Skip to content
Disclosery

Chapman Investment Management, LLC

Follow

13F filer, CIK 1751006, San Anselmo, CA

Chapman Investment Management, LLC reported $136,690,042 across 27 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-04. Its ten largest share positions make up 72.97% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001751006-26-000001

Period
2025-12-31
Reported value
$137M
Holdings
27
Top 10 weight
72.97%
New
0
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPGIadded+663$346K
ISRGadded+608$344K
CTASadded+1,426$268K
ACNadded+986$265K
MAadded+95$54.2K

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
METAreduced-4,437-$2.93M
JPMreduced-3,600-$1.16M
ZTSexited-5,988-$876K
MELIreduced-168-$338K
NSPexited-5,357-$264K

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, Q4 2025

Share positions as resolved from 13F-HR 0001751006-26-000001, largest first. % of portfolio is the value over $136,690,042, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,712 shares; 2024Q4: 29,684 shares; 2025Q1: 29,645 shares; 2025Q2: 29,615 shares; 2025Q3: 29,968 shares; 2025Q4: 29,851 shares 29,851$14.4M10.56%-117Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,044 shares; 2024Q4: 15,038 shares; 2025Q1: 15,058 shares; 2025Q2: 15,111 shares; 2025Q3: 14,601 shares; 2025Q4: 14,528 shares 14,528$12.5M9.17%-73Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,721 shares; 2024Q4: 20,753 shares; 2025Q1: 20,777 shares; 2025Q2: 20,766 shares; 2025Q3: 20,784 shares; 2025Q4: 20,879 shares 20,879$11.9M8.72%+95Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,721 shares; 2024Q4: 48,752 shares; 2025Q1: 48,912 shares; 2025Q2: 48,787 shares; 2025Q3: 48,992 shares; 2025Q4: 48,110 shares 48,110$11.1M8.12%-882Timeline
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,773 shares; 2024Q4: 4,749 shares; 2025Q1: 4,812 shares; 2025Q2: 4,782 shares; 2025Q3: 4,777 shares; 2025Q4: 4,784 shares 4,784$10.3M7.52%+7Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,172 shares; 2024Q4: 28,122 shares; 2025Q1: 28,678 shares; 2025Q2: 28,635 shares; 2025Q3: 28,917 shares; 2025Q4: 28,879 shares 28,879$10.1M7.41%-38Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,116 shares; 2024Q4: 4,157 shares; 2025Q1: 4,181 shares; 2025Q2: 4,169 shares; 2025Q3: 4,169 shares; 2025Q4: 4,001 shares 4,001$8.06M5.9%-168Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,381 shares; 2024Q4: 21,389 shares; 2025Q1: 21,462 shares; 2025Q2: 21,438 shares; 2025Q3: 21,438 shares; 2025Q4: 21,435 shares 21,435$7.93M5.8%-3Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,439 shares; 2024Q4: 39,635 shares; 2025Q1: 39,288 shares; 2025Q2: 35,260 shares; 2025Q3: 26,437 shares; 2025Q4: 26,437 shares 26,437$7.19M5.26%0Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,039 shares; 2024Q4: 23,084 shares; 2025Q1: 24,540 shares; 2025Q2: 25,249 shares; 2025Q3: 28,017 shares; 2025Q4: 28,049 shares 28,049$6.16M4.51%+32Timeline
CTASCINTAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,743 shares; 2024Q4: 24,771 shares; 2025Q1: 24,908 shares; 2025Q2: 25,077 shares; 2025Q3: 26,108 shares; 2025Q4: 27,534 shares 27,534$5.18M3.79%+1,426Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,687 shares; 2025Q2: 6,813 shares; 2025Q3: 7,335 shares; 2025Q4: 7,998 shares 7,998$4.18M3.06%+663Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,235 shares; 2024Q4: 11,088 shares; 2025Q1: 11,271 shares; 2025Q2: 11,230 shares; 2025Q3: 13,377 shares; 2025Q4: 14,363 shares 14,363$3.85M2.82%+986Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,810 shares; 2024Q4: 3,028 shares; 2025Q1: 3,039 shares; 2025Q2: 3,089 shares; 2025Q3: 3,486 shares; 2025Q4: 3,491 shares 3,491$3.75M2.74%+5Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 394 shares; 2025Q3: 9,859 shares; 2025Q4: 5,422 shares 5,422$3.58M2.62%-4,437Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,047 shares; 2024Q4: 13,047 shares; 2025Q1: 13,121 shares; 2025Q2: 13,121 shares; 2025Q3: 13,121 shares; 2025Q4: 9,521 shares 9,521$3.07M2.24%-3,600Timeline
EXPDEXPEDITORS INTL WASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,855 shares; 2024Q4: 18,967 shares; 2025Q1: 20,001 shares; 2025Q2: 20,273 shares; 2025Q3: 20,302 shares; 2025Q4: 20,115 shares 20,115$3M2.19%-187Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,101 shares; 2024Q4: 33,163 shares; 2025Q1: 32,818 shares; 2025Q2: 32,926 shares; 2025Q3: 33,286 shares; 2025Q4: 33,221 shares 33,221$2.71M1.99%-65Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,057 shares; 2024Q4: 2,174 shares; 2025Q1: 2,512 shares; 2025Q2: 2,676 shares; 2025Q3: 2,936 shares; 2025Q4: 3,544 shares 3,544$2.01M1.47%+608Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,394 shares; 2024Q4: 23,019 shares; 2025Q1: 14,965 shares; 2025Q2: 14,621 shares; 2025Q3: 13,555 shares; 2025Q4: 13,237 shares 13,237$1.51M1.1%-318Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,021 shares; 2024Q4: 2,021 shares; 2025Q1: 2,021 shares; 2025Q2: 1,996 shares; 2025Q3: 1,962 shares; 2025Q4: 1,962 shares 1,962$1.34M0.98%0Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,599 shares; 2025Q4: 8,599 shares 8,599$724K0.53%0Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 507 shares; 2024Q4: 507 shares; 2025Q1: 507 shares; 2025Q2: 7,725 shares; 2025Q3: 7,920 shares; 2025Q4: 7,920 shares 7,920$722K0.53%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,391 shares; 2024Q4: 2,391 shares; 2025Q1: 2,341 shares; 2025Q2: 1,300 shares; 2025Q3: 1,090 shares; 2025Q4: 1,090 shares 1,090$548K0.4%0Timeline
WTMWHITE MTNS INS GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: 143 shares; 2025Q1: 143 shares; 2025Q2: 143 shares; 2025Q3: 143 shares; 2025Q4: 143 shares 143$297K0.22%0Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,724 shares; 2024Q4: 4,650 shares; 2025Q1: 2,258 shares; 2025Q2: 2,033 shares; 2025Q3: 1,722 shares; 2025Q4: 1,722 shares 1,722$262K0.19%0Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,922 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,058 shares; 2025Q4: 4,059 shares 4,059$223K0.16%+1Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
ZTSZOETIS INC5,988$876Kshares
NSPINSPERITY INC5,357$264Kshares

How Q4 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 0001751006-26-000001 base2026-02-04acceptance time not in the bulk data set