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Campion Asset Management

Q4 2024 · 13F-HR

Campion Asset Managementholdings as filed

Filed 2025-02-13 · accession 0001172661-25-000770

$132.4M
Reported value
86
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287622IWBISHARES TR$11.0M8.30%34,131CommonSOLE
464287507IJHISHARES TR$10.2M7.67%162,920CommonSOLE
464287499IWRISHARES TR$9.4M7.10%106,436CommonSOLE
464287200IVVISHARES TR$9.1M6.88%15,479CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$8.4M6.38%17,381CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$6.9M5.19%143,683CommonSOLE
922908553VNQVANGUARD INDEX FDS$6.7M5.02%74,692CommonSOLE
037833100AAPLAPPLE INC$4.6M3.48%18,417CommonSOLE
464287804IJRISHARES TR$4.2M3.20%36,790CommonSOLE
464287655IWMISHARES TR$3.6M2.69%16,105CommonSOLE
464287705IJJISHARES TR$3.5M2.66%28,194CommonSOLE
464287549IGMISHARES TR$3.5M2.65%34,336CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$3.0M2.26%68,111CommonSOLE
594972408MSTRMICROSTRATEGY INC$2.9M2.17%9,940CommonSOLE
92204A884VOXVANGUARD WORLD FD$2.8M2.10%17,934CommonSOLE
532457108LLYELI LILLY & CO$2.5M1.87%3,207CommonSOLE
594918104MSFTMICROSOFT CORP$2.3M1.77%5,563CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.9M1.47%18,109CommonSOLE
742718109PGPROCTER AND GAMBLE CO$1.6M1.21%9,528CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$1.2M0.91%5,001CommonSOLE
464287879IJSISHARES TR$1.2M0.89%10,809CommonSOLE
464288877EFVISHARES TR$1.1M0.87%21,845CommonSOLE
46434G764EMXCISHARES INC$1.0M0.78%18,524CommonSOLE
92826C839VVISA INC$966,1340.73%3,057CommonSOLE
166764100CVXCHEVRON CORP NEW$931,4660.70%6,431CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$919,1480.69%1,817CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$902,4800.68%1,991CommonSOLE
17275R102CSCOCISCO SYS INC$848,9280.64%14,340CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$820,7670.62%5,310CommonSOLE
75513E101RTXRTX CORPORATION$807,7260.61%6,980CommonSOLE
02079K305GOOGLALPHABET INC$796,3850.60%4,207CommonSOLE
478160104JNJJOHNSON & JOHNSON$762,4370.58%5,272CommonSOLE
040919102ARKBARK 21SHARES BITCOIN ETF$761,5500.58%8,165CommonSOLE
68389X105ORCLORACLE CORP$726,5500.55%4,360CommonSOLE
11135F101AVGOBROADCOM INC$683,9280.52%2,950CommonSOLE
20825C104COPCONOCOPHILLIPS$646,8860.49%6,523CommonSOLE
580135101MCDMCDONALDS CORP$633,9890.48%2,187CommonSOLE
91529Y106UNMUNUM GROUP$606,1490.46%8,300CommonSOLE
922908363VOOVANGUARD INDEX FDS$592,6910.45%1,100CommonSOLE
58933Y105MRKMERCK & CO INC$561,2660.42%5,642CommonSOLE
863667101SYKSTRYKER CORPORATION$556,2770.42%1,545CommonSOLE
002824100ABTABBOTT LABS$554,2390.42%4,900CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$547,6760.41%1,829CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$540,1450.41%13,507CommonSOLE
882508104TXNTEXAS INSTRS INC$531,5910.40%2,835CommonSOLE
949746101WMT2WELLS FARGO CO NEW$520,8300.39%7,415CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$498,8550.38%1,063CommonSOLE
031162100AMGNAMGEN INC$486,8760.37%1,868CommonSOLE
892331307TMTOYOTA MOTOR CORP$482,6330.36%2,480CommonSOLE
020002101ALLALLSTATE CORP$482,5530.36%2,503CommonSOLE
30161N101EXCEXELON CORP$479,0820.36%12,728CommonSOLE
718546104PSXPHILLIPS 66$471,3280.36%4,137CommonSOLE
023135106AMZNAMAZON COM INC$470,8110.36%2,146CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$438,2860.33%4,068CommonSOLE
125523100CITHE CIGNA GROUP$416,9710.31%1,510CommonSOLE
67066G104NVDANVIDIA CORPORATION$414,9560.31%3,090CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$377,7610.29%4,410CommonSOLE
464287598IWDISHARES TR$368,9640.28%1,993CommonSOLE
842587107SOSOUTHERN CO$368,3000.28%4,474CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$354,6390.27%4,775CommonSOLE
036752103ELVELEVANCE HEALTH INC$354,1440.27%960CommonSOLE
98978V103ZTSZOETIS INC$353,8840.27%2,172CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$353,8310.27%1,565CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$349,7030.26%1,490CommonSOLE
464287408IVEISHARES TR$342,2480.26%1,793CommonSOLE
02079K107GOOGALPHABET INC$340,8880.26%1,790CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$340,7880.26%1,519CommonSOLE
931142103WMTWALMART INC$301,3170.23%3,335CommonSOLE
25746U109DDOMINION ENERGY INC$293,0520.22%5,441CommonSOLE
009158106APDAIR PRODS & CHEMS INC$292,9400.22%1,010CommonSOLE
85254J102STAGSTAG INDL INC$292,3740.22%8,645CommonSOLE
69351T106PPLPPL CORP$288,5690.22%8,890CommonSOLE
464287721IYWISHARES TR$287,1360.22%1,800CommonSOLE
756109104OREALTY INCOME CORP$280,5630.21%5,253CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$278,7440.21%1,268CommonSOLE
285512109EAELECTRONIC ARTS INC$276,6530.21%1,891CommonSOLE
907818108UNPUNION PAC CORP$273,6480.21%1,200CommonSOLE
87612E106TGTTARGET CORP$266,7100.20%1,973CommonSOLE
370334104GISGENERAL MLS INC$259,0340.20%4,062CommonSOLE
88579Y101MMM3M CO$251,7260.19%1,950CommonSOLE
911363109URIUNITED RENTALS INC$243,0320.18%345CommonSOLE
060505104BACBANK AMERICA CORP$242,1650.18%5,510CommonSOLE
464287689IWVISHARES TR$241,3710.18%722CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$224,6780.17%435CommonSOLE
502175102LTCLTC PPTYS INC$222,9170.17%6,452CommonSOLE
548661107LOWLOWES COS INC$209,7800.16%850CommonSOLE

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.