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AG Campbell Advisory, LLC
Concentrated strategySector-focusedLong-term holder
Total reported value
$158.4M
Reporting period: 2025-12-31 · Number of holdings: 5
AG Campbell Advisory, LLC disclosed 5 holdings in its latest 13F filing for the period ending 2025-12-31, with total reported value of $158.4M and a quarterly turnover rate of 0.0%.
Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 0
- Momentum/Contrarian
- 50
- Sector conviction
- 100
- Diversification
- 10
- Sizing Uniformity
- 78.74
Recent moves
No holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | Stock-Financials | 96.02% | — | — | — |
| 2 | AAPL | Apple INC | Stock-Tech | 3.10% | — | — | — |
| 3 | SBCF | Seacoast Banking Corp/fl | Stock-Other | 0.41% | — | — | — |
| 4 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.25% | — | — | — |
| 5 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.22% | — | — | — |
Reported value over time
Not enough data yet to compute personality scores
Sector allocation
Sector allocation over time
Not enough sector-mapped data yet
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
FAQ
What is AG Campbell Advisory, LLC and what type of investor is it?
AG Campbell Advisory, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2025-12-31), the firm manages a tracked equity portfolio valued at approximately $158.4M, spread across 5 disclosed positions.
What are AG Campbell Advisory, LLC's largest equity positions?
Based on the latest 13F filing, AG Campbell Advisory, LLC's top holdings by market value are:
1. Jpmorgan Chase & Co (JPM) — $152.1M (96.0%)
2. Apple INC (AAPL) — $4.9M (3.1%)
3. Seacoast Banking Corp/fl (SBCF) — $648.0K (0.4%)
4. Schwab US Mid Cap ETF (SCHM) — $395.8K (0.3%)
5. Schwab US Small-cap ETF (SCHA) — $341.1K (0.2%)
What changes did AG Campbell Advisory, LLC make in its most recent portfolio filing?
No notable portfolio changes were recorded for AG Campbell Advisory, LLC in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does AG Campbell Advisory, LLC focus on?
AG Campbell Advisory, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Financials: 96.9%
• Information Technology: 3.1%