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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 12 of 13  ·  260 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% $362.12 +19.4%
222 XLE SELECT SECTOR SPDR TR 220.0 $12K 0.01% $53.11 +18.0%
223 MDLZ MONDELEZ INTL INC Consumer Defensive 200.0 $12K 0.01% $57.84 +7.8%
224 TJX TJX COS INC NEW Consumer Cyclical 70.0 $11K 0.01% $151.50 -10.8%
225 SCHO SCHWAB STRATEGIC TR 436.0 $11K 0.01% $24.14 -0.3%
226 XLV SELECT SECTOR SPDR TR 65.0 $10K 0.01% $158.66 +7.9%
227 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 14.0 $10K 0.01% $703.36 -1.8%
228 IVW ISHARES TR 59.0 $8K 0.01% $137.54 +1.8%
229 CRWD CROWDSTRIKE HLDGS INC Technology 10.0 $8K 0.01% $190.80 +14.5%
230 VLO VALERO ENERGY CORP Energy 29.0 $8K 0.01% $260.45 +35.3%
231 SWK STANLEY BLACK & DECKER INC Industrials 80.0 $8K 0.01% $94.12 +3.9%
232 TXN TEXAS INSTRS INC Technology 25.0 $7K 0.01% $298.08 -13.2%
233 ALAB ASTERA LABS INC Technology 15.0 $7K 0.01% $483.07 -40.1%
234 VFH VANGUARD WORLD FD 51.0 $7K 0.00% +1.0 +2.0% $131.16 +8.3%
235 IVE ISHARES TR 28.0 $6K 0.00% $227.07 +4.5%
236 NEE NEXTERA ENERGY INC Utilities 72.0 $6K 0.00% $87.78 -6.8%
237 O REALTY INCOME CORP Real Estate 100.0 $6K 0.00% $61.96 +0.0%
238 AMBA AMBARELLA INC Technology 65.0 $6K 0.00% $85.80 -17.7%
239 KR KROGER CO Consumer Defensive 100.0 $6K 0.00% $55.53 +3.9%
240 BANK OF AMER CORP 4.0 $5K 0.00% $1254.50
Page 12 of 13  ·  260 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%