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Bankchampaign National Association 13F Portfolio

Portfolio Manager
Bankchampaign National Association
Performance
-3.12% (2026 Q3)
AUM (13F)
$119.76M
# of Holdings
202
Performance Rank
N/A
Allocation (Top 20)
34.16%
Latest filing
Q3 2026

Bankchampaign National Association Holdings Map

Top 50 Bankchampaign National Association Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
GOOGL
ALPHABET INC
2.53%8.8K$3.0M
-3.92%(-360)
2025-Q3: 0 shares2025-Q4: 9.6K shares2026-Q1: 9.0K shares2026-Q2: 9.2K shares2026-Q3: 8.8K shares
$278.88(+23.42%)
2026-09-30
WDC
WESTERN DIGITAL CORP
2.37%6.2K$2.8M
-10.54%(-735)
2025-Q3: 0 shares2025-Q4: 8.3K shares2026-Q1: 7.9K shares2026-Q2: 7.0K shares2026-Q3: 6.2K shares
$146.17(+140.97%)
2026-09-30
SGOV
ISHARES TR
2.29%27.3K$2.7M
+110.77%(+14.34K)
2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 12.9K shares2026-Q3: 27.3K shares
$100.67(-0.08%)
2026-09-30
AVGO
BROADCOM INC
2.27%7.8K$2.7M
-2.98%(-238)
2025-Q3: 0 shares2025-Q4: 8.6K shares2026-Q1: 8.1K shares2026-Q2: 8.0K shares2026-Q3: 7.8K shares
$344.94(-3.00%)
2026-09-30
PLTR
PALANTIR TECHNOLOGIES INC
2.27%14.6K$2.7M
-3.75%(-567)
2025-Q3: 0 shares2025-Q4: 18.2K shares2026-Q1: 15.6K shares2026-Q2: 15.1K shares2026-Q3: 14.6K shares
$180.08(+7.81%)
2026-09-30
TSM
TAIWAN SEMICONDUCTOR MANUFAC
1.81%4.8K$2.2M
-1.88%(-91)
2025-Q3: 0 shares2025-Q4: 4.8K shares2026-Q1: 4.7K shares2026-Q2: 4.8K shares2026-Q3: 4.8K shares
$293.64(+43.11%)
2026-09-30
NVDA
NVIDIA CORPORATION
1.75%9.2K$2.1M
-2.00%(-187)
2025-Q3: 0 shares2025-Q4: 8.8K shares2026-Q1: 8.8K shares2026-Q2: 9.4K shares2026-Q3: 9.2K shares
$186.29(+16.53%)
2026-09-30
MSFT
MICROSOFT CORP
1.75%4.1K$2.1M
+0.27%(+11)
2025-Q3: 0 shares2025-Q4: 3.8K shares2026-Q1: 3.8K shares2026-Q2: 4.1K shares2026-Q3: 4.1K shares
$492.55(+8.32%)
2026-09-30
AAPL
APPLE INC
1.73%6.2K$2.1M
-1.24%(-78)
2025-Q3: 0 shares2025-Q4: 6.3K shares2026-Q1: 6.2K shares2026-Q2: 6.3K shares2026-Q3: 6.2K shares
$263.35(+30.22%)
2026-09-30
PAAS
PAN AMERN SILVER CORP
1.68%44.2K$2.0M
-1.20%(-538)
2025-Q3: 0 shares2025-Q4: 46.5K shares2026-Q1: 44.9K shares2026-Q2: 44.8K shares2026-Q3: 44.2K shares
$45.27(-1.86%)
2026-09-30

About Bankchampaign National Associationโ€™s portfolio

Bankchampaign National Association reports $119.76M in US-listed equity holdings across 202 positions in its most recent 13F filing. Its largest disclosed positions are GOOGL (2.5%), WDC (2.4%) and SGOV (2.3%). The top 20 holdings account for 34.16% of reported assets. Its disclosed equity book has returned +10.91% cumulatively over 3 quarters. Figures reflect the Q3 2026 filing.

Portfolio concentration

Portfolio concentration
GOOGL โ€” 4.1% ($3.03M)WDC โ€” 3.9% ($2.84M)SGOV โ€” 3.7% ($2.75M)AVGO โ€” 3.7% ($2.72M)PLTR โ€” 3.7% ($2.72M)TSM โ€” 2.9% ($2.17M)NVDA โ€” 2.9% ($2.10M)MSFT โ€” 2.9% ($2.09M)AAPL โ€” 2.8% ($2.08M)PAAS โ€” 2.7% ($2.01M)Other โ€” 66.6% ($48.98M)
33%in top 10
  • GOOGL4.1%
  • WDC3.9%
  • SGOV3.7%
  • AVGO3.7%
  • PLTR3.7%
  • TSM2.9%
  • NVDA2.9%
  • MSFT2.9%
  • AAPL2.8%
  • PAAS2.7%
  • Other66.6%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Added to
13
SGOVISHARES TR+110.8%
VVISA INC+272.6%
MRKMERCK & CO INC+81.7%
EXELEXELIXIS INC+22.2%
+9 more
Trimmed
37
BRK.BBERKSHIRE HATHAWAY INC DEL-69.6%
LLYELI LILLY & CO-39.8%
WDCWESTERN DIGITAL CORP-10.5%
DELLDELL TECHNOLOGIES INC-10.3%
+33 more

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Source filings

Holdings on this page are parsed from Bankchampaign National Associationโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2135773). View Bankchampaign National Associationโ€™s 13F filings on SEC

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