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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 14 of 14  ·  265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 LUV SOUTHWEST AIRLS CO Industrials 10.0 $376.0 $37.60 +8.5%
262 QS QUANTUMSCAPE CORP Consumer Cyclical 40.0 $256.0 $6.40 +19.8%
263 MRNA MODERNA INC Healthcare 5.0 $254.0 $50.80 -7.0%
264 PTON PELOTON INTERACTIVE INC Consumer Cyclical 30.0 $129.0 $4.30 +20.2%
265 LMND LEMONADE INC Financial Services 1.0 $63.0 $63.00 -9.4%
Page 14 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%