2026 Q1 Portfolio Activity
In 2026 Q1, BankChampaign, National Association maintained a portfolio of 184 distinct positions.
Position History
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Total Positions
184
Quarter
2026 Q1
Top Holding
GOOGL (2.6%)
Top 10 Concentration
20.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 184
BankChampaign, National Association Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
GOOGL
ALPHABET INC
|
Communication Services | 2.56% | — |
#1
Prev: #—
|
6.5 |
—
|
8,967 | — |
NEW
|
8,967 | $2,578,551 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-21 | |||
|
AVGO
BROADCOM INC
|
Technology | 2.48% | — |
#2
Prev: #—
|
6.0 |
—
|
8,077 | — |
NEW
|
8,077 | $2,499,912 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-21 | |||
|
PAAS
PAN AMERN SILVE...
|
Basic Materials | 2.43% | — |
#3
Prev: #—
|
5.5 |
—
|
44,860 | — |
NEW
|
44,860 | $2,450,702 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-21 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 2.26% | — |
#4
Prev: #—
|
4.9 |
—
|
15,602 | — |
NEW
|
15,602 | $2,282,261 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-21 | |||
|
WDC
WESTERN DIGITAL...
|
Technology | 2.11% | — |
#5
Prev: #—
|
4.8 |
—
|
7,869 | — |
NEW
|
7,869 | $2,128,486 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-21 | |||
|
RGLD
ROYAL GOLD INC
|
Basic Materials | 2.05% | — |
#6
Prev: #—
|
4.3 |
—
|
8,119 | — |
NEW
|
8,119 | $2,066,204 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-21 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 1.66% | — |
#7
Prev: #—
|
4.2 |
—
|
13,450 | — |
NEW
|
13,450 | $1,671,566 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-21 | |||
|
VRT
VERTIV HOLDINGS...
|
Industrials | 1.65% | — |
#8
Prev: #—
|
4.2 |
—
|
6,651 | — |
NEW
|
6,651 | $1,666,608 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-21 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 1.62% | — |
#9
Prev: #—
|
4.1 |
—
|
2,312 | — |
NEW
|
2,312 | $1,637,960 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-21 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 1.59% | — |
#10
Prev: #—
|
4.1 |
—
|
4,748 | — |
NEW
|
4,748 | $1,604,587 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-21 | |||
|
HWM
HOWMET AEROSPAC...
|
Industrials | 1.59% | — |
#11
Prev: #—
|
4.1 |
—
|
6,945 | — |
NEW
|
6,945 | $1,600,545 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-21 | |||
|
AAPL
APPLE INC
|
Technology | 1.56% | — |
#12
Prev: #—
|
4.1 |
—
|
6,178 | — |
NEW
|
6,178 | $1,567,915 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-21 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.55% | — |
#13
Prev: #—
|
4.1 |
—
|
3,262 | — |
NEW
|
3,262 | $1,563,150 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-21 | |||
|
AEM
AGNICO EAGLE MI...
|
Basic Materials | 1.54% | — |
#14
Prev: #—
|
4.1 |
—
|
7,661 | — |
NEW
|
7,661 | $1,555,030 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-21 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.52% | — |
#15
Prev: #—
|
4.1 |
—
|
8,798 | — |
NEW
|
8,798 | $1,534,371 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-21 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.41% | — |
#16
Prev: #—
|
4.1 |
—
|
3,847 | — |
NEW
|
3,847 | $1,424,044 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-21 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 1.40% | — |
#17
Prev: #—
|
4.1 |
—
|
1,421 | — |
NEW
|
1,421 | $1,415,927 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-21 | |||
|
PH
PARKER-HANNIFIN...
|
Industrials | 1.24% | — |
#18
Prev: #—
|
4.0 |
—
|
1,394 | — |
NEW
|
1,394 | $1,247,965 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-21 | |||
|
ETN
EATON CORP PLC
|
Industrials | 1.21% | — |
#19
Prev: #—
|
4.0 |
—
|
3,418 | — |
NEW
|
3,418 | $1,222,516 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-21 | |||
|
MLI
MUELLER INDS IN...
|
Industrials | 1.21% | — |
#20
Prev: #—
|
4.0 |
—
|
11,032 | — |
NEW
|
11,032 | $1,222,346 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-21 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 1.20% | — |
#21
Prev: #—
|
4.0 |
—
|
1,385 | — |
NEW
|
1,385 | $1,208,967 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-21 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.19% | — |
#22
Prev: #—
|
4.0 |
—
|
5,782 | — |
NEW
|
5,782 | $1,204,217 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-21 | |||
|
FTI
TECHNIPFMC PLC
|
Energy | 1.15% | — |
#23
Prev: #—
|
4.0 |
—
|
16,734 | — |
NEW
|
16,734 | $1,156,821 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-21 | |||
|
VST
VISTRA CORP
|
Utilities | 1.07% | — |
#24
Prev: #—
|
3.9 |
—
|
7,209 | — |
NEW
|
7,209 | $1,083,729 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-21 | |||
|
CEG
CONSTELLATION E...
|
Utilities | 1.06% | — |
#25
Prev: #—
|
3.9 |
—
|
3,818 | — |
NEW
|
3,818 | $1,066,177 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-21 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 1.02% | — |
#26
Prev: #—
|
3.9 |
—
|
1,121 | — |
NEW
|
1,121 | $1,031,062 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-21 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.00% | — |
#27
Prev: #—
|
3.9 |
—
|
1,755 | — |
NEW
|
1,755 | $1,004,088 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-21 | |||
|
BKR
BAKER HUGHES CO...
|
Energy | 0.98% | — |
#28
Prev: #—
|
3.9 |
—
|
16,203 | — |
NEW
|
16,203 | $989,193 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-21 | |||
|
URI
UNITED RENTALS ...
|
Industrials | 0.97% | — |
#29
Prev: #—
|
3.9 |
—
|
1,347 | — |
NEW
|
1,347 | $981,370 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-21 | |||
|
RTX
RTX CORPORATION
|
Industrials | 0.94% | — |
#30
Prev: #—
|
3.9 |
—
|
4,903 | — |
NEW
|
4,903 | $945,789 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-21 | |||
|
OUNZ
VANECK MERK GOL...
|
ETF | 0.93% | — |
#31
Prev: #—
|
3.9 |
—
|
20,804 | — |
NEW
|
20,804 | $937,220 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-21 | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 0.90% | — |
#32
Prev: #—
|
3.9 |
—
|
1,969 | — |
NEW
|
1,969 | $907,689 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-21 | |||
|
WMB
WILLIAMS COS IN...
|
Energy | 0.89% | — |
#33
Prev: #—
|
3.9 |
—
|
12,335 | — |
NEW
|
12,335 | $897,741 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-21 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.84% | — |
#34
Prev: #—
|
3.8 |
—
|
1,691 | — |
NEW
|
1,691 | $844,925 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-21 | |||
|
ASML
ASML HLDG NV
|
Technology | 0.83% | — |
#35
Prev: #—
|
3.8 |
—
|
633 | — |
NEW
|
633 | $836,085 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-21 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 0.83% | — |
#36
Prev: #—
|
3.8 |
—
|
3,912 | — |
NEW
|
3,912 | $835,838 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-21 | |||
|
GSL
GLOBAL SHIP LEA...
|
Industrials | 0.82% | — |
#37
Prev: #—
|
3.8 |
—
|
22,259 | — |
NEW
|
22,259 | $828,703 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-21 | |||
|
ANET
ARISTA NETWORKS...
|
Technology | 0.81% | — |
#38
Prev: #—
|
3.8 |
—
|
6,653 | — |
NEW
|
6,653 | $816,855 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-21 | |||
|
ALSN
ALLISON TRANSMI...
|
Consumer Cyclical | 0.81% | — |
#39
Prev: #—
|
3.8 |
—
|
6,936 | — |
NEW
|
6,936 | $811,928 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-21 | |||
|
GH
GUARDANT HEALTH...
|
Healthcare | 0.80% | — |
#40
Prev: #—
|
3.8 |
—
|
8,756 | — |
NEW
|
8,756 | $808,792 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-21 | |||
|
PWR
QUANTA SVCS INC
|
Industrials | 0.77% | — |
#41
Prev: #—
|
3.8 |
—
|
1,405 | — |
NEW
|
1,405 | $771,373 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-21 | |||
|
LNG
CHENIERE ENERGY...
|
Energy | 0.76% | — |
#42
Prev: #—
|
3.8 |
—
|
2,689 | — |
NEW
|
2,689 | $763,031 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-21 | |||
|
CIEN
CIENA CORP
|
Technology | 0.75% | — |
#43
Prev: #—
|
3.8 |
—
|
1,955 | — |
NEW
|
1,955 | $758,990 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-21 | |||
|
CLS
CELESTICA INC
|
Technology | 0.74% | — |
#44
Prev: #—
|
3.8 |
—
|
2,640 | — |
NEW
|
2,640 | $743,635 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-21 | |||
|
HOOD
ROBINHOOD MKTS ...
|
Financial Services | 0.73% | — |
#45
Prev: #—
|
3.8 |
—
|
10,666 | — |
NEW
|
10,666 | $739,154 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-21 | |||
|
ROST
ROSS STORES INC
|
Consumer Cyclical | 0.73% | — |
#46
Prev: #—
|
3.8 |
—
|
3,403 | — |
NEW
|
3,403 | $737,192 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-21 | |||
|
HEI
HEICO CORP NEW
|
Industrials | 0.72% | — |
#47
Prev: #—
|
3.8 |
—
|
2,665 | — |
NEW
|
2,665 | $730,743 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-21 | |||
|
ROK
ROCKWELL AUTOMA...
|
Industrials | 0.70% | — |
#48
Prev: #—
|
3.8 |
—
|
1,979 | — |
NEW
|
1,979 | $710,224 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-21 | |||
|
VMC
VULCAN MATLS CO
|
Basic Materials | 0.70% | — |
#49
Prev: #—
|
3.8 |
—
|
2,591 | — |
NEW
|
2,591 | $705,529 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-21 | |||
|
GE
GE AEROSPACE
|
Industrials | 0.70% | — |
#50
Prev: #—
|
3.8 |
—
|
2,480 | — |
NEW
|
2,480 | $703,750 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-21 |
Showing 1-50 of 184 holdings