CHAPMAN FINANCIAL GROUP, LLC: 13F holdings
CIK 20565772026Q2
| Positions | 260 |
|---|
| Reported value | $150.5m |
|---|
| Filed | 2026-08-05 |
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Change since last quarter
| Positions | 260 (-5 vs prior quarter) |
|---|
| Reported value | $150.5m (+7.7%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GOOG ALPHABET INC | 21,521 | $7.6m | 5.1% |
| AAPL APPLE INC | 25,241 | $7.3m | 4.9% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 14,116 | $7.1m | 4.7% |
| MSFT MICROSOFT CORP | 13,814 | $5.2m | 3.4% |
| SCHX SCHWAB STRATEGIC TR | 163,239 | $4.8m | 3.2% |
| JPM JPMORGAN CHASE & CO | 13,520 | $4.4m | 2.9% |
| SCHB SCHWAB STRATEGIC TR | 150,192 | $4.3m | 2.9% |
| SCHF SCHWAB STRATEGIC TR | 123,559 | $3.4m | 2.3% |
| AMZN AMAZON COM INC | 13,404 | $3.2m | 2.1% |
| PANW PALO ALTO NETWORKS INC | 9,160 | $3.1m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2056577")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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