BankChampaign, National Association

← Tracker

Institutional

CIK 0002135773

$130.2M

Reported AUM

200

Positions

Q2 2026

Period

2026-07-23

Filed

Editorial summary

Summary for BankChampaign, National Association · Q2 2026 is not yet generated. It will appear here after the next nightly run.

Portfolio · Q2 2026

Top holdings

#	Stock	Issuer	Price	Day %	1Y Gr.	5Y Gr.	Value	% of book	Δ shares (QoQ)	Status
1	WDC	WESTERN DIGITAL CORP	$462.04	-0.32%	507.14%	874.73%	$4.5M	3.42%	—	HELD
2	BRK/B	BERKSHIRE HATHAWAY INC DEL	—	—	—	—	$4.1M	3.14%	—	HELD
3	GOOGL	ALPHABET INC	$336.30	0.78%	76.51%	132.04%	$3.3M	2.52%	—	HELD
4	LLY	ELI LILLY & CO	$1211.59	-0.74%	61.25%	393.83%	$3.1M	2.37%	—	HELD
5	AVGO	BROADCOM INC	$370.73	-2.67%	31.81%	734.42%	$3.0M	2.32%	—	HELD
6	CAT	CATERPILLAR INC	$783.18	-6.86%	97.91%	334.56%	$2.5M	1.94%	—	HELD
7	TSM	TAIWAN SEMICONDUCTOR MANUFAC	$374.56	-4.52%	68.64%	257.61%	$2.3M	1.78%	—	HELD
8	VRT	VERTIV HOLDINGS CO	$223.56	-17.06%	90.59%	861.48%	$2.2M	1.70%	—	HELD
9	PAAS	PAN AMERN SILVER CORP	$42.55	-1.57%	60.94%	82.24%	$2.0M	1.54%	—	HELD
10	HWM	HOWMET AEROSPACE INC	$272.79	-4.63%	55.59%	813.57%	$1.9M	1.47%	—	HELD
11	NVDA	NVIDIA CORPORATION	$190.16	-3.48%	13.56%	782.99%	$1.9M	1.44%	—	HELD
12	GEV	GE VERNOVA INC	$899.77	-4.62%	44.02%	516.33%	$1.8M	1.42%	—	HELD
13	LRCX	LAM RESEARCH CORP	$252.35	-6.40%	181.31%	369.59%	$1.8M	1.40%	—	HELD
14	AAPL	APPLE INC	$338.10	-0.58%	67.77%	128.17%	$1.8M	1.40%	—	HELD
15	PLTR	PALANTIR TECHNOLOGIES INC	$123.00	-0.43%	-19.93%	368.98%	$1.8M	1.35%	—	HELD
16	RGLD	ROYAL GOLD INC	$195.48	-0.35%	29.62%	86.79%	$1.7M	1.28%	—	HELD
17	ETN	EATON CORP PLC	$361.85	-6.32%	2.48%	147.32%	$1.6M	1.21%	—	HELD
18	ASML	ASML HLDG NV	$1549.45	-2.12%	130.99%	99.17%	$1.6M	1.20%	—	HELD
19	WMT	WALMART INC	$114.19	0.97%	15.79%	143.31%	$1.6M	1.19%	—	HELD
20	DELL	DELL TECHNOLOGIES INC	$369.43	-5.78%	194.02%	723.75%	$1.5M	1.19%	—	HELD
21	AMZN	AMAZON COM INC	$226.46	-1.91%	7.50%	33.03%	$1.5M	1.18%	—	HELD
22	URI	UNITED RENTALS INC	$1055.66	-3.26%	28.01%	220.89%	$1.5M	1.17%	—	HELD
23	MSFT	MICROSOFT CORP	$390.50	-0.72%	-24.89%	34.54%	$1.5M	1.17%	—	HELD
24	PH	PARKER-HANNIFIN CORP	$951.07	-4.03%	35.00%	241.48%	$1.4M	1.11%	—	HELD
25	MRVL	MARVELL TECHNOLOGY INC	$163.39	-6.35%	119.94%	172.04%	$1.4M	1.09%	—	HELD
26	ARM	ARM HOLDINGS PLC	$224.52	-8.26%	77.89%	396.53%	$1.4M	1.08%	—	HELD
27	MLI	MUELLER INDS INC	$65.40	-1.64%	61.26%	537.91%	$1.4M	1.07%	—	HELD
28	COST	COSTCO WHOLESALE CORPORATION	$973.73	0.74%	2.82%	125.57%	$1.4M	1.07%	—	HELD
29	CHDN	CHURCHILL DOWNS INC	$88.53	-0.77%	-16.46%	-14.50%	$1.4M	1.05%	—	HELD
30	STRL	STERLING INFRASTRUCTURE INC	$494.24	-8.15%	104.56%	2233.43%	$1.4M	1.04%	—	HELD
31	MU	MICRON TECHNOLOGY INC	$740.40	-9.77%	—	—	$1.3M	1.03%	—	HELD
32	SGOV	ISHARES TR	$100.68	0.02%	—	—	$1.3M	1.00%	—	HELD
33	AEM	AGNICO EAGLE MINES LTD	$144.43	0.50%	—	—	$1.2M	0.91%	—	HELD
34	ANET	ARISTA NETWORKS INC	$157.80	-7.02%	—	—	$1.2M	0.91%	—	HELD
35	AMAT	APPLIED MATLS INC	$436.45	-8.40%	—	—	$1.2M	0.90%	—	HELD
36	VST	VISTRA CORP	$142.89	-3.87%	—	—	$1.1M	0.87%	—	HELD
37	GE	GE AEROSPACE	$350.79	-3.52%	—	—	$1.1M	0.87%	—	HELD
38	CRS	CARPENTER TECHNOLOGY CORP	$530.62	-5.32%	—	—	$1.1M	0.87%	—	HELD
39	FTI	TECHNIPFMC PLC	$71.73	-0.91%	—	—	$1.1M	0.85%	—	HELD
40	QURE	QUANTA SVCS INC	$40.07	9.30%	—	—	$1.1M	0.84%	—	HELD
41	HOOD	ROBINHOOD MKTS INC	$89.56	-3.45%	—	—	$1.0M	0.80%	—	HELD
42	ROK	ROCKWELL AUTOMATION INC	$459.39	-2.50%	—	—	$1.0M	0.80%	—	HELD
43	CLS	CELESTICA INC	$328.56	-6.18%	—	—	$1.0M	0.78%	—	HELD
44	CIEN	CIENA CORP	$330.23	-5.79%	—	—	$1.0M	0.78%	—	HELD
45	HEI	HEICO CORP NEW	$355.23	-2.26%	—	—	$1.0M	0.78%	—	HELD
46	META	META PLATFORMS INC	$585.07	-1.41%	—	—	$1.0M	0.77%	—	HELD
47	KLAC	KLA CORP	$170.19	-10.80%	—	—	$983K	0.75%	—	HELD
48	CEG	CONSTELLATION ENERGY CORP	$258.06	-0.68%	—	—	$938K	0.72%	—	HELD
49	JPM	JPMORGAN CHASE & CO	$345.27	-3.37%	—	—	$932K	0.72%	—	HELD
50	WMB	WILLIAMS COS INC	$70.13	-0.04%	—	—	$921K	0.71%	—	HELD
51	MA	MASTERCARD INCORPORATED	$563.56	0.14%	—	—	$912K	0.70%	—	HELD
52	BKR	BAKER HUGHES COMPANY	$58.73	0.46%	—	—	$889K	0.68%	—	HELD
53	GH	GUARDANT HEALTH INC	$144.07	0.31%	—	—	$885K	0.68%	—	HELD
54	VSAT	VIASAT INC	$70.19	-5.31%	—	—	$854K	0.66%	—	HELD
55	EBAY	EBAY INC.	$115.30	-1.82%	—	—	$853K	0.65%	—	HELD
56	EXEL	EXELIXIS INC	$55.33	-2.09%	—	—	$852K	0.65%	—	HELD
57	ROST	ROSS STORES INC	$251.96	0.37%	—	—	$839K	0.64%	—	HELD
58	CW	CURTISS WRIGHT CORP	$679.41	-6.78%	—	—	$809K	0.62%	—	HELD
59	GSL	GLOBAL SHIP LEASE INC	$43.34	-0.60%	—	—	$806K	0.62%	—	HELD
60	OUNZ	VANECK MERK GOLD ETF	$38.87	0.47%	—	—	$800K	0.61%	—	HELD
61	RTX	RTX CORPORATION	$215.36	-1.47%	—	—	$755K	0.58%	—	HELD
62	APH	AMPHENOL CORP	$150.37	4.53%	—	—	$726K	0.56%	—	HELD
63	GLW	CORNING INC	$124.06	-1.55%	—	—	$708K	0.54%	—	HELD
64	EME	EMCOR GROUP INC	$672.17	-4.77%	—	—	$667K	0.51%	—	HELD
65	BWXT	BWX TECHNOLOGIES INC	$157.44	-7.21%	—	—	$666K	0.51%	—	HELD
66	LNG	CHENIERE ENERGY INC	$258.54	2.52%	—	—	$648K	0.50%	—	HELD
67	ESLT	ELBIT SYS LTD	$769.10	-6.05%	—	—	$648K	0.50%	—	HELD
68	AAOI	APPLIED OPTOELECTRONICS INC	$76.52	-13.18%	—	—	$638K	0.49%	—	HELD
69	SCCO	SOUTHERN COPPER CORP	$175.47	-1.95%	—	—	$624K	0.48%	—	HELD
70	MO	ALTRIA GROUP INC	$74.96	0.19%	—	—	$603K	0.46%	—	HELD
71	RIO	RIO TINTO PLC	$93.66	2.20%	—	—	$593K	0.46%	—	HELD
72	GLD	SPDR GOLD TR	$371.00	0.44%	—	—	$582K	0.45%	—	HELD
73	MP	MP MATERIALS CORP	$38.10	-7.70%	—	—	$581K	0.45%	—	HELD
74	ENVA	ENOVA INTL INC	$244.71	-1.74%	—	—	$580K	0.45%	—	HELD
75	ALAB	ASTERA LABS INC	$249.70	-4.05%	—	—	$580K	0.45%	—	HELD
76	VNOM	VIPER ENERGY INC	$43.18	2.71%	—	—	$580K	0.44%	—	HELD
77	CCJ	CAMECO CORP	$84.57	-2.75%	—	—	$578K	0.44%	—	HELD
78	ENB	ENBRIDGE INC	$55.14	-0.20%	—	—	$576K	0.44%	—	HELD
79	EOG	EOG RES INC	$145.94	4.51%	—	—	$568K	0.44%	—	HELD
80	ALSN	ALLISON TRANSMISSION HLDGS I	$114.66	-5.33%	—	—	$560K	0.43%	—	HELD
81	ISRG	INTUITIVE SURGICAL INC	$353.10	-2.40%	—	—	$555K	0.43%	—	HELD
82	WDS	WOODSIDE ENERGY GROUP LTD	$23.23	4.92%	—	—	$533K	0.41%	—	HELD
83	ABBV	ABBVIE INC	$263.62	0.16%	—	—	$532K	0.41%	—	HELD
84	CRDO	CREDO TECHNOLOGY GROUP HOLDI	$177.51	-7.68%	—	—	$527K	0.40%	—	HELD
85	JBL	JABIL INC	$287.14	-5.22%	—	—	$523K	0.40%	—	HELD
86	EQT	EQT CORP	$52.58	1.79%	—	—	$520K	0.40%	—	HELD
87	TER	TERADYNE INC	$319.41	-0.39%	—	—	$516K	0.40%	—	HELD
88	GD	GENERAL DYNAMICS CORP	$380.96	-3.11%	—	—	$515K	0.40%	—	HELD
89	CLH	CLEAN HARBORS INC	$326.34	7.47%	—	—	$511K	0.39%	—	HELD
90	ESE	ESCO TECHNOLOGIES INC	$300.07	-4.95%	—	—	$509K	0.39%	—	HELD
91	DFAC	DIMENSIONAL ETF TRUST	$43.74	-1.42%	—	—	$496K	0.38%	—	HELD
92	LITE	LUMENTUM HLDGS INC	$602.35	-7.61%	—	—	$489K	0.38%	—	HELD
93	TSEM	TOWER SEMICONDUCTOR LTD	$187.84	-7.46%	—	—	$480K	0.37%	—	HELD
94	CASY	CASEYS GEN STORES INC	$867.16	1.20%	—	—	$478K	0.37%	—	HELD
95	XOM	EXXON MOBIL CORP	$156.88	2.51%	—	—	$459K	0.35%	—	HELD
96	MPWR	MONOLITHIC PWR SYS INC	$1248.76	-2.59%	—	—	$458K	0.35%	—	HELD
97	MRK	MERCK & CO INC	$130.39	-1.08%	—	—	$426K	0.33%	—	HELD
98	WBI	WATERBRIDGE INFRASTRUCTURE L	$32.45	1.56%	—	—	$399K	0.31%	—	HELD
99	SEZL	SEZZLE INC	$152.70	-2.73%	—	—	$396K	0.30%	—	HELD
100	EXPE	EXPEDIA GROUP INC	$304.27	2.87%	—	—	$395K	0.30%	—	HELD
101	AMGN	AMGEN INC	—	—	—	—	$381K	0.29%	—	HELD
102	CSX	CSX CORP	—	—	—	—	$366K	0.28%	—	HELD
103	FIX	COMFORT SYS USA INC	—	—	—	—	$363K	0.28%	—	HELD
104	FANG	DIAMONDBACK ENERGY INC	—	—	—	—	$362K	0.28%	—	HELD
105	CMI	CUMMINS INC	—	—	—	—	$357K	0.27%	—	HELD
106	CBOE	CBOE GLOBAL MKTS INC	—	—	—	—	$352K	0.27%	—	HELD
107	VUG	VANGUARD INDEX FDS	—	—	—	—	$348K	0.27%	—	HELD
108	CB	CHUBB LIMITED	—	—	—	—	$348K	0.27%	—	HELD
109	SIL	GLOBAL X FDS	—	—	—	—	$342K	0.26%	—	HELD
110	CINF	CINCINNATI FINL CORP	—	—	—	—	$338K	0.26%	—	HELD
111	ITA	ISHARES TR	—	—	—	—	$336K	0.26%	—	HELD
112	AUPH	AURINIA PHARMACEUTICALS INC	—	—	—	—	$322K	0.25%	—	HELD
113	THNQ	EXCHANGE TRADED CONCEPTS TRU	—	—	—	—	$317K	0.24%	—	HELD
114	SLV	ISHARES SILVER TR	—	—	—	—	$308K	0.24%	—	HELD
115	CPRX	CATALYST PHARMACEUTICALS INC	—	—	—	—	$303K	0.23%	—	HELD
116	DY	DYCOM INDS INC	—	—	—	—	$298K	0.23%	—	HELD
117	INCY	INCYTE CORP	—	—	—	—	$292K	0.22%	—	HELD
118	XLE	SELECT SECTOR SPDR TR	—	—	—	—	$291K	0.22%	—	HELD
119	SOFI	SOFI TECHNOLOGIES INC	—	—	—	—	$290K	0.22%	—	HELD
120	CNX	CNX RES CORP	—	—	—	—	$285K	0.22%	—	HELD
121	ESP	ESPEY MFG & ELECTRS CORP	—	—	—	—	$281K	0.22%	—	HELD
122	NUKZ	EXCHANGE TRADED CONCEPTS TRU	—	—	—	—	$280K	0.22%	—	HELD
123	RMBS	RAMBUS INC DEL	—	—	—	—	$277K	0.21%	—	HELD
124	POWL	POWELL INDS INC	—	—	—	—	$268K	0.21%	—	HELD
125	AMD	ADVANCED MICRO DEVICES INC	—	—	—	—	$268K	0.21%	—	HELD
126	JNJ	JOHNSON & JOHNSON	—	—	—	—	$264K	0.20%	—	HELD
127	DVA	DAVITA INC	—	—	—	—	$263K	0.20%	—	HELD
128	CL	COLGATE PALMOLIVE CO	—	—	—	—	$259K	0.20%	—	HELD
129	RBC	RBC BEARINGS INC	—	—	—	—	$254K	0.19%	—	HELD
130	NBIX	NEUROCRINE BIOSCIENCES INC	—	—	—	—	$253K	0.19%	—	HELD
131	CF	CF INDUSTRIES HOLD	—	—	—	—	$253K	0.19%	—	HELD
132	DFUV	DIMENSIONAL ETF TRUST	—	—	—	—	$250K	0.19%	—	HELD
133	NOC	NORTHROP GRUMMAN CORP	—	—	—	—	$250K	0.19%	—	HELD
134	MRX	MAREX GROUP PLC	—	—	—	—	$249K	0.19%	—	HELD
135	SEI	SOLARIS ENERGY INFRAS INC	—	—	—	—	$248K	0.19%	—	HELD
136	PM	PHILIP MORRIS INTL INC	—	—	—	—	$242K	0.19%	—	HELD
137	DFSD	DIMENSIONAL ETF TRUST	—	—	—	—	$242K	0.19%	—	HELD
138	TEL	TE CONNECTIVITY PLC	—	—	—	—	$241K	0.18%	—	HELD
139	IR	INGERSOLL RAND INC	—	—	—	—	$238K	0.18%	—	HELD
140	EFX	EQUIFAX INC	—	—	—	—	$238K	0.18%	—	HELD
141	VTOL	BRISTOW GROUP INC	—	—	—	—	$237K	0.18%	—	HELD
142	VICR	VICOR CORP	—	—	—	—	$236K	0.18%	—	HELD
143	NEE	NEXTERA ENERGY INC	—	—	—	—	$235K	0.18%	—	HELD
144	C	CITIGROUP INC	—	—	—	—	$235K	0.18%	—	HELD
145	AIR	AAR CORP	—	—	—	—	$228K	0.17%	—	HELD
146	SANM	SANMINA CORP	—	—	—	—	$226K	0.17%	—	HELD
147	PEP	PEPSICO INC	—	—	—	—	$226K	0.17%	—	HELD
148	V	VISA INC	—	—	—	—	$224K	0.17%	—	HELD
149	VYM	VANGUARD WHITEHALL FDS	—	—	—	—	$219K	0.17%	—	HELD
150	KNSA	KINIKSA PHARMACEUTICALS INTL	—	—	—	—	$219K	0.17%	—	HELD
151	CRUS	CIRRUS LOGIC INC	—	—	—	—	$215K	0.17%	—	HELD
152	VLO	VALERO ENERGY CORP	—	—	—	—	$215K	0.16%	—	HELD
153	ASTS	AST SPACEMOBILE INC	—	—	—	—	$209K	0.16%	—	HELD
154	LGND	LIGAND PHARMACEUTICALS INC	—	—	—	—	$203K	0.16%	—	HELD
155	ETON	ETON PHARMACEUTICALS INC	—	—	—	—	$202K	0.16%	—	HELD
156	DFGP	DIMENSIONAL ETF TRUST	—	—	—	—	$189K	0.15%	—	HELD
157	AGG	ISHARES TR	—	—	—	—	$166K	0.13%	—	HELD
158	METC	RAMACO RES INC	—	—	—	—	$159K	0.12%	—	HELD
159	CXDO	CREXENDO INC	—	—	—	—	$156K	0.12%	—	HELD
160	GOOG	ALPHABET INC	—	—	—	—	$147K	0.11%	—	HELD
161	DFAT	DIMENSIONAL ETF TRUST	—	—	—	—	$144K	0.11%	—	HELD
162	DFIV	DIMENSIONAL ETF TRUST	—	—	—	—	$132K	0.10%	—	HELD
163	IYW	ISHARES TR	—	—	—	—	$101K	0.08%	—	HELD
164	DVY	ISHARES TR	—	—	—	—	$85K	0.07%	—	HELD
165	VOO	VANGUARD INDEX FDS	—	—	—	—	$81K	0.06%	—	HELD
166	MBB	ISHARES TR	—	—	—	—	$78K	0.06%	—	HELD
167	IVV	ISHARES TR	—	—	—	—	$78K	0.06%	—	HELD
168	TLT	ISHARES TR	—	—	—	—	$72K	0.06%	—	HELD
169	IEF	ISHARES TR	—	—	—	—	$72K	0.06%	—	HELD
170	IGSB	ISHARES TR	—	—	—	—	$65K	0.05%	—	HELD
171	DFEM	DIMENSIONAL ETF TRUST	—	—	—	—	$61K	0.05%	—	HELD
172	DFAS	DIMENSIONAL ETF TRUST	—	—	—	—	$56K	0.04%	—	HELD
173	IEI	ISHARES TR	—	—	—	—	$53K	0.04%	—	HELD
174	XLY	SELECT SECTOR SPDR TR	—	—	—	—	$52K	0.04%	—	HELD
175	LQD	ISHARES TR	—	—	—	—	$50K	0.04%	—	HELD
176	XLF	SELECT SECTOR SPDR TR	—	—	—	—	$45K	0.03%	—	HELD
177	XLK	SELECT SECTOR SPDR TR	—	—	—	—	$43K	0.03%	—	HELD
178	IYJ	ISHARES TR	—	—	—	—	$42K	0.03%	—	HELD
179	IGIB	ISHARES TR	—	—	—	—	$41K	0.03%	—	HELD
180	IWF	ISHARES TR	—	—	—	—	$39K	0.03%	—	HELD
181	IWM	ISHARES TR	—	—	—	—	$36K	0.03%	—	HELD
182	XLC	SELECT SECTOR SPDR TR	—	—	—	—	$31K	0.02%	—	HELD
183	DFSV	DIMENSIONAL ETF TRUST	—	—	—	—	$31K	0.02%	—	HELD
184	IJR	ISHARES TR	—	—	—	—	$31K	0.02%	—	HELD
185	VTV	VANGUARD INDEX FDS	—	—	—	—	$25K	0.02%	—	HELD
186	IYF	ISHARES TR	—	—	—	—	$24K	0.02%	—	HELD
187	XLP	SELECT SECTOR SPDR TR	—	—	—	—	$24K	0.02%	—	HELD
188	IYM	ISHARES TR	—	—	—	—	$18K	0.01%	—	HELD
189	IYH	ISHARES TR	—	—	—	—	$17K	0.01%	—	HELD
190	IGM	ISHARES TR	—	—	—	—	$14K	0.01%	—	HELD
191	IJH	ISHARES TR	—	—	—	—	$14K	0.01%	—	HELD
192	EMB	ISHARES TR	—	—	—	—	$13K	0.01%	—	HELD
193	IWD	ISHARES TR	—	—	—	—	$10K	0.01%	—	HELD
194	GREK	GLOBAL X FDS	—	—	—	—	$7K	0.01%	—	HELD
195	EFA	ISHARES TR	—	—	—	—	$6K	0.00%	—	HELD
196	IVW	ISHARES TR	—	—	—	—	$6K	0.00%	—	HELD
197	EEM	ISHARES TR	—	—	—	—	$5K	0.00%	—	HELD
198	DFUS	DIMENSIONAL ETF TRUST	—	—	—	—	$3K	0.00%	—	HELD
199	METCB	RAMACO RES INC	—	—	—	—	$1K	0.00%	—	HELD
200	IAI	ISHARES TR	—	—	—	—	$877	0.00%	—	HELD

Source: SEC EDGAR · accession 0001398344-26-012576. 13F discloses long positions only — shorts, foreign equities, and options are excluded.