StockDriftsStockDriftsTop 50 Campion Asset Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IJH | ISHARES TR | 11.28% | 239.7K | $18.5M | +2.81%(+6.56K) | $56.80(+38.28%) | 2026-06-30 | |
| IVV | ISHARES TR | 10.75% | 23.5K | $17.6M | +1.24%(+288) | $517.03(+50.65%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 6.81% | 156.5K | $11.2M | +0.53%(+821) | $48.99(+51.06%) | 2026-06-30 | |
| IWB | ISHARES TR | 5.76% | 23.1K | $9.4M | -1.46%(-341) | $218.19(+94.69%) | 2026-06-30 | |
| IWR | ISHARES TR | 5.75% | 85.5K | $9.4M | -0.79%(-678) | $71.46(+60.26%) | 2026-06-30 | |
| LMT | LOCKHEED MARTIN CORP | 5.41% | 17.4K | $8.9M | +0.02%(+4) | $373.85(+61.92%) | 2026-06-30 | |
| VNQ | VANGUARD INDEX FDS | 4.89% | 83.1K | $8.0M | +1.86%(+1.52K) | $87.72(+11.49%) | 2026-06-30 | |
| IJR | ISHARES TR | 4.43% | 48.9K | $7.3M | +2.37%(+1.13K) | $106.17(+41.24%) | 2026-06-30 | |
| IGM | ISHARES TR | 3.42% | 34.3K | $5.6M | +1.28%(+435) | $63.28(+160.24%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.04% | 17.2K | $5.0M | +0.12%(+21) | $134.57(+126.93%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.71% | +54.94% | +8.39% | +49.59% |
| Top 20 Holdings Unweighted | +18.29% | +65.51% | +10.74% | +66.52% |
Campion Asset Management reports $163.86M in US-listed equity holdings across 83 positions in its most recent 13F filing. Its largest disclosed positions are IJH (11.3%), IVV (10.8%) and VEA (6.8%). The top 20 holdings account for 78.71% of reported assets. Its disclosed equity book has returned +54.94% on a three-year cumulative basis. 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.
Sign up free to track Campion Asset Management, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Campion Asset Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1843492). View Campion Asset Management’s 13F filings on SEC