Institutional
Chapman Investment Management, LLC
CIK 0001751006
$121.2M
Reported AUM
27
Positions
Q2 2026
Period
2026-07-22
Filed
Editorial summary
Summary for Chapman Investment Management, LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | COST | COSTCO WHOLESALE CORPORATION | $954.15 | -2.04% | 0.49% | 120.47% | $13.0M | 10.72% | — | HELD |
| 2 | AMZN | AMAZON COM INC | $235.66 | 3.98% | 5.54% | 30.60% | $10.9M | 9.01% | — | HELD |
| 3 | MSFT | MICROSOFT CORP | $451.14 | 15.52% | -24.89% | 34.54% | $10.7M | 8.83% | — | HELD |
| 4 | MA | MASTERCARD INCORPORATED | $577.65 | 2.54% | 1.24% | 67.59% | $10.3M | 8.47% | — | HELD |
| 5 | V | VISA INC | $366.40 | -0.63% | 8.37% | 65.12% | $9.6M | 7.88% | — | HELD |
| 6 | MKL | MARKEL GROUP INC | $1886.16 | -6.39% | 4.41% | 58.63% | $9.1M | 7.48% | — | HELD |
| 7 | AAPL | APPLE INC | $333.60 | -1.36% | 67.77% | 128.17% | $8.7M | 7.16% | — | HELD |
| 8 | AXP | AMERICAN EXPRESS CO | $337.52 | 1.82% | 13.86% | 112.26% | $7.1M | 5.84% | — | HELD |
| 9 | WM | WASTE MGMT INC DEL | $226.33 | -4.34% | 5.03% | 64.94% | $6.1M | 5.00% | — | HELD |
| 10 | MELI | MERCADOLIBRE INC | $1885.73 | 1.20% | -22.48% | -1.37% | $5.7M | 4.74% | — | HELD |
| 11 | CTAS | CINTAS CORP | $206.79 | -4.50% | -5.17% | 119.77% | $4.6M | 3.82% | — | HELD |
| 12 | LLY | ELI LILLY & CO | $1155.56 | -4.50% | 54.61% | 373.33% | $4.1M | 3.37% | — | HELD |
| 13 | JPM | JPMORGAN CHASE & CO | $350.93 | 1.80% | 21.40% | 144.23% | $3.1M | 2.57% | — | HELD |
| 14 | — | S&P GLOBAL INC | — | — | — | — | $3.1M | 2.57% | — | HELD |
| 15 | EXPD | EXPEDITORS INTL WASH INC | $167.01 | -1.83% | 45.82% | 40.63% | $3.0M | 2.49% | — | HELD |
| 16 | GOOGL | ALPHABET INC | $333.62 | -0.92% | 76.18% | 131.67% | $2.0M | 1.69% | — | HELD |
| 17 | UBER | UBER TECHNOLOGIES INC | $70.37 | -1.17% | -20.38% | 76.79% | $1.9M | 1.59% | — | HELD |
| 18 | ISRG | INTUITIVE SURGICAL INC | $352.97 | -0.04% | -26.91% | 0.54% | $1.5M | 1.22% | — | HELD |
| 19 | ACN | ACCENTURE PLC IRELAND | $163.29 | -5.71% | -34.80% | -47.34% | $1.4M | 1.14% | — | HELD |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | $741.92 | 1.71% | 18.63% | 72.84% | $1.3M | 1.06% | — | HELD |
| 21 | SBUX | STARBUCKS CORP | $105.85 | 1.64% | 27.23% | 2.58% | $1.3M | 1.04% | — | HELD |
| 22 | CRM | SALESFORCE INC | $180.71 | -4.07% | -27.31% | -30.68% | $824K | 0.68% | — | HELD |
| 23 | ORLY | OREILLY AUTOMOTIVE INC | $87.36 | -3.61% | -8.57% | 128.83% | $729K | 0.60% | — | HELD |
| 24 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $519K | 0.43% | — | HELD |
| 25 | WTM | WHITE MTNS INS GROUP LTD | $2118.61 | -1.48% | 19.42% | 89.63% | $296K | 0.24% | — | HELD |
| 26 | BAC | BANK OF AMER CORP | $61.76 | 1.13% | 37.29% | 66.09% | $231K | 0.19% | — | HELD |
| 27 | CVX | CHEVRON CORPORATION | $192.59 | 0.38% | 31.24% | 138.73% | $202K | 0.17% | — | HELD |
Source: SEC EDGAR · accession 0001751006-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.