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The Analysis of Chapman Investment Management, LLC's Holdings & P&L

Currently, Chapman Investment Management, LLC holds 26 types of securities in its portfolio with a total value $121.2M. In the most recent quarter, they have increased their positions in AAPL (+3.9K shares, valued at $989.0K), CRM (+5.3K shares, valued at $981.3K), SPGI (+1.1K shares, valued at $476.8K); decreased their positions in UBER (-6.3K shares, valued at $450.5K), DIS (-4.5K shares, valued at $437.5K), AMZN (-316 shares, valued at $65.8K); initiated new positions in CRM (+5.3K shares, valued at $981.3K).

1M P&L

+1.1M+0.88%

3M P&L

+689.8K+0.55%

HY P&L

-1.8M-1.44%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Credit Services25.6M

21.8%

2Internet Retail16.8M

14.3%

3Discount Stores14.4M

12.3%

Top Industries by Stock Count

1Credit Services3 stocks

12.5%

2Internet Retail2 stocks

8.3%

3Insurance - Property & Casualty2 stocks

8.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

COST COSTCO WHOLESALE CORPORATION14.5K shares-0.34%2026-03-312026-05-04

MSFT MICROSOFT CORP30.0K shares0.59%2026-03-312026-05-04

MA MASTERCARD INCORPORATED20.8K shares-0.37%2026-03-312026-05-04

AMZN AMAZON COM INC47.8K shares-0.66%2026-03-312026-05-04

MKL MARKEL GROUP INC4.8K shares-0.50%2026-03-312026-05-04

V VISA INC28.8K shares-0.44%2026-03-312026-05-04

AAPL APPLE INC30.3K shares14.74%2026-03-312026-05-04

MELI MERCADOLIBRE INC4.0K shares-0.57%2026-03-312026-05-04

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AXP AMERICAN EXPRESS CO21.6K shares0.64%2026-03-312026-05-04

WM WASTE MGMT INC DEL28.3K shares0.81%2026-03-312026-05-04

CTAS CINTAS CORP27.9K shares1.35%2026-03-312026-05-04

SPGI S&P GLOBAL INC9.1K shares14.02%2026-03-312026-05-04

LLY ELI LILLY & CO3.5K shares-0.97%2026-03-312026-05-04

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND15.2K shares6.04%2026-03-312026-05-04

EXPD EXPEDITORS INTL WASH INC19.9K shares-1.13%2026-03-312026-05-04

JPM JPMORGAN CHASE & CO9.5K shares0.00%2026-03-312026-05-04

Sponsored

UBER UBER TECHNOLOGIES INC27.0K shares-18.85%2026-03-312026-05-04

ISRG INTUITIVE SURGICAL INC3.7K shares5.56%2026-03-312026-05-04

SPY STATE STR SPDR S&P 500 ETF T2.0K shares0.00%2026-03-312026-05-04

CRM SALESFORCE INC5.3K sharesnew addition2026-03-312026-05-04

DIS DISNEY WALT CO8.7K shares-34.29%2026-03-312026-05-04

SBUX STARBUCKS CORP8.6K shares0.00%2026-03-312026-05-04

ORLY OREILLY AUTOMOTIVE INC7.9K shares0.00%2026-03-312026-05-04

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.1K shares0.00%2026-03-312026-05-04

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CVX CHEVRON CORPORATION1.7K shares0.00%2026-03-312026-05-04

WTM WHITE MTNS INS GROUP LTD143 shares0.00%2026-03-312026-05-04

COST

COSTCO WHOLESALE CORPORATION

-0.34%

Shares14.5K

Event2026-03-31

Filed2026-05-04

MSFT

MICROSOFT CORP

0.59%

Shares30.0K

Event2026-03-31

Filed2026-05-04

MASTERCARD INCORPORATED

-0.37%

Shares20.8K

Event2026-03-31

Filed2026-05-04

AMZN

AMAZON COM INC

-0.66%

Shares47.8K

Event2026-03-31

Filed2026-05-04

MKL

MARKEL GROUP INC

-0.50%

Shares4.8K

Event2026-03-31

Filed2026-05-04

VISA INC

-0.44%

Shares28.8K

Event2026-03-31

Filed2026-05-04

AAPL

APPLE INC

14.74%

Shares30.3K

Event2026-03-31

Filed2026-05-04

MELI

MERCADOLIBRE INC

-0.57%

Shares4.0K

Event2026-03-31

Filed2026-05-04

AXP

AMERICAN EXPRESS CO

0.64%

Shares21.6K

Event2026-03-31

Filed2026-05-04

WASTE MGMT INC DEL

0.81%

Shares28.3K

Event2026-03-31

Filed2026-05-04

CTAS

CINTAS CORP

1.35%

Shares27.9K

Event2026-03-31

Filed2026-05-04

SPGI

S&P GLOBAL INC

14.02%

Shares9.1K

Event2026-03-31

Filed2026-05-04

LLY

ELI LILLY & CO

-0.97%

Shares3.5K

Event2026-03-31

Filed2026-05-04

ACCENTURE PLC IRELAND

6.04%

Shares15.2K

Event2026-03-31

Filed2026-05-04

EXPD

EXPEDITORS INTL WASH INC

-1.13%

Shares19.9K

Event2026-03-31

Filed2026-05-04

JPM

JPMORGAN CHASE & CO

0.00%

Shares9.5K

Event2026-03-31

Filed2026-05-04

UBER

UBER TECHNOLOGIES INC

-18.85%

Shares27.0K

Event2026-03-31

Filed2026-05-04

ISRG

INTUITIVE SURGICAL INC

5.56%

Shares3.7K

Event2026-03-31

Filed2026-05-04

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-04

CRM

SALESFORCE INC

New

Shares5.3K

Event2026-03-31

Filed2026-05-04

DIS

DISNEY WALT CO

-34.29%

Shares8.7K

Event2026-03-31

Filed2026-05-04

SBUX

STARBUCKS CORP

0.00%

Shares8.6K

Event2026-03-31

Filed2026-05-04

ORLY

OREILLY AUTOMOTIVE INC

0.00%

Shares7.9K

Event2026-03-31

Filed2026-05-04

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-04

CVX

CHEVRON CORPORATION

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-04

WTM

WHITE MTNS INS GROUP LTD

0.00%

Shares143

Event2026-03-31

Filed2026-05-04

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available