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Institutional

BankChampaign, National Association

CIK 0002135773
$100.8M
Reported AUM
184
Positions
Q1 2026
Period
2026-05-21
Filed

The Brief · BankChampaign, National Association · Q1 2026

AI · grounded in 13F

BankChampaign, National Association closed its position in CRWD, reducing its exposure by $872,831. The fund established a new position in CIEN worth $758,990 and added VNOM with a $666,224 investment. Other notable exits included closing positions in NFLX and GS, while the fund trimmed its holding in PLTR by 14.3265%.

Portfolio · Q1 2026

GOOGLAVGOPAASPLTRWDCRGLDOther$77.1MBA

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$2.6M2.56%637−6.6%
2AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$2.5M2.48%520−6.0%
3PAASPAN AMERN SILVER CORP$47.58-10.31%67.05%86.13%$2.5M2.43%1,602−3.4%
4PLTRPALANTIR TECHNOLOGIES INC$135.53-4.35%6.11%524.27%$2.3M2.26%2,609−14.3%
5WDCWESTERN DIGITAL CORP$511.72-11.08%827.07%947.44%$2.1M2.11%476−5.7%
6RGLDROYAL GOLD INC$206.07-6.40%18.16%79.82%$2.1M2.05%60−0.7%
7WMTWALMART INC$118.880.97%22.99%166.67%$1.7M1.66%+68+0.5%
8VRTVERTIV HOLDINGS CO$300.51-7.23%160.82%976.62%$1.7M1.65%405−5.7%
9CATCATERPILLAR INC$904.28-3.85%158.69%378.33%$1.6M1.62%115−4.7%
10TSMTAIWAN SEMICONDUCTOR MANUFAC$415.17-6.69%104.85%285.24%$1.6M1.59%81−1.7%
11HWMHOWMET AEROSPACE INC$251.901.03%43.96%678.81%$1.6M1.59%243−3.4%
12AAPLAPPLE INC$307.34-1.25%51.31%116.17%$1.6M1.56%146−2.3%
13BRK/BBERKSHIRE HATHAWAY INC DEL$1.6M1.55%18−0.5%
14AEMAGNICO EAGLE MINES LTD$163.66-7.41%40.03%184.98%$1.6M1.54%385−4.8%
15NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$1.5M1.52%+20+0.2%
16MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$1.4M1.41%+34+0.9%
17COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%-3.70%138.72%$1.4M1.40%73−4.9%
18PHPARKER-HANNIFIN CORP$882.341.16%32.59%201.59%$1.2M1.24%45−3.1%
19ETNEATON CORP PLC$395.94-5.42%20.84%171.29%$1.2M1.21%67−1.9%
20MLIMUELLER INDS INC$132.800.17%73.92%554.81%$1.2M1.21%764−6.5%
21GEVGE VERNOVA INC$933.61-3.09%92.92%509.64%$1.2M1.20%81−5.5%
22AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$1.2M1.19%202−3.4%
23FTITECHNIPFMC PLC$66.82-3.17%106.31%844.32%$1.2M1.15%1,404−7.7%
24VSTVISTRA CORP$148.76-3.21%-13.88%750.99%$1.1M1.07%97−1.3%
25CEGCONSTELLATION ENERGY CORP$254.83-3.69%-14.27%474.86%$1.1M1.06%+11+0.3%
26LLYELI LILLY & CO$1131.420.55%48.00%387.10%$1.0M1.02%+53+5.0%
27METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$1.0M1.00%+38+2.2%
28BKRBAKER HUGHES COMPANY$62.59-5.32%68.00%232.13%$989K0.98%1,119−6.5%
29URIUNITED RENTALS INC$1067.77-1.55%52.37%235.99%$981K0.97%1−0.1%
30RTXRTX CORPORATION$180.990.88%32.19%132.37%$946K0.94%+134+2.8%
31OUNZVANECK MERK GOLD ETF$41.51-3.64%$937K0.93%+20,346+4442.4%
32ISRGINTUITIVE SURGICAL INC$422.060.77%$908K0.90%+21+1.1%
33WMBWILLIAMS COS INC$71.96-0.65%$898K0.89%+564+4.8%
34MAMASTERCARD INCORPORATED$491.081.93%$845K0.84%228−11.9%
35ASMLASML HLDG NV$1641.74-6.59%$836K0.83%+114+22.0%
36LRCXLAM RESEARCH CORP$303.28-9.85%$836K0.83%+640+19.6%
37GSLGLOBAL SHIP LEASE INC$38.130.55%$829K0.82%+3,375+17.9%
38ANETARISTA NETWORKS INC$154.27-7.07%$817K0.81%1,121−14.4%
39ALSNALLISON TRANSMISSION HLDGS I$115.75-2.22%$812K0.81%376−5.1%
40GHGUARDANT HEALTH INC$125.61-5.60%$809K0.80%2,098−19.3%
41QUREQUANTA SVCS INC$26.45-5.50%$771K0.77%3−0.2%
42LNGCHENIERE ENERGY INC$238.82-0.93%$763K0.76%94−3.4%
43CIENCIENA CORP$488.21-8.85%$759K0.75%+1,955NEW
44CLSCELESTICA INC$371.71-12.61%$744K0.74%81−3.0%
45HOODROBINHOOD MKTS INC$82.47-6.63%$739K0.73%550−4.9%
46ROSTROSS STORES INC$230.37-1.15%$737K0.73%+344+11.2%
47HEIHEICO CORP NEW$331.43-0.46%$731K0.72%27−1.0%
48ROKROCKWELL AUTOMATION INC$446.71-3.36%$710K0.70%+25+1.3%
49VMCVULCAN MATLS CO$281.38-0.59%$706K0.70%+158+6.5%
50GEGE AEROSPACE$328.000.11%$704K0.70%+155+6.7%
51ESLTELBIT SYS LTD$823.36-1.74%$697K0.69%+46+5.8%
52EBAYEBAY INC.$109.350.18%$696K0.69%3,194−29.5%
53GMABGENMAB A/S$25.151.70%$687K0.68%+749+3.0%
54GLDSPDR GOLD TR$396.24-3.65%$680K0.67%+1,523+2671.9%
55EQTEQT CORP$53.75-2.70%$674K0.67%+419+4.1%
56WDSWOODSIDE ENERGY GROUP LTD$21.33-4.39%$670K0.66%1,725−5.8%
57RMDRESMED INC$196.040.89%$669K0.66%+95+3.3%
58VNOMVIPER ENERGY INC$45.46-1.96%$666K0.66%+14,178NEW
59STRLSTERLING INFRASTRUCTURE INC$882.43-11.20%$661K0.66%336−17.1%
60KLACKLA CORP$1929.20-9.47%$657K0.65%+446NEW
61CRSCARPENTER TECHNOLOGY CORP$483.60-1.83%$654K0.65%134−7.5%
62CORCENCORA INC$275.041.75%$647K0.64%126−5.8%
63BWXTBWX TECHNOLOGIES INC$185.95-2.52%$645K0.64%204−6.1%
64EXELEXELIXIS INC$52.700.40%$639K0.63%+1,148+8.3%
65ITAISHARES TR$229.45-0.92%$619K0.61%+2,791+7543.2%
66VRTXVERTEX PHARMACEUTICALS INC$446.831.15%$614K0.61%35−2.5%
67SCCOSOUTHERN COPPER CORP$172.97-10.88%$600K0.60%+3,487NEW
68EOGEOG RES INC$137.78-2.20%$598K0.59%+385+10.3%
69DELLDELL TECHNOLOGIES INC$394.39-6.55%$595K0.59%1,299−26.4%
70RIORIO TINTO PLC$100.69-4.47%$594K0.59%+6,364NEW
71ENBENBRIDGE INC$56.31-0.76%$590K0.59%+10,898NEW
72CWCURTISS WRIGHT CORP$733.14-1.38%$571K0.57%37−4.2%
73GDGENERAL DYNAMICS CORP$346.441.45%$560K0.56%+40+2.5%
74MOALTRIA GROUP INC$72.192.25%$554K0.55%409−4.6%
75UBERUBER TECHNOLOGIES INC$70.71-2.08%$537K0.53%221−2.9%
76CCJCAMECO CORP$103.44-9.28%$530K0.53%+4,877NEW
77EMEEMCOR GROUP INC$817.44-3.31%$512K0.51%+694NEW
78ARMARM HOLDINGS PLC$342.93-12.84%$510K0.51%+1,285+61.5%
79CTASCINTAS CORP$179.85-0.06%$506K0.50%464−13.4%
80IRINGERSOLL RAND INC$72.250.33%$485K0.48%1,628−21.2%
81NRGNRG ENERGY INC$129.20-3.14%$484K0.48%255−7.1%
82MPMP MATERIALS CORP$59.18-9.59%$477K0.47%+888+9.9%
83EXPEEXPEDIA GROUP INC$228.880.75%$464K0.46%153−7.1%
84MRVLMARVELL TECHNOLOGY INC$263.47-16.74%$437K0.43%+4,411NEW
85VSATVIASAT INC$67.18-7.88%$437K0.43%+436+4.8%
86DFACDIMENSIONAL ETF TRUST$43.46-2.34%$435K0.43%+8,922+391.5%
87XOMEXXON MOBIL CORP$149.92-1.39%$422K0.42%15−0.6%
88APHAMPHENOL CORP$138.81-5.42%$420K0.42%+245+8.0%
89VYMVANGUARD WHITEHALL FDS$158.24-1.35%$415K0.41%+2,709+2976.9%
90NTRNUTRIEN LTD$67.20-2.61%$414K0.41%+5,492NEW
91CNXCNX RES CORP$33.59-1.29%$414K0.41%+10,727NEW
92FANGDIAMONDBACK ENERGY INC$192.62-5.09%$413K0.41%+2,086NEW
93SILGLOBAL X FDS$79.28-10.44%$405K0.40%+3,236+256.0%
94CBOECBOE GLOBAL MKTS INC$281.91-1.44%$398K0.39%+26+1.9%
95SLVISHARES SILVER TR$61.57-8.08%$395K0.39%+5,692+5692.0%
96AMATAPPLIED MATLS INC$453.01-9.71%$383K0.38%443−28.3%
97MUMICRON TECHNOLOGY INC$864.01-13.25%$379K0.38%+1,122NEW
98AMGNAMGEN INC$349.581.15%$376K0.37%55−4.9%
99JPMJPMORGAN CHASE & CO$312.370.48%$376K0.37%215−14.4%
100UHSUNIVERSAL HLTH SVCS INC$145.171.72%$374K0.37%+129+6.6%
101ESEESCO TECHNOLOGIES INC$359K0.36%+1,276NEW
102LITELUMENTUM HLDGS INC$356K0.35%+507NEW
103GLWCORNING INC$348K0.35%+2,560NEW
104CBCHUBB LTD SWITZ$347K0.34%+174+19.5%
105MRKMERCK & CO INC$336K0.33%+2,791NEW
106WECWEC ENERGY GROUP INC$334K0.33%1,008−25.9%
107XLESELECT SECTOR SPDR TR$332K0.33%+4,741+694.1%
108RSGREPUBLIC SVCS INC$330K0.33%1,421−48.5%
109TSEMTOWER SEMICONDUCTOR LTD$318K0.32%+1,865NEW
110WBIWATERBRIDGE INFRASTRUCTURE L$308K0.31%+11,513NEW
111TELTE CONNECTIVITY PLC$301K0.30%563−28.1%
112CSXCSX CORP$297K0.29%+7,240NEW
113VUGVANGUARD INDEX FDS$296K0.29%+677NEW
114ENVAENOVA INTL INC$295K0.29%685−24.0%
115CINFCINCINNATI FINL CORP$293K0.29%390−17.3%
116AAOIAPPLIED OPTOELECTRONICS INC$284K0.28%+3,362NEW
117KTOSKRATOS DEFENSE & SEC SOLUTIO$276K0.27%+680+21.0%
118CMECME GROUP INC$275K0.27%141−13.2%
119NUKZEXCHANGE TRADED CONCEPTS TRU$274K0.27%+3,200+333.0%
120ATOATMOS ENERGY CORP$268K0.27%+92+6.8%
121VTOLBRISTOW GROUP INC$262K0.26%+5,598NEW
122CFCF INDUSTRIES HOLD$256K0.25%+1,975NEW
123KRMNKARMAN HLDGS INC$254K0.25%54−1.7%
124SOFISOFI TECHNOLOGIES INC$254K0.25%3,965−19.9%
125CASYCASEYS GEN STORES INC$247K0.25%+340NEW
126OSISOSI SYSTEMS INC$245K0.24%15−1.6%
127DFSDDIMENSIONAL ETF TRUST$242K0.24%+5,039+25195.0%
128BMIBADGER METER INC$235K0.23%20−1.8%
129AESAES CORP$231K0.23%6,624−28.8%
130HALOHALOZYME THERAPEUTICS INC$228K0.23%+521+17.3%
131JBLJABIL INC$227K0.22%+854NEW
132DFUVDIMENSIONAL ETF TRUST$220K0.22%+1,926+73.4%
133PMPHILIP MORRIS INTL INC$218K0.22%+1,316NEW
134THNQEXCHANGE TRADED CONCEPTS TRU$210K0.21%+3,540+14160.0%
135MPWRMONOLITHIC PWR SYS INC$210K0.21%+192NEW
136VLOVALERO ENERGY CORP$207K0.21%+839NEW
137ABBVABBVIE INC$202K0.20%407−30.4%
138AUPHAURINIA PHARMACEUTICALS INC$198K0.20%+13,361NEW
139DFGPDIMENSIONAL ETF TRUST$188K0.19%+2,974+596.0%
140METCRAMACO RES INC$187K0.19%+221+1.9%
141SMRNUSCALE PWR CORP$178K0.18%95−0.6%
142AGGISHARES TR$167K0.17%+1,574+1499.0%
143DFIVDIMENSIONAL ETF TRUST$129K0.13%+2,101+600.3%
144DFATDIMENSIONAL ETF TRUST$129K0.13%+2,025+5328.9%
145GOOGALPHABET INC$119K0.12%+415NEW
146DVYISHARES TR$83K0.08%402−42.2%
147MBBISHARES TR$79K0.08%+312+60.2%
148IYWISHARES TR$73K0.07%+189+89.6%
149IEFISHARES TR$72K0.07%4,588−85.8%
150VOOVANGUARD INDEX FDS$71K0.07%+118NEW
151IVVISHARES TR$68K0.07%1,315−92.7%
152IGSBISHARES TR$65K0.06%1,068−46.4%
153IEIISHARES TR$54K0.05%+455NEW
154DFEMDIMENSIONAL ETF TRUST$52K0.05%+1,002+200.0%
155LQDISHARES TR$50K0.05%345−43.0%
156XLYSELECT SECTOR SPDR TR$49K0.05%+221+98.2%
157DFASDIMENSIONAL ETF TRUST$49K0.05%4,376−86.5%
158XLFSELECT SECTOR SPDR TR$41K0.04%+839NEW
159IGIBISHARES TR$41K0.04%+328+72.9%
160IYJISHARES TR$37K0.04%1,429−85.1%
161IWFISHARES TR$33K0.03%+7+10.0%
162XLCSELECT SECTOR SPDR TR$32K0.03%+290NEW
163DFSVDIMENSIONAL ETF TRUST$28K0.03%11,166−93.3%
164IJRISHARES TR$26K0.03%44−17.5%
165XLPSELECT SECTOR SPDR TR$24K0.02%+288NEW
166IWMISHARES TR$23K0.02%309−77.3%
167IYFISHARES TR$22K0.02%73−27.7%
168VTVVANGUARD INDEX FDS$22K0.02%+114NEW
169IYMISHARES TR$18K0.02%+73+270.4%
170XLUSELECT SECTOR SPDR TR$16K0.02%+246NEW
171IYHISHARES TR$16K0.02%97−27.8%
172EMBISHARES TR$12K0.01%+130NEW
173IJHISHARES TR$12K0.01%374−68.0%
174IGMISHARES TR$10K0.01%+87NEW
175IWDISHARES TR$9K0.01%+40NEW
176IBBISHARES TR$8K0.01%+65NEW
177EFAISHARES TR$8K0.01%+78NEW
178IVWISHARES TR$6K0.01%301−86.0%
179EEMISHARES TR$4K0.00%+69NEW
180DFUSDIMENSIONAL ETF TRUST$3K0.00%3,435−98.9%
181DFAXDIMENSIONAL ETF TRUST$2K0.00%4,494−98.8%
182METCBRAMACO RES INC$2K0.00%+172NEW
183DFCFDIMENSIONAL ETF TRUST$8440.00%980−98.0%
184IAIISHARES TR$8210.00%245−98.0%
185CRWDCrowdStrike Holdings, Inc.1,862EXITED
186NFLXNetflix Inc6,822EXITED
187GSGoldman Sachs Group, Inc.692EXITED
188AXPAmerican Express1,641EXITED
189APPAppLovin Corp Ordinary Shs Class A828EXITED
190RLRalph Lauren Corp Class A1,566EXITED
191ORCLOracle Corp2,508EXITED
192COINCoinbase Global Inc Ord Shs Cl A2,100EXITED
193CCitigroup Inc4,012EXITED
194NETCloudflare Inc2,256EXITED
195AZNNAstraZeneca Group plc ADR4,534EXITED
196PANWPalo Alto Networks2,262EXITED
197BSXBoston Scientific Corp4,050EXITED
198DASHDoorDash Inc Ordinary Shares Class A1,598EXITED
199ADBEAdobe Systems1,015EXITED
200AFLAFLAC Incorporated3,218EXITED
201ADSKAutodesk Inc1,101EXITED
202NOWServiceNow, Inc.2,120EXITED
203PGRProgressive Corp1,422EXITED
204AXONAxon Enterprise Inc541EXITED
205MNPRMonopar Therapeutics Inc4,510EXITED
206DINOHF Sinclair Corp6,330EXITED
207MSMorgan Stanley1,543EXITED
208TPBTurning Point Brands Inc2,527EXITED
209MELIMercadoLibre, Inc.131EXITED
210PODDInsulet Corp916EXITED
211CRMSalesForce.com974EXITED
212SEZLSezzle Inc3,972EXITED
213VEEVVeeva Systems Inc Class A1,097EXITED
214CRDOCredo Technology Group Holding Ltd1,634EXITED
215WGSGeneDx Holdings Corp - Class A1,805EXITED
216ECLEcolab, Inc.780EXITED
217DGROiShares Core Dividend Growth etf4,396EXITED
218INTFiShares International Equity Factor ETF252EXITED
219XTiShares Exponential Technologies ETF30EXITED
220IEFAiShares Core MSCI EAFE ETF927EXITED
221IEMGiShares Core MSCI Emerging Market ETF200EXITED
222IUSBiShares Core Universal USD Bond ETF120EXITED
223TLHiShares Barclays 10-20yr Treasury Bond Fund58EXITED
224ARTYiShares Robotics & Articifial Intelligence ETF166EXITED

Source: SEC EDGAR · accession 0001398344-26-009577. 13F discloses long positions only — shorts, foreign equities, and options are excluded.