Long-term investor
Chapman Financial Group, LLC @chapmanfinancialgroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002056577).
Record
- Tracked since 2025-06-30 (441 days), 79 trades recorded
- Returns: week n/a · month n/a · 90 days +7.3% · 6 months n/a · 1 year +12.6% · all +12.6%
- Max drawdown n/a · win rate 27% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- GOOG · 5.1% · long · since 2025-06-30
- AAPL · 4.9% · long · since 2025-06-30
- BRK-B · 4.7% · long · since 2025-06-30
- MSFT · 3.4% · long · since 2025-06-30
- SCHX · 3.2% · long · since 2025-06-30
- JPM · 2.9% · long · since 2025-06-30
- SCHB · 2.9% · long · since 2025-06-30
- SCHF · 2.3% · long · since 2025-06-30
- AMZN · 2.1% · long · since 2025-06-30
- PANW · 2.1% · long · since 2025-06-30
- TSM · 1.9% · long · since 2025-06-30
- TMO · 1.8% · long · since 2025-06-30