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AG Campbell Advisory, LLC

Q4 2025 · 13F-HR

AG Campbell Advisory, LLCholdings as filed

Filed 2026-03-04 · accession 0002110880-26-000001

$332.2M
Reported value
204
Positions
2025-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46625H100JPMJPMORGAN CHASE & CO. COM$170.5M51.3%529,282CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW$24.4M7.33%48,458CommonSOLE
570535104MKLMARKEL GROUP INC COM$16.7M5.03%7,777CommonSOLE
02079K107GOOGALPHABET INC CAP STK CL C$14.8M4.45%47,156CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL CL A$8.3M2.50%11CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC COM$8.3M2.49%9,405CommonSOLE
09260D107BXBLACKSTONE INC COM$6.4M1.91%41,248CommonSOLE
037833100AAPLAPPLE INC COM$6.1M1.83%22,377CommonSOLE
023135106AMZNAMAZON COM INC COM$5.8M1.76%25,262CommonSOLE
808513105SCHWSCHWAB CHARLES CORP COM$5.7M1.72%57,290CommonSOLE
436893200HOMBHOME BANCSHARES INC COM$4.7M1.40%167,475CommonSOLE
615369105MCOMOODYS CORP COM$4.6M1.39%9,015CommonSOLE
025816109AXPAMERICAN EXPRESS CO COM$3.9M1.18%10,575CommonSOLE
02079K305GOOGLALPHABET INC CAP STK CL A$3.6M1.08%11,490CommonSOLE
478160104JNJJOHNSON & JOHNSON COM$2.8M0.84%13,434CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW COM$2.3M0.69%13,020CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC DEL CL A$2.2M0.65%1,010CommonSOLE
983134107WYNNWYNN RESORTS LTD COM$2.1M0.64%17,700CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC COM$1.7M0.53%8,359CommonSOLE
115236101BROBROWN & BROWN INC COM$1.7M0.52%21,730CommonSOLE
166764100CVXCHEVRON CORP NEW COM$1.5M0.44%9,539CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL COM$1.4M0.43%1,030CommonSOLE
11271J107BNBROOKFIELD CORP CL A LTD VT SH$1.3M0.39%28,028CommonSOLE
921937827BSVVANGUARD SHORT-TERM BOND ETF$1.2M0.36%15,043CommonSOLE
78462F103SPYSPDR S&P 500 ETF TRUST$1.1M0.34%1,677CommonSOLE
78463V107GLDSPDR GOLD SHARES$1.0M0.31%2,638CommonSOLE
518439104ELLAUDER ESTEE COS INC CL A$1.0M0.30%9,573CommonSOLE
67066G104NVDANVIDIA CORPORATION COM$991,4340.30%5,316CommonSOLE
92826C839VVISA INC COM CL A$928,6610.28%2,648CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC COM$918,3660.28%2,782CommonSOLE
949746101WMT2WELLS FARGO CO NEW COM$862,1000.26%9,250CommonSOLE
00287Y109ABBVABBVIE INC COM$832,6180.25%3,644CommonSOLE
00508Y102AYIACUITY INC COM$798,9480.24%2,219CommonSOLE
75513E101RTXRTX CORPORATION COM$751,9400.23%4,100CommonSOLE
811707801SBCFSEACOAST BKG CORP FLA COM NEW$744,1830.22%23,685CommonSOLE
79466L302CRMSALESFORCE INC COM$722,6740.22%2,728CommonSOLE
30303M102METAMETA PLATFORMS INC CL A$703,3670.21%1,066CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWARE COM$697,6820.21%2,725CommonSOLE
539830109LMTLOCKHEED MARTIN CORP COM$623,9340.19%1,290CommonSOLE
654106103NKENIKE INC CL B$623,5020.19%9,787CommonSOLE
30231G102XOMEXXON MOBIL CORP COM$580,6410.17%4,825CommonSOLE
254687106DISDISNEY WALT CO COM$576,8140.17%5,070CommonSOLE
57636Q104MAMASTERCARD INCORPORATED CL A$576,5890.17%1,010CommonSOLE
713448108PEPPEPSICO INC COM$563,8900.17%3,929CommonSOLE
00724F101ADBEADOBE INC COM$512,7350.15%1,465CommonSOLE
00217D100ASTSAST SPACEMOBILE INC COM CL A$478,1230.14%6,583CommonSOLE
58933Y105MRKMERCK & CO INC COM$421,5660.13%4,005CommonSOLE
808524508SCHMSCHWAB U.S. MID-CAP ETF$395,7540.12%13,161CommonSOLE
92276F100VTRVENTAS INC COM$388,4480.12%5,020CommonSOLE
742718109PGPROCTER AND GAMBLE CO COM$369,0230.11%2,575CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$368,4600.11%5,390CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC COM NEW$368,1340.11%650CommonSOLE
580135101MCDMCDONALDS CORP COM$354,5310.11%1,160CommonSOLE
594918104MSFTMICROSOFT CORP COM$349,3610.11%722CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC COM$345,0210.10%3,370CommonSOLE
808524607SCHASCHWAB U.S. SMALL-CAP ETF$341,1320.10%11,978CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC COM$340,7610.10%7,625CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC COM$339,7570.10%3,725CommonSOLE
146869102CVNACARVANA CO CL A$318,6250.10%755CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS$306,9290.09%1,010CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC COM$281,3480.08%6,908CommonSOLE
931142103WMTWALMART INC COM$273,5120.08%2,455CommonSOLE
032095101APHAMPHENOL CORP NEW CL A$270,2800.08%2,000CommonSOLE
17275R102CSCOCISCO SYS INC COM$253,5060.08%3,291CommonSOLE
808524862SCHOSCHWAB SHORT-TERM US TREASURY ETF$239,5570.07%9,830CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP INC COM$239,2720.07%830CommonSOLE
922908363VOOVANGUARD S&P 500 ETF$225,6570.07%360CommonSOLE
92206C102VGSHVANGUARD SHORT-TERM TREASURY ETF$221,5300.07%3,772CommonSOLE
922908595VBKVANGUARD SMALL-CAP GROWTH ETF$220,0000.07%728CommonSOLE
808524300SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF$204,6030.06%6,272CommonSOLE
464287309IVWISHARES S&P 500 GROWTH ETF$197,2160.06%1,600CommonSOLE
060505104BACBANK AMERICA CORP COM$191,6090.06%3,484CommonSOLE
389638107ETHEGRAYSCALE ETHEREUM TRUST ETF$190,5730.06%7,820CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS COM$172,9870.05%584CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW COM$172,4680.05%200CommonSOLE
278865100ECLECOLAB INC COM$170,6380.05%650CommonSOLE
922908512VOEVANGUARD MID-CAP VALUE ETF$167,6150.05%945CommonSOLE
92936U109WPCWP CAREY INC COM$164,7460.05%2,560CommonSOLE
808524409SCHVSCHWAB U.S. LARGE-CAP VALUE ETF$159,1240.05%5,374CommonSOLE
922475108VEEVVEEVA SYS INC CL A COM$148,4480.04%665CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND SHS CLASS A$148,1020.04%552CommonSOLE
464287408IVEISHARES S&P 500 VALUE ETF$144,2080.04%680CommonSOLE
595112103MUMICRON TECHNOLOGY INC COM$142,7050.04%500CommonSOLE
808524797SCHDSCHWAB US DIVIDEND EQUITY ETF$140,5730.04%5,125CommonSOLE
235851102DHRDANAHER CORPORATION COM$138,9540.04%607CommonSOLE
42222N103HSTMHEALTHSTREAM INC COM$136,6900.04%5,925CommonSOLE
172967424CCITIGROUP INC COM NEW$122,5250.04%1,050CommonSOLE
670100205NVONOVO-NORDISK A S ADR$122,1630.04%2,401CommonSOLE
68389X105ORCLORACLE CORP COM$111,4890.03%572CommonSOLE
46641Q191BBEUJPMORGAN BETABUILDERS EUROPE ETF$109,9500.03%1,500CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL COM$109,4700.03%3,000CommonSOLE
855244109SBUXSTARBUCKS CORP COM$107,9570.03%1,282CommonSOLE
02209S103MOALTRIA GROUP INC COM$104,8790.03%1,819CommonSOLE
191216100KOCOCA COLA CO COM$87,3840.03%1,250CommonSOLE
88160R101TSLATESLA INC COM$85,4470.03%190CommonSOLE
46428Q109SLVISHARES SILVER TRUST$85,3570.03%1,325CommonSOLE
921946406VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF$85,3120.03%594CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING INC COM$84,3710.03%328CommonSOLE
89832Q109TFCTRUIST FINL CORP COM$81,4400.02%1,655CommonSOLE
46641Q332JEPIJPMORGAN EQUITY PREMIUM INCOME ETF$80,3250.02%1,403CommonSOLE
46090E103QQQINVESCO QQQ TRUST SERIES I$76,9090.02%125CommonSOLE
92206C409VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF$72,9530.02%915CommonSOLE
464287556IBBISHARES BIOTECHNOLOGY ETF$70,7910.02%419CommonSOLE
64110L106NFLXNETFLIX INC COM$70,3200.02%750CommonSOLE
922908611VBRVANGUARD SMALL CAP VALUE ETF$68,8850.02%325CommonSOLE
922908744VTVVANGUARD VALUE ETF$66,8470.02%350CommonSOLE
922042742VTVANGUARD TOTAL WORLD STOCK ETF$60,8500.02%431CommonSOLE
808524854SCHRSCHWAB INTERMEDIATE-TERM US TREASURY ETF$55,9780.02%2,232CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW COM$54,2000.02%2,000CommonSOLE
756109104OREALTY INCOME CORP COM$53,7980.02%954CommonSOLE
922908736VUGVANGUARD GROWTH ETF$53,6650.02%110CommonSOLE
92204A702VGTVANGUARD INFORMATION TECHNOLOGY ETF$53,5180.02%71CommonSOLE
464288570DSIISHARES ESG MSCI KLD 400 ETF$52,8200.02%410CommonSOLE
464287465EFAISHARES MSCI EAFE ETF$52,8170.02%550CommonSOLE
115637209BF/BBROWN FORMAN CORP CL B$52,1200.02%2,000CommonSOLE
882508104TXNTEXAS INSTRS INC COM$52,0470.02%300CommonSOLE
37954Y657PFFDGLOBAL X U.S. PREFERRED ETF$50,2090.02%2,655CommonSOLE
921937835BNDVANGUARD TOTAL BOND MARKET ETF$49,6270.01%670CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC COM$46,7040.01%800CommonSOLE
776696106ROPROPER TECHNOLOGIES INC COM$43,1780.01%97CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO COM$43,1520.01%800CommonSOLE
88339J105TTDTHE TRADE DESK INC COM CL A$41,7560.01%1,100CommonSOLE
863667101SYKSTRYKER CORPORATION COM$41,7230.01%119CommonSOLE
109194100BFAMBRIGHT HORIZONS FAM SOL IN DEL COM$40,5600.01%400CommonSOLE
921946794VYMIVANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF$39,1450.01%435CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$37,9820.01%765CommonSOLE
69121K104OBDCBLUE OWL CAPITAL CORPORATION COM$35,6000.01%2,864CommonSOLE
92204A504VHTVANGUARD HEALTH CARE ETF$35,5070.01%123CommonSOLE
81369Y209XLVSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETF$31,7340.01%205CommonSOLE
33733E203FBTFIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND$30,9780.01%150CommonSOLE
921908844VIGVANGUARD DIVIDEND APPRECIATION ETF$29,6700.01%135CommonSOLE
81369Y803XLKSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF$27,3540.01%190CommonSOLE
718172109PMPHILIP MORRIS INTL INC COM$24,8620.01%155CommonSOLE
87283Q826TMSLT. ROWE PRICE SMALL-MID CAP ETF$24,2920.01%677CommonSOLE
126650100CVSCVS HEALTH CORP COM$23,8080.01%300CommonSOLE
871607107SNPSSYNOPSYS INC COM$23,4860.01%50CommonSOLE
29250N105ENBENBRIDGE INC COM$23,4370.01%490CommonSOLE
23918K108DVADAVITA INC COM$22,2680.01%196CommonSOLE
81369Y605XLFSTATE STREET FINANCIAL SELECT SECTOR SPDR ETF$21,9080.01%400CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC CL B$21,0840.01%213CommonSOLE
808524870SCHPSCHWAB US TIPS ETF$20,6620.01%780CommonSOLE
04010L103ARCCARES CAPITAL CORP COM$18,8660.01%933CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC COM$17,4410.01%208CommonSOLE
437076102HDHOME DEPOT INC COM$17,2050.01%50CommonSOLE
464287457SHYISHARES 1-3 YEAR TREASURY BOND ETF$16,5640.00%200CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE COM NEW$16,1270.00%681CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC COM$15,6150.00%900CommonSOLE
808524698SCHISCHWAB 5-10 YEAR CORPORATE BOND ETF$13,5520.00%590CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO COM$12,9750.00%50CommonSOLE
09290D101BLKBLACKROCK INC COM$11,8300.00%11CommonSOLE
37954Y855LITGLOBAL X LITHIUM & BATTERY TECH ETF$11,0260.00%170CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP COM$10,2450.00%29CommonSOLE
55261F104MTBM & T BK CORP COM$10,0740.00%50CommonSOLE
438516106HONHONEYWELL INTL INC COM$9,7550.00%50CommonSOLE
20030N101CMCSACOMCAST CORP NEW CL A$8,9670.00%300CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L P COM$8,8490.00%276CommonSOLE
747525103QCOMQUALCOMM INC COM$8,5530.00%50CommonSOLE
25264R207BVEDIAMOND HILL INVT GROUP INC COM NEW$8,4750.00%50CommonSOLE
808524201SCHXSCHWAB U.S. LARGE-CAP ETF$8,0730.00%300CommonSOLE
25960P109DEIDOUGLAS EMMETT INC COM$7,6930.00%700CommonSOLE
389930207BTCGRAYSCALE BITCOIN MINI TRUST ETF$7,2040.00%186CommonSOLE
13462K109CWHCAMPING WORLD HLDGS INC CL A$7,0060.00%720CommonSOLE
921932505VOOGVANGUARD S&P 500 GROWTH ETF$6,6690.00%15CommonSOLE
366651107ITGARTNER INC COM$6,3070.00%25CommonSOLE
922908637VVVANGUARD LARGE-CAP ETF$6,2960.00%20CommonSOLE
808524102SCHBSCHWAB U.S. BROAD MARKET ETF$6,2950.00%240CommonSOLE
34959E109FTNTFORTINET INC COM$5,9560.00%75CommonSOLE
921932703VOOVVANGUARD S&P 500 VALUE ETF$5,3260.00%26CommonSOLE
78409V104SPGIS&P GLOBAL INC COM$5,2260.00%10CommonSOLE
92647N535USTBVICTORYSHARES SHORT-TERM BOND ETF$5,0840.00%100CommonSOLE
85208R101CEFSPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN$4,1220.00%90CommonSOLE
90364P105PATHUIPATH INC CL A$4,0980.00%250CommonSOLE
64110Y108NLOPNET LEASE OFFICE PROPERTIES COM$3,9460.00%153CommonSOLE
74347B201TBTPROSHARES ULTRASHORT TREASURY ETF$2,9700.00%85CommonSOLE
92189F601NLRVANECK URANIUM AND NUCLEAR ETF$2,4840.00%20CommonSOLE
46137V647PSIINVESCO SEMICONDUCTORS ETF$2,3660.00%30CommonSOLE
808524805SCHFSCHWAB INTERNATIONAL EQUITY ETF$2,2600.00%94CommonSOLE
243537107DECKDECKERS OUTDOOR CORP COM$2,0730.00%20CommonSOLE
464288158SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF$2,0270.00%19CommonSOLE
38964R203ETHGRAYSCALE ETHEREUM MINI TRUST ETF$2,0200.00%72CommonSOLE
831865209AOSSMITH A O CORP COM$2,0060.00%30CommonSOLE
929042109VNOVORNADO RLTY TR SH BEN INT$1,6640.00%50CommonSOLE
82509L107SHOPSHOPIFY INC CL A SUB VTG SHS$1,6100.00%10CommonSOLE
808524847SCHHSCHWAB U.S. REIT ETF$1,4620.00%70CommonSOLE
925652109VICIVICI PPTYS INC COM$1,1710.00%42CommonSOLE
46429B697USMVISHARES MSCI USA MIN VOL FACTOR ETF$1,1300.00%12CommonSOLE
808524839SCHZSCHWAB US AGGREGATE BOND ETF$1,0520.00%45CommonSOLE
46434V621DGROISHARES CORE DIVIDEND GROWTH ETF$1,0410.00%15CommonSOLE
92189F429PFXFVANECK PREFERRED SECURITIES EX FINANCIALS ETF$8830.00%50CommonSOLE
92840M102VSTVISTRA CORP COM$8070.00%5CommonSOLE
253868103DLRDIGITAL RLTY TR INC COM$7740.00%5CommonSOLE
316841105FIGFIGMA INC CLASS A COM STK$7470.00%20CommonSOLE
345370860FFORD MTR CO COM$6880.00%52CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC COM$6420.00%3CommonSOLE
26922A420QTUMDEFIANCE QUANTUM ETF$5480.00%5CommonSOLE
418056107HASHASBRO INC COM$5340.00%6CommonSOLE
46590V100JBGSJBG SMITH PPTYS COM$4250.00%25CommonSOLE
458140100INTCINTEL CORP COM$4060.00%11CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC COM CL A$3940.00%20CommonSOLE
11135F101AVGOBROADCOM INC COM$3460.00%1CommonSOLE
644535106NGDNNEW GOLD INC CDA COM$3050.00%35CommonSOLE
G4863A108BRSLBRIGHTSTAR LOTTERY PLC SHS USD$2790.00%18CommonSOLE
138035704CGCCANOPY GROWTH CORP COM NEW$1820.00%160CommonSOLE
92766K403SPCEVIRGIN GALACTIC HOLDINGS INC COM NEW$160.00%5CommonSOLE

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.