MondegarAI
Campion Asset Management

Q3 2024 · 13F-HR

Campion Asset Managementholdings as filed

Filed 2024-11-13 · accession 0001172661-24-004625

$136.2M
Reported value
92
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287622IWBISHARES TR$11.0M8.10%35,099CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$10.2M7.46%17,381CommonSOLE
464287499IWRISHARES TR$9.5M6.97%107,656CommonSOLE
464287507IJHISHARES TR$9.4M6.91%151,018CommonSOLE
464287200IVVISHARES TR$8.5M6.24%14,723CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$7.3M5.33%137,365CommonSOLE
922908553VNQVANGUARD INDEX FDS$7.1M5.21%72,851CommonSOLE
037833100AAPLAPPLE INC$4.4M3.20%18,704CommonSOLE
464287804IJRISHARES TR$4.1M3.03%35,235CommonSOLE
464287705IJJISHARES TR$3.8M2.78%30,638CommonSOLE
464287655IWMISHARES TR$3.8M2.78%17,111CommonSOLE
464287549IGMISHARES TR$3.4M2.47%35,028CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$3.3M2.41%68,488CommonSOLE
532457108LLYELI LILLY & CO$3.0M2.17%3,340CommonSOLE
92204A884VOXVANGUARD WORLD FD$2.6M1.95%18,218CommonSOLE
594918104MSFTMICROSOFT CORP$2.4M1.76%5,563CommonSOLE
30231G102XOMEXXON MOBIL CORP$2.1M1.57%18,215CommonSOLE
594972408MSTRMICROSTRATEGY INC$1.7M1.23%9,940CommonSOLE
742718109PGPROCTER AND GAMBLE CO$1.7M1.22%9,553CommonSOLE
464288877EFVISHARES TR$1.3M0.92%21,855CommonSOLE
464287879IJSISHARES TR$1.2M0.85%10,691CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.1M0.79%1,830CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$1.1M0.78%5,029CommonSOLE
166764100CVXCHEVRON CORP NEW$957,4020.70%6,501CommonSOLE
46434G764EMXCISHARES INC$938,8940.69%15,364CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$916,3780.67%1,991CommonSOLE
478160104JNJJOHNSON & JOHNSON$863,7800.63%5,330CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$851,0680.63%5,356CommonSOLE
75513E101RTXRTX CORPORATION$849,3320.62%7,010CommonSOLE
92826C839VVISA INC$840,5220.62%3,057CommonSOLE
17275R102CSCOCISCO SYS INC$780,7370.57%14,670CommonSOLE
68389X105ORCLORACLE CORP$742,9440.55%4,360CommonSOLE
20825C104COPCONOCOPHILLIPS$705,1650.52%6,698CommonSOLE
02079K305GOOGLALPHABET INC$697,7310.51%4,207CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$669,1570.49%1,839CommonSOLE
580135101MCDMCDONALDS CORP$665,9630.49%2,187CommonSOLE
58933Y105MRKMERCK & CO INC$644,9070.47%5,679CommonSOLE
125523100CITHE CIGNA GROUP$623,5920.46%1,800CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$609,3390.45%13,568CommonSOLE
031162100AMGNAMGEN INC$601,8880.44%1,868CommonSOLE
882508104TXNTEXAS INSTRS INC$585,6260.43%2,835CommonSOLE
922908363VOOVANGUARD INDEX FDS$580,4370.43%1,100CommonSOLE
718546104PSXPHILLIPS 66$570,7560.42%4,342CommonSOLE
30161N101EXCEXELON CORP$567,6190.42%13,998CommonSOLE
002824100ABTABBOTT LABS$565,9460.42%4,964CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$561,3380.41%1,063CommonSOLE
863667101SYKSTRYKER CORPORATION$558,1470.41%1,545CommonSOLE
040919102ARKBARK 21SHARES BITCOIN ETF$518,2330.38%8,165CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$513,0650.38%5,350CommonSOLE
11135F101AVGOBROADCOM INC$508,8750.37%2,950CommonSOLE
036752103ELVELEVANCE HEALTH INC$504,9200.37%971CommonSOLE
91529Y106UNMUNUM GROUP$499,2960.37%8,400CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$496,9430.36%4,310CommonSOLE
020002101ALLALLSTATE CORP$474,6940.35%2,503CommonSOLE
892331307TMTOYOTA MOTOR CORP$444,6390.33%2,490CommonSOLE
464287408IVEISHARES TR$442,2520.32%2,243CommonSOLE
949746101WMT2WELLS FARGO CO NEW$428,4770.31%7,585CommonSOLE
842587107SOSOUTHERN CO$427,4530.31%4,740CommonSOLE
891160509TDTORONTO DOMINION BK ONT$424,9810.31%6,718CommonSOLE
98978V103ZTSZOETIS INC$424,3650.31%2,172CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$405,6360.30%4,620CommonSOLE
023135106AMZNAMAZON COM INC$399,8640.29%2,146CommonSOLE
464287598IWDISHARES TR$399,3390.29%2,104CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$395,1150.29%1,590CommonSOLE
67066G104NVDANVIDIA CORPORATION$375,2500.28%3,090CommonSOLE
756109104OREALTY INCOME CORP$353,2490.26%5,570CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$352,6490.26%1,640CommonSOLE
85254J102STAGSTAG INDL INC$337,9330.25%8,645CommonSOLE
69351T106PPLPPL CORP$335,1000.25%10,130CommonSOLE
009158106APDAIR PRODS & CHEMS INC$316,2000.23%1,062CommonSOLE
25746U109DDOMINION ENERGY INC$314,4350.23%5,441CommonSOLE
87612E106TGTTARGET CORP$309,8500.23%1,988CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$302,3580.22%1,509CommonSOLE
370334104GISGENERAL MLS INC$299,9790.22%4,062CommonSOLE
02079K107GOOGALPHABET INC$299,2700.22%1,790CommonSOLE
907818108UNPUNION PAC CORP$295,7760.22%1,200CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$280,7720.21%1,270CommonSOLE
911363109URIUNITED RENTALS INC$279,3570.21%345CommonSOLE
464287721IYWISHARES TR$272,9160.20%1,800CommonSOLE
285512109EAELECTRONIC ARTS INC$271,2450.20%1,891CommonSOLE
88579Y101MMM3M CO$269,9830.20%1,975CommonSOLE
931142103WMTWALMART INC$269,3010.20%3,335CommonSOLE
403949100DINOHF SINCLAIR CORP$260,0660.19%5,835CommonSOLE
464287689IWVISHARES TR$246,2490.18%754CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$242,8250.18%2,725CommonSOLE
502175102LTCLTC PPTYS INC$240,0260.18%6,542CommonSOLE
717081103PFEPFIZER INC$234,3850.17%8,099CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$234,1390.17%435CommonSOLE
637417106NNNNNN REIT INC$232,5100.17%4,795CommonSOLE
548661107LOWLOWES COS INC$230,2230.17%850CommonSOLE
060505104BACBANK AMERICA CORP$221,2160.16%5,575CommonSOLE
150870103CECELANESE CORP DEL$205,3000.15%1,510CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.