CHAPMAN FINANCIAL GROUP, LLC

CHAPMAN FINANCIAL GROUP, LLC is an institution, managing $143.1M across 266 long positions as of Q3 2025 with 31% ETF concentration.

Top Holdings

Largest long holdings in CHAPMAN FINANCIAL GROUP, LLC's portfolio (34% of total portfolio)

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$7.3M	5.10%	+$438.4K Bought	0.00% 14.5K shares	Q2 2025 Held for 5 months
2 Microsoft MSFT	Software - Infrastructure Technology	$7.0M	4.92%	+$896.0K Bought	0.00% 13.6K shares	Q2 2025 Held for 5 months
3 Apple AAPL	Consumer Electronics Technology	$7.0M	4.87%	+$343.8K Bought	0.00% 27.4K shares	Q2 2025 Held for 5 months
4 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$5.8M	4.04%	+$21.9K Bought	0.00% 23.8K shares	Q2 2025 Held for 5 months
5 JPMorgan Chase JPM	Banks - Diversified Financial Services	$4.6M	3.22%	+$307.2K Bought	0.00% 14.6K shares	Q2 2025 Held for 5 months
6 SCHX Schwab U.S. Large-Cap ETF SCHX	ETF ETF	$4.4M	3.10%	+$502.1K Bought	— 168.3K shares	Q2 2025 Held for 5 months
7 Schwab U.S. Broad Market SCHB	ETF ETF	$3.9M	2.70%	+$874.5K Bought	— 150.0K shares	Q2 2025 Held for 5 months
8 Amazon AMZN	Specialty Retail Consumer Cyclical	$3.0M	2.11%	+$11.0K Bought	0.00% 13.8K shares	Q2 2025 Held for 5 months
9 Schwab International Equity SCHF	ETF ETF	$2.9M	2.05%	+$293.7K Bought	— 125.7K shares	Q2 2025 Held for 5 months
10 Thermo Fisher Scientific TMO	Medical - Diagnostics & Research Healthcare	$2.6M	1.84%	+$241.1K Bought	0.00% 5.4K shares	Q2 2025 Held for 5 months

Portfolio activity, position movements, and quarter-over-quarter changes in CHAPMAN FINANCIAL GROUP, LLC's latest filing

Market Value

$143.1M

Prior: $116.4M

Q/Q Change

+22.93%

+$26.7M

Net Flows % of MV

+13.09%

Turnover Ratio

10.53%

New Purchases

59 stocks

$12.8M

Added To

68 stocks

+$11.8M

Sold Out Of

7 stocks

$2.1M

Reduced Holdings

36 stocks

-$3.9M

Position	Shares Δ	Change
1 iShares Core MSCI International Developed Markets IDEV	New	0 → 14.0K +$1.1M
2 Illinois Tool Works ITW	New	0 → 3.5K +$903.8K
3 iShares 1-3 Year International Treasury Bond IGOV	New	0 → 19.3K +$823.6K
4 Viking Holdings VIK	New	0 → 11.0K +$685.9K
5 Trex Company TREX	New	0 → 12.6K +$649.5K

Position	Shares Δ	Change
1 Generac Holdings GNRC	Sold	5.5K → 0 −$784.4K
2 Liberty Broadband Corporation LBRDK	Sold	6.0K → 0 −$585.9K
3 Bruker BRKR	Sold	10.5K → 0 −$431.0K
4 Innovator U.S. Equity Power Buffer ETF PJAN	Sold	4.3K → 0 −$188.3K
5 Booz Allen Hamilton BAH	Sold	601.0 → 0 −$62.6K