Vault-13

Chapman Investment Management, LLC

San Anselmo, CA · CIK 1751006 · 13F filing filed 2026-07-22

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

— reported value
0positions
—in top 10
0 new 0 added 0 reduced 26 sold out vs Q1 2026

Options: 0 call positions (— notional), 27 put positions ($121.2m notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
COSTCO WHSL CORP NEW COST COST 14,478 $14.4m14.5k shares
MICROSOFT CORP MSFT MSFT 30,028 $11.1m30.0k shares
MASTERCARD INCORPORATED MA MA 20,802 $10.4m20.8k shares
AMAZON COM INC AMZN AMZN 47,794 $10.0m47.8k shares
MARKEL GROUP INC MKL MKL 4,760 $9.1m4.8k shares
VISA INC V V 28,752 $8.7m28.8k shares
APPLE INC AAPL AAPL 30,334 $7.7m30.3k shares
MERCADOLIBRE INC MELI MELI 3,978 $6.9m4.0k shares
AMERICAN EXPRESS CO AXP AXP 21,573 $6.5m21.6k shares
WASTE MGMT INC DEL WM WM 28,275 $6.5m28.3k shares
CINTAS CORP CTAS CTAS 27,906 $4.7m27.9k shares
S&P GLOBAL INC SPGI SPGI 9,119 $3.9m9.1k shares
ELI LILLY & CO LLY LLY 3,457 $3.2m3.5k shares
ACCENTURE PLC IRELAND ACN ACN 15,230 $3.0m15.2k shares
EXPEDITORS INTL WASH INC EXPD EXPD 19,888 $2.8m19.9k shares
JPMORGAN CHASE & CO JPM JPM 9,521 $2.8m9.5k shares
UBER TECHNOLOGIES INC UBER UBER 26,958 $1.9m27.0k shares
INTUITIVE SURGICAL INC ISRG ISRG 3,741 $1.7m3.7k shares
SPDR S&P 500 ETF TR SPY SPY 1,962 $1.3m2.0k shares
SALESFORCE INC CRM CRM 5,257 $981.3k5.3k shares
DISNEY WALT CO DIS DIS 8,698 $838.3k8.7k shares
STARBUCKS CORP SBUX SBUX 8,599 $770.4k8.6k shares
OREILLY AUTOMOTIVE INC ORLY ORLY 7,920 $731.1k7.9k shares
BERKSHIRE HATHAWAY INC DEL BRK.B BRK.B 1,090 $522.3k1.1k shares
CHEVRON CORP NEW CVX CVX 1,722 $356.3k1.7k shares

Options (notional value)

UnderlyingTickerTypeShares controlled NotionalChange
COSTCO WHSL CORP NEW COST · Put COSTPut 13,890 $13.0m13.9k shares New
AMAZON COM INC AMZN · Put AMZNPut 45,825 $10.9m45.8k shares New
MICROSOFT CORP MSFT · Put MSFTPut 28,705 $10.7m28.7k shares New
MASTERCARD INCORPORATED MA · Put MAPut 19,985 $10.3m20.0k shares New
VISA INC V · Put VPut 27,859 $9.6m27.9k shares New
MARKEL GROUP INC MKL · Put MKLPut 4,644 $9.1m4.6k shares New
APPLE INC AAPL · Put AAPLPut 30,003 $8.7m30.0k shares New
AMERICAN EXPRESS CO AXP · Put AXPPut 20,941 $7.1m20.9k shares New
WASTE MGMT INC DEL WM · Put WMPut 27,173 $6.1m27.2k shares New
MERCADOLIBRE INC MELI · Put MELIPut 3,387 $5.7m3.4k shares New
CINTAS CORP CTAS · Put CTASPut 27,220 $4.6m27.2k shares New
ELI LILLY & CO LLY · Put LLYPut 3,403 $4.1m3.4k shares New
JPMORGAN CHASE & CO JPM · Put JPMPut 9,521 $3.1m9.5k shares New
S&P GLOBAL INC Put Put 7,646 $3.1m7.6k shares New
EXPEDITORS INTL WASH INC EXPD · Put EXPDPut 18,537 $3.0m18.5k shares New
ALPHABET INC GOOGL · Put GOOGLPut 5,726 $2.0m5.7k shares New
UBER TECHNOLOGIES INC UBER · Put UBERPut 26,723 $1.9m26.7k shares New
INTUITIVE SURGICAL INC ISRG · Put ISRGPut 3,732 $1.5m3.7k shares New
ACCENTURE PLC IRELAND ACN · Put ACNPut 11,130 $1.4m11.1k shares New
SPDR S&P 500 ETF TR SPY · Put SPYPut 1,713 $1.3m1.7k shares New
STARBUCKS CORP SBUX · Put SBUXPut 12,382 $1.3m12.4k shares New
SALESFORCE INC CRM · Put CRMPut 5,257 $823.6k5.3k shares New
OREILLY AUTOMOTIVE INC ORLY · Put ORLYPut 7,920 $729.4k7.9k shares New
BERKSHIRE HATHAWAY INC DEL BRK.B · Put BRK.BPut 1,038 $519.4k1.0k shares New
WHITE MTNS INS GROUP LTD WTM · Put WTMPut 143 $296.5k143 shares New