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CIK: 0001843492
Total reported value
$163.9M
$163.9M
80 檔
31.5%
In Q2 2025, Campion Asset Management's U.S. equity holdings reached a combined market value of $163.9M, distributed across 80 disclosed stock positions.
In Q2 2025, Campion Asset Management adopted a defensive or profit-taking posture, trimming 25 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWB | Ishares Russell 1000 ETF | ETF-Other | 8.48% | +0.10% | -2.07% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 8.45% | +0.60% | +7.38% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.07% | +0.46% | +6.97% | |
| 4 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 7.27% | +0.07% | -0.84% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.42% | +0.04% | +2.47% | |
| 6 | LMT | Lockheed Martin CORP | Stock-Industrials | 6.04% | -1.72% | — | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-Other | 5.09% | -0.02% | +0.86% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.20% | +0.40% | +4.67% | |
| 9 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 2.86% | +0.70% | -1.28% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.70% | +0.08% | -4.15% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.59% | +0.17% | +0.52% | |
| 12 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 2.56% | -0.03% | -1.18% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.55% | +0.05% | +0.96% | |
| 14 | VOX | Vanguard Communication Servi | ETF-Other | 2.23% | -0.16% | -2.06% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 2.08% | -0.11% | — | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.74% | +0.26% | -2.42% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.43% | -0.50% | -2.09% | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.11% | -0.06% | -2.80% | |
| 19 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.04% | -0.09% | — | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.01% | — | -3.80% | |
| 21 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.91% | +0.22% | +0.82% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 0.80% | +0.02% | -1.96% | |
| 23 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.78% | +0.01% | -1.64% | |
| 24 | CSCO | Cisco Systems Inc | Stock-Tech | 0.74% | +0.22% | -0.25% | |
| 25 | RTX | Rtx CORP | Stock-Industrials | 0.73% | -0.12% | -3.57% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | -0.03% | -0.75% | |
| 27 | ORCL | Oracle CORP | Stock-Tech | 0.68% | -0.05% | -5.16% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 0.67% | -0.24% | -2.76% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.61% | +0.07% | — | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.58% | -0.06% | -2.14% | |
| 31 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 0.57% | +0.01% | -2.82% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.55% | +0.13% | -0.76% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | +0.01% | +15.73% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.48% | -0.09% | — | |
| 35 | ABT | Abbott Laboratories | Stock-Healthcare | 0.47% | -0.06% | -4.43% | |
| 36 | UNM | Unum Group | Stock-Financials | 0.47% | +0.04% | — | |
| 37 | SYK | Stryker CORP | Stock-Healthcare | 0.46% | -0.04% | -0.65% | |
| 38 | TXN | Texas Instruments Inc | Stock-Tech | 0.44% | +0.14% | — | |
| 39 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.42% | -0.09% | -3.20% | |
| 40 | EXC | Exelon CORP | Stock-Utilities | 0.40% | -0.05% | -2.10% | |
| 41 | PSA | Public Storage | Stock-Real Estate | 0.40% | +0.02% | -0.17% | |
| 42 | COP | Conocophillips | Stock-Energy | 0.40% | -0.15% | -4.75% | |
| 43 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.39% | -0.18% | -0.95% | |
| 44 | AMGN | Amgen Inc | Stock-Healthcare | 0.38% | +0.11% | -3.69% | |
| 45 | NVDA | Nvidia CORP | Stock-Tech | 0.37% | +0.05% | — | |
| 46 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.37% | +0.01% | -0.04% | |
| 47 | ALL | Allstate CORP | Stock-Financials | 0.36% | +0.01% | -3.42% | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.36% | +0.02% | +0.46% | |
| 49 | WFC | Wells Fargo & Co | Stock-Financials | 0.36% | -0.02% | -6.37% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.36% | -0.07% | -0.61% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +1% | +6.97% | Add |
| 2 | IJH | Ishares Core S&p Midcap ETF | +0.8% | +7.38% | Add |
| 3 | VEA | Vanguard Ftse Developed ETF | +0.7% | +2.47% | Add |
| 4 | MSFT | Microsoft CORP | +0.5% | — | Unchanged |
| 5 | IGM | Ishares Expanded Tech Sector | +0.5% | -1.28% | Trim |
| 6 | IWB | Ishares Russell 1000 ETF | +0.4% | -2.07% | Trim |
| 7 | IWR | Ishares Russell Mid-cap ETF | +0.3% | -0.84% | Trim |
| 8 | AVGO | Broadcom Inc | +0.2% | — | Unchanged |
| 9 | ORCL | Oracle CORP | +0.2% | -5.16% | Trim |
| 10 | IJR | Ishares Core S&p Small-cap E | +0.2% | +4.67% | Add |
| 11 | VOX | Vanguard Communication Servi | +0.2% | -2.06% | Trim |
| 12 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +0.96% | Add |
| 13 | XAR | Ss Spdr S&p Aerospace Def | +0.2% | NEW | New buy |
| 14 | META | Meta Platforms Inc-class A | +0.2% | NEW | New buy |
| 15 | IWM | Ishares Russell 2000 ETF | +0.1% | +0.52% | Add |
| 16 | NVDA | Nvidia CORP | +0.1% | — | Unchanged |
| 17 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | +0.82% | Add |
| 18 | VOO | Vanguard S&p 500 ETF | +0.1% | +15.73% | Add |
| 19 | JPM | Jpmorgan Chase & Co | +0.1% | -3.80% | Trim |
| 20 | CSCO | Cisco Systems Inc | +0.1% | -0.25% | Trim |
| 21 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.76% | Trim |
| 22 | TXN | Texas Instruments Inc | +0.1% | — | Unchanged |
| 23 | LMT | Lockheed Martin CORP | 0% | — | Unchanged |
| 24 | EFV | Ishares Msci Eafe Value ETF | 0% | — | Unchanged |
| 25 | AMZN | Amazon.com Inc | 0% | +0.46% | Add |
| 26 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 27 | IYW | Ishares Ustechnology ETF | 0% | — | Unchanged |
| 28 | RTX | Rtx CORP | 0% | -3.57% | Trim |
| 29 | IJJ | Ishares S&p Mid-cap 400 Valu | 0% | -1.18% | Trim |
| 30 | ELV | Elevance Health Inc | 0% | -2.14% | Trim |
| 31 | LYB | LyondellBasell Industries N.V. | -0.1% | -3.64% | Trim |
| 32 | XLE | Ss Energy Select Sector | -0.1% | -2.76% | Trim |
| 33 | VZ | Verizon Communications Inc | -0.1% | -3.20% | Trim |
| 34 | MRK | Merck & Co. Inc. | -0.1% | -2.39% | Trim |
| 35 | AMGN | Amgen Inc | -0.1% | -3.69% | Trim |
| 36 | JNJ | Johnson & Johnson | -0.1% | -2.14% | Trim |
| 37 | COP | Conocophillips | -0.1% | -4.75% | Trim |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -0.75% | Trim |
| 39 | MAA | Mid-america Apartment Comm | -0.1% | -2.82% | Trim |
| 40 | PG | Procter & Gamble Co/the | -0.2% | -2.80% | Trim |
| 41 | GIS | General Mills Inc | -0.2% | EXIT | Sold out |
| 42 | CVX | Chevron CORP | -0.2% | -2.76% | Trim |
| 43 | LTC | Ltc Properties Inc | -0.2% | EXIT | Sold out |
| 44 | VNQ | Vanguard Real Estate ETF | -0.2% | +0.86% | Add |
| 45 | LLY | Eli Lilly & Co | -0.2% | -2.42% | Trim |
| 46 | XOM | Exxon Mobil CORP | -0.2% | -2.09% | Trim |
| 47 | AAPL | Apple Inc | -0.4% | -4.15% | Trim |
| 48 | ARKB | Ark 21shares Bitcoin ETF | -0.5% | EXIT | Sold out |
| 49 | UNH | Unitedhealth Group Inc | -0.7% | EXIT | Sold out |
| 50 | MSTR | Strategy Inc | -2.2% | EXIT | Sold out |
According to official SEC Form 13F filings, Campion Asset Management reported a total U.S. public equity portfolio value of $163.9M across 80 disclosed positions in Q2 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 31.5% of total reported equity market value during Q2 2025.
Top New Position Initiated
XAR
市值: $220.0K
Top Position Liquidated / Trimmed
MSTR
前期市值: $2.9M
During Q2 2025, Campion Asset Management's top holdings by market value included IWB (8.5%)、IJH (8.4%)、IVV (8.1%). The largest single position, IWB, represented 8.5% of total portfolio value.
In Q2 2025, Campion Asset Management made 42 total portfolio adjustments, initiating 2 new buys, adding to 10 positions, trimming 25 holdings, and fully liquidating 5 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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