StockDriftsStockDriftsTop 50 BankChampaign, National Association Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WDC | WESTERN DIGITAL CORP | 3.42% | 7.0K | $4.5M | -11.36%(-894) | $146.17(+205.44%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.14% | 8.2K | $4.1M | +150.80%(+4.92K) | $490.06(+6.79%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.52% | 9.2K | $3.3M | +2.38%(+213) | $278.88(+26.03%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 2.37% | 2.6K | $3.1M | +129.88%(+1.46K) | $990.62(+24.05%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.32% | 8.0K | $3.0M | -1.03%(-83) | $344.94(+21.87%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 1.94% | 2.4K | $2.5M | +2.42%(+56) | $533.08(+60.54%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 1.78% | 4.8K | $2.3M | +1.98%(+94) | $293.64(+44.26%) | 2026-06-30 | |
| VRT | VERTIV HOLDINGS CO | 1.7% | 6.6K | $2.2M | -0.63%(-42) | $156.43(+78.91%) | 2026-06-30 | |
| PAAS | PAN AMERN SILVER CORP | 1.54% | 44.8K | $2.0M | -0.19%(-83) | $45.27(+14.67%) | 2026-06-30 | |
| HWM | HOWMET AEROSPACE INC | 1.47% | 7.1K | $1.9M | +2.23%(+155) | $201.61(+41.04%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +14.49% |
| Top 20 Holdings Unweighted | — | — | — | — | +16.21% |
BankChampaign, National Association reports $130.24M in US-listed equity holdings across 200 positions in its most recent 13F filing. Its largest disclosed positions are WDC (3.4%), BRK.B (3.1%) and GOOGL (2.5%). The top 20 holdings account for 35.28% of reported assets. Its disclosed equity book has returned +14.49% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from BankChampaign, National Association’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2135773). View BankChampaign, National Association’s 13F filings on SEC