2026 Q2 Portfolio Activity
In 2026 Q2, BankChampaign, National Association maintained a portfolio of 225 distinct positions. The most significant new addition was CHURCHILL DOWNS INC, now representing 1.05% of the total fund value. They heavily accumulated shares in BERKSHIRE HATHAWAY INC DEL, increasing the position by 150.8%. Conversely, BankChampaign, National Association completely exited their position in VULCAN MATLS CO.
Position History
hover any row below to update
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Total Positions
225
Quarter
2026 Q2
Top Holding
WDC (3.4%)
Top 10 Concentration
22.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 225
BankChampaign, National Association Full Holdings List — 2026 Q2
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
WDC
WESTERN DIGITAL...
|
Technology | 3.42% | 2.11% |
#1
4
Prev: #5
|
3.9 |
—
|
-894 | -11.4% |
P
S
|
6,975 | $4,455,072 |
$270.42
+72.9%
|
2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 | ||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 3.14% | 1.55% |
#2
11
Prev: #13
|
5.8 |
—
|
4,919 | 150.8% |
P
S
|
8,181 | $4,093,691 |
$491.94
+2.9%
|
2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 | ||
|
GOOGL
ALPHABET INC
|
Communication Services | 2.52% | 2.56% |
#3
2
Prev: #1
|
2.5 |
—
|
213 | 2.4% |
P
S
|
9,180 | $3,280,657 |
$288.82
+17.2%
|
2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 | ||
|
LLY
ELI LILLY & CO
|
Healthcare | 2.37% | 1.02% |
#4
22
Prev: #26
|
4.4 |
—
|
1,456 | 129.9% |
P
S
|
2,577 | $3,090,931 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
AVGO
BROADCOM INC
|
Technology | 2.32% | 2.48% |
#5
3
Prev: #2
|
1.9 |
—
|
-83 | -1.0% |
P
S
|
7,994 | $3,019,734 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 1.94% | 1.62% |
#6
3
Prev: #9
|
1.3 |
—
|
56 | 2.4% |
P
S
|
2,368 | $2,521,683 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 1.78% | 1.59% |
#7
3
Prev: #10
|
1.2 |
—
|
94 | 2.0% |
P
S
|
4,842 | $2,312,394 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
VRT
VERTIV HOLDINGS...
|
Industrials | 1.70% | 1.65% |
#8
Prev: #8
|
1.2 |
—
|
-42 | -0.6% |
P
S
|
6,609 | $2,212,825 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
PAAS
PAN AMERN SILVE...
|
Basic Materials | 1.54% | 2.43% |
#9
6
Prev: #3
|
1.1 |
—
|
-83 | -0.2% |
P
S
|
44,777 | $2,005,562 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
HWM
HOWMET AEROSPAC...
|
Industrials | 1.47% | 1.59% |
#10
1
Prev: #11
|
1.1 |
—
|
155 | 2.2% |
P
S
|
7,100 | $1,908,906 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.44% | 1.52% |
#11
4
Prev: #15
|
2.6 |
—
|
572 | 6.5% |
P
S
|
9,370 | $1,874,843 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 1.42% | 1.20% |
#12
9
Prev: #21
|
2.6 |
—
|
185 | 13.4% |
P
S
|
1,570 | $1,844,530 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 1.40% | 0.83% |
#13
23
Prev: #36
|
2.6 |
—
|
307 | 7.8% |
P
S
|
4,219 | $1,828,219 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
AAPL
APPLE INC
|
Technology | 1.40% | 1.56% |
#14
2
Prev: #12
|
1.1 |
—
|
136 | 2.2% |
P
S
|
6,314 | $1,827,019 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 1.35% | 2.26% |
#15
11
Prev: #4
|
1.0 |
—
|
-479 | -3.1% |
P
S
|
15,123 | $1,764,400 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
RGLD
ROYAL GOLD INC
|
Basic Materials | 1.28% | 2.05% |
#16
10
Prev: #6
|
1.0 |
—
|
240 | 3.0% |
P
S
|
8,359 | $1,668,540 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
ETN
EATON CORP PLC
|
Industrials | 1.21% | 1.21% |
#17
2
Prev: #19
|
2.5 |
—
|
276 | 8.1% |
P
S
|
3,694 | $1,574,087 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
ASML
ASML HLDG NV
|
Technology | 1.20% | 0.83% |
#18
17
Prev: #35
|
3.0 |
—
|
155 | 24.5% |
P
S
|
788 | $1,567,679 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 1.19% | 1.66% |
#19
12
Prev: #7
|
1.0 |
—
|
277 | 2.1% |
P
S
|
13,727 | $1,554,720 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
DELL
DELL TECHNOLOGI...
|
Technology | 1.19% | 0.59% |
#20
49
Prev: #69
|
1.0 |
—
|
-48 | -1.3% |
P
S
|
3,578 | $1,543,764 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.18% | 1.19% |
#21
1
Prev: #22
|
2.5 |
—
|
654 | 11.3% |
P
S
|
6,436 | $1,533,956 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
URI
UNITED RENTALS ...
|
Industrials | 1.17% | 0.97% |
#22
7
Prev: #29
|
1.5 |
—
|
no change | no change |
P
S
|
1,347 | $1,526,003 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.17% | 1.41% |
#23
7
Prev: #16
|
2.5 |
—
|
226 | 5.9% |
P
S
|
4,073 | $1,519,310 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
PH
PARKER-HANNIFIN...
|
Industrials | 1.11% | 1.24% |
#24
6
Prev: #18
|
2.4 |
—
|
88 | 6.3% |
P
S
|
1,482 | $1,449,574 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
MRVL
MARVELL TECHNOL...
|
Technology | 1.09% | 0.43% |
#25
59
Prev: #84
|
2.4 |
—
|
334 | 7.6% |
P
S
|
4,745 | $1,413,488 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
ARM
ARM HOLDINGS PL...
|
Technology | 1.08% | 0.51% |
#26
52
Prev: #78
|
2.4 |
—
|
578 | 17.1% |
P
S
|
3,951 | $1,400,906 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
MLI
MUELLER INDS IN...
|
Industrials | 1.07% | 1.21% |
#27
7
Prev: #20
|
0.9 |
—
|
353 | 3.2% |
P
S
|
11,385 | $1,399,558 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 1.07% | 1.40% |
#28
11
Prev: #17
|
2.4 |
—
|
75 | 5.3% |
P
S
|
1,496 | $1,399,463 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
CHDN
CHURCHILL DOWNS...
|
Consumer Cyclical | 1.05% | — |
#29
Prev: #—
|
3.9 |
—
|
15,240 | — |
NEW
|
15,240 | $1,366,114 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
STRL
STERLING INFRAS...
|
Industrials | 1.04% | 0.66% |
#30
29
Prev: #59
|
0.9 |
—
|
-12 | -0.7% |
P
S
|
1,612 | $1,353,048 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 1.03% | 0.38% |
#31
66
Prev: #97
|
0.9 |
—
|
35 | 3.1% |
P
S
|
1,157 | $1,335,514 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
SGOV
ISHARES TR
|
ETF | 1.00% | — |
#32
Prev: #—
|
3.9 |
—
|
12,949 | — |
NEW
|
12,949 | $1,303,576 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
AEM
AGNICO EAGLE MI...
|
Basic Materials | 0.91% | 1.54% |
#33
19
Prev: #14
|
0.9 |
—
|
-28 | -0.4% |
P
S
|
7,633 | $1,184,107 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
ANET
ARISTA NETWORKS...
|
Technology | 0.91% | 0.81% |
#34
4
Prev: #38
|
0.9 |
—
|
307 | 4.6% |
P
S
|
6,960 | $1,182,365 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 0.90% | 0.38% |
#35
61
Prev: #96
|
2.9 |
—
|
492 | 43.9% |
P
S
|
1,613 | $1,166,199 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
VST
VISTRA CORP
|
Utilities | 0.87% | 1.07% |
#36
12
Prev: #24
|
0.8 |
—
|
-39 | -0.5% |
P
S
|
7,170 | $1,137,377 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
GE
GE AEROSPACE
|
Industrials | 0.87% | 0.70% |
#37
13
Prev: #50
|
2.8 |
—
|
563 | 22.7% |
P
S
|
3,043 | $1,137,260 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
CRS
CARPENTER TECHN...
|
Industrials | 0.87% | 0.65% |
#38
23
Prev: #61
|
2.3 |
—
|
183 | 11.0% |
P
S
|
1,842 | $1,136,219 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
FTI
TECHNIPFMC PLC
|
Energy | 0.85% | 1.15% |
#39
16
Prev: #23
|
0.8 |
—
|
57 | 0.3% |
P
S
|
16,791 | $1,113,243 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
PWR
QUANTA SVCS INC
|
Industrials | 0.84% | 0.77% |
#40
1
Prev: #41
|
2.3 |
—
|
123 | 8.8% |
P
S
|
1,528 | $1,100,221 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
HOOD
ROBINHOOD MKTS ...
|
Financial Services | 0.80% | 0.73% |
#41
4
Prev: #45
|
0.8 |
—
|
-286 | -2.7% |
P
S
|
10,380 | $1,040,906 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
ROK
ROCKWELL AUTOMA...
|
Industrials | 0.80% | 0.70% |
#42
6
Prev: #48
|
2.3 |
—
|
114 | 5.8% |
P
S
|
2,093 | $1,036,202 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
CLS
CELESTICA INC
|
Technology | 0.78% | 0.74% |
#43
1
Prev: #44
|
2.3 |
—
|
137 | 5.2% |
P
S
|
2,777 | $1,013,050 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
CIEN
CIENA CORP
|
Technology | 0.78% | 0.75% |
#44
1
Prev: #43
|
2.3 |
—
|
108 | 5.5% |
P
S
|
2,063 | $1,012,025 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
HEI
HEICO CORP NEW
|
Industrials | 0.78% | 0.72% |
#45
2
Prev: #47
|
2.3 |
—
|
169 | 6.3% |
P
S
|
2,834 | $1,009,442 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.77% | 1.00% |
#46
19
Prev: #27
|
0.8 |
—
|
28 | 1.6% |
P
S
|
1,783 | $1,004,346 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
KLAC
KLA CORP
|
Technology | 0.75% | 0.65% |
#47
13
Prev: #60
|
3.3 |
—
|
2,811 | 630.3% |
P
S
|
3,257 | $982,669 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
CEG
CONSTELLATION E...
|
Utilities | 0.72% | 1.06% |
#48
23
Prev: #25
|
0.8 |
—
|
-43 | -1.1% |
P
S
|
3,775 | $937,597 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.72% | 0.37% |
#49
50
Prev: #99
|
3.3 |
—
|
1,570 | 122.8% |
P
S
|
2,848 | $932,236 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
WMB
WILLIAMS COS IN...
|
Energy | 0.71% | 0.89% |
#50
17
Prev: #33
|
0.8 |
—
|
58 | 0.5% |
P
S
|
12,393 | $921,296 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 |
Showing 1-50 of 225 holdings