Chapman-Financial-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  "AZEK",
  "MTCH",
  "ACN",
  null,
  "ABNB",
  "ABBV",
  "GOOGL",
  null,
  "AXP",
  "ASML",
  "T",
  "CAT",
  "AVGO",
  "LOW",
  "CP.TO",
  null,
  null,
  "LMND",
  "DUK",
  null,
  "D",
  "QS",
  null,
  "EOG",
  "AMBA",
  "HD",
  "MCD",
  "RPM",
  "UNP",
  null,
  null,
  null,
  null,
  "AMAT",
  null,
  "RIVN",
  "EMR",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "SWK",
  null,
  null,
  null,
  "IQV",
  null,
  "BTT",
  null,
  "LHX",
  null,
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "EXC",
  "FCNCA",
  "GXO",
  "NVS",
  "IJR",
  "IWD",
  "NOC",
  null,
  null,
  null,
  "PANW",
  "PEP",
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "INTC",
  "LDOS",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "PPG",
  null,
  null,
  null,
  "IEFA",
  "SCHX",
  null,
  "NOW",
  "O",
  "GLD",
  null,
  null,
  "AMT",
  "SBUX",
  "TGT",
  "TMO",
  "UBER",
  "UL",
  "UPS",
  "VNQ",
  "MET",
  "VOE",
  "OGE",
  "MRNA",
  null,
  "VWO",
  "KYN",
  null,
  null,
  "PRF",
  "ACEL",
  "VCIT",
  "TOST",
  "ULTA",
  "PTON",
  "SKX",
  "IEF",
  "TSM",
  "EW",
  "STWD",
  "TOL",
  "ALB",
  "AMD",
  "F",
  "GNRC",
  "WM",
  "BIPC",
  "PEG",
  "AMZN",
  "SCHB",
  null,
  "LCID",
  "LUV",
  null,
  "CEF",
  null,
  "VEU",
  "VGT",
  "USB",
  "VEA",
  null,
  "BND",
  "VBR",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WBA",
  "WTW",
  "IUSG",
  "SCHD",
  null,
  "SCHF",
  "SCHA",
  "NSC",
  "LBRDK",
  "CRM",
  "LYB",
  "IUSV",
  "TRI.TO",
  "ZBH",
  null,
  null,
  "FDX",
  "BLZE",
  "BAC",
  "BRK-B",
  "BXMT",
  "BAH",
  "BMY",
  "BTI",
  "BIP",
  "BLDR",
  "BRKR",
  "CBRE",
  "CVX",
  "CMG",
  "CSCO",
  "C",
  "KO",
  "CEG",
  "COST",
  "CSX",
  "LAW",
  "DE",
  "FANG",
  "RSP",
  "USMV",
  "QQQ",
  "EPD",
  "DIS",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  null,
  "MO",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2024-12-31

SEC FilingSEC DataHachi Filing

Report Date: 2024-12-31
Filing Date: 2025-02-14
Total Holdings: 219
Total Value: 120112485
Accession Number: 0001979028-25-000001
Form Type: 13F-HR
CIK: chapman-financial-group
Manager Name: Chapman-Financial-Group

Data Enrichment

75% identified

165 identified54 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

219 positions • $120.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 11

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Apple Inc.

AAPL|037833100

Shares:27.7K

Value:$6.9M

% of Portfolio:5.8% ($6.9M/$120.1M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:14.0K

Value:$6.4M

% of Portfolio:5.3% ($6.4M/$120.1M)

MICROSOFT CORP

MSFT|594918104

Shares:12.7K

Value:$5.4M

% of Portfolio:4.5% ($5.4M/$120.1M)

Alphabet Inc.

GOOG|02079K107

Shares:25.2K

Value:$4.8M

% of Portfolio:4.0% ($4.8M/$120.1M)

808524201

SCHX|808524201

Shares:156.1K

Value:$3.6M

% of Portfolio:3.0% ($3.6M/$120.1M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:14.1K

Value:$3.4M

% of Portfolio:2.8% ($3.4M/$120.1M)

AMAZON COM INC

AMZN|023135106

Shares:14.0K

Value:$3.1M

% of Portfolio:2.6% ($3.1M/$120.1M)

808524102

SCHB|808524102

Shares:132.5K

Value:$3.0M

% of Portfolio:2.5% ($3.0M/$120.1M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:5.1K

Value:$2.6M

% of Portfolio:2.2% ($2.6M/$120.1M)

PEPSICO INC

PEP|713448108

Shares:16.5K

Value:$2.5M

% of Portfolio:2.1% ($2.5M/$120.1M)

808524805

SCHF|808524805

Shares:114.9K

Value:$2.1M

% of Portfolio:1.8% ($2.1M/$120.1M)

COCA COLA CO

KO|191216100

Shares:30.2K

Value:$1.9M

% of Portfolio:1.6% ($1.9M/$120.1M)

Leidos Holdings, Inc.

LDOS|525327102

Shares:12.9K

Value:$1.9M

% of Portfolio:1.5% ($1.9M/$120.1M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:42.0K

Value:$1.8M

% of Portfolio:1.5% ($1.8M/$120.1M)

Toast, Inc.

TOST|888787108

Shares:49.4K

Value:$1.8M

% of Portfolio:1.5% ($1.8M/$120.1M)

Salesforce, Inc.

CRM|79466L302

Shares:4.8K

Value:$1.6M

% of Portfolio:1.3% ($1.6M/$120.1M)

922908363

VOO|922908363

Shares:2.9K

Value:$1.6M

% of Portfolio:1.3% ($1.6M/$120.1M)

US BANCORP \DE\

USB|902973304

Shares:32.8K

Value:$1.6M

% of Portfolio:1.3% ($1.6M/$120.1M)

Palo Alto Networks Inc

PANW|697435105

Shares:8.6K

Value:$1.6M

% of Portfolio:1.3% ($1.6M/$120.1M)

45782C698

Shares:35.5K

Value:$1.5M

% of Portfolio:1.3% ($1.5M/$120.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	27.7K	QoQ- YoY-	All Managers (Combined)	$6.9M	5.8% ($6.9M/$120.1M)	QoQ- YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	14.0K	QoQ- YoY-	All Managers (Combined)	$6.4M	5.3% ($6.4M/$120.1M)	QoQ- YoY-
MICROSOFT CORP(MSFTcusip594918104)	12.7K	QoQ- YoY-	All Managers (Combined)	$5.4M	4.5% ($5.4M/$120.1M)	QoQ- YoY-
Alphabet Inc.(GOOGcusip02079K107)	25.2K	QoQ- YoY-	All Managers (Combined)	$4.8M	4.0% ($4.8M/$120.1M)	QoQ- YoY-
(SCHXcusip808524201)	156.1K	QoQ- YoY-	All Managers (Combined)	$3.6M	3.0% ($3.6M/$120.1M)	QoQ- YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	14.1K	QoQ- YoY-	All Managers (Combined)	$3.4M	2.8% ($3.4M/$120.1M)	QoQ- YoY-
AMAZON COM INC(AMZNcusip023135106)	14.0K	QoQ- YoY-	All Managers (Combined)	$3.1M	2.6% ($3.1M/$120.1M)	QoQ- YoY-
(SCHBcusip808524102)	132.5K	QoQ- YoY-	All Managers (Combined)	$3.0M	2.5% ($3.0M/$120.1M)	QoQ- YoY-
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	5.1K	QoQ- YoY-	All Managers (Combined)	$2.6M	2.2% ($2.6M/$120.1M)	QoQ- YoY-
PEPSICO INC(PEPcusip713448108)	16.5K	QoQ- YoY-	All Managers (Combined)	$2.5M	2.1% ($2.5M/$120.1M)	QoQ- YoY-
(SCHFcusip808524805)	114.9K	QoQ- YoY-	All Managers (Combined)	$2.1M	1.8% ($2.1M/$120.1M)	QoQ- YoY-
COCA COLA CO(KOcusip191216100)	30.2K	QoQ- YoY-	All Managers (Combined)	$1.9M	1.6% ($1.9M/$120.1M)	QoQ- YoY-
Leidos Holdings, Inc.(LDOScusip525327102)	12.9K	QoQ- YoY-	All Managers (Combined)	$1.9M	1.5% ($1.9M/$120.1M)	QoQ- YoY-
BANK OF AMERICA CORP /DE/(BACcusip060505104)	42.0K	QoQ- YoY-	All Managers (Combined)	$1.8M	1.5% ($1.8M/$120.1M)	QoQ- YoY-
Toast, Inc.(TOSTcusip888787108)	49.4K	QoQ- YoY-	All Managers (Combined)	$1.8M	1.5% ($1.8M/$120.1M)	QoQ- YoY-
Salesforce, Inc.(CRMcusip79466L302)	4.8K	QoQ- YoY-	All Managers (Combined)	$1.6M	1.3% ($1.6M/$120.1M)	QoQ- YoY-
(VOOcusip922908363)	2.9K	QoQ- YoY-	All Managers (Combined)	$1.6M	1.3% ($1.6M/$120.1M)	QoQ- YoY-
US BANCORP \DE\(USBcusip902973304)	32.8K	QoQ- YoY-	All Managers (Combined)	$1.6M	1.3% ($1.6M/$120.1M)	QoQ- YoY-
Palo Alto Networks Inc(PANWcusip697435105)	8.6K	QoQ- YoY-	All Managers (Combined)	$1.6M	1.3% ($1.6M/$120.1M)	QoQ- YoY-
(cusip45782C698)✕	35.5K	QoQ- YoY-	All Managers (Combined)	$1.5M	1.3% ($1.5M/$120.1M)	QoQ- YoY-