StockDriftsStockDriftsTop 50 Chapman Financial Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.85% | 14.1K | $6.8M | -2.52%(-365) | $458.47(+5.58%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.62% | 25.5K | $6.5M | -5.58%(-1.50K) | $232.45(+28.29%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 4.49% | 21.9K | $6.3M | -5.87%(-1.36K) | $178.93(+121.97%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.62% | 13.7K | $5.1M | +0.25%(+34) | $436.44(-6.19%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 2.97% | 161.7K | $4.1M | -1.91%(-3.15K) | $23.18(+26.87%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.86% | 13.6K | $4.0M | -5.81%(-838) | $230.45(+30.14%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 2.73% | 151.8K | $3.8M | -0.82%(-1.25K) | $23.02(+25.04%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 2.17% | 122.3K | $3.0M | -0.19%(-230) | $19.85(+37.45%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.01% | 13.5K | $2.8M | -0.17%(-23) | $202.92(+31.69%) | 2026-03-31 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 1.9% | 5.4K | $2.7M | -0.42%(-23) | $558.03(-19.68%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.69% | +71.48% |
| Top 20 Holdings Unweighted | +18.75% | +67.45% |
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