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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 2 of 13  ·  260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VOO VANGUARD INDEX FDS 2,288.0 $1.6M 1.04% +71.0 +3.2% $686.76 +3.0%
22 BAUG INNOVATOR ETFS TRUST 28,009.0 $1.5M 1.00% -860.0 -3.0% $53.61 +3.2%
23 VMBS VANGUARD SCOTTSDALE FDS 31,805.0 $1.5M 0.99% +1K +3.9% $46.81 -1.3%
24 IQVIA HLDGS INC 7,630.0 $1.5M 0.98% -500.0 -6.2% $193.22
25 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,424.0 $1.3M 0.89% $935.47 +1.1%
26 MBB ISHARES TR 14,020.0 $1.3M 0.88% -120.0 -0.8% $94.52 -1.4%
27 TOST TOAST INC Technology 47,554.0 $1.3M 0.88% -400.0 -0.8% $27.82 +26.3%
28 GNMA ISHARES TR 29,061.0 $1.3M 0.85% -500.0 -1.7% $44.23 -1.4%
29 IDEV ISHARES TR 13,989.0 $1.2M 0.83% $89.01 +4.4%
30 LHX L3HARRIS TECHNOLOGIES INC Industrials 4,204.0 $1.2M 0.81% $290.59 -9.6%
31 BAB INVESCO EXCH TRADED FD TR II 45,375.0 $1.2M 0.81% +1K +2.7% $26.84 -1.9%
32 CBRE CBRE GROUP INC Real Estate 8,538.0 $1.1M 0.76% $134.69 +12.0%
33 EPI WISDOMTREE TR 26,623.0 $1.1M 0.76% -300.0 -1.1% $42.78 +0.5%
34 NVDA NVIDIA CORPORATION Technology 5,576.0 $1.1M 0.74% $200.09 +8.7%
35 ANNALY CAPITAL MANAGEMENT IN 49,875.0 $1.1M 0.74% +6K +12.7% $22.36
36 QQQ INVESCO QQQ TR Financial Services 1,459.0 $1.1M 0.71% $736.19 -2.7%
37 VIKING HOLDINGS LTD 10,235.0 $1.1M 0.71% $104.67
38 V VISA INC Financial Services 3,071.0 $1.1M 0.70% $343.08 +11.2%
39 PG PROCTER & GAMBLE CO Consumer Defensive 7,084.0 $1.0M 0.69% $146.64 -2.0%
40 LEIDOS HOLDINGS INC 10,072.0 $1.0M 0.69% $102.97
Page 2 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%