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:

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FEDEX CORP

FDX|31428X106

Shares:5.3K

Value:$1.5M

% of Portfolio:1.2% ($1.5M/$120.1M)

808524797

SCHD|808524797

Shares:51.4K

Value:$1.4M

% of Portfolio:1.2% ($1.4M/$120.1M)

CBRE GROUP, INC.

CBRE|12504L109

Shares:10.4K

Value:$1.4M

% of Portfolio:1.1% ($1.4M/$120.1M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:1.5K

Value:$1.4M

% of Portfolio:1.1% ($1.4M/$120.1M)

CITIGROUP INC

C|172967424

Shares:19.2K

Value:$1.4M

% of Portfolio:1.1% ($1.4M/$120.1M)

45782C870

Shares:35.8K

Value:$1.3M

% of Portfolio:1.1% ($1.3M/$120.1M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:6.2K

Value:$1.2M