Investor Details
| Filer Name: | CHAPMAN FINANCIAL GROUP, LLC |
|---|---|
| CIK: | 2056577 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 220 |
| Portfolio Value: | $0.12B |
Chapman Financial Group, Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| AAPL | US | APPLE INC | 27,667 | $7M | 5.54% | - | - |
| BRK/B | US | BERKSHIRE HATHAWAY INC-CL B | 14,046 | $6M | 5.10% | - | - |
| MSFT | US | MICROSOFT CORP | 12,730 | $5M | 4.29% | - | - |
| GOOG | US | ALPHABET INC-CL C | 25,234 | $5M | 3.85% | - | - |
| SCHX | US | SCHWAB US LARGE-CAP ETF | 156,110 | $4M | 2.90% | - | - |
| JPM | US | JPMORGAN CHASE & CO | 14,127 | $3M | 2.71% | - | - |
| AMZN | US | AMAZON.COM INC | 13,980 | $3M | 2.45% | - | - |
| SCHB | US | SCHWAB US BROAD MARKET ETF | 132,478 | $3M | 2.41% | - | - |
| TMO | US | THERMO FISHER SCIENTIFIC INC | 5,058 | $3M | 2.11% | - | - |
| PEP | US | PEPSICO INC | 16,538 | $3M | 2.01% | - | - |
| ZTS | US | ZOETIS INC | 13,190 | $2M | 1.77% | - | - |
| V | US | VISA INC-CLASS A SHARES | 6,658 | $2M | 1.76% | - | - |
| SCHF | US | SCHWAB INTL EQUITY ETF | 114,930 | $2M | 1.70% | - | - |
| KO | US | COCA-COLA CO/THE | 30,202 | $2M | 1.50% | - | - |
| LDOS | US | LEIDOS HOLDINGS INC | 12,868 | $2M | 1.48% | - | - |
| BAC | US | BANK OF AMERICA CORP | 41,978 | $2M | 1.48% | - | - |
| TOST | US | TOAST INC-CLASS A | 49,429 | $2M | 1.44% | - | - |
| WM | US | WASTE MANAGEMENT INC | 8,180 | $2M | 1.39% | - | - |
| CRM | US | SALESFORCE INC | 4,794 | $2M | 1.28% | - | - |
| USB | US | US BANCORP | 32,816 | $2M | 1.26% | - | - |