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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 Whsl Corp New (COST, 11.9%), Microsoft Corp (MSFT, 9.2%), Mastercard Inc. (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 Whsl Corp New11.9%-0.3%$14.4M
MSFTMicrosoft Corp9.2%+0.6%$11.1M
MAMastercard Inc.8.6%-0.4%$10.4M
AMZNAmazon Com Inc Com8.2%-0.7%$10.0M
MKLMarkel Group Inc7.5%-0.5%$9.1M
VVisa Inc Com Cl A7.2%-0.4%$8.7M
AAPLApple Inc6.4%+14.7%$7.7M
MELIMercadolibre Inc5.7%-0.6%$6.9M
AXPAmerican Express Co Com5.4%+0.6%$6.5M
WMWaste Mgmt Inc Del5.4%+0.8%$6.5M
CTASCintas Corp3.9%+1.4%$4.7M
SPGIS&P Global Inc.3.2%+14.0%$3.9M
LLYLilly Eli & Co2.6%-1.0%$3.2M
ACNAccenture PLC Ireland Shs Class A2.5%+6.0%$3.0M
EXPDExpeditors International of Wa2.4%-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
SPYSpdr S&p 500 ETF Tr1.1%+0.0%$1.3M
CRMSalesforce Inc Com0.8%—$981K
DISDisney Walt Co0.7%-34.3%$838K
SBUXStarbucks Corp Com0.6%+0.0%$770K
ORLYO'Reilly Automotive Inc0.6%+0.0%$731K
BRK-BBerkshire Hathaway Inc Del0.4%+0.0%$522K
CVXChevron Corp New0.3%+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 and rebuilt each quarter on the day the filing became public. 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 Whsl Corp New (COST) at 11.9%, Microsoft Corp (MSFT) at 9.2%, Mastercard Inc. (MA) at 8.6%, Amazon Com Inc Com (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 Com (CRM), Apple Inc (AAPL) (+14.7% shares), S&P Global Inc. (SPGI) (+14.0% shares) and Accenture PLC Ireland Shs Class A (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 Class A (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.