Chapman Investment Management, LLC

Q3 2026 13F-HR Holdings

Location
San Anselmo, CA
Holdings as of
9/30/2026
Date filed
11/3/2026
Form type
13F-HR
Num holdings
30
Total value ($000)
$126,163
Net value change ($000)
+4,924 (4.1%)
New positions
30
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MSFT 14,709 NEW
COST 12,710 NEW
AMZN 11,410 NEW
MA 11,003 NEW
V 10,040 NEW
AAPL 9,936 NEW
MKL 7,429 NEW
AXP 6,450 NEW
WM 5,511 NEW
CTAS 5,299 NEW
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type