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BankChampaign, National Association SEC 13F Filing (Q2 2026) — Holdings & Portfolio
BankChampaign, National AssociationCIK: 0002135773
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$130.2M
Reporting period: 2026-06-30 · Number of holdings: 200
BankChampaign, National Association disclosed 200 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $130.2M and a quarterly turnover rate of 49.1%.
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Personality snowflake
- Concentration
- 4.44
- Portfolio Stability
- 49.13
- Momentum
- 100
- Sector conviction
- 62.3
- Diversification
- 100
- Sizing Uniformity
- 88.93
BankChampaign, National Association's disclosed holdings carry a Herfindahl concentration index of 0.011 — mathematically equivalent to about 90 equally-sized positions, well below its 200 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 1.11), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd BRK-B
+150.8% $2.5M
Add LLY
+129.9% $2.1M
Add WDC
-11.4% $2.3M
New buy CHDN
New buy SGOV
Trim PLTR
-3.1% -$517.9K
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WDC | Western Digital CORP | Stock-Tech | 3.42% | +1.31% | -11.36% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.14% | +1.59% | +150.80% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.52% | -0.04% | +2.38% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.37% | +1.35% | +129.88% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 2.32% | -0.16% | -1.03% | |
| 6 | CAT | Caterpillar Inc | Stock-Industrials | 1.94% | +0.32% | +2.42% | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.78% | +0.19% | +1.98% | |
| 8 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.70% | +0.05% | -0.63% | |
| 9 | PAAS | Pan American Silver CORP | Stock-Materials | 1.54% | -0.89% | -0.18% | |
| 10 | HWM | Howmet Aerospace Inc | Stock-Industrials | 1.47% | -0.12% | +2.23% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.44% | -0.08% | +6.50% | |
| 12 | GEV | GE Vernova Inc | Stock-Industrials | 1.42% | +0.22% | +13.36% | |
| 13 | LRCX | Lam Research CORP | Stock-Tech | 1.40% | +0.57% | +7.85% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.40% | -0.16% | +2.20% | |
| 15 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.35% | -0.91% | -3.07% | |
| 16 | RGLD | Royal Gold Inc | Stock-Materials | 1.28% | -0.77% | +2.96% | |
| 17 | ETN | Eaton Corporation plc | Stock-Industrials | 1.21% | — | +8.07% | |
| 18 | ASML | ASML Holding N.V. | Stock-Tech | 1.20% | +0.37% | +24.49% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 1.19% | -0.47% | +2.06% | |
| 20 | DELL | Dell Technologies -c | Stock-Tech | 1.19% | +0.60% | -1.32% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.18% | -0.01% | +11.31% | |
| 22 | URI | United Rentals Inc | Stock-Industrials | 1.17% | +0.20% | — | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 1.17% | -0.24% | +5.87% | |
| 24 | PH | Parker Hannifin CORP | Stock-Industrials | 1.11% | -0.13% | +6.31% | |
| 25 | MRVL | Marvell Technology Inc | Stock-Tech | 1.09% | +0.66% | +7.57% | |
| 26 | ARM | Arm Holdings Plc-adr | Stock-Tech | 1.08% | +0.57% | +17.14% | |
| 27 | MLI | Mueller Industries Inc | Stock-Industrials | 1.07% | -0.14% | +3.20% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.07% | -0.33% | +5.28% | |
| 29 | CHDN | Churchill Downs Inc | Stock-Consumer Disc | 1.05% | +1.05% | NEW | |
| 30 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 1.04% | +0.38% | -0.74% | |
| 31 | MU | Micron Technology Inc | Stock-Tech | 1.03% | +0.65% | +3.12% | |
| 32 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.00% | +1.00% | NEW | |
| 33 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.91% | -0.63% | -0.37% | |
| 34 | ANET | Arista Networks Inc | Stock-Tech | 0.91% | +0.10% | +4.61% | |
| 35 | AMAT | Applied Materials Inc | Stock-Tech | 0.90% | +0.52% | +43.89% | |
| 36 | VST | Vistra CORP | Stock-Utilities | 0.87% | -0.20% | -0.54% | |
| 37 | GE | General Electric | Stock-Industrials | 0.87% | +0.17% | +22.70% | |
| 38 | CRS | Carpenter Technology | Stock-Industrials | 0.87% | +0.22% | +11.03% | |
| 39 | FTI | TechnipFMC plc | Stock-Energy | 0.85% | -0.30% | +0.34% | |
| 40 | PWR | Quanta Services Inc | Stock-Industrials | 0.84% | +0.07% | +8.75% | |
| 41 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.80% | +0.07% | -2.68% | |
| 42 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.80% | +0.10% | +5.76% | |
| 43 | CLS | Celestica Inc | Stock-Tech | 0.78% | +0.04% | +5.19% | |
| 44 | CIEN | Ciena CORP | Stock-Tech | 0.78% | +0.03% | +5.52% | |
| 45 | HEI | Heico CORP | Stock-Industrials | 0.78% | +0.06% | +6.34% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.77% | -0.23% | +1.60% | |
| 47 | KLAC | Kla CORP | Stock-Tech | 0.75% | +0.10% | +630.27% | |
| 48 | CEG | Constellation Energy | Stock-Utilities | 0.72% | -0.34% | -1.13% | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.72% | +0.35% | +122.85% | |
| 50 | WMB | Williams Cos Inc | Stock-Energy | 0.71% | -0.18% | +0.47% |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
-0.5%
Performance Last 4 Quarters
+8.4%
- Stdev
- +21%
- Beta
- +1.05
- Alpha
- -7.9%
- Max Drawdown
- -4.3%
- Annualized Perf
- +17.6%
- Batting Avg vs S&P
- +50%
- Sortino
- +1.75
- Stutzer
- +0.28
- Treynor
- +0.17
- Sterling
- —
- Calmar
- +4.04
- Information Ratio
- -0.88
- Tracking Error
- +7.4%
- Stdev Down
- +10.4%
- Winning Months %
- +66.7%
- Losing Months %
- +33.3%
- Best 12 Months
- —
- Worst 12 Months
- —
- Efficiency Ratio
- +0.29
- Sharpe
- +0.86
- Stdev Sectors
- +10.4%
- Skewness
- +0.18
- Kurtosis
- -1.01
- Upside Potential
- +3.72
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
BankChampaign, National Association's most significant position changes for 2026-06-30: New buy: Churchill Downs Inc (CHDN); New buy: Ishares 0-3 Month Treasury B (SGOV); Sold out: Vulcan Materials Co (VMC); Sold out: Genmab A/s -sp Adr (GMAB); Sold out: Resmed Inc (RMD).
Showing top 200 changes by size (of 225 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +1.6% | +150.80% | Add |
| 2 | LLY | Eli Lilly & Co | +1.4% | +129.88% | Add |
| 3 | WDC | Western Digital CORP | +1.3% | -11.36% | Trim |
| 4 | CHDN | Churchill Downs Inc | +1.1% | NEW | New buy |
| 5 | SGOV | Ishares 0-3 Month Treasury B | +1% | NEW | New buy |
| 6 | MRVL | Marvell Technology Inc | +0.7% | +7.57% | Add |
| 7 | MU | Micron Technology Inc | +0.7% | +3.12% | Add |
| 8 | DELL | Dell Technologies -c | +0.6% | -1.32% | Trim |
| 9 | LRCX | Lam Research CORP | +0.6% | +7.85% | Add |
| 10 | ARM | Arm Holdings Plc-adr | +0.6% | +17.14% | Add |
| 11 | AMAT | Applied Materials Inc | +0.5% | +43.89% | Add |
| 12 | ALAB | Astera Labs Inc | +0.4% | NEW | New buy |
| 13 | CRDO | Credo Technology Group Holding Ltd | +0.4% | NEW | New buy |
| 14 | TER | Teradyne Inc | +0.4% | NEW | New buy |
| 15 | CLH | Clean Harbors Inc | +0.4% | NEW | New buy |
| 16 | STRL | Sterling Infrastructure Inc | +0.4% | -0.74% | Trim |
| 17 | ASML | ASML Holding N.V. | +0.4% | +24.49% | Add |
| 18 | JPM | Jpmorgan Chase & Co | +0.4% | +122.85% | Add |
| 19 | CAT | Caterpillar Inc | +0.3% | +2.42% | Add |
| 20 | SEZL | Sezzle Inc | +0.3% | NEW | New buy |
| 21 | FIX | Comfort Systems USA Inc | +0.3% | NEW | New buy |
| 22 | CMI | Cummins Inc | +0.3% | NEW | New buy |
| 23 | VSAT | Viasat Inc | +0.2% | -0.31% | Trim |
| 24 | CPRX | Catalyst Pharmaceuticals Inc | +0.2% | NEW | New buy |
| 25 | DY | Dycom Industries Inc | +0.2% | NEW | New buy |
| 26 | GEV | GE Vernova Inc | +0.2% | +13.36% | Add |
| 27 | CRS | Carpenter Technology | +0.2% | +11.03% | Add |
| 28 | INCY | Incyte CORP | +0.2% | NEW | New buy |
| 29 | ESP | Espey Mfg & Electronics CORP | +0.2% | NEW | New buy |
| 30 | AAOI | Applied Optoelectronics Inc | +0.2% | +3.33% | Add |
| 31 | ABBV | Abbvie Inc | +0.2% | +127.53% | Add |
| 32 | RMBS | Rambus Inc | +0.2% | NEW | New buy |
| 33 | POWL | Powell Industries Inc | +0.2% | NEW | New buy |
| 34 | AMD | Advanced Micro Devices | +0.2% | NEW | New buy |
| 35 | URI | United Rentals Inc | +0.2% | — | Unchanged |
| 36 | JNJ | Johnson & Johnson | +0.2% | NEW | New buy |
| 37 | DVA | Davita Inc | +0.2% | NEW | New buy |
| 38 | CL | Colgate-palmolive Co | +0.2% | NEW | New buy |
| 39 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +1.98% | Add |
| 40 | GLW | Corning Inc | +0.2% | +8.32% | Add |
| 41 | RBC | RBC Bearings Inc | +0.2% | NEW | New buy |
| 42 | NBIX | Neurocrine Biosciences Inc | +0.2% | NEW | New buy |
| 43 | NOC | Northrop Grumman CORP | +0.2% | NEW | New buy |
| 44 | MRX | Marex Group plc | +0.2% | NEW | New buy |
| 45 | SEI | Solaris Energy Infrastructur | +0.2% | NEW | New buy |
| 46 | JBL | Jabil Inc | +0.2% | +58.90% | Add |
| 47 | EFX | Equifax Inc | +0.2% | NEW | New buy |
| 48 | VICR | Vicor CORP | +0.2% | NEW | New buy |
| 49 | NEE | Nextera Energy Inc | +0.2% | NEW | New buy |
| 50 | C | Citigroup Inc | +0.2% | NEW | New buy |
1–50 of 200
Filing History
FAQ
What is BankChampaign, National Association and what type of investor is it?
BankChampaign, National Association is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $130.2M, spread across 200 disclosed positions.
What are BankChampaign, National Association's largest equity positions?
Based on the latest 13F filing, BankChampaign, National Association's top holdings by market value are:
1. Western Digital CORP (WDC) — $4.5M (3.4%)
2. Berkshire Hathaway Inc-cl B (BRK-B) — $4.1M (3.1%)
3. Alphabet Inc-cl A (GOOGL) — $3.3M (2.5%)
4. Eli Lilly & Co (LLY) — $3.1M (2.4%)
5. Broadcom Inc (AVGO) — $3.0M (2.3%)
What changes did BankChampaign, National Association make in its most recent portfolio filing?
In the latest reported quarter, BankChampaign, National Association made 180 notable position adjustments: 41 new positions were initiated, 72 existing holdings were added to, 43 positions were partially reduced, and 24 were completely exited. The largest of these moves: New buy: Churchill Downs Inc (CHDN); New buy: Ishares 0-3 Month Treasury B (SGOV); Sold out: Vulcan Materials Co (VMC); Sold out: Genmab A/s -sp Adr (GMAB); Sold out: Resmed Inc (RMD)
What sectors does BankChampaign, National Association focus on?
BankChampaign, National Association is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 35.0%
• Industrials: 25.1%
• Health Care: 7.3%
• Energy: 7.0%
• Materials: 6.1%
• Consumer Discretionary: 5.3%
Investment Profile
BankChampaign, National Association returned an annualized 17.6% over the trailing 6 months — underperforming the S&P 500 by 7.9 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.05 (roughly in line with the market) and a 50% quarterly batting average against the index.
Its portfolio is broadly diversified and moderately active, with 35.0% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 49 over the past 2 quarters — a shift toward more active trading.
It has added to its WDC position over the past two quarters (+$3.0M, now $4.5M), while trimming PLTR over the same stretch (-$1.5M, still holding $1.8M).
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