Chapman Investment Management, LLC holds a focused book of 26 stocks worth $121.2M as of Q1 2026 (disclosed May 4, 2026, a ~45-day 13F lag). This quarter they opened Salesforce Inc and trimmed Costco Wholesale Corp. Their largest long position is Costco Wholesale Corp at 12% of the equity book.
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Use Arkolith to show Chapman Investment Management, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Chapman Investment Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| VANGUARD GROUP INC | 36 / 26 | $1.8T |
| BlackRock, Inc. | 36 / 26 | $1.3T |
| STATE STREET CORP | 36 / 26 | $736.4B |
| FMR LLC | 36 / 26 | $429.7B |
| MORGAN STANLEY | 36 / 26 | $340.8B |
| JPMORGAN CHASE & CO | 36 / 26 | $297.9B |
| PRICE T ROWE ASSOCIATES INC /MD/ | 36 / 26 | $226.9B |
| BANK OF AMERICA CORP /DE/ | 36 / 26 | $196.3B |
Ranked by how many of Chapman Investment Management, LLC's top 26 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Costco Wholesale Corporation COM | $14.4M | 14.5K | 11.9% | ▼−0.3% Reduced · −50 sh | |
| 2 | Microsoft Corp COM | $11.1M | 30.0K | 9.2% | ▲+0.6% Added · +177 sh | |
| 3 | Mastercard Incorporated CL A | $10.4M | 20.8K | 8.6% | ▼−0.4% Reduced · −77 sh | |
| 4 | Amazon Com Inc COM | $10.0M | 47.8K | 8.2% | ▼−0.7% Reduced · −316 sh | |
| 5 | Markel Group Inc COM | $9.1M | 4.8K | 7.5% | ▼−0.5% Reduced · −24 sh | |
| 6 | Visa Inc COM CL A | $8.7M | 28.8K | 7.2% | ▼−0.4% Reduced · −127 sh | |
| 7 | Apple Inc COM | $7.7M | 30.3K | 6.4% | ▲+15% Added · +4K sh | |
| 8 | Mercadolibre Inc COM | $6.9M | 4.0K | 5.7% | ▼−0.6% Reduced · −23 sh | |
| 9 | American Express Co COM | $6.5M | 21.6K | 5.4% | ▲+0.6% Added · +138 sh | |
| 10 | Waste Mgmt Inc Del COM | $6.5M | 28.3K | 5.4% | ▲+0.8% Added · +226 sh | |
| 11 | Cintas Corp COM | $4.7M | 27.9K | 3.9% | ▲+1.4% Added · +372 sh | |
| 12 | S&P Global Inc COM | $3.9M | 9.1K | 3.2% | ▲+14% Added · +1K sh | |
| 13 | Eli Lilly & Co COM | $3.2M | 3.5K | 2.6% | ▼−1.0% Reduced · −34 sh | |
| 14 | Accenture PLC Ireland SHS CLASS A | $3.0M | 15.2K | 2.5% | ▲+6.0% Added · +867 sh | |
| 15 | Expeditors Intl Wash Inc COM | $2.8M | 19.9K | 2.4% | ▼−1.1% Reduced · −227 sh | |
| 16 | JPMorgan Chase & Co COM | $2.8M | 9.5K | 2.3% | —Held | |
| 17 | Uber Technologies Inc COM | $1.9M | 27.0K | 1.6% | ▼−19% Reduced · −6K sh | |
| 18 | Intuitive Surgical Inc COM NEW | $1.7M | 3.7K | 1.4% | ▲+5.5% Added · +197 sh | |
| 19 | State STR SPDR S&P 500 ETF T TR UNIT | $1.3M | 2.0K | 1.1% | —Held | |
| 20 | Salesforce Inc COM | $981K | 5.3K | 0.8% | ▲New New position | |
| 21 | Disney Walt Co COM | $838K | 8.7K | 0.7% | ▼−34% Reduced · −5K sh | |
| 22 | Starbucks Corp COM | $770K | 8.6K | 0.6% | —Held | |
| 23 | Oreilly Automotive Inc COM | $731K | 7.9K | 0.6% | —Held | |
| 24 | Berkshire Hathaway Inc Del CL B NEW | $522K | 1.1K | 0.4% | —Held | |
| 25 | Chevron Corporation COM | $356K | 1.7K | 0.3% | —Held | |
| 26 | White MTNS Ins Group Ltd COM | $314K | 143 | 0.3% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 27 | $121.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 4, 2026 | 26 | $121.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 4, 2026 | 27 | $136.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 5, 2025 | 29 | $140.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 5, 2025 | 29 | $143.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 1, 2025 | 28 | $133.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 31, 2025 | 29 | $134.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 28, 2024 | 31 | $136.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.