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CIK: 0001843492
Total reported value
$163.9M
$163.9M
82 檔
36.5%
At the close of Q1 2026, Campion Asset Management disclosed equity holdings valued at approximately $163.9M, spread across 82 reported holdings.
In Q1 2026, Campion Asset Management adopted a defensive or profit-taking posture, trimming 51 positions and completely liquidating 1 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 | 10.68% | +0.60% | +4.97% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.29% | +0.46% | +7.54% | |
| 3 | LMT | Lockheed Martin CORP | Stock-Industrials | 7.13% | -1.72% | -0.06% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.77% | +0.04% | +1.12% | |
| 5 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 5.68% | +0.07% | -0.48% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-Other | 5.66% | +0.10% | -1.52% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-Other | 4.91% | -0.02% | +2.64% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.03% | +0.40% | +4.39% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.96% | +0.08% | -1.33% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.91% | +0.05% | +3.72% | |
| 11 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 2.72% | +0.70% | +2.08% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.26% | +0.17% | -0.70% | |
| 13 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 2.25% | -0.03% | -0.91% | |
| 14 | VOX | Vanguard Communication Servi | ETF-Other | 2.04% | -0.16% | +1.40% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 1.78% | -0.50% | -1.47% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.70% | +0.26% | -5.86% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.38% | -0.11% | -0.98% | |
| 18 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.09% | -0.09% | +1.42% | |
| 19 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.01% | +0.22% | +0.49% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.91% | — | -1.04% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.86% | -0.06% | -1.00% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 0.85% | -0.24% | -1.23% | |
| 23 | RTX | Rtx CORP | Stock-Industrials | 0.83% | -0.12% | -2.81% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.80% | -0.06% | -2.81% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.80% | +0.13% | -0.49% | |
| 26 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.78% | +0.01% | -1.26% | |
| 27 | CSCO | Cisco Systems Inc | Stock-Tech | 0.72% | +0.22% | -1.00% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.64% | -0.03% | -0.86% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.61% | +0.02% | -1.85% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.58% | +0.07% | -1.00% | |
| 31 | COP | Conocophillips | Stock-Energy | 0.51% | -0.15% | -0.56% | |
| 32 | PSX | Phillips 66 | Stock-Energy | 0.48% | -0.08% | -1.02% | |
| 33 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.46% | -0.18% | -1.69% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | +0.01% | — | |
| 35 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.44% | -0.09% | -2.79% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.41% | -0.07% | — | |
| 37 | AMGN | Amgen Inc | Stock-Healthcare | 0.39% | +0.11% | -6.46% | |
| 38 | ORCL | Oracle CORP | Stock-Tech | 0.39% | -0.05% | -4.24% | |
| 39 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.39% | -0.01% | -0.81% | |
| 40 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.38% | -0.09% | -1.35% | |
| 41 | EXC | Exelon CORP | Stock-Utilities | 0.38% | -0.05% | -1.57% | |
| 42 | UNM | Unum Group | Stock-Financials | 0.37% | +0.04% | -0.17% | |
| 43 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 0.37% | +0.01% | -0.51% | |
| 44 | TXN | Texas Instruments Inc | Stock-Tech | 0.36% | +0.14% | -2.55% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.35% | +0.05% | -0.22% | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.35% | +0.02% | +1.92% | |
| 47 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.34% | +0.01% | -0.15% | |
| 48 | NVDA | Nvidia CORP | Stock-Tech | 0.33% | +0.05% | — | |
| 49 | ALL | Allstate CORP | Stock-Financials | 0.33% | +0.01% | -1.02% | |
| 50 | ABT | Abbott Laboratories | Stock-Healthcare | 0.31% | -0.06% | -0.66% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LMT | Lockheed Martin CORP | +1.3% | -0.06% | Trim |
| 2 | IJH | Ishares Core S&p Midcap ETF | +0.5% | +4.97% | Add |
| 3 | XOM | Exxon Mobil CORP | +0.5% | -1.47% | Trim |
| 4 | IJR | Ishares Core S&p Small-cap E | +0.2% | +4.39% | Add |
| 5 | CVX | Chevron CORP | +0.2% | -1.23% | Trim |
| 6 | COP | Conocophillips | +0.1% | -0.56% | Trim |
| 7 | PSX | Phillips 66 | +0.1% | -1.02% | Trim |
| 8 | VEA | Vanguard Ftse Developed ETF | +0.1% | +1.12% | Add |
| 9 | JNJ | Johnson & Johnson | +0.1% | -2.81% | Trim |
| 10 | XLE | Ss Energy Select Sector | +0.1% | — | Unchanged |
| 11 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +3.72% | Add |
| 12 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | +0.49% | Add |
| 13 | NOC | Northrop Grumman CORP | +0.1% | -1.69% | Trim |
| 14 | VZ | Verizon Communications Inc | +0.1% | -1.35% | Trim |
| 15 | MRK | Merck & Co. Inc. | 0% | -0.81% | Trim |
| 16 | DINO | Hf Sinclair CORP | 0% | -3.27% | Trim |
| 17 | VNQ | Vanguard Real Estate ETF | 0% | +2.64% | Add |
| 18 | EFV | Ishares Msci Eafe Value ETF | 0% | +1.42% | Add |
| 19 | WMT | Walmart Inc | 0% | — | Unchanged |
| 20 | EXC | Exelon CORP | 0% | -1.57% | Trim |
| 21 | DUK | Duke Energy CORP | 0% | -0.89% | Trim |
| 22 | APD | Air Products & Chemicals Inc | 0% | -1.58% | Trim |
| 23 | IVV | Ishares Core S&p 500 ETF | 0% | +7.54% | Add |
| 24 | TXN | Texas Instruments Inc | 0% | -2.55% | Trim |
| 25 | SO | Southern Co/the | 0% | -2.79% | Trim |
| 26 | IJS | Ishares S&p Small-cap 600 Va | 0% | -1.26% | Trim |
| 27 | O | Realty Income CORP | 0% | +1.35% | Add |
| 28 | PPL | Ppl CORP | 0% | -0.91% | Trim |
| 29 | UNP | Union Pacific CORP | 0% | — | Unchanged |
| 30 | XAR | Ss Spdr S&p Aerospace Def | 0% | — | Unchanged |
| 31 | RTX | Rtx CORP | — | -2.81% | Trim |
| 32 | PSA | Public Storage | — | -0.73% | Trim |
| 33 | LOW | Lowe's Cos Inc | — | — | Unchanged |
| 34 | IWD | Ishares Russell 1000 Value E | — | -0.56% | Trim |
| 35 | IVE | Ishares S&p 500 Value ETF | — | — | Unchanged |
| 36 | XLV | Ss Health Care Select Sector | 0% | — | Unchanged |
| 37 | ALL | Allstate CORP | 0% | -1.02% | Trim |
| 38 | NSC | Norfolk Southern CORP | 0% | -0.70% | Trim |
| 39 | AMGN | Amgen Inc | 0% | -6.46% | Trim |
| 40 | STAG | Stag Industrial Inc | 0% | +1.07% | Add |
| 41 | D | Dominion Energy Inc | 0% | -4.81% | Trim |
| 42 | BAC | Bank Of America CORP | 0% | — | Unchanged |
| 43 | IYW | Ishares Ustechnology ETF | 0% | — | Unchanged |
| 44 | URI | United Rentals Inc | 0% | — | Unchanged |
| 45 | MMM | 3m Co | 0% | -0.82% | Trim |
| 46 | TM | Toyota Motor CORP -spon Adr | 0% | -1.24% | Trim |
| 47 | MLM | Martin Marietta Materials | 0% | — | Unchanged |
| 48 | MCD | Mcdonald's CORP | 0% | -2.79% | Trim |
| 49 | CSCO | Cisco Systems Inc | 0% | -1.00% | Trim |
| 50 | PG | Procter & Gamble Co/the | 0% | -1.00% | Trim |
According to official SEC Form 13F filings, Campion Asset Management reported a total U.S. public equity portfolio value of $163.9M across 82 disclosed positions in Q1 2026.
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, IVV, LMT) accounted for 36.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
HII
市值: $206.3K
Top Position Liquidated / Trimmed
IWV
前期市值: $207.0K
During Q1 2026, Campion Asset Management's top holdings by market value included IJH (10.7%)、IVV (10.3%)、LMT (7.1%). The largest single position, IJH, represented 10.7% of total portfolio value.
In Q1 2026, Campion Asset Management made 68 total portfolio adjustments, initiating 3 new buys, adding to 13 positions, trimming 51 holdings, and fully liquidating 1 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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