Fund Universe

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☆Chapman Investment Management, LLC

CIK 0001751006 · holdings for 2026Q2 (change vs 2026Q1) aum_below_min from universe
Quality Q
0.000
AUM ($M)
0
Positions
0
Turnover
0.50
Top-10 wt
0%
Herfindahl
0.000
History (qtrs)
6
Excess Return
not eligible

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Quarter
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Security type

Holdings · 26 positions · portfolio value $0M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆MA funds › MASTERCARD INCORPORATED EXIT — 0.0% -8.6% 0.0 0 -20,802 0 —
☆CRM funds › SALESFORCE INC EXIT — 0.0% -0.8% 0.0 0 -5,257 0 —
☆AAPL funds › APPLE INC EXIT — 0.0% -6.4% 0.0 0 -30,334 0 —
☆ORLY funds › OREILLY AUTOMOTIVE INC EXIT — 0.0% -0.6% 0.0 0 -7,920 0 —
☆WM funds › WASTE MGMT INC DEL EXIT — 0.0% -5.4% 0.0 0 -28,275 0 —
☆MSFT funds › MICROSOFT CORP EXIT — 0.0% -9.2% 0.0 0 -30,028 0 —
☆ISRG funds › INTUITIVE SURGICAL INC EXIT — 0.0% -1.4% 0.0 0 -3,741 0 —
☆CTAS funds › CINTAS CORP EXIT — 0.0% -3.9% 0.0 0 -27,906 0 —
☆WTM funds › WHITE MTNS INS GROUP LTD EXIT — 0.0% -0.3% 0.0 0 -143 0 —
☆DIS funds › DISNEY WALT CO EXIT — 0.0% -0.7% 0.0 0 -8,698 0 —
☆V funds › VISA INC EXIT — 0.0% -7.2% 0.0 0 -28,752 0 —
☆MELI funds › MERCADOLIBRE INC EXIT — 0.0% -5.7% 0.0 0 -3,978 0 —
☆MKL funds › MARKEL GROUP INC EXIT — 0.0% -7.5% 0.0 0 -4,760 0 —
☆AMZN funds › AMAZON COM INC EXIT Common Stock 0.0% -8.2% 0.0 0 -47,794 0 —
☆JPM funds › JPMORGAN CHASE & CO EXIT — 0.0% -2.3% 0.0 0 -9,521 0 —
☆AXP funds › AMERICAN EXPRESS CO EXIT Common Stock 0.0% -5.4% 0.0 0 -21,573 0 —
☆UBER funds › UBER TECHNOLOGIES INC EXIT — 0.0% -1.6% 0.0 0 -26,958 0 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T EXIT — 0.0% -1.1% 0.0 0 -1,962 0 —
☆CVX funds › CHEVRON CORPORATION EXIT — 0.0% -0.3% 0.0 0 -1,722 0 —
☆ACN funds › ACCENTURE PLC IRELAND EXIT — 0.0% -2.5% 0.0 0 -15,230 0 —
☆SPGI funds › S&P GLOBAL INC EXIT — 0.0% -3.2% 0.0 0 -9,119 0 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL EXIT — 0.0% -0.4% 0.0 0 -1,090 0 —
☆COST funds › COSTCO WHOLESALE CORPORATION EXIT — 0.0% -11.9% 0.0 0 -14,478 0 —
☆EXPD funds › EXPEDITORS INTL WASH INC EXIT — 0.0% -2.4% 0.0 0 -19,888 0 —
☆SBUX funds › STARBUCKS CORP EXIT — 0.0% -0.6% 0.0 0 -8,599 0 —
☆LLY funds › ELI LILLY & CO EXIT — 0.0% -2.6% 0.0 0 -3,457 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 0 0 0.50 0% 0.000 0.000 — left
2026Q1 121 26 0.06 75% 0.066 0.592 — in
2025Q4 137 27 0.06 73% 0.063 0.543 — in
2025Q3 141 29 0.09 72% 0.063 0.497 — in
2025Q2 143 29 0.06 72% 0.062 0.600 — entered
2025Q1 134 28 0.00 70% 0.060 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status