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Campion Asset Management

Portfolio Manager
Campion Asset Management
Performance
+1.87% (2025 Q4)
AUM (13F)
$147.44M
# of Holdings
82
Performance Rank
Allocation (Top 20)
78.16%

Campion Asset Management Holdings Map

Top 50 Campion Asset Management Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IJH
ISHARES TR
10.68%233.1K$15.7M
+4.97%(+11.04K)
2025-Q1: 169.1K shares2025-Q2: 181.5K shares2025-Q3: 185.1K shares2025-Q4: 222.1K shares2026-Q1: 233.1K shares
$56.40(+30.22%)
2026-03-31
IVV
ISHARES TR
10.29%23.2K$15.2M
+7.54%(+1.63K)
2025-Q1: 16.2K shares2025-Q2: 17.3K shares2025-Q3: 16.6K shares2025-Q4: 21.6K shares2026-Q1: 23.2K shares
$514.86(+45.97%)
2026-03-31
LMT
LOCKHEED MARTIN CORP
7.13%17.4K$10.5M
-0.06%(-10)
2025-Q1: 17.4K shares2025-Q2: 17.4K shares2025-Q3: 17.4K shares2025-Q4: 17.4K shares2026-Q1: 17.4K shares
$373.81(+39.22%)
2026-03-31
VEA
VANGUARD TAX-MANAGED FDS
6.77%155.7K$10.0M
+1.12%(+1.72K)
2025-Q1: 146.4K shares2025-Q2: 150.1K shares2025-Q3: 149.8K shares2025-Q4: 154.0K shares2026-Q1: 155.7K shares
$48.90(+44.30%)
2026-03-31
IWR
ISHARES TR
5.68%86.1K$8.4M
-0.48%(-417)
2025-Q1: 106.2K shares2025-Q2: 105.4K shares2025-Q3: 102.6K shares2025-Q4: 86.6K shares2026-Q1: 86.1K shares
$71.46(+47.15%)
2026-03-31
IWB
ISHARES TR
5.66%23.4K$8.3M
-1.52%(-360)
2025-Q1: 34.0K shares2025-Q2: 33.3K shares2025-Q3: 32.1K shares2025-Q4: 23.8K shares2026-Q1: 23.4K shares
$218.19(+86.79%)
2026-03-31
VNQ
VANGUARD INDEX FDS
4.91%81.5K$7.2M
+2.64%(+2.10K)
2025-Q1: 75.5K shares2025-Q2: 76.2K shares2025-Q3: 75.5K shares2025-Q4: 79.4K shares2026-Q1: 81.5K shares
$87.65(+8.76%)
2026-03-31
IJR
ISHARES TR
4.03%47.8K$5.9M
+4.39%(+2.01K)
2025-Q1: 37.3K shares2025-Q2: 39.0K shares2025-Q3: 39.9K shares2025-Q4: 45.8K shares2026-Q1: 47.8K shares
$105.50(+29.05%)
2026-03-31
AAPL
APPLE INC
2.96%17.2K$4.4M
-1.34%(-233)
2025-Q1: 18.3K shares2025-Q2: 17.5K shares2025-Q3: 17.5K shares2025-Q4: 17.5K shares2026-Q1: 17.2K shares
$134.41(+121.87%)
2026-03-31
VWO
VANGUARD INTL EQUITY INDEX F
2.91%79.3K$4.3M
+3.72%(+2.84K)
2025-Q1: 67.9K shares2025-Q2: 68.6K shares2025-Q3: 70.7K shares2025-Q4: 76.4K shares2026-Q1: 79.3K shares
$50.72(+18.22%)
2026-03-31

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