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Q1 2026 13F · SEC CIK 1751006

Chapman Investment Management, LLC

Wealth managerFiled 2026-05-04 for Q1 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$121.2M
Reported positions
26
Top holdings a year, 3 yrs
+12.3%
Assets under management
$200.1M

Chapman Investment Management, LLC is a wealth manager that reported 26 positions worth $121.2M in its Q1 2026 13F, filed 2026-05-04. Its largest holdings were Costco Wholesale Corporation (COST, 11.9%), Microsoft Corp (MSFT, 9.2%), Mastercard Incorporated (MA, 8.6%). A portfolio copying its top holdings returned 12.3% a year over the last 3 years, against 20.4% for the S&P 500.

Chapman Investment Management, LLC holdings all 26 positions.

Weights are shares of the filer's total reported 13F value, compared with Q4 2025. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Chapman Investment Management, LLC 13F holdings
Stock% of 13F valueShare changeReported value
COSTCostco Wholesale Corporation11.9%-0.3%$14.4M
MSFTMicrosoft Corp9.2%+0.6%$11.1M
MAMastercard Incorporated8.6%-0.4%$10.4M
AMZNAmazon Com Inc8.2%-0.7%$10.0M
MKLMarkel Group Inc7.5%-0.5%$9.1M
VVisa Inc7.2%-0.4%$8.7M
AAPLApple Inc6.4%+14.7%$7.7M
MELIMercadolibre Inc5.7%-0.6%$6.9M
AXPAmerican Express Co5.4%+0.6%$6.5M
WMWaste Mgmt Inc Del5.4%+0.8%$6.5M
CTASCintas Corp3.9%+1.4%$4.7M
SPGIS&p Global Inc3.2%+14.0%$3.9M
LLYEli Lilly & Co2.6%-1.0%$3.2M
ACNAccenture PLC Ireland2.5%+6.0%$3.0M
EXPDExpeditors Intl Wash Inc2.4%-1.1%$2.8M
JPMJpmorgan Chase & Co2.3%+0.0%$2.8M
UBERUber Technologies Inc1.6%-18.9%$1.9M
ISRGIntuitive Surgical Inc1.4%+5.6%$1.7M
SPYState Str Spdr S&p 500 ETF T1.1%+0.0%$1.3M
CRMSalesforce Inc0.8%—$981K
DISDisney Walt Co0.7%-34.3%$838K
SBUXStarbucks Corp0.6%+0.0%$770K
ORLYOreilly Automotive Inc0.6%+0.0%$731K
BRK-BBerkshire Hathaway Inc Del0.4%+0.0%$522K
CVXChevron Corporation0.3%+0.0%$356K
WTMWhite Mtns Ins Group Ltd0.3%+0.0%$314K

What Chapman Investment Management, LLC bought and sold in Q1 2026, against Q4 2025.

New positions

Added to

Reduced

Sold out

Share counts compared with the Q4 2025 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year
-0.3% /yr
S&P 500 +20.1%
3 years
+12.3% /yr
S&P 500 +20.4%
5 years
+0.9% /yr
S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q1 2026$121.2M26
Q4 2025$136.7M27
Q3 2025$140.6M29
Q2 2025$143.3M29
Q1 2025$133.9M28
Q4 2024$134.4M29
Q3 2024$136.9M31
Q2 2024$131.5M32
Q1 2024$135.7M32
Q4 2023$131.3M36
Q3 2023$118.1M34
Q2 2023$126.2M36

Questions about Chapman Investment Management, LLC's portfolio

What stocks does Chapman Investment Management, LLC own?

Chapman Investment Management, LLC's latest 13F, for Q1 2026 and filed May 4, 2026, lists 26 positions worth $121.2M. The largest are Costco Wholesale Corporation (COST) at 11.9%, Microsoft Corp (MSFT) at 9.2%, Mastercard Incorporated (MA) at 8.6%, Amazon Com Inc (AMZN) at 8.2% and Markel Group Inc (MKL) at 7.5%.

What did Chapman Investment Management, LLC buy last quarter?

In Q1 2026, Chapman Investment Management, LLC added a new position in Salesforce Inc (CRM), Apple Inc (AAPL) (+14.7% shares), S&p Global Inc (SPGI) (+14.0% shares) and Accenture PLC Ireland (ACN) (+6.0% shares), compared with its Q4 2025 filing.

What did Chapman Investment Management, LLC sell last quarter?

In Q1 2026, Chapman Investment Management, LLC sold all of Meta Platforms Inc (META), sold all of Bank of Amer Corp (BAC), Disney Walt Co (DIS) (-34.3% shares) and Uber Technologies Inc (UBER) (-18.9% shares), compared with its Q4 2025 filing.

How has Chapman Investment Management, LLC's portfolio performed?

A portfolio copying Chapman Investment Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: -0.3% against +20.1%. Over 5 years: +0.9% a year against +11.6%.

When is Chapman Investment Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Chapman Investment Management, LLC's filing for the quarter ending Jun 30, 2026 was due by Aug 14, 2026; this page updates once it is processed.

How much money does Chapman Investment Management, LLC manage?

Chapman Investment Management, LLC reported $200.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $121.2M.