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CIK: 0001843492
Total reported value
$163.9M
$163.9M
83 檔
32.8%
The Q3 2025 SEC filing reveals that Campion Asset Management held a total portfolio value of $163.9M, covering 83 public equity positions.
In Q3 2025, Campion Asset Management adopted a defensive or profit-taking posture, trimming 29 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 8.58% | +0.60% | +1.99% | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-Other | 8.32% | +0.10% | -3.58% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.86% | +0.46% | -4.45% | |
| 4 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 7.03% | +0.07% | -2.63% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.37% | +0.04% | -0.15% | |
| 6 | LMT | Lockheed Martin CORP | Stock-Industrials | 6.17% | -1.72% | +0.10% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-Other | 4.90% | -0.02% | -0.95% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.37% | +0.40% | +2.30% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.17% | +0.08% | +0.02% | |
| 10 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 3.00% | +0.70% | -1.29% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.72% | +0.05% | +3.12% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.65% | +0.17% | -3.28% | |
| 13 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 2.41% | -0.03% | -5.24% | |
| 14 | VOX | Vanguard Communication Servi | ETF-Other | 2.27% | -0.16% | -2.27% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 2.04% | -0.11% | -0.38% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.60% | +0.26% | -1.01% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.29% | -0.50% | -8.75% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.04% | — | -0.64% | |
| 19 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.03% | -0.09% | -1.81% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.98% | -0.06% | -2.74% | |
| 21 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.91% | +0.22% | -1.33% | |
| 22 | ORCL | Oracle CORP | Stock-Tech | 0.82% | -0.05% | -0.53% | |
| 23 | RTX | Rtx CORP | Stock-Industrials | 0.80% | -0.12% | — | |
| 24 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.78% | +0.01% | -5.19% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.73% | +0.02% | +0.97% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.72% | +0.13% | -0.53% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.71% | -0.03% | — | |
| 28 | CVX | Chevron CORP | Stock-Energy | 0.69% | -0.24% | +0.67% | |
| 29 | CSCO | Cisco Systems Inc | Stock-Tech | 0.69% | +0.22% | -0.96% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.66% | -0.06% | -1.10% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.66% | +0.07% | -4.92% | |
| 32 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 0.50% | +0.01% | -1.55% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | +0.01% | -13.59% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.47% | -0.09% | — | |
| 35 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.44% | -0.18% | -2.39% | |
| 36 | ABT | Abbott Laboratories | Stock-Healthcare | 0.43% | -0.06% | -2.05% | |
| 37 | UNM | Unum Group | Stock-Financials | 0.42% | +0.04% | -2.50% | |
| 38 | SYK | Stryker CORP | Stock-Healthcare | 0.40% | -0.04% | -0.65% | |
| 39 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.39% | +0.01% | +1.87% | |
| 40 | COP | Conocophillips | Stock-Energy | 0.39% | -0.15% | -1.88% | |
| 41 | PSX | Phillips 66 | Stock-Energy | 0.38% | -0.08% | -1.64% | |
| 42 | EXC | Exelon CORP | Stock-Utilities | 0.38% | -0.05% | -2.99% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.37% | +0.02% | +9.09% | |
| 44 | PSA | Public Storage | Stock-Real Estate | 0.37% | +0.02% | — | |
| 45 | NVDA | Nvidia CORP | Stock-Tech | 0.37% | +0.05% | -9.71% | |
| 46 | TXN | Texas Instruments Inc | Stock-Tech | 0.37% | +0.14% | -0.35% | |
| 47 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.37% | -0.09% | -9.39% | |
| 48 | ALL | Allstate CORP | Stock-Financials | 0.36% | +0.01% | -1.66% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.36% | -0.07% | — | |
| 50 | AMGN | Amgen Inc | Stock-Healthcare | 0.35% | +0.11% | -1.67% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IJH | Ishares Core S&p Midcap ETF | +1% | +1.99% | Add |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.8% | -4.45% | Add |
| 3 | VEA | Vanguard Ftse Developed ETF | +0.6% | -0.15% | Add |
| 4 | IGM | Ishares Expanded Tech Sector | +0.6% | -1.29% | Trim |
| 5 | MSFT | Microsoft CORP | +0.4% | -0.38% | Trim |
| 6 | IJR | Ishares Core S&p Small-cap E | +0.4% | +2.30% | Add |
| 7 | ORCL | Oracle CORP | +0.4% | -0.53% | Trim |
| 8 | VWO | Vanguard Ftse Emerging Marke | +0.3% | +3.12% | Add |
| 9 | AVGO | Broadcom Inc | +0.3% | -4.92% | Trim |
| 10 | IWB | Ishares Russell 1000 ETF | +0.3% | -3.58% | Trim |
| 11 | VOX | Vanguard Communication Servi | +0.2% | -2.27% | Trim |
| 12 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.53% | Trim |
| 13 | IWM | Ishares Russell 2000 ETF | +0.2% | -3.28% | Trim |
| 14 | LMT | Lockheed Martin CORP | +0.2% | +0.10% | Add |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | -0.64% | Trim |
| 16 | NVDA | Nvidia CORP | +0.1% | -9.71% | Trim |
| 17 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | -1.33% | Trim |
| 18 | RTX | Rtx CORP | +0.1% | — | Trim |
| 19 | GOOG | Alphabet Inc-cl C | +0.1% | — | Unchanged |
| 20 | URI | United Rentals Inc | +0.1% | — | Unchanged |
| 21 | AMZN | Amazon.com Inc | +0.1% | +9.09% | Add |
| 22 | XLY | Ss Consumer Disc Select Sect | +0.1% | +1.87% | Add |
| 23 | IWR | Ishares Russell Mid-cap ETF | 0% | -2.63% | Trim |
| 24 | VOO | Vanguard S&p 500 ETF | 0% | -13.59% | Unchanged |
| 25 | AAPL | Apple Inc | 0% | +0.02% | Trim |
| 26 | EFV | Ishares Msci Eafe Value ETF | 0% | -1.81% | Trim |
| 27 | NSC | Norfolk Southern CORP | 0% | -1.91% | Trim |
| 28 | NOC | Northrop Grumman CORP | 0% | -2.39% | Trim |
| 29 | CSCO | Cisco Systems Inc | 0% | -0.96% | Trim |
| 30 | CI | THE Cigna Group | -0.1% | — | Trim |
| 31 | ELV | Elevance Health Inc | -0.1% | -2.19% | Trim |
| 32 | MRK | Merck & Co. Inc. | -0.1% | -12.62% | Trim |
| 33 | VZ | Verizon Communications Inc | -0.1% | -9.39% | Trim |
| 34 | AMGN | Amgen Inc | -0.1% | -1.67% | Trim |
| 35 | COP | Conocophillips | -0.1% | -1.88% | Trim |
| 36 | CVX | Chevron CORP | -0.1% | +0.67% | Trim |
| 37 | MAA | Mid-america Apartment Comm | -0.2% | -1.55% | Trim |
| 38 | PG | Procter & Gamble Co/the | -0.3% | -2.74% | Trim |
| 39 | LLY | Eli Lilly & Co | -0.4% | -1.01% | Trim |
| 40 | XOM | Exxon Mobil CORP | -0.4% | -8.75% | Trim |
| 41 | MSTR | Strategy Inc | — | EXIT | Sold out |
| 42 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
| 43 | ARKB | Ark 21shares Bitcoin ETF | — | EXIT | Sold out |
| 44 | LYB | LyondellBasell Industries N.V. | — | EXIT | Sold out |
| 45 | DINO | Hf Sinclair CORP | — | NEW | New buy |
| 46 | XAR | Ss Spdr S&p Aerospace Def | — | NEW | New buy |
| 47 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 48 | GIS | General Mills Inc | — | EXIT | Sold out |
| 49 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 50 | XLV | Ss Health Care Select Sector | — | 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 Q3 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 IJH, IWB, IVV) accounted for 32.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
DINO
市值: $245.7K
Top Position Liquidated / Trimmed
MSTR
前期市值: $2.9M
During Q3 2025, Campion Asset Management's top holdings by market value included IJH (8.6%)、IWB (8.3%)、IVV (7.9%). The largest single position, IJH, represented 8.6% of total portfolio value.
In Q3 2025, Campion Asset Management made 47 total portfolio adjustments, initiating 5 new buys, adding to 8 positions, trimming 29 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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