The Analysis of Campion Asset Management's Holdings
Currently, Campion Asset Management holds 83 types of securities in its portfolio with a total value $140.9M. In the most recent quarter, they have increased their positions in DINO (+4.7K shares, valued at $245.7K), IJH (+3.6K shares, valued at $235.7K), LOW (+850 shares, valued at $213.6K); decreased their positions in IVV (-770 shares, valued at $515.4K), IWB (-1.2K shares, valued at $434.9K), IWR (-2.8K shares, valued at $267.2K); initiated new positions in DINO (+4.7K shares, valued at $245.7K), LOW (+850 shares, valued at $213.6K), LTC (+5.6K shares, valued at $205.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IJH ISHARES TR185.1K shares1.99%2025-09-302025-11-14
IWB ISHARES TR32.1K shares-3.58%2025-09-302025-11-14 IVV ISHARES TR16.6K shares-4.45%2025-09-302025-11-14 IWR ISHARES TR102.6K shares-2.63%2025-09-302025-11-14 VEA VANGUARD TAX-MANAGED FDS149.8K shares-0.15%2025-09-302025-11-14 LMT LOCKHEED MARTIN CORP17.4K shares0.10%2025-09-302025-11-14 VNQ VANGUARD INDEX FDS75.5K shares-0.95%2025-09-302025-11-14 IJR ISHARES TR39.9K shares2.30%2025-09-302025-11-14 AAPL APPLE INC17.5K shares0.02%2025-09-302025-11-14 IGM ISHARES TR33.5K shares-1.29%2025-09-302025-11-14 VWO VANGUARD INTL EQUITY INDEX F70.7K shares3.12%2025-09-302025-11-14 IWM ISHARES TR15.4K shares-3.28%2025-09-302025-11-14 IJJ ISHARES TR26.2K shares-5.24%2025-09-302025-11-14 VOX VANGUARD WORLD FD17.0K shares-2.27%2025-09-302025-11-14 MSFT MICROSOFT CORP5.5K shares-0.38%2025-09-302025-11-14 LLY ELI LILLY & CO2.9K shares-1.01%2025-09-302025-11-14 XOM EXXON MOBIL CORP16.1K shares-8.75%2025-09-302025-11-14 JPM JPMORGAN CHASE & CO.4.6K shares-0.64%2025-09-302025-11-14 EFV ISHARES TR21.4K shares-1.81%2025-09-302025-11-14 PG PROCTER AND GAMBLE CO9.0K shares-2.74%2025-09-302025-11-14 EMXC ISHARES INC19.0K shares-1.33%2025-09-302025-11-14 ORCL ORACLE CORP4.1K shares-0.53%2025-09-302025-11-14 RTX RTX CORPORATION6.7K shares0.00%2025-09-302025-11-14 IJS ISHARES TR9.9K shares-5.19%2025-09-302025-11-14 V VISA INC3.0K shares0.97%2025-09-302025-11-14 GOOGL ALPHABET INC4.2K shares-0.53%2025-09-302025-11-14 BRK.B BERKSHIRE HATHAWAY INC DEL2.0K shares0.00%2025-09-302025-11-14 CVX CHEVRON CORP NEW6.3K shares0.67%2025-09-302025-11-14 CSCO CISCO SYS INC14.1K shares-0.96%2025-09-302025-11-14 JNJ JOHNSON & JOHNSON5.0K shares-1.10%2025-09-302025-11-14 AVGO BROADCOM INC2.8K shares-4.92%2025-09-302025-11-14 MAA MID-AMER APT CMNTYS INC5.1K shares-1.55%2025-09-302025-11-14 VOO VANGUARD INDEX FDS1.1K shares-13.59%2025-09-302025-11-14 MCD MCDONALDS CORP2.2K shares0.00%2025-09-302025-11-14 NOC NORTHROP GRUMMAN CORP1.0K shares-2.39%2025-09-302025-11-14 ABT ABBOTT LABS4.5K shares-2.05%2025-09-302025-11-14 UNM UNUM GROUP7.6K shares-2.50%2025-09-302025-11-14 SYK STRYKER CORPORATION1.5K shares-0.65%2025-09-302025-11-14 XLY SELECT SECTOR SPDR TR2.3K shares1.87%2025-09-302025-11-14 COP CONOCOPHILLIPS5.8K shares-1.88%2025-09-302025-11-14 PSX PHILLIPS 664.0K shares-1.64%2025-09-302025-11-14 EXC EXELON CORP11.8K shares-2.99%2025-09-302025-11-14 AMZN AMAZON COM INC2.4K shares9.09%2025-09-302025-11-14 PSA PUBLIC STORAGE OPER CO1.8K shares0.00%2025-09-302025-11-14 NVDA NVIDIA CORPORATION2.8K shares-9.71%2025-09-302025-11-14 TXN TEXAS INSTRS INC2.8K shares-0.35%2025-09-302025-11-14 VZ VERIZON COMMUNICATIONS INC11.8K shares-9.39%2025-09-302025-11-14 ALL ALLSTATE CORP2.4K shares-1.66%2025-09-302025-11-14 WMT WALMART INC4.9K shares0.00%2025-09-302025-11-14 AMGN AMGEN INC1.8K shares-1.67%2025-09-302025-11-14 WFC WELLS FARGO CO NEW5.8K shares-3.34%2025-09-302025-11-14 DUK DUKE ENERGY CORP NEW3.6K shares-4.88%2025-09-302025-11-14 GOOG ALPHABET INC1.8K shares0.00%2025-09-302025-11-14 TM TOYOTA MOTOR CORP2.3K shares-3.64%2025-09-302025-11-14 CI THE CIGNA GROUP1.4K shares0.00%2025-09-302025-11-14 SO SOUTHERN CO4.3K shares-3.34%2025-09-302025-11-14 MRK MERCK & CO INC4.8K shares-12.62%2025-09-302025-11-14 XLE SELECT SECTOR SPDR TR4.3K shares-1.59%2025-09-302025-11-14 NSC NORFOLK SOUTHN CORP1.3K shares-1.91%2025-09-302025-11-14 BR BROADRIDGE FINL SOLUTIONS IN1.6K shares0.00%2025-09-302025-11-14 IWD ISHARES TR1.8K shares-6.43%2025-09-302025-11-14 IBM INTERNATIONAL BUSINESS MACHS1.3K shares0.00%2025-09-302025-11-14 IVE ISHARES TR1.6K shares-0.31%2025-09-302025-11-14 URI UNITED RENTALS INC345 shares0.00%2025-09-302025-11-14 ZTS ZOETIS INC2.1K shares-0.14%2025-09-302025-11-14 IYW ISHARES TR1.5K shares-15.00%2025-09-302025-11-14 D DOMINION ENERGY INC4.8K shares-4.94%2025-09-302025-11-14 STAG STAG INDL INC8.3K shares-2.45%2025-09-302025-11-14 PPL PPL CORP7.8K shares-4.59%2025-09-302025-11-14 ELV ELEVANCE HEALTH INC FORMERLY895 shares-2.19%2025-09-302025-11-14 UNP UNION PAC CORP1.2K shares0.00%2025-09-302025-11-14 APD AIR PRODS & CHEMS INC1.0K shares0.00%2025-09-302025-11-14 MLM MARTIN MARIETTA MATLS INC435 shares0.00%2025-09-302025-11-14 MMM 3M CO1.7K shares-2.15%2025-09-302025-11-14 O REALTY INCOME CORP4.1K shares-2.74%2025-09-302025-11-14 BAC BANK AMERICA CORP4.8K shares0.00%2025-09-302025-11-14 DINO HF SINCLAIR CORP4.7K sharesnew addition2025-09-302025-11-14 XAR SPDR SERIES TRUST1.0K shares0.00%2025-09-302025-11-14 IWV ISHARES TR587 shares-15.42%2025-09-302025-11-14 LOW LOWES COS INC850 sharesnew addition2025-09-302025-11-14 LTC LTC PPTYS INC5.6K sharesnew addition2025-09-302025-11-14 META META PLATFORMS INC275 shares0.00%2025-09-302025-11-14 XLV SELECT SECTOR SPDR TR1.4K sharesnew addition2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available