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CIK: 0001843492
Total reported value
$163.9M
$163.9M
86 檔
29.4%
At the close of Q4 2024, Campion Asset Management disclosed equity holdings valued at approximately $163.9M, spread across 86 reported holdings.
In Q4 2024, Campion Asset Management adopted a defensive or profit-taking posture, trimming 28 positions and completely liquidating 6 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWB | Ishares Russell 1000 ETF | ETF-Other | 8.30% | +0.10% | -2.76% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 7.67% | +0.60% | +7.88% | |
| 3 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 7.10% | +0.07% | -1.13% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.88% | +0.46% | +5.13% | |
| 5 | LMT | Lockheed Martin CORP | Stock-Industrials | 6.38% | -1.72% | — | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.19% | +0.04% | +4.60% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-Other | 5.02% | -0.02% | +2.53% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.48% | +0.08% | -1.53% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.20% | +0.40% | +4.41% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.69% | +0.17% | -5.88% | |
| 11 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 2.66% | -0.03% | -7.98% | |
| 12 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 2.65% | +0.70% | -1.98% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.26% | +0.05% | -0.55% | |
| 14 | MSTR | Strategy Inc | Stock-Tech | 2.17% | — | — | |
| 15 | VOX | Vanguard Communication Servi | ETF-Other | 2.10% | -0.16% | -1.56% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.87% | +0.26% | -3.98% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.77% | -0.11% | — | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 1.47% | -0.50% | -0.58% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.21% | -0.06% | -0.26% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.91% | — | -0.56% | |
| 21 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.89% | +0.01% | +1.10% | |
| 22 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.87% | -0.09% | -0.05% | |
| 23 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.78% | +0.22% | +20.57% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.73% | +0.02% | — | |
| 25 | CVX | Chevron CORP | Stock-Energy | 0.70% | -0.24% | -1.08% | |
| 26 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.69% | — | -0.71% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.68% | -0.03% | — | |
| 28 | CSCO | Cisco Systems Inc | Stock-Tech | 0.64% | +0.22% | -2.25% | |
| 29 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 0.62% | +0.01% | -0.86% | |
| 30 | RTX | Rtx CORP | Stock-Industrials | 0.61% | -0.12% | -0.43% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.60% | +0.13% | — | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.58% | -0.06% | -1.09% | |
| 33 | ARKB | Ark 21shares Bitcoin ETF | ETF-Crypto | 0.58% | — | — | |
| 34 | ORCL | Oracle CORP | Stock-Tech | 0.55% | -0.05% | — | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.52% | +0.07% | — | |
| 36 | COP | Conocophillips | Stock-Energy | 0.49% | -0.15% | -2.61% | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.48% | -0.09% | — | |
| 38 | UNM | Unum Group | Stock-Financials | 0.46% | +0.04% | -1.19% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | +0.01% | — | |
| 40 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.42% | -0.01% | -0.65% | |
| 41 | SYK | Stryker CORP | Stock-Healthcare | 0.42% | -0.04% | — | |
| 42 | ABT | Abbott Laboratories | Stock-Healthcare | 0.42% | -0.06% | -1.29% | |
| 43 | PSA | Public Storage | Stock-Real Estate | 0.41% | +0.02% | -0.54% | |
| 44 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.41% | -0.09% | -0.45% | |
| 45 | TXN | Texas Instruments Inc | Stock-Tech | 0.40% | +0.14% | — | |
| 46 | WFC | Wells Fargo & Co | Stock-Financials | 0.39% | -0.02% | -2.24% | |
| 47 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.38% | -0.18% | — | |
| 48 | AMGN | Amgen Inc | Stock-Healthcare | 0.37% | +0.11% | — | |
| 49 | TM | Toyota Motor CORP -spon Adr | Stock-Consumer Disc | 0.36% | -0.08% | -0.40% | |
| 50 | ALL | Allstate CORP | Stock-Financials | 0.36% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSTR | Strategy Inc | +0.9% | — | Unchanged |
| 2 | IJH | Ishares Core S&p Midcap ETF | +0.8% | +7.88% | Add |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.6% | +5.13% | Add |
| 4 | AAPL | Apple Inc | +0.3% | -1.53% | Trim |
| 5 | ARKB | Ark 21shares Bitcoin ETF | +0.2% | — | Unchanged |
| 6 | IGM | Ishares Expanded Tech Sector | +0.2% | -1.98% | Trim |
| 7 | IJR | Ishares Core S&p Small-cap E | +0.2% | +4.41% | Add |
| 8 | AVGO | Broadcom Inc | +0.2% | — | Unchanged |
| 9 | VOX | Vanguard Communication Servi | +0.2% | -1.56% | Trim |
| 10 | JPM | Jpmorgan Chase & Co | +0.1% | -0.56% | Trim |
| 11 | IWR | Ishares Russell Mid-cap ETF | +0.1% | -1.13% | Trim |
| 12 | V | Visa Inc-class A Shares | +0.1% | — | Unchanged |
| 13 | UNM | Unum Group | +0.1% | -1.19% | Trim |
| 14 | GOOGL | Alphabet Inc-cl A | +0.1% | — | Unchanged |
| 15 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | +20.57% | Add |
| 16 | WFC | Wells Fargo & Co | +0.1% | -2.24% | Trim |
| 17 | AMZN | Amazon.com Inc | +0.1% | — | Unchanged |
| 18 | CSCO | Cisco Systems Inc | +0.1% | -2.25% | Trim |
| 19 | NOC | Northrop Grumman CORP | 0% | — | Unchanged |
| 20 | SO | Southern Co/the | 0% | -5.61% | Trim |
| 21 | DUK | Duke Energy CORP | 0% | -5.61% | Trim |
| 22 | ZTS | Zoetis Inc | 0% | — | Unchanged |
| 23 | VZ | Verizon Communications Inc | 0% | -0.45% | Trim |
| 24 | EFV | Ishares Msci Eafe Value ETF | -0.1% | -0.05% | Trim |
| 25 | JNJ | Johnson & Johnson | -0.1% | -1.09% | Trim |
| 26 | MRK | Merck & Co. Inc. | -0.1% | -0.65% | Trim |
| 27 | O | Realty Income CORP | -0.1% | -5.69% | Trim |
| 28 | IVE | Ishares S&p 500 Value ETF | -0.1% | -20.06% | Trim |
| 29 | PSX | Phillips 66 | -0.1% | -4.72% | Trim |
| 30 | EXC | Exelon CORP | -0.1% | -9.07% | Trim |
| 31 | AMGN | Amgen Inc | -0.1% | — | Unchanged |
| 32 | PSA | Public Storage | -0.1% | -0.54% | Trim |
| 33 | IWM | Ishares Russell 2000 ETF | -0.1% | -5.88% | Trim |
| 34 | XOM | Exxon Mobil CORP | -0.1% | -0.58% | Trim |
| 35 | UNH | Unitedhealth Group Inc | -0.1% | -0.71% | Trim |
| 36 | ELV | Elevance Health Inc | -0.1% | -1.13% | Trim |
| 37 | LYB | LyondellBasell Industries N.V. | -0.1% | -10.75% | Trim |
| 38 | IJJ | Ishares S&p Mid-cap 400 Valu | -0.1% | -7.98% | Trim |
| 39 | VEA | Vanguard Ftse Developed ETF | -0.1% | +4.60% | Add |
| 40 | VWO | Vanguard Ftse Emerging Marke | -0.2% | -0.55% | Trim |
| 41 | CI | THE Cigna Group | -0.2% | -16.11% | Trim |
| 42 | CE | Celanese CORP | -0.2% | EXIT | Sold out |
| 43 | PFE | Pfizer Inc | -0.2% | EXIT | Sold out |
| 44 | NNN | Nnn Reit Inc | -0.2% | EXIT | Sold out |
| 45 | 6D8 | Dupont De Nemours Inc | -0.2% | EXIT | Sold out |
| 46 | VNQ | Vanguard Real Estate ETF | -0.2% | +2.53% | Add |
| 47 | DINO | Hf Sinclair CORP | -0.2% | EXIT | Sold out |
| 48 | LLY | Eli Lilly & Co | -0.3% | -3.98% | Trim |
| 49 | TD | Toronto-dominion Bank | -0.3% | EXIT | Sold out |
| 50 | LMT | Lockheed Martin CORP | -1.1% | — | Unchanged |
According to official SEC Form 13F filings, Campion Asset Management reported a total U.S. public equity portfolio value of $163.9M across 86 disclosed positions in Q4 2024.
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 IWB, IJH, IWR) accounted for 29.4% of total reported equity market value during Q4 2024.
Top Position Liquidated / Trimmed
TD
前期市值: $425.0K
During Q4 2024, Campion Asset Management's top holdings by market value included IWB (8.3%)、IJH (7.7%)、IWR (7.1%). The largest single position, IWB, represented 8.3% of total portfolio value.
In Q4 2024, Campion Asset Management made 40 total portfolio adjustments, initiating 0 new buys, adding to 6 positions, trimming 28 holdings, and fully liquidating 6 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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