CI

Chapman Investment Management, LLC

13F
Chapman Investment Management, LLC
Last update 2024-10-28 31 Stocks (0 new)
Value $137.00 Mil Turnover 2 %
Countries:
Top Holdings: COST(9.74%)MSFT(9.34%)MA(7.47%)AAPL(6.71%)AMZN(6.63%)
Portfolio Report
Summary Stock Picks Current Portfolio
Chapman Investment Management,... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
COST 		Costco Wholesale Corp
15,044
13336.810
-1.56%
9.740
-0.15%
0.000
+8.76%
+34.98%
393001.797
Retail - Defensive
MSFT 		Microsoft Corp
29,712
12785.090
+0.11%
9.340
+0.01%
0.000
+1.41%
+15.50%
3211453.489
Software
MA 		Mastercard Inc
20,721
10232.030
-4.22%
7.470
-0.31%
0.000
+14.88%
+19.39%
467719.178
Credit Services
AAPL 		Apple Inc
39,439
9189.340
-1.57%
6.710
-0.10%
0.000
+7.24%
+21.89%
3554423.148
Hardware
AMZN 		Amazon.com Inc
48,721
9078.180
-0.03%
6.630
0%
0.000
+4.15%
+25.58%
2002659.117
Retail - Cyclical
MELI 		MercadoLibre Inc
4,116
8445.870
-0.02%
6.170
0%
0.010
+24.99%
+28.95%
102738.865
Retail - Cyclical
GEHC 		GE HealthCare Technologies Inc
82,779
7768.810
-0.72%
5.680
-0.04%
0.020
+3.96%
+10.44%
38939.590
Healthcare Providers & Services
V 		Visa Inc
28,172
7747.940
+0.11%
5.660
+0.01%
0.000
+7.97%
+8.89%
548504.305
Credit Services
MKL 		Markel Group Inc
4,773
7486.830
0%
5.470
0%
0.040
-3.73%
+10.18%
20252.408
Insurance
AXP 		American Express Co
21,381
5798.530
+1.14%
4.240
+0.05%
0.000
+9.38%
+46.08%
190503.032
Credit Services

Chapman Investment Management, LLC's Historical Top Holdings Breakdowns

Chapman Investment Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHW 		Charles Schwab Corp2024-09-30Reduce
-1.24%
●
61.74 ($65.69) 76.08
$71.89
9.44%
Reduce -49.77%
22,324
-22,118
ACN 		Accenture PLC2024-09-30Reduce
-1.14%
●
295.44 ($328.84) 355.81
$363.04
10.40%
Reduce -30.43%
11,235
-4,914
EXPD 		Expeditors International of Washington Inc2024-09-30Add
+0.66%
●
116.1 ($122.44) 131.4
$119.62
-2.30%
Add 57.16%
18,855
6,858
UBER 		Uber Technologies Inc2024-09-30Add
+0.62%
●
58.48 ($70.4) 77.44
$79.21
12.51%
Add 51.82%
33,101
11,298
DIS 		The Walt Disney Co2024-09-30Add
+0.39%
●
85.6 ($92.01) 98.61
$96.13
4.48%
Add 31.38%
23,394
5,587
INTU 		Intuit Inc2024-09-30Sold Out
-0.38%
●
602.97 ($638.32) 670.49
$623.51
-2.32%
Sold Out
0
-769
MA 		Mastercard Inc2024-09-30Reduce
-0.31%
●
429.6 ($465.04) 500.99
$506.28
8.87%
Reduce -4.22%
20,721
-913
COST 		Costco Wholesale Corp2024-09-30Reduce
-0.15%
●
801.83 ($867.9) 917.08
$886.99
2.20%
Reduce -1.56%
15,044
-239
AAPL 		Apple Inc2024-09-30Reduce
-0.10%
●
207.23 ($223.32) 234.82
$233.78
4.68%
Reduce -1.57%
39,439
-630
AXP 		American Express Co2024-09-30Add
+0.05%
●
225.92 ($249) 271.2
$270.43
8.61%
Add 1.14%
21,381
240

Chapman Investment Management, LLC Total Holding History ($B)

To

Chapman Investment Management, LLC's Asset Allocation

To

Chapman Investment Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Chapman Investment Management, LLC's Hypothetical Growth since 2024-09-30

Chapman Investment Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Chapman Investment Management, LLC's Holdings Heat Map

Size field:

Chapman Investment Management, LLC's Holdings Bubble Chart

Chapman Investment Management, LLC News

  • 1

Discussions on Chapman Investment Management, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.