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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 13 of 13  ·  260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 FTEC FIDELITY COVINGTON TRUST 16.0 $5K 0.00% $290.50 -1.3%
242 LAW CS DISCO INC Technology 1,000.0 $4K 0.00% $3.78 +14.8%
243 FCOM FIDELITY COVINGTON TRUST 49.0 $3K 0.00% $70.06 +1.6%
244 IYW ISHARES TR 13.0 $3K 0.00% $252.23 -0.4%
245 VWO VANGUARD INTL EQUITY INDEX F 50.0 $3K 0.00% $59.70 +1.8%
246 SPACE EXPLORATION TECHN CORP 17.0 $3K 0.00% NEW $170.88
247 IAU ISHARES GOLD TR Financial Services 34.0 $3K 0.00% $75.53 +11.0%
248 USIG ISHARES TR 48.0 $2K 0.00% $51.29 -1.9%
249 B BARRICK MNG CORP Basic Materials 50.0 $2K 0.00% $36.74 +24.3%
250 SCHI SCHWAB STRATEGIC TR 58.0 $1K 0.00% $22.66 -1.9%
251 KIM KIMCO REALTY CORP Real Estate 50.0 $1K 0.00% $25.36 -6.2%
252 KARS KRANESHARES TRUST 23.0 $726.0 $31.57 -2.0%
253 ABNB AIRBNB INC Consumer Cyclical 5.0 $716.0 $143.20 +32.3%
254 BTI BRITISH AMERN TOB PLC Consumer Defensive 10.0 $618.0 $61.80 -9.2%
255 LUV SOUTHWEST AIRLS CO Industrials 10.0 $515.0 $51.50 -23.0%
256 USHY ISHARES TR 12.0 $445.0 $37.08 -0.6%
257 MRNA MODERNA INC Healthcare 5.0 $351.0 $70.20 +96.6%
258 QS QUANTUMSCAPE CORP Consumer Cyclical 40.0 $303.0 $7.58 -25.9%
259 PTON PELOTON INTERACTIVE INC Consumer Cyclical 30.0 $178.0 $5.93 -8.1%
260 LMND LEMONADE INC Financial Services 1.0 $66.0 $66.00 -19.8%
Page 13 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%