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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 3 of 13  ·  260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 KDP KEURIG DR PEPPER INC Consumer Defensive 31,096.0 $1.0M 0.68% -699.0 -2.2% $32.73 -1.7%
42 MCD MCDONALDS CORP Consumer Cyclical 3,746.0 $1.0M 0.67% $270.31 -2.0%
43 ASML ASML HLDG NV Technology 503.0 $1.0M 0.67% -5.0 -1.0% $1989.44 -14.7%
44 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 27,407.0 $1.0M 0.67% $36.49 +4.4%
45 CVX CHEVRON CORPORATION Energy 6,010.0 $996K 0.66% -150.0 -2.4% $165.76 +21.8%
46 ABBV ABBVIE INC Healthcare 3,882.0 $977K 0.65% $251.64 +1.5%
47 VTV VANGUARD INDEX FDS 4,401.0 $959K 0.64% $217.95 +3.4%
48 ITW ILLINOIS TOOL WKS INC Industrials 3,466.0 $937K 0.62% $270.47 +3.6%
49 UBER UBER TECHNOLOGIES INC Technology 12,811.0 $924K 0.61% -100.0 -0.8% $72.16 +9.2%
50 PRF INVESCO EXCHANGE TRADED FD T 16,596.0 $897K 0.60% $54.03 +3.9%
51 WM WASTE MGMT INC DEL Industrials 3,963.0 $883K 0.59% $222.88 -1.4%
52 AXP AMERICAN EXPRESS CO Financial Services 2,585.0 $874K 0.58% $338.25 -1.5%
53 CRM SALESFORCE INC Technology 5,501.0 $862K 0.57% +757.0 +16.0% $156.66 +63.4%
54 LLY ELI LILLY & CO Healthcare 700.0 $840K 0.56% $1199.43 -2.2%
55 SCHP SCHWAB STRATEGIC TR 29,450.0 $780K 0.52% -4K -12.8% $26.50 -2.2%
56 FANG DIAMONDBACK ENERGY INC Energy 4,363.0 $767K 0.51% -75.0 -1.7% $175.80 +12.4%
57 SBUX STARBUCKS CORP Consumer Cyclical 7,496.0 $766K 0.51% -1K -12.8% $102.19 +5.5%
58 IGOV ISHARES TR 18,619.0 $764K 0.51% $41.03 +0.4%
59 DFAC DIMENSIONAL ETF TRUST 16,169.0 $717K 0.48% $44.36 +2.8%
60 PSEP INNOVATOR ETFS TRUST 15,337.0 $706K 0.47% $46.05 +1.6%
Page 3 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%