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CIK: 0001843492
Total reported value
$163.9M
$163.9M
80 檔
34.4%
During the Q4 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 80 reported positions.
In Q4 2025, Campion Asset Management adopted a defensive or profit-taking posture, trimming 33 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.27% | +0.46% | +30.56% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 10.18% | +0.60% | +19.95% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.68% | +0.04% | +2.76% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-Other | 6.16% | +0.10% | -25.96% | |
| 5 | LMT | Lockheed Martin CORP | Stock-Industrials | 5.84% | -1.72% | — | |
| 6 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 5.78% | +0.07% | -15.63% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-Other | 4.88% | -0.02% | +5.28% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.82% | +0.40% | +14.75% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.29% | +0.08% | -0.43% | |
| 10 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 2.97% | +0.70% | -1.01% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.85% | +0.05% | +8.06% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.31% | +0.17% | -12.47% | |
| 13 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 2.31% | -0.03% | -3.49% | |
| 14 | VOX | Vanguard Communication Servi | ETF-Other | 2.21% | -0.16% | -3.19% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.17% | +0.26% | -1.56% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.86% | -0.11% | -0.18% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.31% | -0.50% | -2.72% | |
| 18 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.06% | -0.09% | -0.56% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.03% | — | -0.50% | |
| 20 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.95% | +0.22% | -0.88% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.89% | +0.13% | -1.01% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.88% | -0.06% | -1.31% | |
| 23 | RTX | Rtx CORP | Stock-Industrials | 0.83% | -0.12% | -2.82% | |
| 24 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.77% | +0.01% | -1.63% | |
| 25 | CSCO | Cisco Systems Inc | Stock-Tech | 0.74% | +0.22% | -2.01% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.74% | +0.02% | — | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.71% | -0.06% | -1.39% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.69% | -0.03% | — | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.67% | +0.07% | — | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.65% | -0.24% | -1.99% | |
| 31 | ORCL | Oracle CORP | Stock-Tech | 0.55% | -0.05% | -0.90% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | +0.01% | — | |
| 33 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.46% | -0.09% | -1.51% | |
| 34 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 0.43% | +0.01% | -11.61% | |
| 35 | UNM | Unum Group | Stock-Financials | 0.41% | +0.04% | -1.00% | |
| 36 | AMGN | Amgen Inc | Stock-Healthcare | 0.40% | +0.11% | -0.28% | |
| 37 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.40% | -0.18% | -1.76% | |
| 38 | ABT | Abbott Laboratories | Stock-Healthcare | 0.40% | -0.06% | — | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.39% | +0.05% | — | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.38% | +0.02% | — | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.38% | -0.07% | — | |
| 42 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.38% | +0.01% | +100.00% | |
| 43 | WFC | Wells Fargo & Co | Stock-Financials | 0.37% | -0.02% | -0.69% | |
| 44 | COP | Conocophillips | Stock-Energy | 0.37% | -0.15% | -1.37% | |
| 45 | SYK | Stryker CORP | Stock-Healthcare | 0.37% | -0.04% | -0.92% | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.36% | +0.05% | — | |
| 47 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.35% | -0.01% | -0.25% | |
| 48 | EXC | Exelon CORP | Stock-Utilities | 0.35% | -0.05% | -2.19% | |
| 49 | PSX | Phillips 66 | Stock-Energy | 0.35% | -0.08% | -1.09% | |
| 50 | ALL | Allstate CORP | Stock-Financials | 0.34% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +2.4% | +30.56% | Add |
| 2 | IJH | Ishares Core S&p Midcap ETF | +1.6% | +19.95% | Add |
| 3 | LLY | Eli Lilly & Co | +0.6% | -1.56% | Trim |
| 4 | IJR | Ishares Core S&p Small-cap E | +0.5% | +14.75% | Add |
| 5 | VEA | Vanguard Ftse Developed ETF | +0.3% | +2.76% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.01% | Trim |
| 7 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +8.06% | Add |
| 8 | AAPL | Apple Inc | +0.1% | -0.43% | Trim |
| 9 | GOOG | Alphabet Inc-cl C | +0.1% | — | Unchanged |
| 10 | MRK | Merck & Co. Inc. | +0.1% | -0.25% | Trim |
| 11 | CSCO | Cisco Systems Inc | +0.1% | -2.01% | Trim |
| 12 | JNJ | Johnson & Johnson | +0.1% | -1.39% | Trim |
| 13 | AMGN | Amgen Inc | +0.1% | -0.28% | Trim |
| 14 | EMXC | Ishares Msci Emr Mrk Ex Chna | 0% | -0.88% | Trim |
| 15 | RTX | Rtx CORP | 0% | -2.82% | Trim |
| 16 | EFV | Ishares Msci Eafe Value ETF | 0% | -0.56% | Trim |
| 17 | WFC | Wells Fargo & Co | 0% | -0.69% | Trim |
| 18 | XOM | Exxon Mobil CORP | 0% | -2.72% | Trim |
| 19 | TM | Toyota Motor CORP -spon Adr | 0% | — | Unchanged |
| 20 | WMT | Walmart Inc | 0% | — | Unchanged |
| 21 | AVGO | Broadcom Inc | 0% | — | Unchanged |
| 22 | VNQ | Vanguard Real Estate ETF | 0% | +5.28% | Add |
| 23 | DINO | Hf Sinclair CORP | 0% | -0.40% | Trim |
| 24 | IGM | Ishares Expanded Tech Sector | 0% | -1.01% | Trim |
| 25 | ABT | Abbott Laboratories | 0% | — | Unchanged |
| 26 | IVE | Ishares S&p 500 Value ETF | 0% | -12.25% | Trim |
| 27 | PSX | Phillips 66 | 0% | -1.09% | Trim |
| 28 | SYK | Stryker CORP | 0% | -0.92% | Trim |
| 29 | O | Realty Income CORP | 0% | -5.39% | Trim |
| 30 | NOC | Northrop Grumman CORP | 0% | -1.76% | Trim |
| 31 | URI | United Rentals Inc | 0% | — | Unchanged |
| 32 | DUK | Duke Energy CORP | 0% | -4.35% | Trim |
| 33 | CVX | Chevron CORP | 0% | -1.99% | Trim |
| 34 | IWD | Ishares Russell 1000 Value E | -0.1% | -21.51% | Trim |
| 35 | SO | Southern Co/the | -0.1% | -6.93% | Trim |
| 36 | VZ | Verizon Communications Inc | -0.1% | -4.10% | Trim |
| 37 | XLE | Ss Energy Select Sector | -0.1% | +72.79% | Add |
| 38 | PSA | Public Storage | -0.1% | -9.14% | Trim |
| 39 | MAA | Mid-america Apartment Comm | -0.1% | -11.61% | Trim |
| 40 | PG | Procter & Gamble Co/the | -0.1% | -1.31% | Trim |
| 41 | IJJ | Ishares S&p Mid-cap 400 Valu | -0.1% | -3.49% | Trim |
| 42 | MSFT | Microsoft CORP | -0.2% | -0.18% | Trim |
| 43 | ORCL | Oracle CORP | -0.3% | -0.90% | Trim |
| 44 | LMT | Lockheed Martin CORP | -0.3% | — | Unchanged |
| 45 | IWM | Ishares Russell 2000 ETF | -0.3% | -12.47% | Trim |
| 46 | IWR | Ishares Russell Mid-cap ETF | -1.3% | -15.63% | Trim |
| 47 | IWB | Ishares Russell 1000 ETF | -2.2% | -25.96% | Trim |
| 48 | ZTS | Zoetis Inc | — | EXIT | Sold out |
| 49 | LTC | Ltc Properties Inc | — | EXIT | Sold out |
| 50 | META | Meta Platforms Inc-class A | — | 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 Q4 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 IVV, IJH, VEA) accounted for 34.4% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
ZTS
前期市值: $302.7K
During Q4 2025, Campion Asset Management's top holdings by market value included IVV (10.3%)、IJH (10.2%)、VEA (6.7%). The largest single position, IVV, represented 10.3% of total portfolio value.
In Q4 2025, Campion Asset Management made 43 total portfolio adjustments, initiating 0 new buys, adding to 7 positions, trimming 33 holdings, and fully liquidating 3 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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