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Portfolio (Quarterly) Guide ↗

CHAPMAN FINANCIAL GROUP, LLC

· CIK 0002056577
13F Portfolio $150M AUM 311 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 New 27 Added 51 Reduced 10 Exited
Page 1 of 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GOOG ALPHABET INC 21,521.0 $7.6M 5.05% -350.0 -1.6% $353.33
2 AAPL APPLE INC Technology 25,241.0 $7.3M 4.85% -214.0 -0.8% $289.36 +10.5%
3 SCHB SCHWAB STRATEGIC TR 150,192.0 $4.3M 2.89% -2K -1.0% $28.96 +2.6%
4 AMZN AMAZON COM INC Consumer Cyclical 13,404.0 $3.2M 2.12% -110.0 -0.8% $238.34 +11.8%
5 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 6,035.0 $2.9M 1.92% -80.0 -1.3% $477.57 -12.6%
6 BAC BANK OF AMER CORP Financial Services 44,886.0 $2.6M 1.70% -304.0 -0.7% $56.98 +9.4%
7 SCHD SCHWAB STRATEGIC TR 63,624.0 $2.0M 1.34% -400.0 -0.6% $31.71 +10.1%
8 BAUG INNOVATOR ETFS TRUST 28,009.0 $1.5M 1.00% -860.0 -3.0% $53.61 +3.2%
9 IQVIA HLDGS INC 7,630.0 $1.5M 0.98% -500.0 -6.2% $193.22
10 MBB ISHARES TR 14,020.0 $1.3M 0.88% -120.0 -0.8% $94.52 -1.4%
11 TOST TOAST INC Technology 47,554.0 $1.3M 0.88% -400.0 -0.8% $27.82 +26.3%
12 GNMA ISHARES TR 29,061.0 $1.3M 0.85% -500.0 -1.7% $44.23 -1.4%
13 EPI WISDOMTREE TR 26,623.0 $1.1M 0.76% -300.0 -1.1% $42.78 +0.5%
14 KDP KEURIG DR PEPPER INC Consumer Defensive 31,096.0 $1.0M 0.68% -699.0 -2.2% $32.73 -1.7%
15 ASML ASML HLDG NV Technology 503.0 $1.0M 0.67% -5.0 -1.0% $1989.44 -14.7%
16 CVX CHEVRON CORPORATION Energy 6,010.0 $996K 0.66% -150.0 -2.4% $165.76 +21.8%
17 UBER UBER TECHNOLOGIES INC Technology 12,811.0 $924K 0.61% -100.0 -0.8% $72.16 +9.2%
18 SCHP SCHWAB STRATEGIC TR 29,450.0 $780K 0.52% -4K -12.8% $26.50 -2.2%
19 FANG DIAMONDBACK ENERGY INC Energy 4,363.0 $767K 0.51% -75.0 -1.7% $175.80 +12.4%
20 SBUX STARBUCKS CORP Consumer Cyclical 7,496.0 $766K 0.51% -1K -12.8% $102.19 +5.5%
Page 1 of 3  ·  51 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.3%
Financial Services 19.6%
Healthcare 10.7%
Consumer Defensive 10.7%
Industrials 9.9%
Consumer Cyclical 8.2%
Real Estate 2.6%
Utilities 2.6%
Energy 2.6%
Communication Services 0.7%