StockDriftsStockDriftsTop 26 Chapman Investment Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| COST | COSTCO WHOLESALE CORPORATION | 11.9% | 14.5K | $14.4M | -0.34%(-50) | $313.27(+229.78%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 9.17% | 30.0K | $11.1M | +0.59%(+177) | $180.77(+124.16%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED | 8.58% | 20.8K | $10.4M | -0.37%(-77) | $304.47(+61.14%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 8.21% | 47.8K | $10.0M | -0.66%(-316) | $101.70(+165.62%) | 2026-03-31 | |
| MKL | MARKEL GROUP INC | 7.52% | 4.8K | $9.1M | -0.50%(-24) | $1347.45(+35.11%) | 2026-03-31 | |
| V | VISA INC | 7.17% | 28.8K | $8.7M | -0.44%(-127) | $191.34(+67.41%) | 2026-03-31 | |
| AAPL | APPLE INC | 6.35% | 30.3K | $7.7M | +14.74%(+3.90K) | $115.45(+158.88%) | 2026-03-31 | |
| MELI | MERCADOLIBRE INC | 5.68% | 4.0K | $6.9M | -0.57%(-23) | $1363.43(+14.56%) | 2026-03-31 | |
| AXP | AMERICAN EXPRESS CO | 5.38% | 21.6K | $6.5M | +0.64%(+138) | $174.19(+77.74%) | 2026-03-31 | |
| WM | WASTE MGMT INC DEL | 5.36% | 28.3K | $6.5M | +0.81%(+226) | $137.92(+56.93%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.04% | +33.24% |
| Top 20 Holdings Unweighted | +9.65% | +31.84% |
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