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Chapman Investment Management, LLC

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13F filer, CIK 1751006, San Anselmo, CA

Chapman Investment Management, LLC reported $140,574,240 across 29 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-05. Its ten largest share positions make up 72.17% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001751006-25-000002

Period
2025-09-30
Reported value
$141M
Holdings
29
Top 10 weight
72.17%
New
3
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
METAadded+9,465$6.95M
SBUXnew+8,599$727K
WMadded+2,768$611K
ACNadded+2,147$529K
LLYadded+397$303K

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
GEHCexited-71,677-$5.31M
AAPLreduced-8,823-$2.25M
ZTSreduced-15,065-$2.2M
CMGexited-18,935-$1.06M
COSTreduced-510-$472K

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, Q3 2025

Share positions as resolved from 13F-HR 0001751006-25-000002, largest first. % of portfolio is the value over $140,574,240, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,712 shares; 2024Q4: 29,684 shares; 2025Q1: 29,645 shares; 2025Q2: 29,615 shares; 2025Q3: 29,968 shares 29,968$15.5M11.04%+353Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,044 shares; 2024Q4: 15,038 shares; 2025Q1: 15,058 shares; 2025Q2: 15,111 shares; 2025Q3: 14,601 shares 14,601$13.5M9.61%-510Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,721 shares; 2024Q4: 20,753 shares; 2025Q1: 20,777 shares; 2025Q2: 20,766 shares; 2025Q3: 20,784 shares 20,784$11.8M8.41%+18Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,721 shares; 2024Q4: 48,752 shares; 2025Q1: 48,912 shares; 2025Q2: 48,787 shares; 2025Q3: 48,992 shares 48,992$10.8M7.65%+205Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,172 shares; 2024Q4: 28,122 shares; 2025Q1: 28,678 shares; 2025Q2: 28,635 shares; 2025Q3: 28,917 shares 28,917$9.87M7.02%+282Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,116 shares; 2024Q4: 4,157 shares; 2025Q1: 4,181 shares; 2025Q2: 4,169 shares; 2025Q3: 4,169 shares 4,169$9.74M6.93%0Timeline
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,773 shares; 2024Q4: 4,749 shares; 2025Q1: 4,812 shares; 2025Q2: 4,782 shares; 2025Q3: 4,777 shares 4,777$9.13M6.5%-5Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 394 shares; 2025Q3: 9,859 shares 9,859$7.24M5.15%+9,465Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,381 shares; 2024Q4: 21,389 shares; 2025Q1: 21,462 shares; 2025Q2: 21,438 shares; 2025Q3: 21,438 shares 21,438$7.12M5.07%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,439 shares; 2024Q4: 39,635 shares; 2025Q1: 39,288 shares; 2025Q2: 35,260 shares; 2025Q3: 26,437 shares 26,437$6.73M4.79%-8,823Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,039 shares; 2024Q4: 23,084 shares; 2025Q1: 24,540 shares; 2025Q2: 25,249 shares; 2025Q3: 28,017 shares 28,017$6.19M4.4%+2,768Timeline
CTASCINTAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,743 shares; 2024Q4: 24,771 shares; 2025Q1: 24,908 shares; 2025Q2: 25,077 shares; 2025Q3: 26,108 shares 26,108$5.36M3.81%+1,031Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,047 shares; 2024Q4: 13,047 shares; 2025Q1: 13,121 shares; 2025Q2: 13,121 shares; 2025Q3: 13,121 shares 13,121$4.14M2.94%0Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,687 shares; 2025Q2: 6,813 shares; 2025Q3: 7,335 shares 7,335$3.57M2.54%+522Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,235 shares; 2024Q4: 11,088 shares; 2025Q1: 11,271 shares; 2025Q2: 11,230 shares; 2025Q3: 13,377 shares 13,377$3.3M2.35%+2,147Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,101 shares; 2024Q4: 33,163 shares; 2025Q1: 32,818 shares; 2025Q2: 32,926 shares; 2025Q3: 33,286 shares 33,286$3.26M2.32%+360Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,810 shares; 2024Q4: 3,028 shares; 2025Q1: 3,039 shares; 2025Q2: 3,089 shares; 2025Q3: 3,486 shares 3,486$2.66M1.89%+397Timeline
EXPDEXPEDITORS INTL WASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,855 shares; 2024Q4: 18,967 shares; 2025Q1: 20,001 shares; 2025Q2: 20,273 shares; 2025Q3: 20,302 shares 20,302$2.49M1.77%+29Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,394 shares; 2024Q4: 23,019 shares; 2025Q1: 14,965 shares; 2025Q2: 14,621 shares; 2025Q3: 13,555 shares 13,555$1.55M1.1%-1,066Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,057 shares; 2024Q4: 2,174 shares; 2025Q1: 2,512 shares; 2025Q2: 2,676 shares; 2025Q3: 2,936 shares 2,936$1.31M0.93%+260Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,021 shares; 2024Q4: 2,021 shares; 2025Q1: 2,021 shares; 2025Q2: 1,996 shares; 2025Q3: 1,962 shares 1,962$1.31M0.93%-34Timeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,210 shares; 2024Q4: 21,171 shares; 2025Q1: 21,163 shares; 2025Q2: 21,053 shares; 2025Q3: 5,988 shares 5,988$876K0.62%-15,065Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 507 shares; 2024Q4: 507 shares; 2025Q1: 507 shares; 2025Q2: 7,725 shares; 2025Q3: 7,920 shares 7,920$854K0.61%+195Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,599 shares 8,599$727K0.52%newTimeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,391 shares; 2024Q4: 2,391 shares; 2025Q1: 2,341 shares; 2025Q2: 1,300 shares; 2025Q3: 1,090 shares 1,090$548K0.39%-210Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,724 shares; 2024Q4: 4,650 shares; 2025Q1: 2,258 shares; 2025Q2: 2,033 shares; 2025Q3: 1,722 shares 1,722$267K0.19%-311Timeline
NSPINSPERITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,357 shares 5,357$264K0.19%newTimeline
WTMWHITE MTNS INS GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: 143 shares; 2025Q1: 143 shares; 2025Q2: 143 shares; 2025Q3: 143 shares 143$239K0.17%0Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,922 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,058 shares 4,058$209K0.15%newTimeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
GEHCGE HEALTHCARE TECHNOLOGIES I71,677$5.31Mshares
CMGCHIPOTLE MEXICAN GRILL INC18,935$1.06Mshares
XOMEXXON MOBIL CORP2,695$291Kshares

How Q3 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 0001751006-25-000002 base2025-11-05acceptance time not in the bulk data set