Chapman Investment Management, LLC

RIA/Wealth

Chapman Investment Management, LLC is a RIA/Wealth led by Scott Andrew Chapman, reporting $190.8M in AUM as of Q3 2025 with 33% Financial Services concentration and 72% concentrated in top 10 holdings.

CEOScott Andrew Chapman

Portfolio Value: $140.6M
Positions: 29
Top Holding: MSFT at 11.04%
Last Reported: Q3 2025

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Top Holdings

Largest long holdings in Chapman Investment Management, LLC's portfolio (72.2% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Microsoft MSFT	Software - Infrastructure Technology	$15.5M	11.04%	+$182.8K Bought	0.00% 30.0K shares	Q4 2019 Held for 5y 11m
2 Costco Wholesale COST	Discount Stores Consumer Defensive	$13.5M	9.61%	-$472.1K Sold	0.00% 14.6K shares	Q4 2019 Held for 5y 11m
3 Mastercard MA	Financial - Credit Services Financial Services	$11.8M	8.41%	+$10.2K Bought	0.00% 20.8K shares	Q4 2019 Held for 5y 11m
4 Amazon AMZN	Specialty Retail Consumer Cyclical	$10.8M	7.65%	+$45.0K Bought	0.00% 49.0K shares	Q4 2019 Held for 5y 11m
5 Visa V	Financial - Credit Services Financial Services	$9.9M	7.02%	+$96.3K Bought	0.00% 28.9K shares	Q4 2019 Held for 5y 11m
6 Mercado Libre MELI	Specialty Retail Consumer Cyclical	$9.7M	6.93%	—	0.01% 4.2K shares	Q3 2020 Held for 5y 2m
7 Markel MKL	Insurance - Property & Casualty Financial Services	$9.1M	6.50%	-$9.6K Sold	0.04% 4.8K shares	Q2 2023 Held for 2y 5m
8 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$7.2M	5.15%	+$7.0M Bought	0.00% 9.9K shares	Q2 2025 Held for 5 months
9 American Express AXP	Financial - Credit Services Financial Services	$7.1M	5.07%	—	0.00% 21.4K shares	Q1 2022 Held for 3y 8m
10 Apple AAPL	Consumer Electronics Technology	$6.7M	4.79%	-$2.2M Sold	0.00% 26.4K shares	Q4 2019 Held for 5y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Chapman Investment Management, LLC's latest filing

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Market Value

$140.6M

Prior: $143.3M

Q/Q Change

-1.89%

-$2.7M

Net Flows % of MV

-1.09%

Turnover Ratio

7.99%

New Purchases

2 stocks

$991.0K

Added To

14 stocks

+$9.4M

Sold Out Of

3 stocks

$6.7M

Reduced Holdings

8 stocks

-$5.2M

Increased Positions

Position	Shares Δ	Change
1 Starbucks SBUX	New	0 → 8.6K +$727.5K
2 Insperity NSP	New	0 → 5.4K +$263.6K
3 Meta Platforms, Inc. META	+2,402.28%	394.0 → 9.9K +$7.0M
4 Accenture ACN	+19.12%	11.2K → 13.4K +$529.5K
5 Eli Lilly LLY	+12.85%	3.1K → 3.5K +$302.9K

Decreased Positions

Position	Shares Δ	Change
1 GE HealthCare Technologies GEHC	Sold	71.7K → 0 −$5.3M
2 Chipotle Mexican Grill CMG	Sold	18.9K → 0 −$1.1M
3 Exxon Mobil XOM	Sold	2.7K → 0 −$290.5K
4 Zoetis ZTS	-71.56%	21.1K → 6.0K −$2.2M
5 Apple AAPL	-25.02%	35.3K → 26.4K −$2.2M