Q4 2025 · 13F-HR
Chapman Investment Management, LLCholdings as filed
Filed 2026-02-04 · accession 0001751006-26-000001
$136.7M
Reported value
27
Positions
2025-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $14.4M | 10.6% | 29,851 | Common | NONE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $12.5M | 9.17% | 14,528 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $11.9M | 8.72% | 20,879 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $11.1M | 8.12% | 48,110 | Common | NONE |
| 570535104 | MKL | MARKEL GROUP INC | $10.3M | 7.52% | 4,784 | Common | NONE |
| 92826C839 | V | VISA INC | $10.1M | 7.41% | 28,879 | Common | NONE |
| 58733R102 | MELI | MERCADOLIBRE INC | $8.1M | 5.90% | 4,001 | Common | NONE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $7.9M | 5.80% | 21,435 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $7.2M | 5.26% | 26,437 | Common | NONE |
| 94106L109 | WM | WASTE MGMT INC DEL | $6.2M | 4.51% | 28,049 | Common | NONE |
| 172908105 | CTAS | CINTAS CORP | $5.2M | 3.79% | 27,534 | Common | NONE |
| 78409V104 | SPGI | S&P GLOBAL INC | $4.2M | 3.06% | 7,998 | Common | NONE |
| G1151C101 | ACN | ACCENTURE PLC IRELAND | $3.9M | 2.82% | 14,363 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $3.8M | 2.74% | 3,491 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $3.6M | 2.62% | 5,422 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $3.1M | 2.24% | 9,521 | Common | SOLE |
| 302130109 | EXPD | EXPEDITORS INTL WASH INC | $3.0M | 2.19% | 20,115 | Common | NONE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $2.7M | 1.99% | 33,221 | Common | NONE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $2.0M | 1.47% | 3,544 | Common | NONE |
| 254687106 | DIS | DISNEY WALT CO | $1.5M | 1.10% | 13,237 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $1.3M | 0.98% | 1,962 | Common | NONE |
| 855244109 | SBUX | STARBUCKS CORP | $724,122 | 0.53% | 8,599 | Common | SOLE |
| 67103H107 | ORLY | OREILLY AUTOMOTIVE INC | $722,383 | 0.53% | 7,920 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $547,889 | 0.40% | 1,090 | Common | NONE |
| G9618E107 | WTM | WHITE MTNS INS GROUP LTD | $297,158 | 0.22% | 143 | Common | NONE |
| 166764100 | CVX | CHEVRON CORP NEW | $262,450 | 0.19% | 1,722 | Common | NONE |
| 060505104 | BAC | BANK AMERICA CORP | $223,265 | 0.16% | 4,059 | 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.