13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001843492
Total reported value
$163.9M
$163.9M
83 檔
28.2%
During the Q1 2025 filing period, Campion Asset Management (CIK: 0001843492) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $163.9M across 83 reported positions.
In Q1 2025, Campion Asset Management displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWB | Ishares Russell 1000 ETF | ETF-Other | 8.06% | +0.10% | -0.44% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 7.63% | +0.60% | +3.77% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.04% | +0.46% | +4.60% | |
| 4 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 6.99% | +0.07% | -0.18% | |
| 5 | LMT | Lockheed Martin CORP | Stock-Industrials | 6.00% | -1.72% | — | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.76% | +0.04% | +1.92% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-Other | 5.29% | -0.02% | +1.13% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.14% | +0.08% | -0.72% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.01% | +0.40% | +1.29% | |
| 10 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 2.59% | -0.03% | -0.81% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.45% | +0.17% | -1.38% | |
| 12 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 2.41% | +0.70% | +0.16% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.38% | +0.05% | -0.28% | |
| 14 | MSTR | Strategy Inc | Stock-Tech | 2.22% | — | — | |
| 15 | VOX | Vanguard Communication Servi | ETF-Other | 2.04% | -0.16% | -0.90% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.95% | +0.26% | -4.83% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.66% | -0.50% | -0.43% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.62% | -0.11% | — | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.26% | -0.06% | — | |
| 20 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.00% | -0.09% | — | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.92% | — | -3.10% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 0.83% | -0.24% | -0.20% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.83% | +0.02% | — | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.82% | -0.03% | — | |
| 25 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.81% | +0.22% | +3.21% | |
| 26 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.80% | +0.01% | -1.35% | |
| 27 | RTX | Rtx CORP | Stock-Industrials | 0.71% | -0.12% | -0.50% | |
| 28 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.71% | — | -3.85% | |
| 29 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 0.69% | +0.01% | — | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 0.68% | +0.22% | -0.38% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.67% | -0.06% | -1.54% | |
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.53% | -0.09% | — | |
| 33 | ARKB | Ark 21shares Bitcoin ETF | ETF-Crypto | 0.52% | — | — | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.50% | +0.13% | — | |
| 35 | COP | Conocophillips | Stock-Energy | 0.50% | -0.15% | -5.21% | |
| 36 | ABT | Abbott Laboratories | Stock-Healthcare | 0.50% | -0.06% | -0.92% | |
| 37 | UNM | Unum Group | Stock-Financials | 0.49% | +0.04% | -6.02% | |
| 38 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.47% | -0.09% | -0.48% | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.47% | -0.05% | — | |
| 40 | AMGN | Amgen Inc | Stock-Healthcare | 0.45% | +0.11% | — | |
| 41 | SYK | Stryker CORP | Stock-Healthcare | 0.44% | -0.04% | — | |
| 42 | EXC | Exelon CORP | Stock-Utilities | 0.44% | -0.05% | -2.04% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | +0.01% | — | |
| 44 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.42% | -0.18% | -0.47% | |
| 45 | PSA | Public Storage | Stock-Real Estate | 0.42% | +0.02% | -1.09% | |
| 46 | ALL | Allstate CORP | Stock-Financials | 0.40% | +0.01% | -0.60% | |
| 47 | TXN | Texas Instruments Inc | Stock-Tech | 0.39% | +0.14% | — | |
| 48 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.39% | -0.01% | — | |
| 49 | PSX | Phillips 66 | Stock-Energy | 0.39% | -0.08% | -1.57% | |
| 50 | AVGO | Broadcom Inc | Stock-Tech | 0.38% | +0.07% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWB | Ishares Russell 1000 ETF | — | NEW | New buy |
| 2 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 3 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 4 | IWR | Ishares Russell Mid-cap ETF | — | NEW | New buy |
| 5 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 6 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 7 | VNQ | Vanguard Real Estate ETF | — | NEW | New buy |
| 8 | AAPL | Apple Inc | — | NEW | New buy |
| 9 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 10 | IJJ | Ishares S&p Mid-cap 400 Valu | — | NEW | New buy |
| 11 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 12 | IGM | Ishares Expanded Tech Sector | — | NEW | New buy |
| 13 | VWO | Vanguard Ftse Emerging Marke | — | NEW | New buy |
| 14 | MSTR | Strategy Inc | — | NEW | New buy |
| 15 | VOX | Vanguard Communication Servi | — | NEW | New buy |
| 16 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 17 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 18 | MSFT | Microsoft CORP | — | NEW | New buy |
| 19 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 20 | EFV | Ishares Msci Eafe Value ETF | — | NEW | New buy |
| 21 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 22 | CVX | Chevron CORP | — | NEW | New buy |
| 23 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 25 | EMXC | Ishares Msci Emr Mrk Ex Chna | — | NEW | New buy |
| 26 | IJS | Ishares S&p Small-cap 600 Va | — | NEW | New buy |
| 27 | RTX | Rtx CORP | — | NEW | New buy |
| 28 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 29 | MAA | Mid-america Apartment Comm | — | NEW | New buy |
| 30 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 31 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 32 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 33 | ARKB | Ark 21shares Bitcoin ETF | — | NEW | New buy |
| 34 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 35 | COP | Conocophillips | — | NEW | New buy |
| 36 | ABT | Abbott Laboratories | — | NEW | New buy |
| 37 | UNM | Unum Group | — | NEW | New buy |
| 38 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 39 | ORCL | Oracle CORP | — | NEW | New buy |
| 40 | AMGN | Amgen Inc | — | NEW | New buy |
| 41 | SYK | Stryker CORP | — | NEW | New buy |
| 42 | EXC | Exelon CORP | — | NEW | New buy |
| 43 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 44 | NOC | Northrop Grumman CORP | — | NEW | New buy |
| 45 | PSA | Public Storage | — | NEW | New buy |
| 46 | ALL | Allstate CORP | — | NEW | New buy |
| 47 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 48 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 49 | PSX | Phillips 66 | — | NEW | New buy |
| 50 | AVGO | Broadcom Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Campion Asset Management reported a total U.S. public equity portfolio value of $163.9M across 83 disclosed positions in Q1 2025.
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, IVV) accounted for 28.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
IWB
市值: $10.4M
During Q1 2025, Campion Asset Management's top holdings by market value included IWB (8.1%)、IJH (7.6%)、IVV (7.0%). The largest single position, IWB, represented 8.1% of total portfolio value.
In Q1 2025, Campion Asset Management made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.