Chapman-Investment-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ "ACN", "AXP", "EXPD", "ISRG", "MA", "MSFT", "ORLY", "AAPL", "SPY", "GEHC", "SPGI", "UBER", "WM", "AMZN", "V", "WTM", "MKL", "MELI", "BRK-B", "CVX", "CMG", "CTAS", "COST", "DIS", "XOM", "LLY", "JPM", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-01
- Total Holdings
- 28
- Total Value
- 133942800
- Accession Number
- 0001085146-25-002518
- Form Type
- 13F-HR
- Manager Name
- Chapman-Investment-Management
Data Enrichment
100% identified28 identified0 unidentified
Holdings
28 positions • $133.9M total value
Manager:
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Shares:18.6K
Value:$935.5K
% of Portfolio:0.7% ($935.5K/$133.9M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 2.3K | QoQ -2.09% (-50)YoY -2.29% (-55) | All Managers (Combined) | $1.2M | 0.9% ($1.2M/$133.9M) | ||
| 2.5K | YoY NEW(+2.5K) | All Managers (Combined) | $1.2M | 0.9% ($1.2M/$133.9M) | YoY NEW(+$1.2M) | |
| 2.0K | QoQ 0.00% (-0)YoY +0.19% (+4) | All Managers (Combined) | $1.1M | 0.8% ($1.1M/$133.9M) | ||
| 18.6K | All Managers (Combined) | $935.5K | 0.7% ($935.5K/$133.9M) | |||
| 507 | QoQ 0.00% (+0)YoY +0.39% (+2) | All Managers (Combined) | $726.3K | 0.5% ($726.3K/$133.9M) | ||
EXXON MOBIL CORP(XOMcusip30231G102) | 3.4K | All Managers (Combined) | $404.7K | 0.3% ($404.7K/$133.9M) | ||
CHEVRON CORP(CVXcusip166764100) | 2.3K | All Managers (Combined) | $377.7K | 0.3% ($377.7K/$133.9M) | ||
| 143 | All Managers (Combined) | $275.4K | 0.2% ($275.4K/$133.9M) |