Sponsored

The Analysis of Campion Asset Management's Holdings & P&L

Currently, Campion Asset Management holds 82 types of securities in its portfolio with a total value $147.4M. In the most recent quarter, they have increased their positions in IVV (+1.6K shares, valued at $1.1M), IJH (+11.0K shares, valued at $745.3K), IJR (+2.0K shares, valued at $249.9K); decreased their positions in LLY (-170 shares, valued at $156.4K), IWB (-360 shares, valued at $128.4K), AAPL (-233 shares, valued at $59.1K); initiated new positions in HII (+543 shares, valued at $206.3K), LTC (+5.5K shares, valued at $204.2K), IWS (+1.4K shares, valued at $202.6K).

1M P&L

+5.1M+3.49%

3M P&L

+4.1M+2.75%

HY P&L

+16.8M+12.40%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A93.5M

67.7%

2Aerospace & Defense10.2M

7.4%

3Consumer Electronics4.7M

3.4%

Top Industries by Stock Count

1N/A23 stocks

31.9%

2Utilities - Regulated Electric4 stocks

5.6%

3Drug Manufacturers - General3 stocks

4.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IJH ISHARES TR233.1K shares4.97%2026-03-312026-05-14

IVV ISHARES TR23.2K shares7.54%2026-03-312026-05-14

LMT LOCKHEED MARTIN CORP17.4K shares-0.06%2026-03-312026-05-14

VEA VANGUARD TAX-MANAGED FDS155.7K shares1.12%2026-03-312026-05-14

IWR ISHARES TR86.1K shares-0.48%2026-03-312026-05-14

IWB ISHARES TR23.4K shares-1.52%2026-03-312026-05-14

VNQ VANGUARD INDEX FDS81.5K shares2.64%2026-03-312026-05-14

IJR ISHARES TR47.8K shares4.39%2026-03-312026-05-14

Sponsored

AAPL APPLE INC17.2K shares-1.34%2026-03-312026-05-14

VWO VANGUARD INTL EQUITY INDEX F79.3K shares3.72%2026-03-312026-05-14

IGM ISHARES TR33.9K shares2.08%2026-03-312026-05-14

IWM ISHARES TR13.4K shares-0.70%2026-03-312026-05-14

IJJ ISHARES TR25.0K shares-0.91%2026-03-312026-05-14

VOX VANGUARD WORLD FD16.7K shares1.40%2026-03-312026-05-14

XOM EXXON MOBIL CORP15.4K shares-1.47%2026-03-312026-05-14

LLY ELI LILLY & CO2.7K shares-5.86%2026-03-312026-05-14

Sponsored

MSFT MICROSOFT CORP5.5K shares-0.98%2026-03-312026-05-14

EFV ISHARES TR21.6K shares1.42%2026-03-312026-05-14

EMXC ISHARES INC18.9K shares0.49%2026-03-312026-05-14

JPM JPMORGAN CHASE & CO4.6K shares-1.04%2026-03-312026-05-14

PG PROCTER & GAMBLE CO8.8K shares-1.00%2026-03-312026-05-14

CVX CHEVRON CORPORATION6.1K shares-1.23%2026-03-312026-05-14

RTX RTX CORPORATION6.3K shares-2.81%2026-03-312026-05-14

JNJ JOHNSON & JOHNSON4.8K shares-2.81%2026-03-312026-05-14

Sponsored

ALPHABET INC ALPHABET INC4.1K shares-0.49%2026-03-312026-05-14

IJS ISHARES TR9.7K shares-1.26%2026-03-312026-05-14

CSCO CISCO SYS INC13.7K shares-1.00%2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.0K shares-0.86%2026-03-312026-05-14

V VISA INC3.0K shares-1.85%2026-03-312026-05-14

BROADCOM INC BROADCOM INC2.8K shares-1.00%2026-03-312026-05-14

COP CONOCOPHILLIPS5.7K shares-0.56%2026-03-312026-05-14

PSX PHILLIPS 663.9K shares-1.02%2026-03-312026-05-14

Sponsored

NOC NORTHROP GRUMMAN CORP988 shares-1.69%2026-03-312026-05-14

VANGUARD INDEX FDS VANGUARD INDEX FDS1.1K shares0.00%2026-03-312026-05-14

MCD MCDONALDS CORP2.1K shares-2.79%2026-03-312026-05-14

WMT WALMART INC4.9K shares0.00%2026-03-312026-05-14

AMGN AMGEN INC1.6K shares-6.46%2026-03-312026-05-14

ORCL ORACLE CORP3.9K shares-4.24%2026-03-312026-05-14

MERCK & CO INC MERCK & CO INC4.8K shares-0.81%2026-03-312026-05-14

VZ VERIZON COMMUNICATIONS INC11.2K shares-1.35%2026-03-312026-05-14

Sponsored

EXC EXELON CORP11.4K shares-1.57%2026-03-312026-05-14

UNM UNUM GROUP7.5K shares-0.17%2026-03-312026-05-14

MAA MID-AMER APT CMNTYS INC4.5K shares-0.51%2026-03-312026-05-14

TXN TEXAS INSTRS INC2.8K shares-2.55%2026-03-312026-05-14

ALPHABET INC ALPHABET INC1.8K shares-0.22%2026-03-312026-05-14

AMZN AMAZON COM INC2.4K shares1.92%2026-03-312026-05-14

XLY SELECT SECTOR SPDR TR4.6K shares-0.15%2026-03-312026-05-14

NVDA NVIDIA CORPORATION2.8K shares0.00%2026-03-312026-05-14

Sponsored

ALL ALLSTATE CORP2.3K shares-1.02%2026-03-312026-05-14

ABT ABBOTT LABORATORIES4.5K shares-0.66%2026-03-312026-05-14

SYK STRYKER CORPORATION1.4K shares-7.15%2026-03-312026-05-14

XLE SELECT SECTOR SPDR TR7.5K shares0.00%2026-03-312026-05-14

TM TOYOTA MOTOR CORP2.2K shares-1.24%2026-03-312026-05-14

WFC WELLS FARGO & CO5.8K shares0.00%2026-03-312026-05-14

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.4K shares-0.89%2026-03-312026-05-14

PSA PUBLIC STORAGE OPER CO1.6K shares-0.73%2026-03-312026-05-14

Sponsored

SO SOUTHERN CO3.9K shares-2.79%2026-03-312026-05-14

NSC NORFOLK SOUTHN CORP1.3K shares-0.70%2026-03-312026-05-14

THE CIGNA GROUP THE CIGNA GROUP1.3K shares-9.54%2026-03-312026-05-14

IBM INTERNATIONAL BUSINESS MACHS1.3K shares0.00%2026-03-312026-05-14

IWD ISHARES TR1.4K shares-0.56%2026-03-312026-05-14

IVE ISHARES TR1.4K shares0.00%2026-03-312026-05-14

STAG STAG INDUSTRIAL INC8.4K shares1.08%2026-03-312026-05-14

UNP UNION PAC CORP1.2K shares0.00%2026-03-312026-05-14

Sponsored

APD AIR PRODUCTS AND CHEMICALS I994 shares-1.58%2026-03-312026-05-14

PPL PPL CORP7.5K shares-0.91%2026-03-312026-05-14

D DOMINION ENERGY INC4.6K shares-4.81%2026-03-312026-05-14

DINO HF SINCLAIR CORP4.5K shares-3.27%2026-03-312026-05-14

IYW ISHARES TR1.5K shares0.00%2026-03-312026-05-14

XAR SPDR SERIES TRUST1.0K shares0.00%2026-03-312026-05-14

MLM MARTIN MARIETTA MATLS INC435 shares0.00%2026-03-312026-05-14

URI UNITED RENTALS INC345 shares0.00%2026-03-312026-05-14

Sponsored

BR BROADRIDGE FINL SOLUTIONS IN1.5K shares-1.34%2026-03-312026-05-14

MMM 3M CO1.7K shares-0.82%2026-03-312026-05-14

O REALTY INCOME CORP3.9K shares1.35%2026-03-312026-05-14

ELV ELEVANCE HEALTH INC FORMERLY816 shares-8.83%2026-03-312026-05-14

BAC BANK AMERICA CORP4.8K shares0.00%2026-03-312026-05-14

XLV SELECT SECTOR SPDR TR1.5K shares0.00%2026-03-312026-05-14

HII HUNTINGTON INGALLS INDS INC543 sharesnew addition2026-03-312026-05-14

LTC LTC PPTYS INC5.5K sharesnew addition2026-03-312026-05-14

Sponsored

IWS ISHARES TR1.4K sharesnew addition2026-03-312026-05-14

LOW LOWES COS INC850 shares0.00%2026-03-312026-05-14

IJH

ISHARES TR

4.97%

Shares233.1K

Event2026-03-31

Filed2026-05-14

IVV

ISHARES TR

7.54%

Shares23.2K

Event2026-03-31

Filed2026-05-14

LMT

LOCKHEED MARTIN CORP

-0.06%

Shares17.4K

Event2026-03-31

Filed2026-05-14

VEA

VANGUARD TAX-MANAGED FDS

1.12%

Shares155.7K

Event2026-03-31

Filed2026-05-14

IWR

ISHARES TR

-0.48%

Shares86.1K

Event2026-03-31

Filed2026-05-14

IWB

ISHARES TR

-1.52%

Shares23.4K

Event2026-03-31

Filed2026-05-14

VNQ

VANGUARD INDEX FDS

2.64%

Shares81.5K

Event2026-03-31

Filed2026-05-14

IJR

ISHARES TR

4.39%

Shares47.8K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

-1.34%

Shares17.2K

Event2026-03-31

Filed2026-05-14

VWO

VANGUARD INTL EQUITY INDEX F

3.72%

Shares79.3K

Event2026-03-31

Filed2026-05-14

IGM

ISHARES TR

2.08%

Shares33.9K

Event2026-03-31

Filed2026-05-14

IWM

ISHARES TR

-0.70%

Shares13.4K

Event2026-03-31

Filed2026-05-14

IJJ

ISHARES TR

-0.91%

Shares25.0K

Event2026-03-31

Filed2026-05-14

VOX

VANGUARD WORLD FD

1.40%

Shares16.7K

Event2026-03-31

Filed2026-05-14

XOM

EXXON MOBIL CORP

-1.47%

Shares15.4K

Event2026-03-31

Filed2026-05-14

LLY

ELI LILLY & CO

-5.86%

Shares2.7K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

-0.98%

Shares5.5K

Event2026-03-31

Filed2026-05-14

EFV

ISHARES TR

1.42%

Shares21.6K

Event2026-03-31

Filed2026-05-14

EMXC

ISHARES INC

0.49%

Shares18.9K

Event2026-03-31

Filed2026-05-14

JPM

JPMORGAN CHASE & CO

-1.04%

Shares4.6K

Event2026-03-31

Filed2026-05-14

PROCTER & GAMBLE CO

-1.00%

Shares8.8K

Event2026-03-31

Filed2026-05-14

CVX

CHEVRON CORPORATION

-1.23%

Shares6.1K

Event2026-03-31

Filed2026-05-14

RTX

RTX CORPORATION

-2.81%

Shares6.3K

Event2026-03-31

Filed2026-05-14

JNJ

JOHNSON & JOHNSON

-2.81%

Shares4.8K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-0.49%

Shares4.1K

Event2026-03-31

Filed2026-05-14

IJS

ISHARES TR

-1.26%

Shares9.7K

Event2026-03-31

Filed2026-05-14

CSCO

CISCO SYS INC

-1.00%

Shares13.7K

Event2026-03-31

Filed2026-05-14

BERKSHIRE HATHAWAY INC DEL

-0.86%

Shares2.0K

Event2026-03-31

Filed2026-05-14

VISA INC

-1.85%

Shares3.0K

Event2026-03-31

Filed2026-05-14

BROADCOM INC

-1.00%

Shares2.8K

Event2026-03-31

Filed2026-05-14

COP

CONOCOPHILLIPS

-0.56%

Shares5.7K

Event2026-03-31

Filed2026-05-14

PSX

PHILLIPS 66

-1.02%

Shares3.9K

Event2026-03-31

Filed2026-05-14

NOC

NORTHROP GRUMMAN CORP

-1.69%

Shares988

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-14

MCD

MCDONALDS CORP

-2.79%

Shares2.1K

Event2026-03-31

Filed2026-05-14

WMT

WALMART INC

0.00%

Shares4.9K

Event2026-03-31

Filed2026-05-14

AMGN

AMGEN INC

-6.46%

Shares1.6K

Event2026-03-31

Filed2026-05-14

ORCL

ORACLE CORP

-4.24%

Shares3.9K

Event2026-03-31

Filed2026-05-14

MERCK & CO INC

-0.81%

Shares4.8K

Event2026-03-31

Filed2026-05-14

VERIZON COMMUNICATIONS INC

-1.35%

Shares11.2K

Event2026-03-31

Filed2026-05-14

EXC

EXELON CORP

-1.57%

Shares11.4K

Event2026-03-31

Filed2026-05-14

UNM

UNUM GROUP

-0.17%

Shares7.5K

Event2026-03-31

Filed2026-05-14

MAA

MID-AMER APT CMNTYS INC

-0.51%

Shares4.5K

Event2026-03-31

Filed2026-05-14

TXN

TEXAS INSTRS INC

-2.55%

Shares2.8K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-0.22%

Shares1.8K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

1.92%

Shares2.4K

Event2026-03-31

Filed2026-05-14

XLY

SELECT SECTOR SPDR TR

-0.15%

Shares4.6K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-14

ALL

ALLSTATE CORP

-1.02%

Shares2.3K

Event2026-03-31

Filed2026-05-14

ABT

ABBOTT LABORATORIES

-0.66%

Shares4.5K

Event2026-03-31

Filed2026-05-14

SYK

STRYKER CORPORATION

-7.15%

Shares1.4K

Event2026-03-31

Filed2026-05-14

XLE

SELECT SECTOR SPDR TR

0.00%

Shares7.5K

Event2026-03-31

Filed2026-05-14

TOYOTA MOTOR CORP

-1.24%

Shares2.2K

Event2026-03-31

Filed2026-05-14

WFC

WELLS FARGO & CO

0.00%

Shares5.8K

Event2026-03-31

Filed2026-05-14

DUKE ENERGY CORP NEW

-0.89%

Shares3.4K

Event2026-03-31

Filed2026-05-14

PSA

PUBLIC STORAGE OPER CO

-0.73%

Shares1.6K

Event2026-03-31

Filed2026-05-14

SOUTHERN CO

-2.79%

Shares3.9K

Event2026-03-31

Filed2026-05-14

NSC

NORFOLK SOUTHN CORP

-0.70%

Shares1.3K

Event2026-03-31

Filed2026-05-14

THE CIGNA GROUP

-9.54%

Shares1.3K

Event2026-03-31

Filed2026-05-14

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-14

IWD

ISHARES TR

-0.56%

Shares1.4K

Event2026-03-31

Filed2026-05-14

IVE

ISHARES TR

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-14

STAG

STAG INDUSTRIAL INC

1.08%

Shares8.4K

Event2026-03-31

Filed2026-05-14

UNP

UNION PAC CORP

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-14

APD

AIR PRODUCTS AND CHEMICALS I

-1.58%

Shares994

Event2026-03-31

Filed2026-05-14

PPL

PPL CORP

-0.91%

Shares7.5K

Event2026-03-31

Filed2026-05-14

DOMINION ENERGY INC

-4.81%

Shares4.6K

Event2026-03-31

Filed2026-05-14

DINO

HF SINCLAIR CORP

-3.27%

Shares4.5K

Event2026-03-31

Filed2026-05-14

IYW

ISHARES TR

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-14

XAR

SPDR SERIES TRUST

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-14

MLM

MARTIN MARIETTA MATLS INC

0.00%

Shares435

Event2026-03-31

Filed2026-05-14

URI

UNITED RENTALS INC

0.00%

Shares345

Event2026-03-31

Filed2026-05-14

BROADRIDGE FINL SOLUTIONS IN

-1.34%

Shares1.5K

Event2026-03-31

Filed2026-05-14

MMM

3M CO

-0.82%

Shares1.7K

Event2026-03-31

Filed2026-05-14

REALTY INCOME CORP

1.35%

Shares3.9K

Event2026-03-31

Filed2026-05-14

ELV

ELEVANCE HEALTH INC FORMERLY

-8.83%

Shares816

Event2026-03-31

Filed2026-05-14

BAC

BANK AMERICA CORP

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-14

XLV

SELECT SECTOR SPDR TR

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-14

HII

HUNTINGTON INGALLS INDS INC

New

Shares543

Event2026-03-31

Filed2026-05-14

LTC

LTC PPTYS INC

New

Shares5.5K

Event2026-03-31

Filed2026-05-14

IWS

ISHARES TR

New

Shares1.4K

Event2026-03-31

Filed2026-05-14

LOW

LOWES COS INC

0.00%

Shares850

Event2026-03-31

Filed2026-05-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available