Chapman Investment Management, LLC
Chapman Investment Management, LLC is an independent investment advisory firm based in San Francisco, California. Founded by Scott A. Chapman, it offers tailored portfolio management and investment advisory services primarily for high net worth individuals, pension/profit-sharing plans, and retail clients. As of 2025, it manages approximately $190.8 million in assets with a very small team (1 full-time employee) and focuses on integrity and a consistent investment process built upon quality, growth, and value.
Investment Strategy
Chapman Investment Management employs a long-term, fundamental approach focusing on quality, growth, and value to deliver consistent investment returns. Portfolios are constructed using a disciplined process built around research-driven stock selection favoring large-cap equities, with prominent holdings in technology, consumer staples, and financial services. The firm prioritizes risk management and capital preservation while seeking sustainable growth for clients through diversified portfolios centered on well-managed companies.
Top Holdings
Equity Positions (29)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C COST | COSTCO WHSL CORP NEW | 10.44% | $15.0M | 15,111 | $317.48 | $989.94 | +$717.4K |
M MSFT | MICROSOFT CORP | 10.28% | $14.7M | 29,615 | $184.83 | $497.41 | +$3.6M |
M MA | MASTERCARD INCORPORATED | 8.14% | $11.7M | 20,766 | $313.50 | $561.94 | +$281.0K |
M MELI | MERCADOLIBRE INC | 7.61% | $10.9M | 4,169 | $1409.23 | $2613.63 | +$2.7M |
A AMZN | AMAZON COM INC | 7.47% | $10.7M | 48,787 | $103.44 | $219.39 | +$1.4M |