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Portfolio (Quarterly) Guide ↗

CHAPMAN FINANCIAL GROUP, LLC

· CIK 0002056577
13F Portfolio $147M AUM 305 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 256 New
Page 1 of 13  ·  256 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 26,959.0 $7.3M 4.99% NEW $271.86 +12.2%
2 GOOG ALPHABET INC Communication Services 23,234.0 $7.3M 4.97% NEW $313.80 +22.2%
3 BERKSHIRE HATHAWAY INC DEL 14,495.0 $7.3M 4.96% NEW $502.65
4 MSFT MICROSOFT CORP Technology 13,616.0 $6.6M 4.49% NEW $483.62 -13.3%
5 JPM JPMORGAN CHASE & CO. Financial Services 14,423.0 $4.6M 3.17% NEW $322.22 -6.0%
6 SCHX SCHWAB STRATEGIC TR 164,881.0 $4.4M 3.02% NEW $26.91 +8.5%
7 SCHB SCHWAB STRATEGIC TR 153,008.0 $4.0M 2.73% NEW $26.23 +9.0%
8 TMO THERMO FISHER SCIENTIFIC INC Healthcare 5,429.0 $3.1M 2.14% NEW $579.45 -22.0%
9 AMZN AMAZON COM INC Consumer Cyclical 13,537.0 $3.1M 2.13% NEW $230.82 +16.3%
10 SCHF SCHWAB STRATEGIC TR 122,557.0 $2.9M 2.01% NEW $24.04 +13.8%
11 BAC BANK AMERICA CORP Financial Services 46,485.0 $2.6M 1.74% NEW $55.00 -6.4%
12 PEP PEPSICO INC Consumer Defensive 17,499.0 $2.5M 1.71% NEW $143.52 +3.7%
13 KO COCA COLA CO Consumer Defensive 30,839.0 $2.2M 1.47% NEW $69.91 +16.1%
14 C CITIGROUP INC Financial Services 17,225.0 $2.0M 1.37% NEW $116.69 +7.3%
15 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 6,279.0 $1.9M 1.30% NEW $303.89 +32.2%
16 LEIDOS HOLDINGS INC 10,323.0 $1.9M 1.27% NEW $180.40
17 IQVIA HLDGS INC 8,121.0 $1.8M 1.25% NEW $225.41
18 SCHD SCHWAB STRATEGIC TR 64,241.0 $1.8M 1.20% NEW $27.43 +17.6%
19 BAUG INNOVATOR ETFS TRUST 33,992.0 $1.7M 1.16% NEW $50.04 +5.6%
20 TOST TOAST INC Technology 47,795.0 $1.7M 1.16% NEW $35.51 -34.3%
Page 1 of 13  ·  256 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 29.6%
Financial Services 17.2%
Healthcare 10.3%
Consumer Defensive 9.3%
Communication Services 8.9%
Industrials 8.4%
Consumer Cyclical 7.7%
Energy 3.1%
Real Estate 2.7%
Utilities 2.6%