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Chapman Financial Group Portfolio holdings
AUM
$140M
1-Year Est. Return
15.83%
This Fund
S&P 500
This Quarter
Est. Return
+6.78%
1 Year Est. Return
+15.83%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$118M
AUM Growth
–
Cap. Flow
+$112M
Cap. Flow
% of AUM
94.96%
Top 10 Holdings %
Top 10 Hldgs %
34.08%
Holding
216
New
216
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$6.93M |
| 2 |
Apple
AAPL
|
+$5.25M |
| 3 |
Microsoft
MSFT
|
+$5.15M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$3.91M |
| 5 |
JPMorgan Chase
JPM
|
+$3.48M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 20.3% |
| 2 | Financials | 15.72% |
| 3 | Healthcare | 7.6% |
| 4 | Consumer Discretionary | 6.38% |
| 5 | Consumer Staples | 5.62% |
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Chapman Financial Group's Q2 2025 Portfolio in Review
Q2 2025 is the first quarter with a 13F filing on record for Chapman Financial Group, which disclosed 216 positions worth $118M. Its ten largest holdings account for 34% of the portfolio.
Its largest position is Berkshire Hathaway Class B: 13,652 shares worth $6.63M.
By sector, the portfolio is most concentrated in Technology at 20% of assets, followed by Financials and Healthcare.
- Chapman Financial Group's largest Q2 2025 buy was Berkshire Hathaway Class B: 13,652 shares worth $6.63M.
- Chapman Financial Group's ten largest holdings make up 34% of its $118M portfolio in Q2 2025.
- Chapman Financial Group disclosed 216 positions in Q2 2025, its first 13F filing on record.
Based on Chapman Financial Group's 13F filing for Q2 2025, filed 15 Aug 2025.