Chapman Investment Management, LLC 13F Holdings
CIK 0001751006 · San Anselmo, CA
As of Sep 30, 2025, Chapman Investment Management, LLC reported 29 positions worth
CIK 0001751006 · San Anselmo, CA
As of Sep 30, 2025, Chapman Investment Management, LLC reported 29 positions worth
40.6M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | Technology | 29,968 | 5.5M | 11.04% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 14,601 | 3.5M | 9.61% |
| MASTERCARD INC | MA | Financial Services | 20,784 | 1.8M | 8.41% |
| AMAZON.COM INC | AMZN | Equity | 48,992 | 0.8M | 7.65% |
| VISA INC-CLASS A SHARES | V | Financial Services | 28,917 | $9.9M | 7.02% |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 4,169 | $9.7M | 6.93% |
| MARKEL GROUP INC | MKL | Financial Services | 4,777 | $9.1M | 6.50% |
| META PLATFORMS INC | META | Communication Services | 9,859 | $7.2M | 5.15% |
| AMERICAN EXPRESS CO | AXP | Financial Services | 21,438 | $7.1M | 5.07% |
| APPLE INC | AAPL | Technology | 26,437 | $6.7M | 4.79% |
| WASTE MANAGEMENT INC | WM | Industrials | 28,017 | $6.2M | 4.40% |
| CINTAS CORP | CTAS | Industrials | 26,108 | $5.4M | 3.81% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 13,121 | $4.1M | 2.94% |
| S&P GLOBAL INC | SPGI | Financial Services | 7,335 | $3.6M | 2.54% |
| ACCENTURE PLC | ACN | Technology | 13,377 | $3.3M | 2.35% |
| UBER TECHNOLOGIES INC | UBER | Technology | 33,286 | $3.3M | 2.32% |
| ELI LILLY & CO | LLY | Healthcare | 3,486 | $2.7M | 1.89% |
| EXPEDITORS INTERNATIONAL OF WASHINGTON INC | EXPD | Industrials | 20,302 | $2.5M | 1.77% |
| WALT DISNEY CO | DIS | Communication Services | 13,555 | .6M | 1.10% |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 2,936 | .3M | 0.93% |
| SPDR S&P 500 ETF TRUST | SPY | — | 1,962 | .3M | 0.93% |
| ZOETIS INC | ZTS | Healthcare | 5,988 | $876.2K | 0.62% |
| O REILLY AUTOMOTIVE INC | ORLY | Consumer Cyclical | 7,920 | $853.9K | 0.61% |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 8,599 | $727.5K | 0.52% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 1,090 | $548.0K | 0.39% |