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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 2 of 14  ·  265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PANW PALO ALTO NETWORKS INC Technology 9,130.0 $1.5M 1.05% $160.32 +57.8%
22 LHX L3HARRIS TECHNOLOGIES INC Industrials 4,204.0 $1.5M 1.04% $345.15 -11.2%
23 VMBS VANGUARD SCOTTSDALE FDS 30,605.0 $1.4M 1.03% +8K +32.6% $46.95 -1.0%
24 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,424.0 $1.4M 1.01% $996.43 +5.4%
25 BAUG INNOVATOR ETFS TRUST 28,869.0 $1.4M 1.01% -5K -15.1% $48.85 +8.2%
26 IQVIA HLDGS INC 8,130.0 $1.4M 0.99% $170.54
27 MBB ISHARES TR 14,140.0 $1.3M 0.96% $94.95 -1.1%
28 VOO VANGUARD INDEX FDS 2,217.0 $1.3M 0.95% -43.0 -1.9% $597.46 +14.3%
29 GNMA ISHARES TR 29,561.0 $1.3M 0.94% +1K +5.2% $44.33 -0.9%
30 CVX CHEVRON CORPORATION Energy 6,160.0 $1.3M 0.91% $206.90 -7.7%
31 TOST TOAST INC Technology 47,954.0 $1.3M 0.91% $26.51 -12.0%
32 BAB INVESCO EXCH TRADED FD TR II 44,175.0 $1.2M 0.85% +3K +8.1% $26.96 -1.8%
33 IDEV ISHARES TR 13,989.0 $1.2M 0.84% $83.57 +7.4%
34 MCD MCDONALDS CORP Consumer Cyclical 3,746.0 $1.2M 0.83% -32.0 -0.8% $310.79 -8.6%
35 CBRE CBRE GROUP INC Real Estate 8,538.0 $1.2M 0.83% -981.0 -10.3% $135.46 -3.3%
36 EPI WISDOMTREE TR 26,923.0 $1.1M 0.79% +200.0 +0.8% $40.80 +3.2%
37 PG PROCTER & GAMBLE CO Consumer Defensive 7,114.0 $1.0M 0.73% -59.0 -0.8% $144.44 -1.4%
38 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 27,407.0 $990K 0.71% $36.12 +10.0%
39 NVDA NVIDIA CORPORATION Technology 5,576.0 $972K 0.70% -269.0 -4.6% $174.40 +25.9%
40 BJUL INNOVATOR ETFS TRUST 18,892.0 $939K 0.67% -962.0 -4.8% $49.69 +8.1%
Page 2 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%