13F HOLDINGS REPORT
Chapman Investment Management, LLC
Quarter ended Q2 2025 · Filed August 5, 2025 · Accession 0001085146-25-004537
Total Value
$143.3M
Positions
29
Other Managers
0
Confidential Omitted
No
Holdings (29)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | COSTCO WHSL CORP NEW | 22160K105 | 15,111 | $15.0M | 10.44% |
| 2 | MICROSOFT CORP | MSFT | 29,615 | $14.7M | 10.28% |
| 3 | MASTERCARD INCORPORATED | MA | 20,766 | $11.7M | 8.14% |
| 4 | MERCADOLIBRE INC | MELI | 4,169 | $10.9M | 7.60% |
| 5 | AMAZON COM INC | AMZN | 48,787 | $10.7M | 7.47% |
| 6 | VISA INC | V | 28,635 | $10.2M | 7.10% |
| 7 | MARKEL GROUP INC | MKL | 4,782 | $9.6M | 6.67% |
| 8 | APPLE INC | AAPL | 35,260 | $7.2M | 5.05% |
| 9 | AMERICAN EXPRESS CO | AXP | 21,438 | $6.8M | 4.77% |
| 10 | WASTE MGMT INC DEL | 94106L109 | 25,249 | $5.8M | 4.03% |
| 11 | CINTAS CORP | CTAS | 25,077 | $5.6M | 3.90% |
| 12 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 71,677 | $5.3M | 3.71% |
| 13 | JPMORGAN CHASE & CO. | VYLD | 13,121 | $3.8M | 2.65% |
| 14 | S&P GLOBAL INC | SPGI | 6,813 | $3.6M | 2.51% |
| 15 | ACCENTURE PLC IRELAND | ACN | 11,230 | $3.4M | 2.34% |
| 16 | ZOETIS INC | ZTS | 21,053 | $3.3M | 2.29% |
| 17 | UBER TECHNOLOGIES INC | UBER | 32,926 | $3.1M | 2.14% |
| 18 | ELI LILLY & CO | LLY | 3,089 | $2.4M | 1.68% |
| 19 | EXPEDITORS INTL WASH INC | 302130109 | 20,273 | $2.3M | 1.62% |
| 20 | DISNEY WALT CO | 254687106 | 14,621 | $1.8M | 1.27% |
| 21 | INTUITIVE SURGICAL INC | ISRG | 2,676 | $1.5M | 1.01% |
| 22 | SPDR S&P 500 ETF TR | SPY | 1,996 | $1.2M | 0.86% |
| 23 | CHIPOTLE MEXICAN GRILL INC | CMG | 18,935 | $1.1M | 0.74% |
| 24 | OREILLY AUTOMOTIVE INC | 67103H107 | 7,725 | $696,254 | 0.49% |
| 25 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,300 | $631,501 | 0.44% |
| 26 | CHEVRON CORP NEW | CVX | 2,033 | $291,105 | 0.20% |
| 27 | META PLATFORMS INC | META | 394 | $290,807 | 0.20% |
| 28 | EXXON MOBIL CORP | XOM | 2,695 | $290,521 | 0.20% |
| 29 | WHITE MTNS INS GROUP LTD | G9618E107 | 143 | $256,788 | 0.18% |