Chapman Investment Management, LLC
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in Chapman Investment Management, LLC
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | COST | COSTCO WHOLESALE CORPORATION | 11.90% | 14.426 M $ | 14478 | 2019/12/31 | 1.948 M $ | 15.55 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 9.17% | 11.115 M $ | 30028 | 2019/12/31 | -3.387 M $ | -23.46 % |
| 2026/03/31 | MA | MASTERCARD INCORPORATED | 8.58% | 10.394 M $ | 20802 | 2019/12/31 | -1.487 M $ | -12.48 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 8.21% | 9.954 M $ | 47794 | 2019/12/31 | -1.085 M $ | -9.77 % |
| 2026/03/31 | MKL | MARKEL GROUP INC | 7.52% | 9.111 M $ | 4760 | 2023/06/30 | -1.127 M $ | -10.96 % |
| 2026/03/31 | V | VISA INC | 7.17% | 8.690 M $ | 28752 | 2019/12/31 | -1.400 M $ | -13.82 % |
| 2026/03/31 | AAPL | APPLE INC | 6.35% | 7.698 M $ | 30334 | 2019/12/31 | -477.716 K $ | -6.65 % |
| 2026/03/31 | MELI | MERCADOLIBRE INC | 5.68% | 6.878 M $ | 3978 | 2020/09/30 | -1.141 M $ | -14.16 % |
| 2026/03/31 | AXP | AMERICAN EXPRESS CO | 5.38% | 6.525 M $ | 21573 | 2022/03/31 | -1.446 M $ | -18.24 % |
| 2026/03/31 | WM | WASTE MGMT INC DEL | 5.36% | 6.497 M $ | 28275 | 2019/12/31 | 282.733 K $ | 4.59 % |
| 2026/03/31 | CTAS | CINTAS CORP | 3.89% | 4.720 M $ | 27906 | 2022/09/30 | -521.218 K $ | -10.07 % |
| 2026/03/31 | SPGI | S&P GLOBAL INC | 3.20% | 3.879 M $ | 9119 | 2025/03/31 | -777.805 K $ | -18.61 % |
| 2026/03/31 | LLY | ELI LILLY & CO | 2.62% | 3.180 M $ | 3457 | 2024/03/31 | -540.790 K $ | -14.41 % |
| 2026/03/31 | ACN | ACCENTURE PLC IRELAND | 2.49% | 3.020 M $ | 15230 | 2020/06/30 | -1.006 M $ | -26.09 % |
| 2026/03/31 | EXPD | EXPEDITORS INTL WASH INC | 2.35% | 2.849 M $ | 19888 | 2019/12/31 | -116.264 K $ | -3.88 % |
| 2026/03/31 | JPM | JPMORGAN CHASE & CO | 2.31% | 2.801 M $ | 9521 | 2019/12/31 | -267.159 K $ | -8.71 % |
| 2026/03/31 | UBER | UBER TECHNOLOGIES INC | 1.60% | 1.939 M $ | 26958 | 2023/09/30 | -324.901 K $ | -11.97 % |
| 2026/03/31 | ISRG | INTUITIVE SURGICAL INC | 1.42% | 1.725 M $ | 3741 | 2024/06/30 | -373.431 K $ | -18.60 % |
| 2026/03/31 | SPY | STATE STR SPDR S&P 500 ETF T | 1.05% | 1.276 M $ | 1962 | 2021/09/30 | -61.959 K $ | -4.63 % |
| 2026/03/31 | CRM | SALESFORCE INC | 0.81% | 981.324 K $ | 5257 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | DIS | DISNEY WALT CO | 0.69% | 838.342 K $ | 8698 | 2019/12/31 | -230.191 K $ | -15.29 % |
| 2026/03/31 | SBUX | STARBUCKS CORP | 0.64% | 770.384 K $ | 8599 | 2025/09/30 | 46.262 K $ | 6.39 % |
| 2026/03/31 | ORLY | OREILLY AUTOMOTIVE INC | 0.60% | 731.095 K $ | 7920 | 2024/03/31 | 8.712 K $ | 1.21 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.43% | 522.328 K $ | 1090 | 2021/09/30 | -25.560 K $ | -4.67 % |
| 2026/03/31 | CVX | CHEVRON CORPORATION | 0.29% | 356.282 K $ | 1722 | 2019/12/31 | 93.831 K $ | 35.75 % |
| 2026/03/31 | WTM | WHITE MTNS INS GROUP LTD | 0.26% | 314.165 K $ | 143 | 2021/09/30 | 17.006 K $ | 5.72 % |
| 2026/03/31 | BAC | BANK AMERICA CORP | 0.00% | 0.000 $ | 0 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | META | META PLATFORMS INC | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |