CHAPMAN FINANCIAL GROUP, LLC
•CIK: 2056577•Filing: Q4 2025
**CHAPMAN FINANCIAL GROUP, LLC** manages $147M across a diversified portfolio of 256 positions. The fund exhibits significant concentration in mega-cap technology and financial names, notably holding AAPL, GOOG, and BRK/B each at $7.3M. Further substantial allocations include MSFT at $6.6M and JPM at $4.6M, indicating a core focus on established, market-leading enterprises. This structure suggests a value-oriented approach targeting blue-chip stability within its current mandate.
Total AUM
$146.8M
QoQ Performance
+1.4%
Positions
165
Top 10 Concentration
34.7%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL5.0%
GOOG5.0%
BRK/B5.0%
MSFT4.5%
JPM3.2%
SCHX3.0%
SCHB2.7%
TMO2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other52.2%
Technology17.6%
Financial11.5%
Consumer6.2%
Healthcare5.1%
Consumer Staples3.2%
ETF1.4%
Industrial1.2%
🚪 Exited Positionssold since Q3 2025
+71 more exited positions
Changes from Q3 2025
NEW7 new positions
↑32 increased
↓78 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q4 2024