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Institutional

Campion Asset Management

CIK 0001843492
$163.9M
Reported AUM
83
Positions
Q2 2026
Period
2026-07-28
Filed

Editorial summary

Summary for Campion Asset Management · Q2 2026 is not yet generated. It will appear here after the next nightly run.

Portfolio · Q2 2026

IJH$18.5MIVV$17.6MVEA$11.2MIWB$9.4MIWR$9.4MLMT$8.9MVNQIJRIGMAAPLVWOIWMOther$54.2MCM

Top holdings

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1IJHISHARES TR$74.73-1.71%22.47%46.61%$18.5M11.28%HELD
2IVVISHARES TR$733.12-1.49%20.42%75.78%$17.6M10.75%HELD
3VEAVANGUARD TAX-MANAGED FDS$68.95-0.93%26.64%53.50%$11.2M6.81%HELD
4IWBISHARES TR$399.27-1.56%18.08%67.26%$9.4M5.76%HELD
5IWRISHARES TR$109.58-1.03%20.85%44.29%$9.4M5.75%HELD
6LMTLOCKHEED MARTIN CORP$569.20-2.08%38.85%79.73%$8.9M5.41%HELD
7VNQVANGUARD INDEX FDS$100.66-0.29%17.59%12.35%$8.0M4.89%HELD
8IJRISHARES TR$144.32-1.36%34.80%39.06%$7.3M4.43%HELD
9IGMISHARES TR$146.20-2.21%29.12%107.72%$5.6M3.42%HELD
10AAPLAPPLE INC$338.19-0.56%67.77%128.17%$5.0M3.04%HELD
11VWOVANGUARD INTL EQUITY INDEX F$56.92-1.42%17.90%27.36%$4.9M2.96%HELD
12IWMISHARES TR$288.57-1.64%35.66%35.93%$4.0M2.43%HELD
13IJJISHARES TR$147.97-1.10%22.84%50.71%$3.6M2.22%HELD
14LLYELI LILLY & CO$1210.02-0.87%61.25%393.83%$3.2M1.96%HELD
15VOXVANGUARD WORLD FD$184.81-0.17%8.90%29.89%$3.1M1.88%HELD
16XOMEXXON MOBIL CORP$156.752.42%47.33%239.93%$2.1M1.28%HELD
17MSFTMICROSOFT CORP$390.54-0.71%-24.89%34.54%$2.1M1.27%HELD
18EMXCISHARES INC$86.86-2.88%42.37%55.97%$2.0M1.23%HELD
19EFVISHARES TR$79.38-0.40%31.74%91.22%$1.6M1.00%HELD
20CSCOCISCO SYS INC$112.48-2.68%75.85%125.29%$1.5M0.94%HELD
21GOOGLALPHABET INC$336.710.90%76.51%132.04%$1.5M0.93%HELD
22JPMJPMORGAN CHASE & CO$344.71-3.53%21.40%144.23%$1.5M0.91%HELD
23PGPROCTER & GAMBLE CO$146.10-1.87%-0.17%16.67%$1.3M0.80%HELD
24IJSISHARES TR$135.86-1.01%39.33%43.58%$1.3M0.79%HELD
25JNJJOHNSON & JOHNSON$265.53-0.45%64.28%77.25%$1.2M0.74%HELD
26RTXRTX CORPORATION$215.25-1.52%40.31%183.53%$1.2M0.71%HELD
27AVGOBROADCOM INC$370.32-2.78%31.81%734.42%$1.1M0.65%HELD
28VVISA INC$368.730.58%9.62%67.02%$1.0M0.63%HELD
29CVXCHEVRON CORPORATION$191.862.28%32.10%140.30%$1.0M0.61%HELD
30BRK/BBERKSHIRE HATHAWAY INC DEL$1.0M0.61%HELD
31TXNTEXAS INSTRS INC$271.30-2.08%$821K0.50%HELD
32AMGNAMGEN INC$387.64-1.39%$814K0.50%HELD
33VOOVANGUARD INDEX FDS$670.63-1.52%$755K0.46%HELD
34UNMUNUM GROUP$83.63-4.89%$672K0.41%HELD
35PSXPHILLIPS 66$206.810.47%$654K0.40%HELD
36GOOGALPHABET INC$335.760.95%$652K0.40%HELD
37MAAMID-AMER APT CMNTYS INC$137.381.28%$621K0.38%HELD
38MRKMERCK & CO INC$130.36-1.11%$618K0.38%HELD
39NVDANVIDIA CORPORATION$190.01-3.55%$615K0.38%HELD
40AMZNAMAZON COM INC$226.65-1.82%$611K0.37%HELD
41COPCONOCOPHILLIPS$118.063.47%$587K0.36%HELD
42MCDMCDONALDS CORP$271.52-0.55%$568K0.35%HELD
43XLYSELECT SECTOR SPDR TR$111.61-0.77%$567K0.35%HELD
44WMTWALMART INC$114.220.99%$563K0.34%HELD
45ORCLORACLE CORP$117.74-1.85%$562K0.34%HELD
46ALLALLSTATE CORP$274.390.72%$554K0.34%HELD
47EXCEXELON CORP$47.03-0.59%$538K0.33%HELD
48PSAPUBLIC STORAGE$329.44-0.31%$517K0.32%HELD
49WMT2WELLS FARGO & CO$476K0.29%HELD
50VZVERIZON COMMUNICATIONS INC$47.22-2.01%$475K0.29%HELD
51NOCNORTHROP GRUMMAN CORP$535.05-2.58%$458K0.28%HELD
52SYKSTRYKER CORPORATION$352.251.63%$444K0.27%HELD
53DUKDUKE ENERGY CORP NEW$129.08-0.12%$427K0.26%HELD
54ABTABBOTT LABORATORIES$108.000.68%$411K0.25%HELD
55NSCNORFOLK SOUTHN CORP$335.74-0.91%$402K0.25%HELD
56XLESELECT SECTOR SPDR TR$58.651.88%$398K0.24%HELD
57URIUNITED RENTALS INC$1055.11-3.31%$394K0.24%HELD
58IYWISHARES TR$227.34-2.09%$386K0.24%HELD
59TMTOYOTA MOTOR CORP$192.843.51%$378K0.23%HELD
60SOSOUTHERN CO$96.05-0.75%$374K0.23%HELD
61IBMINTERNATIONAL BUSINESS MACHS$226.44-0.49%$360K0.22%HELD
62CITHE CIGNA GROUP$296.47-1.52%$355K0.22%HELD
63IWDISHARES TR$249.52-1.00%$344K0.21%HELD
64DDOMINION ENERGY INC$70.55-0.10%$331K0.20%HELD
65UNPUNION PAC CORP$292.19-0.77%$330K0.20%HELD
66STAGSTAG INDUSTRIAL INC$38.91-4.44%$318K0.19%HELD
67DINOHF SINCLAIR CORP$90.000.78%$318K0.19%HELD
68ELVELEVANCE HEALTH INC FORMERLY$375.98-2.53%$316K0.19%HELD
69XARSPDR SERIES TRUST$258.11-5.08%$296K0.18%HELD
70APDAIR PRODUCTS AND CHEMICALS I$294.270.48%$291K0.18%HELD
71IVEISHARES TR$232.36-0.88%$288K0.18%HELD
72AMATAPPLIED MATLS INC$436.45-8.40%$280K0.17%HELD
73BACBANK OF AMER CORP$61.07-2.48%$276K0.17%HELD
74PPLPPL CORP$35.70-1.73%$271K0.17%HELD
75OREALTY INCOME CORP$65.54-0.29%$262K0.16%HELD
76MLMMARTIN MARIETTA MATLS INC$569.66-2.40%$251K0.15%HELD
77MMM3M CO$177.95-2.48%$248K0.15%HELD
78XLVSELECT SECTOR SPDR TR$166.24-0.61%$234K0.14%HELD
79IWSISHARES TR$167.97-0.85%$229K0.14%HELD
80IWVISHARES TR$415.81-1.46%$214K0.13%HELD
81BRBROADRIDGE FINL SOLUTIONS IN$159.200.64%$211K0.13%HELD
82GSGOLDMAN SACHS GROUP INC$980.75-5.09%$208K0.13%HELD
83LTCLTC PPTYS INC$41.68-0.50%$202K0.12%HELD

Source: SEC EDGAR · accession 0001172661-26-002889. 13F discloses long positions only — shorts, foreign equities, and options are excluded.