Filed: 5/4/2026ACC: 0001751006-26-000002
๐ What this filing means
CHAPMAN INVESTMENT MANAGEMENT, LLC filed this quarterly 13FโHR report disclosing 26 equity positions with a total reported market value of $121.19M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
26
Positions
$121.19M
Total AUM (reported)
381.99K
Total Shares
Allocation by class
COM$95.56M78.9%
CL A$10.39M8.6%
COM CL A$8.69M7.2%
SHS CLASS A$3.02M2.5%
COM NEW$1.72M1.4%
TR UNIT$1.28M1.1%
CL B NEW$522.3K0.4%
Portfolio Concentration
Top 3$35.94M29.7%
4โ10$55.35M45.7%
11โ25$29.59M24.4%
Rest$314.2K0.3%
Top 3 weight
29.7%
Top 10 weight
75.3%
Voting Authority Distribution
Total shares with voting rights: 381.99K
Sole
Full voting authority
142.90K
shares
% of voting shares37.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
239.08K
shares
% of voting shares62.6%
Investment Discretion (by position count)
Sole26
Shared0
Other0
Dominant voting typeNone ยท 62.6% of voting shares
Institutional Holdings26
Rows:
COSTCO WHOLESALE CORPORATION
SOLEShares14.48K
TypeSH
Market value$14.43M
11.90%
Sole
4.62K
Shared
0.00
None
9.86K
MICROSOFT CORP
SOLEShares30.03K
TypeSH
Market value$11.12M
9.17%
Sole
8.77K
Shared
0.00
None
21.26K
MASTERCARD INCORPORATED
SOLEShares20.80K
TypeSH
Market value$10.39M
8.58%
Sole
6.86K
Shared
0.00
None
13.94K
AMAZON COM INC
SOLEShares47.79K
TypeSH
Market value$9.95M
8.21%
Sole
14.70K
Shared
0.00
None
33.09K
MARKEL GROUP INC
SOLEShares4.76K
TypeSH
Market value$9.11M
7.52%
Sole
1.71K
Shared
0.00
None
3.06K
VISA INC
SOLEShares28.75K
TypeSH
Market value$8.69M
7.17%
Sole
9.31K
Shared
0.00
None
19.44K
APPLE INC
SOLEShares30.33K
TypeSH
Market value$7.70M
6.35%
Sole
8.51K
Shared
0.00
None
21.82K
MERCADOLIBRE INC
SOLEShares3.98K
TypeSH
Market value$6.88M
5.68%
Sole
1.64K
Shared
0.00
None
2.34K
AMERICAN EXPRESS CO
SOLEShares21.57K
TypeSH
Market value$6.53M
5.38%
Sole
7.10K
Shared
0.00
None
14.47K
WASTE MGMT INC DEL
SOLEShares28.27K
TypeSH
Market value$6.50M
5.36%
Sole
13.20K
Shared
0.00
None
15.07K
CINTAS CORP
SOLEShares27.91K
TypeSH
Market value$4.72M
3.89%
Sole
10.60K
Shared
0.00
None
17.31K
S&P GLOBAL INC
SOLEShares9.12K
TypeSH
Market value$3.88M
3.20%
Sole
2.74K
Shared
0.00
None
6.38K
ELI LILLY & CO
SOLEShares3.46K
TypeSH
Market value$3.18M
2.62%
Sole
910.00
Shared
0.00
None
2.55K
ACCENTURE PLC IRELAND
SOLEShares15.23K
TypeSH
Market value$3.02M
2.49%
Sole
5.02K
Shared
0.00
None
10.21K
EXPEDITORS INTL WASH INC
SOLEShares19.89K
TypeSH
Market value$2.85M
2.35%
Sole
6.10K
Shared
0.00
None
13.79K
JPMORGAN CHASE & CO
SOLEShares9.52K
TypeSH
Market value$2.80M
2.31%
Sole
7.80K
Shared
0.00
None
1.72K
UBER TECHNOLOGIES INC
SOLEShares26.96K
TypeSH
Market value$1.94M
1.60%
Sole
16K
Shared
0.00
None
10.96K
INTUITIVE SURGICAL INC
SOLEShares3.74K
TypeSH
Market value$1.72M
1.42%
Sole
1.61K
Shared
0.00
None
2.13K
STATE STR SPDR S&P 500 ETF T
SOLEShares1.96K
TypeSH
Market value$1.28M
1.05%
Sole
0.00
Shared
0.00
None
1.96K
SALESFORCE INC
SOLEShares5.26K
TypeSH
Market value$981.3K
0.81%
Sole
2.50K
Shared
0.00
None
2.76K
DISNEY WALT CO
SOLEShares8.70K
TypeSH
Market value$838.3K
0.69%
Sole
0.00
Shared
0.00
None
8.70K
STARBUCKS CORP
SOLEShares8.60K
TypeSH
Market value$770.4K
0.64%
Sole
5.70K
Shared
0.00
None
2.90K
OREILLY AUTOMOTIVE INC
SOLEShares7.92K
TypeSH
Market value$731.1K
0.60%
Sole
7.50K
Shared
0.00
None
420.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.09K
TypeSH
Market value$522.3K
0.43%
Sole
0.00
Shared
0.00
None
1.09K
CHEVRON CORPORATION
SOLEShares1.72K
TypeSH
Market value$356.3K
0.29%
Sole
0.00
Shared
0.00
None
1.72K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
COSTCO WHOLESALE CORPORATIONSOLE | COM | 14.48K | SH | $14.43M 11.90% | 4.62K | 0.00 | 9.86K |
MICROSOFT CORPSOLE | COM | 30.03K | SH | $11.12M 9.17% | 8.77K | 0.00 | 21.26K |
MASTERCARD INCORPORATEDSOLE | CL A | 20.80K | SH | $10.39M 8.58% | 6.86K | 0.00 | 13.94K |
AMAZON COM INCSOLE | COM | 47.79K | SH | $9.95M 8.21% | 14.70K | 0.00 | 33.09K |
MARKEL GROUP INCSOLE | COM | 4.76K | SH | $9.11M 7.52% | 1.71K | 0.00 | 3.06K |
VISA INCSOLE | COM CL A | 28.75K | SH | $8.69M 7.17% | 9.31K | 0.00 | 19.44K |
APPLE INCSOLE | COM | 30.33K | SH | $7.70M 6.35% | 8.51K | 0.00 | 21.82K |
MERCADOLIBRE INCSOLE | COM | 3.98K | SH | $6.88M 5.68% | 1.64K | 0.00 | 2.34K |
AMERICAN EXPRESS COSOLE | COM | 21.57K | SH | $6.53M 5.38% | 7.10K | 0.00 | 14.47K |
WASTE MGMT INC DELSOLE | COM | 28.27K | SH | $6.50M 5.36% | 13.20K | 0.00 | 15.07K |
CINTAS CORPSOLE | COM | 27.91K | SH | $4.72M 3.89% | 10.60K | 0.00 | 17.31K |
S&P GLOBAL INCSOLE | COM | 9.12K | SH | $3.88M 3.20% | 2.74K | 0.00 | 6.38K |
ELI LILLY & COSOLE | COM | 3.46K | SH | $3.18M 2.62% | 910.00 | 0.00 | 2.55K |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 15.23K | SH | $3.02M 2.49% | 5.02K | 0.00 | 10.21K |
EXPEDITORS INTL WASH INCSOLE | COM | 19.89K | SH | $2.85M 2.35% | 6.10K | 0.00 | 13.79K |
JPMORGAN CHASE & COSOLE | COM | 9.52K | SH | $2.80M 2.31% | 7.80K | 0.00 | 1.72K |
UBER TECHNOLOGIES INCSOLE | COM | 26.96K | SH | $1.94M 1.60% | 16K | 0.00 | 10.96K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 3.74K | SH | $1.72M 1.42% | 1.61K | 0.00 | 2.13K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 1.96K | SH | $1.28M 1.05% | 0.00 | 0.00 | 1.96K |
SALESFORCE INCSOLE | COM | 5.26K | SH | $981.3K 0.81% | 2.50K | 0.00 | 2.76K |
DISNEY WALT COSOLE | COM | 8.70K | SH | $838.3K 0.69% | 0.00 | 0.00 | 8.70K |
STARBUCKS CORPSOLE | COM | 8.60K | SH | $770.4K 0.64% | 5.70K | 0.00 | 2.90K |
OREILLY AUTOMOTIVE INCSOLE | COM | 7.92K | SH | $731.1K 0.60% | 7.50K | 0.00 | 420.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.09K | SH | $522.3K 0.43% | 0.00 | 0.00 | 1.09K |
CHEVRON CORPORATIONSOLE | COM | 1.72K | SH | $356.3K 0.29% | 0.00 | 0.00 | 1.72K |
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