Chapman Investment Management, LLC Top Holdings and 13F Report (2024) → Breaking News: Elon Musk Invents New Type of A.I. (Shocking) (From InvestorPlace) (Ad) About Chapman Investment Management, LLCInvestment ActivityChapman Investment Management, LLC has $135.71 million in total holdings as of March 31, 2024.Chapman Investment Management, LLC owns shares of 32 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 3.01% of the portfolio was purchased this quarter.About 7.16% of the portfolio was sold this quarter.This quarter, Chapman Investment Management, LLC has purchased 36 new stocks and bought additional shares in 2 stocks.Chapman Investment Management, LLC sold shares of 25 stocks and completely divested from 7 stocks this quarter.Largest Holdings Microsoft $13,368,360Costco Wholesale $11,959,452Mastercard $10,803,541Amazon.com $9,486,184Visa $8,100,021 Largest New Holdings this Quarter Eli Lilly and Company $2,096,602 HoldingO'Reilly Automotive $570,084 HoldingMerck & Co., Inc. $207,162 Holding Largest Purchases this Quarter Eli Lilly and Company 2,695 shares (about $2.10M)Uber Technologies 15,172 shares (about $1.17M)O'Reilly Automotive 505 shares (about $570.08K)Merck & Co., Inc. 1,570 shares (about $207.16K)Chipotle Mexican Grill 16 shares (about $46.51K) Largest Sales this Quarter Expeditors International of Washington 6,913 shares (about $840.41K)Exxon Mobil 5,706 shares (about $663.27K)Walt Disney 3,446 shares (about $421.66K)Apple 1,884 shares (about $323.07K)Microsoft 493 shares (about $207.60K) Sector Allocation Over TimeMap of 500 Largest Holdings ofChapman Investment Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$13,368,360$207,598 ▼-1.5%31,7479.9%Computer and TechnologyCOSTCostco Wholesale$11,959,452$108,429 ▼-0.9%16,3248.8%Retail/WholesaleMAMastercard$10,803,541$78,496 ▼-0.7%22,4348.0%Business ServicesAMZNAmazon.com$9,486,184$146,829 ▼-1.5%52,5907.0%Retail/WholesaleVVisa$8,100,021$85,119 ▼-1.0%29,0246.0%Business ServicesGEHCGE HealthCare Technologies$7,944,170$117,092 ▼-1.5%87,3855.9%MedicalMKLMarkel Group$7,552,627$51,730 ▼-0.7%4,9645.6%Multi-Sector ConglomeratesAAPLApple$7,371,227$323,068 ▼-4.2%42,9865.4%Computer and TechnologyMELIMercadoLibre$6,498,404$1,512 ▼0.0%4,2984.8%Retail/WholesaleACNAccenture$6,091,324$201,034 ▼-3.2%17,5744.5%Business ServicesAXPAmerican Express$4,994,380$90,848 ▼-1.8%21,9353.7%FinanceWMWaste Management$4,927,612$53,714 ▼-1.1%23,1183.6%Business ServicesCTASCintas$4,491,115$56,336 ▼-1.2%6,5373.3%Industrial ProductsSCHWCharles Schwab$4,015,304$110,897 ▼-2.7%55,5063.0%FinanceMARMarriott International$3,886,862$80,235 ▼-2.0%15,4052.9%Consumer DiscretionaryZTSZoetis$3,796,734$30,289 ▼-0.8%22,4382.8%MedicalADBEAdobe$3,206,733$63,075 ▼-1.9%6,3552.4%Computer and TechnologyJPMJPMorgan Chase & Co.$2,640,243$109,367 ▼-4.0%13,1811.9%FinanceDISWalt Disney$2,505,475$421,658 ▼-14.4%20,4761.8%Consumer DiscretionaryLLYEli Lilly and Company$2,096,602$2,096,602 ▲New Holding2,6951.5%MedicalUBERUber Technologies$1,713,566$1,168,092 ▲214.1%22,2571.3%Computer and TechnologyEXPDExpeditors International of Washington$1,656,270$840,414 ▼-33.7%13,6241.2%TransportationSPYSPDR S&P 500 ETF Trust$1,055,0320.0%2,0170.8%FinanceCMGChipotle Mexican Grill$1,023,183$46,508 ▲4.8%3520.8%Retail/WholesaleBRK.BBerkshire Hathaway$1,007,566$128,679 ▼-11.3%2,3960.7%FinanceCVXChevron$806,525$44,798 ▼-5.3%5,1130.6%Oils/EnergyXOMExxon Mobil$725,454$663,266 ▼-47.8%6,2410.5%Oils/EnergyORLYO'Reilly Automotive$570,084$570,084 ▲New Holding5050.4%Retail/WholesaleINTUIntuit$499,850$65,000 ▼-11.5%7690.4%Computer and TechnologyBACBank of America$451,911$48,350 ▼-9.7%11,9170.3%FinanceWTMWhite Mountains Insurance Group$256,5850.0%1430.2%FinanceMRKMerck & Co., Inc.$207,162$207,162 ▲New Holding1,5700.2%MedicalGOOGLAlphabet$0$2,209,058 ▼-100.0%00.0%Computer and TechnologyKLACKLA$0$1,377,681 ▼-100.0%00.0%Computer and TechnologyANSSANSYS$0$828,455 ▼-100.0%00.0%Computer and TechnologyLMTLockheed Martin$0$504,003 ▼-100.0%00.0%AerospaceCIThe Cigna Group$0$239,560 ▼-100.0%00.0%MedicalSCHBSchwab US Broad Market ETF$0$217,948 ▼-100.0%00.0%ETFKOCoca-Cola$0$208,200 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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