Campion Asset Management — 13F Holdings

2026 Q1  ·  83 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, Campion Asset Management maintained a portfolio of 83 distinct positions. The most significant new addition was HUNTINGTON INGALLS INDS INC, now representing 0.14% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing the position by 7.5%.
Position History hover any row below to update
Loading…
Campion Asset Management Santa Fe, NM RIA / Wealth Manager AUM $147M
PCA Score Concentration Risk
Risk ENB
Total Positions
83
Quarter
2026 Q1
Top Holding
IJH (10.7%)
Top 10 Concentration
61.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 83

Campion Asset Management Full Holdings List — 2026 Q1

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
IJH
ISHARES TR
ETF 10.68% 10.18% #1 1
Prev: #2
6.5
11,037 5.0%
P
S
233,105 $15,741,596 2021 Q1 13F Filing 2026-03-31 2026-05-14
IVV
ISHARES TR
ETF 10.29% 10.27% #2 1
Prev: #1
7.5
1,630 7.5%
P
S
23,237 $15,178,660 2021 Q1 13F Filing 2026-03-31 2026-05-14
LMT
LOCKHEED MARTIN...
Industrials 7.13% 5.84% #3 2
Prev: #5
4.4
-10 -0.1%
P
S
17,388 $10,509,133 2021 Q1 13F Filing 2026-03-31 2026-05-14
VEA
VANGUARD TAX-MA...
ETF 6.77% 6.68% #4 1
Prev: #3
3.7
1,721 1.1%
P
S
155,683 $9,976,154 2021 Q1 13F Filing 2026-03-31 2026-05-14
IWR
ISHARES TR
ETF 5.68% 5.78% #5 1
Prev: #6
3.3
-417 -0.5%
P
S
86,137 $8,375,138 2021 Q1 13F Filing 2026-03-31 2026-05-14
IWB
ISHARES TR
ETF 5.66% 6.16% #6 2
Prev: #4
2.8
-360 -1.5%
P
S
23,397 $8,342,291 2021 Q1 13F Filing 2026-03-31 2026-05-14
VNQ
VANGUARD INDEX ...
ETF 4.91% 4.88% #7
Prev: #7
2.5
2,098 2.6%
P
S
81,542 $7,232,796 2021 Q1 13F Filing 2026-03-31 2026-05-14
IJR
ISHARES TR
ETF 4.03% 3.82% #8
Prev: #8
2.1
2,010 4.4%
P
S
47,798 $5,941,777 2021 Q1 13F Filing 2026-03-31 2026-05-14
AAPL
APPLE INC
Technology 2.96% 3.29% #9
Prev: #9
1.7
-233 -1.3%
P
S
17,220 $4,370,234 2021 Q1 13F Filing 2026-03-31 2026-05-14
VWO
VANGUARD INTL E...
ETF 2.91% 2.85% #10 1
Prev: #11
1.7
2,844 3.7%
P
S
79,259 $4,283,934 2021 Q1 13F Filing 2026-03-31 2026-05-14
IGM
ISHARES TR
ETF 2.72% 2.97% #11 1
Prev: #10
1.6
689 2.1%
P
S
33,862 $4,012,986 2021 Q1 13F Filing 2026-03-31 2026-05-14
IWM
ISHARES TR
ETF 2.26% 2.31% #12
Prev: #12
1.4
-94 -0.7%
P
S
13,423 $3,328,914 2021 Q1 13F Filing 2026-03-31 2026-05-14
IJJ
ISHARES TR
ETF 2.25% 2.31% #13
Prev: #13
1.4
-229 -0.9%
P
S
25,042 $3,318,065 2021 Q1 13F Filing 2026-03-31 2026-05-14
VOX
VANGUARD WORLD ...
ETF 2.04% 2.21% #14
Prev: #14
1.3
230 1.4%
P
S
16,699 $3,003,148 2021 Q1 13F Filing 2026-03-31 2026-05-14
XOM
EXXON MOBIL COR...
Energy 1.78% 1.31% #15 2
Prev: #17
1.2
-230 -1.5%
P
S
15,442 $2,619,880 2021 Q1 13F Filing 2026-03-31 2026-05-14
LLY
ELI LILLY & CO
Healthcare 1.70% 2.17% #16 1
Prev: #15
1.2
-170 -5.9%
P
S
2,732 $2,512,812 2021 Q1 13F Filing 2026-03-31 2026-05-14
MSFT
MICROSOFT CORP
Technology 1.38% 1.86% #17 1
Prev: #16
1.1
-54 -1.0%
P
S
5,478 $2,027,791 2021 Q1 13F Filing 2026-03-31 2026-05-14
EFV
ISHARES TR
ETF 1.09% 1.06% #18
Prev: #18
0.9
303 1.4%
P
S
21,631 $1,608,265 2021 Q1 13F Filing 2026-03-31 2026-05-14
EMXC
ISHARES INC
ETF 1.01% 0.95% #19 1
Prev: #20
0.9
93 0.5%
P
S
18,944 $1,490,135 2021 Q3 13F Filing 2026-03-31 2026-05-14
JPM
JPMORGAN CHASE ...
Financial Services 0.91% 1.03% #20 1
Prev: #19
0.9
-48 -1.0%
P
S
4,561 $1,341,664 2021 Q1 13F Filing 2026-03-31 2026-05-14
PG
PROCTER & GAMBL...
Consumer Defensive 0.86% 0.88% #21 1
Prev: #22
0.8
-89 -1.0%
P
S
8,800 $1,271,072 2021 Q1 13F Filing 2026-03-31 2026-05-14
CVX
CHEVRON CORPORA...
Energy 0.85% 0.65% #22 8
Prev: #30
0.8
-76 -1.2%
P
S
6,082 $1,258,366 2021 Q1 13F Filing 2026-03-31 2026-05-14
RTX
RTX CORPORATION
Industrials 0.83% 0.83% #23
Prev: #23
0.8
-183 -2.8%
P
S
6,325 $1,220,093 2021 Q1 13F Filing 2026-03-31 2026-05-14
JNJ
JOHNSON & JOHNS...
Healthcare 0.80% 0.71% #24 3
Prev: #27
0.8
-139 -2.8%
P
S
4,815 $1,176,979 2021 Q1 13F Filing 2026-03-31 2026-05-14
GOOGL
ALPHABET INC
Communication Services 0.80% 0.89% #25 4
Prev: #21
0.8
-20 -0.5%
P
S
4,091 $1,176,408 2021 Q1 13F Filing 2026-03-31 2026-05-14
IJS
ISHARES TR
ETF 0.78% 0.77% #26 2
Prev: #24
0.8
-123 -1.3%
P
S
9,659 $1,144,109 2021 Q1 13F Filing 2026-03-31 2026-05-14
CSCO
CISCO SYS INC
Technology 0.72% 0.74% #27 2
Prev: #25
0.8
-138 -1.0%
P
S
13,691 $1,062,285 2021 Q1 13F Filing 2026-03-31 2026-05-14
BRK/B
BERKSHIRE HATHA...
Financial Services 0.64% 0.69% #28
Prev: #28
0.8
-17 -0.9%
P
S
1,959 $938,753 2021 Q1 13F Filing 2026-03-31 2026-05-14
V
VISA INC
Financial Services 0.61% 0.74% #29 3
Prev: #26
0.7
-56 -1.9%
P
S
2,970 $897,653 2021 Q1 13F Filing 2026-03-31 2026-05-14
AVGO
BROADCOM INC
Technology 0.58% 0.67% #30 1
Prev: #29
0.7
-28 -1.0%
P
S
2,777 $859,509 2021 Q1 13F Filing 2026-03-31 2026-05-14
COP
CONOCOPHILLIPS
Energy 0.51% 0.37% #31 13
Prev: #44
0.7
-32 -0.6%
P
S
5,667 $748,044 2021 Q1 13F Filing 2026-03-31 2026-05-14
PSX
PHILLIPS 66
Energy 0.48% 0.35% #32 17
Prev: #49
0.7
-40 -1.0%
P
S
3,867 $704,490 2021 Q1 13F Filing 2026-03-31 2026-05-14
NOC
NORTHROP GRUMMA...
Industrials 0.46% 0.40% #33 4
Prev: #37
0.7
-17 -1.7%
P
S
988 $674,053 2021 Q1 13F Filing 2026-03-31 2026-05-14
VOO
VANGUARD INDEX ...
ETF 0.45% 0.48% #34 2
Prev: #32
1.2
no change no change
P
S
1,100 $657,305 2021 Q4 13F Filing 2026-03-31 2026-05-14
MCD
MCDONALDS CORP
Consumer Cyclical 0.44% 0.46% #35 2
Prev: #33
0.7
-60 -2.8%
P
S
2,094 $650,794 2021 Q1 13F Filing 2026-03-31 2026-05-14
WMT
WALMART INC
Consumer Defensive 0.41% 0.38% #36 5
Prev: #41
1.2
no change no change
P
S
4,912 $610,463 2024 Q1 13F Filing 2026-03-31 2026-05-14
AMGN
AMGEN INC
Healthcare 0.39% 0.40% #37 1
Prev: #36
0.7
-114 -6.5%
P
S
1,650 $580,553 2021 Q1 13F Filing 2026-03-31 2026-05-14
ORCL
ORACLE CORP
Technology 0.39% 0.55% #38 7
Prev: #31
0.7
-173 -4.2%
P
S
3,903 $574,170 2021 Q1 13F Filing 2026-03-31 2026-05-14
MRK
MERCK & CO INC
Healthcare 0.39% 0.35% #39 8
Prev: #47
0.7
-39 -0.8%
P
S
4,761 $572,701 2021 Q1 13F Filing 2026-03-31 2026-05-14
VZ
VERIZON COMMUNI...
Communication Services 0.38% 0.32% #40 13
Prev: #53
0.7
-153 -1.4%
P
S
11,154 $559,931 2021 Q1 13F Filing 2026-03-31 2026-05-14
EXC
EXELON CORP
Utilities 0.38% 0.35% #41 7
Prev: #48
0.7
-182 -1.6%
P
S
11,400 $558,828 2021 Q1 13F Filing 2026-03-31 2026-05-14
UNM
UNUM GROUP
Financial Services 0.37% 0.41% #42 7
Prev: #35
0.6
-13 -0.2%
P
S
7,516 $548,893 2022 Q2 13F Filing 2026-03-31 2026-05-14
MAA
MID-AMER APT CM...
Real Estate 0.37% 0.43% #43 9
Prev: #34
0.6
-23 -0.5%
P
S
4,467 $545,510 2021 Q1 13F Filing 2026-03-31 2026-05-14
TXN
TEXAS INSTRS IN...
Technology 0.36% 0.34% #44 7
Prev: #51
0.6
-72 -2.5%
P
S
2,753 $534,467 2021 Q1 13F Filing 2026-03-31 2026-05-14
GOOG
ALPHABET INC
Communication Services 0.35% 0.39% #45 6
Prev: #39
0.6
-4 -0.2%
P
S
1,786 $512,332 2023 Q2 13F Filing 2026-03-31 2026-05-14
AMZN
AMAZON COM INC
Consumer Cyclical 0.35% 0.38% #46 6
Prev: #40
0.6
46 1.9%
P
S
2,447 $509,637 2023 Q4 13F Filing 2026-03-31 2026-05-14
XLY
SELECT SECTOR S...
Unknown 0.34% 0.38% #47 5
Prev: #42
0.6
-7 -0.2%
P
S
4,567 $497,712 2024 Q1 13F Filing 2026-03-31 2026-05-14
NVDA
NVIDIA CORPORAT...
Technology 0.33% 0.36% #48 2
Prev: #46
1.1
no change no change
P
S
2,790 $486,576 2024 Q1 13F Filing 2026-03-31 2026-05-14
ALL
ALLSTATE CORP
Financial Services 0.33% 0.34% #49 1
Prev: #50
0.6
-24 -1.0%
P
S
2,339 $484,968 2021 Q1 13F Filing 2026-03-31 2026-05-14
ABT
ABBOTT LABORATO...
Healthcare 0.31% 0.40% #50 12
Prev: #38
0.6
-30 -0.7%
P
S
4,515 $463,555 2021 Q1 13F Filing 2026-03-31 2026-05-14
Showing 1-50 of 83 holdings

Unlock Full Campion Asset Management Analysis

PRO subscribers get access to all historical quarters, Excel/CSV exports, Portfolio Concentration Analytics (PCA), and Risk-Based ENB.

Full Historical Quarters
Excel & CSV Export
PCA & Risk-Based ENB
Auto Cost Basis
Position Change Alerts
Price-Held Analytics
Full history →