Campion Asset Management

Est. AUM

$147.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P MCP ETF	$15.7M	233105	10.68%	SOLE
2	ISHARES TR	CORE S&P500 ETF	$15.2M	23237	10.29%	SOLE
3	LOCKHEED MARTIN CORP	COM	$10.5M	17388	7.13%	SOLE
4	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$10.0M	155683	6.77%	SOLE
5	ISHARES TR	RUS MID CAP ETF	$8.4M	86137	5.68%	SOLE
6	ISHARES TR	RUS 1000 ETF	$8.3M	23397	5.66%	SOLE
7	VANGUARD INDEX FDS	REAL ESTATE ETF	$7.2M	81542	4.91%	SOLE
8	ISHARES TR	CORE S&P SCP ETF	$5.9M	47798	4.03%	SOLE
9	APPLE INC	COM	$4.4M	17220	2.96%	SOLE
10	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$4.3M	79259	2.91%	SOLE
11	ISHARES TR	EXPND TEC SC ETF	$4.0M	33862	2.72%	SOLE
12	ISHARES TR	RUSSELL 2000 ETF	$3.3M	13423	2.26%	SOLE
13	ISHARES TR	S&P MC 400VL ETF	$3.3M	25042	2.25%	SOLE
14	VANGUARD WORLD FD	COMM SRVC ETF	$3.0M	16699	2.04%	SOLE
15	EXXON MOBIL CORP	COM	$2.6M	15442	1.78%	SOLE
16	ELI LILLY & CO	COM	$2.5M	2732	1.70%	SOLE
17	MICROSOFT CORP	COM	$2.0M	5478	1.38%	SOLE
18	ISHARES TR	EAFE VALUE ETF	$1.6M	21631	1.09%	SOLE
19	ISHARES INC	MSCI EMRG CHN	$1.5M	18944	1.01%	SOLE
20	JPMORGAN CHASE & CO	COM	$1.3M	4561	0.91%	SOLE
21	PROCTER & GAMBLE CO	COM	$1.3M	8800	0.86%	SOLE
22	CHEVRON CORPORATION	COM	$1.3M	6082	0.85%	SOLE
23	RTX CORPORATION	COM	$1.2M	6325	0.83%	SOLE
24	JOHNSON & JOHNSON	COM	$1.2M	4815	0.80%	SOLE
25	ALPHABET INC	CAP STK CL A	$1.2M	4091	0.80%	SOLE
26	ISHARES TR	SP SMCP600VL ETF	$1.1M	9659	0.78%	SOLE
27	CISCO SYS INC	COM	$1.1M	13691	0.72%	SOLE
28	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$939K	1959	0.64%	SOLE
29	VISA INC	COM CL A	$898K	2970	0.61%	SOLE
30	BROADCOM INC	COM	$860K	2777	0.58%	SOLE
31	CONOCOPHILLIPS	COM	$748K	5667	0.51%	SOLE
32	PHILLIPS 66	COM	$704K	3867	0.48%	SOLE
33	NORTHROP GRUMMAN CORP	COM	$674K	988	0.46%	SOLE
34	VANGUARD INDEX FDS	S&P 500 ETF SHS	$657K	1100	0.45%	SOLE
35	MCDONALDS CORP	COM	$651K	2094	0.44%	SOLE
36	WALMART INC	COM	$610K	4912	0.41%	SOLE
37	AMGEN INC	COM	$581K	1650	0.39%	SOLE
38	ORACLE CORP	COM	$574K	3903	0.39%	SOLE
39	MERCK & CO INC	COM	$573K	4761	0.39%	SOLE
40	VERIZON COMMUNICATIONS INC	COM	$560K	11154	0.38%	SOLE
41	EXELON CORP	COM	$559K	11400	0.38%	SOLE
42	UNUM GROUP	COM	$549K	7516	0.37%	SOLE
43	MID-AMER APT CMNTYS INC	COM	$546K	4467	0.37%	SOLE
44	TEXAS INSTRS INC	COM	$534K	2753	0.36%	SOLE
45	ALPHABET INC	CAP STK CL C	$512K	1786	0.35%	SOLE
46	AMAZON COM INC	COM	$510K	2447	0.35%	SOLE
47	SELECT SECTOR SPDR TR	STATE STREET CON	$498K	4567	0.34%	SOLE
48	NVIDIA CORPORATION	COM	$487K	2790	0.33%	SOLE
49	ALLSTATE CORP	COM	$485K	2339	0.33%	SOLE
50	ABBOTT LABORATORIES	COM	$464K	4515	0.31%	SOLE

1–50 of 82

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.