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CIK: 0002135773
Total reported value
$119.8M
$119.8M
200 檔
15.0%
As reported in its official Q2 2026 Form 13F filing, BankChampaign, National Association's tracked investment portfolio stood at $119.8M with 200 total positions.
In Q2 2026, BankChampaign, National Association displayed an active expansion posture, initiating 41 new positions and adding to 72 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WDC | Western Digital CORP | Stock-Tech | 3.42% | -1.05% | -11.36% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.14% | -2.11% | +150.80% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.52% | +0.01% | +2.38% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.37% | -0.87% | +129.88% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 2.32% | -0.05% | -1.03% | |
| 6 | CAT | Caterpillar Inc | Stock-Industrials | 1.94% | -0.36% | +2.42% | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.78% | +0.03% | +1.98% | |
| 8 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.70% | -0.48% | -0.63% | |
| 9 | PAAS | Pan American Silver CORP | Stock-Materials | 1.54% | +0.14% | -0.18% | |
| 10 | HWM | Howmet Aerospace Inc | Stock-Industrials | 1.47% | -0.17% | +2.23% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.44% | +0.31% | +6.50% | |
| 12 | GEV | GE Vernova Inc | Stock-Industrials | 1.42% | -0.27% | +13.36% | |
| 13 | LRCX | Lam Research CORP | Stock-Tech | 1.40% | -0.21% | +7.85% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.40% | +0.33% | +2.20% | |
| 15 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.35% | +0.92% | -3.07% | |
| 16 | RGLD | Royal Gold Inc | Stock-Materials | 1.28% | +0.35% | +2.96% | |
| 17 | ETN | Eaton Corporation plc | Stock-Industrials | 1.21% | +0.10% | +8.07% | |
| 18 | ASML | ASML Holding N.V. | Stock-Tech | 1.20% | — | +24.49% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 1.19% | -0.02% | +2.06% | |
| 20 | DELL | Dell Technologies -c | Stock-Tech | 1.19% | +0.25% | -1.32% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.18% | +0.13% | +11.31% | |
| 22 | URI | United Rentals Inc | Stock-Industrials | 1.17% | -0.07% | — | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 1.17% | +0.58% | +5.87% | |
| 24 | PH | Parker Hannifin CORP | Stock-Industrials | 1.11% | +0.11% | +6.31% | |
| 25 | MRVL | Marvell Technology Inc | Stock-Tech | 1.09% | -0.11% | +7.57% | |
| 26 | ARM | Arm Holdings Plc-adr | Stock-Tech | 1.08% | -0.11% | +17.14% | |
| 27 | MLI | Mueller Industries Inc | Stock-Industrials | 1.07% | +0.08% | +3.20% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.07% | +0.04% | +5.28% | |
| 29 | CHDN | Churchill Downs Inc | Stock-Consumer Disc | 1.05% | -1.05% | EXIT | |
| 30 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 1.04% | -0.41% | -0.74% | |
| 31 | MU | Micron Technology Inc | Stock-Tech | 1.03% | -0.03% | +3.12% | |
| 32 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.00% | +1.29% | — | |
| 33 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.91% | +0.22% | -0.37% | |
| 34 | ANET | Arista Networks Inc | Stock-Tech | 0.91% | +0.26% | +4.61% | |
| 35 | AMAT | Applied Materials Inc | Stock-Tech | 0.90% | -0.18% | +43.89% | |
| 36 | VST | Vistra CORP | Stock-Utilities | 0.87% | -0.13% | -0.54% | |
| 37 | GE | General Electric | Stock-Industrials | 0.87% | -0.18% | +22.70% | |
| 38 | CRS | Carpenter Technology | Stock-Industrials | 0.87% | -0.29% | +11.03% | |
| 39 | FTI | TechnipFMC plc | Stock-Energy | 0.85% | +0.04% | +0.34% | |
| 40 | PWR | Quanta Services Inc | Stock-Industrials | 0.84% | -0.04% | +8.75% | |
| 41 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.80% | +0.10% | -2.68% | |
| 42 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.80% | -0.16% | +5.76% | |
| 43 | CLS | Celestica Inc | Stock-Tech | 0.78% | -0.09% | +5.19% | |
| 44 | CIEN | Ciena CORP | Stock-Tech | 0.78% | -0.78% | EXIT | |
| 45 | HEI | Heico CORP | Stock-Industrials | 0.78% | -0.06% | +6.34% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.77% | +0.25% | +1.60% | |
| 47 | KLAC | Kla CORP | Stock-Tech | 0.75% | -0.23% | +630.27% | |
| 48 | CEG | Constellation Energy | Stock-Utilities | 0.72% | -0.01% | -1.13% | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.72% | -0.33% | +122.85% | |
| 50 | WMB | Williams Cos Inc | Stock-Energy | 0.71% | -0.03% | +0.47% |
| # | 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 |
According to official SEC Form 13F filings, BankChampaign, National Association reported a total U.S. public equity portfolio value of $119.8M across 200 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including WDC, BRK-B, GOOGL) accounted for 15.0% of total reported equity market value during Q2 2026.
Top New Position Initiated
CHDN
市值: $1.4M
Top Position Liquidated / Trimmed
VMC
前期市值: $705.5K
During Q2 2026, BankChampaign, National Association's top holdings by market value included WDC (3.4%)、BRK-B (3.1%)、GOOGL (2.5%). The largest single position, WDC, represented 3.4% of total portfolio value.
In Q2 2026, BankChampaign, National Association made 180 total portfolio adjustments, initiating 41 new buys, adding to 72 positions, trimming 43 holdings, and fully liquidating 24 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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