Institutional Manager · CIK 0002056577
CHAPMAN FINANCIAL GROUP, LLC
KAILUA, HI · File #028-25177
Latest AUM
$146.8M
Positions
305
Top-10 Concentration
46.8%
Filings
4
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 22,914 | $7.2M | 7.22% |
| 2 | APPLE INC | AAPL | 25,383 | $6.9M | 6.93% |
| 3 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 13,452 | $6.8M | 6.79% |
| 4 | MICROSOFT CORP | MSFT | 11,616 | $5.6M | 5.64% |
| 5 | JPMORGAN CHASE & CO. | VYLD | 13,348 | $4.3M | 4.32% |
| 6 | SCHWAB STRATEGIC TR | 808524201 | 151,267 | $4.1M | 4.09% |
| 7 | SCHWAB STRATEGIC TR | 808524102 | 120,995 | $3.2M | 3.19% |
| 8 | AMAZON COM INC | AMZN | 13,537 | $3.1M | 3.14% |
| 9 | THERMO FISHER SCIENTIFIC INC | TMO | 4,921 | $2.9M | 2.86% |
| 10 | SCHWAB STRATEGIC TR | 808524805 | 110,117 | $2.6M | 2.66% |
| 11 | BANK AMERICA CORP | 060505104 | 46,485 | $2.6M | 2.57% |
| 12 | PEPSICO INC | PEP | 16,320 | $2.3M | 2.35% |
| 13 | COCA COLA CO | KO | 29,061 | $2.0M | 2.04% |
| 14 | CITIGROUP INC | C-PR | 17,225 | $2.0M | 2.02% |
| 15 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 6,279 | $1.9M | 1.92% |
| 16 | LEIDOS HOLDINGS INC | LDOS | 10,323 | $1.9M | 1.87% |
| 17 | IQVIA HLDGS INC | IQV | 8,121 | $1.8M | 1.84% |
| 18 | INNOVATOR ETFS TRUST | INHD | 33,992 | $1.7M | 1.71% |
| 19 | TOAST INC | TOST | 47,795 | $1.7M | 1.70% |
| 20 | PALO ALTO NETWORKS INC | PANW | 9,130 | $1.7M | 1.69% |