Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Chapman Investment Management, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Chapman Investment Management, LLC (CIK 1751006) reported $121.2M across 26 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: COST ($14.4M, 11.90%), MSFT ($11.1M, 9.17%), MA ($10.4M, 8.58%), AMZN ($10.0M, 8.21%), MKL ($9.1M, 7.52%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1COSTCOSTCO WHOLESALE CORPORATION$14.4M11.90%14,478Trimmed
2MSFTMICROSOFT CORP$11.1M9.17%30,028Added
3MAMASTERCARD INCORPORATED$10.4M8.58%20,802Trimmed
4AMZNAMAZON COM INC$10.0M8.21%47,794Trimmed
5MKLMARKEL GROUP INC$9.1M7.52%4,760Trimmed
6VVISA INC$8.7M7.17%28,752Trimmed
7AAPLAPPLE INC$7.7M6.35%30,334Added
8MELIMERCADOLIBRE INC$6.9M5.68%3,978Trimmed
9AXPAMERICAN EXPRESS CO$6.5M5.38%21,573Added
10WMWASTE MGMT INC DEL$6.5M5.36%28,275Added
11CTASCINTAS CORP$4.7M3.89%27,906Added
12SPGIS&P GLOBAL INC$3.9M3.20%9,119Added
13LLYELI LILLY & CO$3.2M2.62%3,457Trimmed
14ACNACCENTURE PLC IRELAND$3.0M2.49%15,230Added
15EXPDEXPEDITORS INTL WASH INC$2.8M2.35%19,888Trimmed
16JPMJPMORGAN CHASE & CO$2.8M2.31%9,521Hold
17UBERUBER TECHNOLOGIES INC$1.9M1.60%26,958Trimmed
18ISRGINTUITIVE SURGICAL INC$1.7M1.42%3,741Added
19SPYSTATE STR SPDR S&P 500 ETF T$1.3M1.05%1,962Hold
20CRMSALESFORCE INC$981,3240.81%5,257New
21DISDISNEY WALT CO$838,3420.69%8,698Trimmed
22SBUXSTARBUCKS CORP$770,3840.64%8,599Hold
23ORLYOREILLY AUTOMOTIVE INC$731,0950.60%7,920Hold
24BRK/BBERKSHIRE HATHAWAY INC DEL$522,3280.43%1,090Hold
25CVXCHEVRON CORPORATION$356,2820.29%1,722Hold

Source: SEC Form 13F filings · as of 2026-03-31