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Home > Institutional Investor > Chapman Financial Group, Llc > Profile

Instuitional Investor - Chapman Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Chapman Financial Group, Llc
Portfolio Value $124,957,532
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 27,667 $6,928,371 5.54%
2.
Berkshire Hathaway Inc
 BRK.A 14,046 $6,366,771 5.09%
3.
Microsoft Corp
 MSFT 12,730 $5,365,695 4.29%
4.
Alphabet Inc.
 GOOGL 25,234 $4,805,563 3.84%
5.
Schwab Strategic Trust
 FNDF 156,110 $3,618,640 2.89%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)