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Latest Chapman Investment Management, LLC Stock Portfolio

$121Billion | No. of Holdings #26

Chapman Investment Management, LLC Performance

2026 Q1-9.90%
YTD-9.90%
2025+8.52%

About Chapman Investment Management, LLC and 13F Hedge Fund Stock Holdings

On 2026-07-22, the fund reported it's updated stock portfolio. In the 13F Holdings report, Chapman Investment Management, LLC reported an equity portfolio of $121.2 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Chapman Investment Management, LLC are DIS, SPGI. The fund has invested 0% of it's portfolio in DISNEY WALT CO and 0% of portfolio in S&P GLOBAL INC. <br><br> The fund managers got completely rid off S&P GLOBAL INC (SPGI) and DISNEY WALT CO (DIS) stocks.
Chapman Investment Management, LLC Equity Portfolio Value
Last Reported on: 22 Jul, 2026
$121Billion
  as of Jul 22, 2026

Chapman Investment Management, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Chapman Investment Management, LLC made a return of -9.9% in the last quarter. In trailing 12 months, it's portfolio return was -2.86%.
  • Performance
  • S&P 500

New Buys

No new stocks were added by Chapman Investment Management, LLC

Additions

No additions were made to existing positions by Chapman Investment Management, LLC

Reductions

None of the existing positions were reduced by Chapman Investment Management, LLC

Sold off

Ticker$ Sold
s&p global inc-3,878,680
disney walt co-838,342
Chapman Investment Management, LLC got rid off the above stocks

Sector Distribution

Chapman Investment Management, LLC has about 34.4% of it's holdings in Financial Services sector.

  • Financial Services
  • Technology
  • Consumer Cyclical
  • Consumer Defensive
  • Industrials
  • Healthcare
  • Others
Sector%
Financial Services34.4
Technology20.4
Consumer Cyclical15.1
Consumer Defensive11.9
Industrials11.6
Healthcare4
Others1.5

Market Cap. Distribution

Chapman Investment Management, LLC has about 98.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
Category%
MEGA-CAP62
LARGE-CAP36.3
UNALLOCATED1.5

Stocks belong to which Index?

About 83.5% of the stocks held by Chapman Investment Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50083.5
Others16.5
Top 5 Winners (%)%
CVX
chevron corporation
35.8 %
COST
costco wholesale corporation
15.5 %
SBUX
starbucks corp
6.4 %
WTM
white mtns ins group ltd
5.7 %
WM
waste mgmt inc del
4.6 %
Top 5 Winners ($)$
COST
costco wholesale corporation
1.9 M
WM
waste mgmt inc del
0.3 M
CVX
chevron corporation
0.1 M
SBUX
starbucks corp
0.0 M
WTM
white mtns ins group ltd
0.0 M
Top 5 Losers (%)%
ACN
accenture plc ireland
-25.5 %
MSFT
microsoft corp
-23.4 %
ISRG
intuitive surgical inc
-18.2 %
AXP
american express co
-18.2 %
SPGI
s&p global inc
-17.7 %
Top 5 Losers ($)$
MSFT
microsoft corp
-3.4 M
MA
mastercard incorporated
-1.5 M
AXP
american express co
-1.5 M
V
visa inc
-1.4 M
MELI
mercadolibre inc
-1.1 M

Chapman Investment Management, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Chapman Investment Management, LLC

Chapman Investment Management, LLC has 26 stocks in it's portfolio. About 75.3% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. COST was the most profitable stock for Chapman Investment Management, LLC last quarter.

$0.00Total Value
2.00Positions
22 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Chapman Investment Management, LLC, last reported on 22 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change