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Chapman Investment Management, LLC

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13F filer, CIK 1751006, San Anselmo, CA

Chapman Investment Management, LLC reported $143,277,825 across 29 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-05. Its ten largest share positions make up 71.56% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001085146-25-004537

Period
2025-06-30
Reported value
$143M
Holdings
29
Top 10 weight
71.56%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ORLYadded+7,218$651K
METAnew+394$291K
WMadded+709$162K
ISRGadded+164$89.1K
SPGIadded+126$66.4K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AAPLreduced-4,028-$826K
GEHCreduced-10,479-$776K
BRK-Breduced-1,041-$506K
XOMreduced-708-$76.3K
MKLreduced-30-$59.9K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001085146-25-004537, largest first. % of portfolio is the value over $143,277,825, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,044 shares; 2024Q4: 15,038 shares; 2025Q1: 15,058 shares; 2025Q2: 15,111 shares 15,111$15M10.44%+53Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,712 shares; 2024Q4: 29,684 shares; 2025Q1: 29,645 shares; 2025Q2: 29,615 shares 29,615$14.7M10.28%-30Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,721 shares; 2024Q4: 20,753 shares; 2025Q1: 20,777 shares; 2025Q2: 20,766 shares 20,766$11.7M8.14%-11Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,116 shares; 2024Q4: 4,157 shares; 2025Q1: 4,181 shares; 2025Q2: 4,169 shares 4,169$10.9M7.6%-12Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,721 shares; 2024Q4: 48,752 shares; 2025Q1: 48,912 shares; 2025Q2: 48,787 shares 48,787$10.7M7.47%-125Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,172 shares; 2024Q4: 28,122 shares; 2025Q1: 28,678 shares; 2025Q2: 28,635 shares 28,635$10.2M7.1%-43Timeline
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,773 shares; 2024Q4: 4,749 shares; 2025Q1: 4,812 shares; 2025Q2: 4,782 shares 4,782$9.55M6.67%-30Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,439 shares; 2024Q4: 39,635 shares; 2025Q1: 39,288 shares; 2025Q2: 35,260 shares 35,260$7.23M5.05%-4,028Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,381 shares; 2024Q4: 21,389 shares; 2025Q1: 21,462 shares; 2025Q2: 21,438 shares 21,438$6.84M4.77%-24Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,039 shares; 2024Q4: 23,084 shares; 2025Q1: 24,540 shares; 2025Q2: 25,249 shares 25,249$5.78M4.03%+709Timeline
CTASCINTAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,743 shares; 2024Q4: 24,771 shares; 2025Q1: 24,908 shares; 2025Q2: 25,077 shares 25,077$5.59M3.9%+169Timeline
GEHCGE HEALTHCARE TECHNOLOGIES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,779 shares; 2024Q4: 83,071 shares; 2025Q1: 82,156 shares; 2025Q2: 71,677 shares 71,677$5.31M3.71%-10,479Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,047 shares; 2024Q4: 13,047 shares; 2025Q1: 13,121 shares; 2025Q2: 13,121 shares 13,121$3.8M2.65%0Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,687 shares; 2025Q2: 6,813 shares 6,813$3.59M2.51%+126Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,235 shares; 2024Q4: 11,088 shares; 2025Q1: 11,271 shares; 2025Q2: 11,230 shares 11,230$3.36M2.34%-41Timeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,210 shares; 2024Q4: 21,171 shares; 2025Q1: 21,163 shares; 2025Q2: 21,053 shares 21,053$3.28M2.29%-110Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,101 shares; 2024Q4: 33,163 shares; 2025Q1: 32,818 shares; 2025Q2: 32,926 shares 32,926$3.07M2.14%+108Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,810 shares; 2024Q4: 3,028 shares; 2025Q1: 3,039 shares; 2025Q2: 3,089 shares 3,089$2.41M1.68%+50Timeline
EXPDEXPEDITORS INTL WASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,855 shares; 2024Q4: 18,967 shares; 2025Q1: 20,001 shares; 2025Q2: 20,273 shares 20,273$2.32M1.62%+272Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,394 shares; 2024Q4: 23,019 shares; 2025Q1: 14,965 shares; 2025Q2: 14,621 shares 14,621$1.81M1.27%-344Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,057 shares; 2024Q4: 2,174 shares; 2025Q1: 2,512 shares; 2025Q2: 2,676 shares 2,676$1.45M1.01%+164Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,021 shares; 2024Q4: 2,021 shares; 2025Q1: 2,021 shares; 2025Q2: 1,996 shares 1,996$1.23M0.86%-25Timeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,632 shares; 2024Q4: 18,632 shares; 2025Q1: 18,632 shares; 2025Q2: 18,935 shares 18,935$1.06M0.74%+303Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 507 shares; 2024Q4: 507 shares; 2025Q1: 507 shares; 2025Q2: 7,725 shares 7,725$696K0.49%+7,218Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,391 shares; 2024Q4: 2,391 shares; 2025Q1: 2,341 shares; 2025Q2: 1,300 shares 1,300$632K0.44%-1,041Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,724 shares; 2024Q4: 4,650 shares; 2025Q1: 2,258 shares; 2025Q2: 2,033 shares 2,033$291K0.2%-225Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 394 shares 394$291K0.2%newTimeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,713 shares; 2024Q4: 4,214 shares; 2025Q1: 3,403 shares; 2025Q2: 2,695 shares 2,695$291K0.2%-708Timeline
WTMWHITE MTNS INS GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: 143 shares; 2025Q1: 143 shares; 2025Q2: 143 shares 143$257K0.18%0Timeline

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001085146-25-004537 base2025-08-05acceptance time not in the bulk data set