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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 7 of 13  ·  260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CWI SPDR INDEX SHS FDS 5,775.0 $235K 0.16% $40.67 +1.8%
122 FAST FASTENAL CO Industrials 4,800.0 $231K 0.15% $48.03 +3.6%
123 LOW LOWES COS INC Consumer Cyclical 1,045.0 $230K 0.15% $220.49 -5.6%
124 DIS DISNEY WALT CO Communication Services 2,369.0 $228K 0.15% $96.25 +12.3%
125 VEU VANGUARD INTL EQUITY INDEX F 2,711.0 $227K 0.15% $83.75 +2.0%
126 NOC NORTHROP GRUMMAN CORP Industrials 443.0 $226K 0.15% $509.31 +7.1%
127 TREX TREX INC Industrials 4,495.0 $225K 0.15% $50.04 -8.5%
128 VTIP VANGUARD MALVERN FDS 4,400.0 $221K 0.15% -2K -35.5% $50.23 -1.2%
129 IEF ISHARES TR 2,320.0 $219K 0.15% -150.0 -6.1% $94.57 -1.8%
130 BA BOEING CO Industrials 976.0 $211K 0.14% $216.47 -3.1%
131 DBEF DBX ETF TR 3,513.0 $192K 0.13% $54.63 +2.4%
132 LQD ISHARES TR 1,754.0 $191K 0.13% $109.07 -2.5%
133 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,045.0 $175K 0.12% $57.62 +15.6%
134 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 12,602.0 $174K 0.12% $13.83 +7.2%
135 J JACOBS SOLUTIONS INC Industrials 1,380.0 $174K 0.12% -175.0 -11.2% $126.00 +20.6%
136 PFE PFIZER INC Healthcare 6,998.0 $169K 0.11% $24.08 +16.1%
137 BAPR INNOVATOR ETFS TRUST 3,003.0 $160K 0.11% -1K -25.0% $53.26 +2.2%
138 VOE VANGUARD INDEX FDS 793.0 $157K 0.10% $197.60 +5.2%
139 BND VANGUARD BD INDEX FDS 2,044.0 $150K 0.10% $73.41 -1.5%
140 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 1,693.0 $146K 0.10% -391.0 -18.8% $86.09 +17.2%
Page 7 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%