Top 50 Campion Asset Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IJH | ISHARES TR | 10.68% | 233.1K | $15.7M | +4.97%(+11.04K) | $56.40(+30.22%) | 2026-03-31 | |
| IVV | ISHARES TR | 10.29% | 23.2K | $15.2M | +7.54%(+1.63K) | $514.86(+45.97%) | 2026-03-31 | |
| LMT | LOCKHEED MARTIN CORP | 7.13% | 17.4K | $10.5M | -0.06%(-10) | $373.81(+39.22%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 6.77% | 155.7K | $10.0M | +1.12%(+1.72K) | $48.90(+44.30%) | 2026-03-31 | |
| IWR | ISHARES TR | 5.68% | 86.1K | $8.4M | -0.48%(-417) | $71.46(+47.15%) | 2026-03-31 | |
| IWB | ISHARES TR | 5.66% | 23.4K | $8.3M | -1.52%(-360) | $218.19(+86.79%) | 2026-03-31 | |
| VNQ | VANGUARD INDEX FDS | 4.91% | 81.5K | $7.2M | +2.64%(+2.10K) | $87.65(+8.76%) | 2026-03-31 | |
| IJR | ISHARES TR | 4.03% | 47.8K | $5.9M | +4.39%(+2.01K) | $105.50(+29.05%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.96% | 17.2K | $4.4M | -1.34%(-233) | $134.41(+121.87%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.91% | 79.3K | $4.3M | +3.72%(+2.84K) | $50.72(+18.22%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.62% | +50.59% |
| Top 20 Holdings Unweighted | +17.56% | +62.48% |
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