Q3 2025 · 13F-HR
Chapman Investment Management, LLCholdings as filed
Filed 2025-11-05 · accession 0001751006-25-000002
$140.6M
Reported value
29
Positions
2025-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $15.5M | 11.0% | 29,968 | Common | NONE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $13.5M | 9.61% | 14,601 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $11.8M | 8.41% | 20,784 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $10.8M | 7.65% | 48,992 | Common | NONE |
| 92826C839 | V | VISA INC | $9.9M | 7.02% | 28,917 | Common | NONE |
| 58733R102 | MELI | MERCADOLIBRE INC | $9.7M | 6.93% | 4,169 | Common | NONE |
| 570535104 | MKL | MARKEL GROUP INC | $9.1M | 6.50% | 4,777 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $7.2M | 5.15% | 9,859 | Common | NONE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $7.1M | 5.07% | 21,438 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $6.7M | 4.79% | 26,437 | Common | NONE |
| 94106L109 | WM | WASTE MGMT INC DEL | $6.2M | 4.40% | 28,017 | Common | NONE |
| 172908105 | CTAS | CINTAS CORP | $5.4M | 3.81% | 26,108 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $4.1M | 2.94% | 13,121 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $3.6M | 2.54% | 7,335 | Common | NONE |
| G1151C101 | ACN | ACCENTURE PLC IRELAND | $3.3M | 2.35% | 13,377 | Common | NONE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $3.3M | 2.32% | 33,286 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $2.7M | 1.89% | 3,486 | Common | NONE |
| 302130109 | EXPD | EXPEDITORS INTL WASH INC | $2.5M | 1.77% | 20,302 | Common | NONE |
| 254687106 | DIS | DISNEY WALT CO | $1.6M | 1.10% | 13,555 | Common | NONE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $1.3M | 0.93% | 2,936 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $1.3M | 0.93% | 1,962 | Common | NONE |
| 98978V103 | ZTS | ZOETIS INC | $876,164 | 0.62% | 5,988 | Common | NONE |
| 67103H107 | ORLY | OREILLY AUTOMOTIVE INC | $853,855 | 0.61% | 7,920 | Common | SOLE |
| 855244109 | SBUX | STARBUCKS CORP | $727,475 | 0.52% | 8,599 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $547,987 | 0.39% | 1,090 | Common | NONE |
| 166764100 | CVX | CHEVRON CORP NEW | $267,409 | 0.19% | 1,722 | Common | NONE |
| 45778Q107 | NSP | INSPERITY INC | $263,564 | 0.19% | 5,357 | Common | NONE |
| G9618E107 | WTM | WHITE MTNS INS GROUP LTD | $239,027 | 0.17% | 143 | Common | NONE |
| 060505104 | BAC | BANK AMERICA CORP | $209,355 | 0.15% | 4,058 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.