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Portfolio (Quarterly) Guide ↗

CHAPMAN FINANCIAL GROUP, LLC

· CIK 0002056577
13F Portfolio $140M AUM 315 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 18 New 39 Added 68 Reduced 9 Exited
Page 12 of 14  ·  265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 AMGN AMGEN INC Healthcare 33.0 $12K 0.01% $351.88 -4.1%
222 MDLZ MONDELEZ INTL INC Consumer Defensive 200.0 $12K 0.01% $57.64 +6.7%
223 TJX TJX COS INC NEW Consumer Cyclical 70.0 $11K 0.01% NEW $159.70 -0.3%
224 SCHO SCHWAB STRATEGIC TR 436.0 $11K 0.01% $24.27 -0.5%
225 TLH ISHARES TR 97.0 $10K 0.01% $100.72 -2.4%
226 XLV SELECT SECTOR SPDR TR 65.0 $10K 0.01% NEW $146.62 +1.0%
227 UNH UNITEDHEALTH GROUP INC Healthcare 33.0 $9K 0.01% $270.61 +41.6%
228 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 14.0 $9K 0.01% NEW $616.79 +7.9%
229 KR KROGER CO Consumer Defensive 100.0 $7K 0.01% NEW $72.36 -7.3%
230 VLO VALERO ENERGY CORP Energy 29.0 $7K 0.01% NEW $247.10 +2.7%
231 NEE NEXTERA ENERGY INC Utilities 72.0 $7K 0.01% NEW $92.89 -3.4%
232 IVW ISHARES TR 59.0 $7K 0.01% $113.12 +20.8%
233 O REALTY INCOME CORP Real Estate 100.0 $6K 0.00% $61.18 +1.7%
234 IAGG ISHARES TR 122.0 $6K 0.00% $50.04 -0.1%
235 VFH VANGUARD WORLD FD 50.0 $6K 0.00% $122.02 +4.1%
236 IVE ISHARES TR 28.0 $6K 0.00% $211.18 +7.1%
237 SWK STANLEY BLACK & DECKER INC Industrials 80.0 $6K 0.00% -300.0 -79.0% $71.06 +5.5%
238 TXN TEXAS INSTRS INC Technology 25.0 $5K 0.00% NEW $194.16 +57.0%
239 BANK AMERICA CORP 4.0 $5K 0.00% $1191.75
240 CRWD CROWDSTRIKE HLDGS INC Technology 10.0 $4K 0.00% $390.50 +66.0%
Page 12 of 14  ·  265 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 26.9%
Financial Services 16.8%
Consumer Defensive 10.7%
Healthcare 10.2%
Industrials 9.8%
Communication Services 8.3%
Consumer Cyclical 7.8%
Energy 4.0%
Utilities 2.7%
Real Estate 2.4%