energy, Inc.	$767K	0.51%	0.00%	-1.7%	Q4 2024
SBUXStarbucks Corp	$766K	0.51%	0.00%	-12.8%	Q4 2024
HDHome Depot, Inc.	$699K	0.46%	0.00%	-2.8%	Q4 2024
GWWW.W. Grainger, Inc.	$680K	0.45%	0.00%	Not reported	Q3 2025
BUFFBlue Buffalo Pet Products, Inc.	$668K	0.44%	0.01%	+4.5%	Q4 2024
DEDeere & Co	$661K	0.44%	0.00%	Not reported	Q4 2024
FDXFedex Corp	$619K	0.41%	0.00%	-2.5%	Q4 2024
ULUnilever PLC	$600K	0.40%	0.00%	+1083.5%	Q4 2024
DDominion Energy, Inc	$547K	0.36%	0.00%	-1.8%	Q4 2024

Q1 2026Reported May 12, 2026154 positions
BRK.BBerkshire Hathaway Inc	$6.77M	4.85%	Not reported	-2.5%	Q4 2024
AAPLApple Inc.	$6.46M	4.62%	0.00%	-5.6%	Q4 2024
GOOGAlphabet Inc.	$6.27M	4.49%	Not reported	-5.9%	Q4 2024
MSFTMicrosoft Corp	$5.05M	3.62%	0.00%	+0.3%	Q4 2024
JPMJPMorgan Chase & Co	$4M	2.86%	0.00%	-5.8%	Q4 2024
AMZNAmazon Com Inc	$2.81M	2.01%	0.00%	-0.2%	Q4 2024
TMOThermo Fisher Scientific Inc.	$2.66M	1.90%	0.00%	-0.4%	Q4 2024
PEPPepsico Inc	$2.64M	1.89%	0.00%	-2.8%	Q4 2024
KOCoca Cola Co	$2.31M	1.65%	0.00%	-1.6%	Q4 2024
BACBank of America Corp	$2.2M	1.58%	0.00%	-2.8%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.07M	1.48%	0.00%	-2.6%	Q4 2024
CCitigroup Inc	$1.91M	1.36%	0.00%	-2.4%	Q4 2024
JNJJohnson & Johnson	$1.64M	1.18%	0.00%	+0.6%	Q4 2024
LDOSLeidos Holdings, Inc.	$1.57M	1.12%	0.01%	-2.4%	Q4 2024
USBUS Bancorp \de\	$1.55M	1.11%	0.00%	-4.6%	Q4 2024
PANWPalo Alto Networks Inc	$1.46M	1.05%	0.00%	Not reported	Q4 2024
LHXL3harris Technologies, Inc.	$1.45M	1.04%	0.00%	Not reported	Q4 2024
COSTCostco Wholesale Corp	$1.42M	1.02%	0.00%	Not reported	Q4 2024
IQVIqvia Holdings Inc.	$1.39M	0.99%	0.00%	+0.1%	Q4 2024
CVXChevron Corp	$1.27M	0.91%	0.00%	+0.2%	Q4 2024
TOSTToast, Inc.	$1.27M	0.91%	0.02%	+0.3%	Q4 2024
BABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust	$1.19M	0.85%	Not reported	+8.1%	Q4 2024
IDEVEndo Pharmaceuticals Solutions Inc.	$1.17M	0.84%	Not reported	Not reported	Q3 2025
MCDMcdonalds Corp	$1.16M	0.83%	0.00%	-0.9%	Q4 2024
CBRECbre Group, Inc.	$1.16M	0.83%	0.00%	-10.3%	Q4 2024
PGPROCTER & GAMBLE Co	$1.03M	0.74%	0.00%	-0.8%	Q4 2024
BIPBrookfield Infrastructure Partners L.P.	$990K	0.71%	Not reported	Not reported	Q4 2024
NVDANvidia Corp	$972K	0.70%	0.00%	-4.6%	Q4 2024
NLYAnnaly Capital Management Inc	$936K	0.67%	0.01%	+3.5%	Q2 2025
UBERUber Technologies, Inc	$929K	0.66%	0.00%	-0.8%	Q4 2024
VVisa Inc.	$928K	0.66%	0.00%	+0.3%	Q4 2024
WMWaste Management Inc	$911K	0.65%	0.00%	Not reported	Q4 2024
ITWIllinois Tool Works Inc	$902K	0.65%	0.00%	Not reported	Q3 2025
CRMSalesforce, Inc.	$886K	0.63%	0.00%	Not reported	Q4 2024
FANGDiamondback Energy, Inc.	$878K	0.63%	0.00%	-1.7%	Q4 2024
ABBVAbbVie Inc.	$844K	0.60%	0.00%	-3.3%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$842K	0.60%	Not reported	+0.1%	Q4 2024
KDPKeurig Dr Pepper Inc.	$837K	0.60%	0.00%	+1.2%	Q3 2025
AXPAmerican Express Co	$782K	0.56%	0.00%	-11.0%	Q4 2024
SBUXStarbucks Corp	$770K	0.55%	0.00%	-7.2%	Q4 2024
VIKViking Holdings Ltd	$756K	0.54%	Not reported	Not reported	Q3 2025
FDXFedex Corp	$722K	0.52%	0.00%	-3.3%	Q4 2024
ACNAccenture plc	$692K	0.49%	0.00%	-4.5%	Q4 2024
ASMLAsml Holding NV	$671K	0.48%	0.00%	+1.4%	Q4 2024
HDHome Depot, Inc.	$671K	0.48%	0.00%	+1.0%	Q4 2024
LLYELI LILLY & Co	$644K	0.46%	0.00%	+1.5%	Q4 2024
BUFFBlue Buffalo Pet Products, Inc.	$599K	0.43%	0.01%	+5.2%	Q4 2024
DEDeere & Co	$587K	0.42%	0.00%	-3.3%	Q4 2024
GWWW.W. Grainger, Inc.	$545K	0.39%	0.00%	Not reported	Q3 2025
AMTAmerican Tower Corp	$508K	0.36%	0.00%	-37.4%	Q4 2024

Q4 2025Reported Feb 2, 2026147 positions
AAPLApple Inc.	$7.33M	4.99%	0.00%	-1.5%	Q4 2024
GOOGAlphabet Inc.	$7.29M	4.97%	Not reported	-2.2%	Q4 2024
BRK.BBerkshire Hathaway Inc	$7.29M	4.96%	Not reported	-0.2%	Q4 2024
MSFTMicrosoft Corp	$6.58M	4.49%	0.00%	+0.2%	Q4 2024
JPMJPMorgan Chase & Co	$4.65M	3.17%	0.00%	-1.3%	Q4 2024
TMOThermo Fisher Scientific Inc.	$3.15M	2.14%	0.00%	Not reported	Q4 2024
AMZNAmazon Com Inc	$3.12M	2.13%	0.00%	-1.8%	Q4 2024
BACBank of America Corp	$2.56M	1.74%	0.00%	-0.1%	Q4 2024
PEPPepsico Inc	$2.51M	1.71%	0.00%	-1.1%	Q4 2024
KOCoca Cola Co	$2.16M	1.47%	0.00%	Not reported	Q4 2024
CCitigroup Inc	$2.01M	1.37%	0.00%	-0.2%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.91M	1.30%	0.00%	Not reported	Q4 2024
LDOSLeidos Holdings, Inc.	$1.86M	1.27%	0.01%	-14.3%	Q4 2024
IQVIqvia Holdings Inc.	$1.83M	1.25%	0.00%	-3.7%	Q4 2024
TOSTToast, Inc.	$1.7M	1.16%	0.02%	-1.4%	Q4 2024
PANWPalo Alto Networks Inc	$1.68M	1.15%	0.00%	-3.3%	Q4 2024
USBUS Bancorp \de\	$1.67M	1.14%	0.00%	-3.3%	Q4 2024
CBRECbre Group, Inc.	$1.53M	1.04%	0.00%	Not reported	Q4 2024
JNJJohnson & Johnson	$1.38M	0.94%	0.00%	-4.5%	Q4 2024
CRMSalesforce, Inc.	$1.26M	0.86%	0.00%	-1.0%	Q4 2024
LHXL3harris Technologies, Inc.	$1.23M	0.84%	0.00%	+3.2%	Q4 2024
COSTCostco Wholesale Corp	$1.23M	0.84%	0.00%	+7.5%	Q4 2024
MCDMcdonalds Corp	$1.15M	0.79%	0.00%	Not reported	Q4 2024
IDEVEndo Pharmaceuticals Solutions Inc.	$1.15M	0.79%	Not reported	Not reported	Q3 2025
BABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust	$1.11M	0.76%	Not reported	+94.6%	Q4 2024
NVDANvidia Corp	$1.09M	0.74%	0.00%	Not reported	Q4 2024
AXPAmerican Express Co	$1.07M	0.73%	0.00%	-1.7%	Q4 2024
VVisa Inc.	$1.07M	0.73%	0.00%	-4.7%	Q4 2024
UBERUber Technologies, Inc	$1.06M	0.72%	0.00%	-2.3%	Q4 2024
PGPROCTER & GAMBLE Co	$1.03M	0.70%	0.00%	-1.8%	Q4 2024
ACNAccenture plc	$980K	0.67%	0.00%	-9.8%	Q4 2024
NLYAnnaly Capital Management Inc	$956K	0.65%	0.01%	+4.3%	Q2 2025
BIPBrookfield Infrastructure Partners L.P.	$952K	0.65%	Not reported	-0.3%	Q4 2024
CVXChevron Corp	$937K	0.64%	0.00%	-5.6%	Q4 2024
ABBVAbbVie Inc.	$918K	0.63%	0.00%	-1.2%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$896K	0.61%	Not reported	+41.6%	Q4 2024
KDPKeurig Dr Pepper Inc.	$880K	0.60%	0.00%	+64.5%	Q3 2025
WMWaste Management Inc	$871K	0.59%	0.00%	Not reported	Q4 2024
ITWIllinois Tool Works Inc	$854K	0.58%	0.00%	Not reported	Q3 2025
AMTAmerican Tower Corp	$825K	0.56%	0.00%	-11.7%	Q4 2024
SBUXStarbucks Corp	$780K	0.53%	0.00%	-11.9%	Q4 2024
LLYELI LILLY & Co	$742K	0.51%	0.00%	Not reported	Q4 2024
VIKViking Holdings Ltd	$734K	0.50%	Not reported	-6.8%	Q3 2025
HDHome Depot, Inc.	$695K	0.47%	0.00%	-1.9%	Q4 2024
FANGDiamondback Energy, Inc.	$678K	0.46%	0.00%	-14.3%	Q4 2024
FDXFedex Corp	$605K	0.41%	0.00%	Not reported	Q4 2024
BUFFBlue Buffalo Pet Products, Inc.	$574K	0.39%	0.01%	+34.4%	Q4 2024
WDAYWorkday, Inc.	$572K	0.39%	0.00%	+1.1%	Q3 2025
ASMLAsml Holding NV	$536K	0.37%	0.00%	-2.9%	Q4 2024
DDominion Energy, Inc	$522K	0.36%	0.00%	-1.1%	Q4 2024

Q3 2025Reported Nov 12, 2025152 positions
BRK.BBerkshire Hathaway Inc	$7.3M	5.05%	Not reported	+6.4%	Q4 2024
MSFTMicrosoft Corp	$7.04M	4.86%	0.00%	+14.6%	Q4 2024
AAPLApple Inc.	$6.97M	4.82%	0.00%	+5.2%	Q4 2024
GOOGAlphabet Inc.	$5.79M	4.00%	Not reported	+0.4%	Q4 2024
JPMJPMorgan Chase & Co	$4.61M	3.18%	0.00%	+7.2%	Q4 2024
AMZNAmazon Com Inc	$3.03M	2.09%	0.00%	+0.4%	Q4 2024
TMOThermo Fisher Scientific Inc.	$2.63M	1.82%	0.00%	+10.1%	Q4 2024
PEPPepsico Inc	$2.49M	1.72%	0.00%	+7.5%	Q4 2024
BACBank of America Corp	$2.4M	1.66%	0.00%	-1.1%	Q4 2024
LDOSLeidos Holdings, Inc.	$2.27M	1.57%	0.01%	-2.3%	Q4 2024
KOCoca Cola Co	$2.05M	1.41%	0.00%	+5.5%	Q4 2024
PANWPalo Alto Networks Inc	$1.92M	1.33%	0.00%	+12.2%	Q4 2024
TOSTToast, Inc.	$1.77M	1.22%	0.02%	Not reported	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.75M	1.21%	0.00%	Not reported	Q4 2024
CCitigroup Inc	$1.75M	1.21%	0.00%	-0.4%	Q4 2024
IQVIqvia Holdings Inc.	$1.6M	1.11%	0.01%	Not reported	Q4 2024
USBUS Bancorp \de\	$1.56M	1.08%	0.00%	0.0%	Q4 2024
CBRECbre Group, Inc.	$1.5M	1.04%	0.00%	Not reported	Q4 2024
UBERUber Technologies, Inc	$1.3M	0.90%	0.00%	Not reported	Q4 2024
JNJJohnson & Johnson	$1.3M	0.90%	0.00%	-13.9%	Q4 2024
LHXL3harris Technologies, Inc.	$1.24M	0.86%	0.00%	Not reported	Q4 2024
COSTCostco Wholesale Corp	$1.23M	0.85%	0.00%	Not reported	Q4 2024
MCDMcdonalds Corp	$1.15M	0.79%	0.00%	+36.0%	Q4 2024
CRMSalesforce, Inc.	$1.14M	0.78%	0.00%	+1.5%	Q4 2024
PGPROCTER & GAMBLE Co	$1.12M	0.78%	0.00%	+23.6%	Q4 2024
IDEVEndo Pharmaceuticals Solutions Inc.	$1.12M	0.78%	Not reported	New	Q3 2025
VVisa Inc.	$1.1M	0.76%	0.00%	+0.9%	Q4 2024
NVDANvidia Corp	$1.09M	0.75%	0.00%	-4.1%	Q4 2024
AMTAmerican Tower Corp	$1.02M	0.71%	0.00%	-17.1%	Q4 2024
CVXChevron Corp	$1.01M	0.70%	0.00%	-10.0%	Q4 2024
ACNAccenture plc	$998K	0.69%	0.00%	-2.8%	Q4 2024
AXPAmerican Express Co	$981K	0.68%	0.00%	Not reported	Q4 2024
ABBVAbbVie Inc.	$941K	0.65%	0.00%	+42.6%	Q4 2024
CMGChipotle Mexican Grill Inc	$919K	0.63%	0.00%	+20.9%	Q4 2024
BIPBrookfield Infrastructure Partners L.P.	$904K	0.63%	Not reported	+5.3%	Q4 2024
ITWIllinois Tool Works Inc	$904K	0.62%	0.00%	New	Q3 2025
SBUXStarbucks Corp	$890K	0.62%	0.00%	-3.7%	Q4 2024
ZTSZoetis Inc.	$882K	0.61%	0.00%	-7.7%	Q4 2024
WMWaste Management Inc	$875K	0.60%	0.00%	Not reported	Q4 2024
HDHome Depot, Inc.	$834K	0.58%	0.00%	-5.4%	Q4 2024
NLYAnnaly Capital Management Inc	$828K	0.57%	0.01%	+16.0%	Q2 2025
FANGDiamondback Energy, Inc.	$753K	0.52%	0.00%	-7.9%	Q4 2024
VIKViking Holdings Ltd	$686K	0.47%	Not reported	New	Q3 2025
TREXTrex Co Inc	$649K	0.45%	0.01%	New	Q3 2025
WDAYWorkday, Inc.	$634K	0.44%	0.00%	New	Q3 2025
QQQInvesco QQQ Trust, Series 1	$619K	0.43%	Not reported	-2.8%	Q4 2024
BABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust	$573K	0.40%	Not reported	+1212.5%	Q4 2024
DDominion Energy, Inc	$551K	0.38%	0.00%	-2.2%	Q4 2024
LLYELI LILLY & Co	$526K	0.36%	0.00%	+171.7%	Q4 2024
DEDeere & Co	$520K	0.36%	0.00%	+3.7%	Q4 2024

Premium opens every quarter this fund has filed