Fund HoldingsCampion Asset Management

Total Portfolio Value
$129.32M
Total Bought
$9.91M
Total Sold
$5.03M
Net Transaction
+$4.88M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ISHARES TR22,214131,221+109,0076,1577,9706.16%+1,814
ISHARES TR11,48412,583+1,0995,4856,6155.12%+1,130
MICROSTRATEGY INC(MSTR)99499406281,6941.31%+1,067
LOCKHEED MARTIN CORP(LMT)15,20317,381+2,1786,8917,9066.11%+1,015
ELI LILLY & CO(LLY)3,3753,365-101,9672,6182.02%+650
ISHARES TR114,302112,894-1,4088,8859,4937.34%+609
ARK 21SHARES BITCOIN ETF(ARKB)08,165+8,16505800.45%+580
ISHARES TR40,06138,374-1,68710,50611,0538.55%+546
ISHARES TR5,41533,534+28,1192,4272,8902.23%+463
VANGUARD TAX-MANAGED FDS137,286137,866+5806,5766,9175.35%+341
ISHARES TR29,82431,883+2,0593,2283,5242.72%+295
EXXON MOBIL CORP18,31218,213-991,8312,1171.64%+286
VANGUARD WORLD FD
COMM SRVC ETF
18,94019,140+2002,2302,5121.94%+282
NVIDIA CORPORATION(NVDA)0309+30902790.22%+279
MICROSOFT CORP(MSFT)5,5345,563+292,0812,3401.81%+259
SELECT SECTOR SPDR TR
ST STR DISCR ETF
01,348+1,34802480.19%+248
LOWES COS INC(LOW)0850+85002170.17%+217
MOLSON COORS BEVERAGE CO(TAP)03,070+3,07002060.16%+206
WALMART INC(WMT)03,415+3,41502050.16%+205
HUNTINGTON INGALLS INDS INC(HII)0693+69302020.16%+202
PEPSICO INC(PEP)01,145+1,14502000.15%+200
TOYOTA MOTOR CORP(TM)2,3652,490+1254346270.48%+193
BERKSHIRE HATHAWAY INC DEL1,9292,046+1176888600.67%+172
JPMORGAN CHASE & CO(JPM)5,1755,193+188801,0400.80%+160
ISHARES TR23,43025,263+1,8331,2211,3741.06%+154
ISHARES TR18,00217,888-1143,6133,7622.91%+149
VANGUARD INTL EQUITY INDEX F68,95371,282+2,3292,8342,9772.30%+143
MERCK & CO INC(MRK)5,7025,764+626227610.59%+139
AMAZON COM INC(AMZN)1,6602,091+4312523770.29%+125
PHILLIPS 66(PSX)5,3545,122-2327138370.65%+124
PROCTER AND GAMBLE CO(PG)7,6707,675+51,1241,2450.96%+121
THE CIGNA GROUP(CI)1,8551,85505556740.52%+118
RTX CORPORATION(RTX)7,4877,493+66307310.57%+101
VISA INC(V)2,7302,907+1777118110.63%+101
ISHARES INC
MSCI EMRG CHN
11,74012,985+1,2456517480.58%+97
ORACLE CORP(ORCL)4,6504,65004905840.45%+94
STRYKER CORPORATION(SYK)1,5451,54504635530.43%+90
ALLSTATE CORP(ALL)2,6932,69303774660.36%+89
UNUM GROUP(UNM)8,9208,92004034790.37%+75
UNITED RENTALS INC(URI)49549502843570.28%+73
VERIZON COMMUNICATIONS INC(VZ)13,74814,088+3405185910.46%+73
BROADCOM INC(AVGO)317320+33544240.33%+70
TARGET CORP(TGT)1,9981,99802853540.27%+70
WELLS FARGO CO NEW(WFC)8,1658,005-1604024640.36%+62
CHEVRON CORP NEW(CVX)6,8626,826-361,0241,0770.83%+53
MARTIN MARIETTA MATLS INC(MLM)43543502172670.21%+50
ELEVANCE HEALTH INC(ELV)1,0501,05004955440.42%+49
SELECT SECTOR SPDR TR
ST STR ENERG ETF
4,6204,62003874360.34%+49
VANGUARD INDEX FDS1,1001,10004805290.41%+48
INTERNATIONAL BUSINESS MACHS(IBM)1,4751,47502412820.22%+40
VANGUARD INDEX FDS68,46870,410+1,9426,0506,0894.71%+39
ALPHABET INC(GOOG)4,2954,187-1086006320.49%+32
LYONDELLBASELL INDUSTRIES N
SHS - A -
6,0455,925-1205756060.47%+31
CONOCOPHILLIPS(COP)7,4427,018-4248648930.69%+29
NORFOLK SOUTHN CORP(NSC)1,5901,59003764050.31%+29
BANK AMERICA CORP8,2138,053-1602773050.24%+29
CELANESE CORP DEL(CE)1,5101,51002352600.20%+25
ISHARES TR1,8001,80002212430.19%+22
EXELON CORP(EXC)14,75814,688-705305520.43%+22
REGENERON PHARMACEUTICALS(REGN)25025002202410.19%+21
GENERAL MLS INC(GIS)4,2454,24502772970.23%+21
ALPHABET INC(GOOG)1,7901,79002522730.21%+20
ABBOTT LABS5,0355,054+195545740.44%+20
NETSTREIT CORP(NTST)31,62831,62805655810.45%+16
HF SINCLAIR CORP(DINO)7,6107,200-4104234350.34%+12
DOMINION ENERGY INC(D)5,3665,36602522640.20%+12
NORTHROP GRUMMAN CORP(NOC)1,0631,06304985090.39%+11
TEXAS INSTRS INC(TXN)2,8602,86004884980.39%+11
JOHNSON & JOHNSON(JNJ)5,4835,48308598670.67%+8
LTC PPTYS INC(LTC)6,5826,58202112140.17%+3
PPL CORP(PPL)11,22511,110-1153043060.24%+2
SOUTHERN CO(SO)4,9204,830-903453470.27%+2
UNION PAC CORP(UNP)1,2001,20002952950.23%0
STAG INDL INC(STAG)9,3709,570+2003683680.28%0
ISHARES TR883804-792422410.19%-1
DUKE ENERGY CORP NEW(DUK)4,5404,54004414390.34%-1
BROADRIDGE FINL SOLUTIONS IN(BR)1,7351,73503573550.27%-2
NNN REIT INC(NNN)5,4605,46002352330.18%-2
DUPONT DE NEMOURS INC(DD)2,8032,746-572162110.16%-5
AMGEN INC(AMGN)1,9001,90005475400.42%-7
ELECTRONIC ARTS INC(EA)1,8861,891+52582510.19%-7
MID-AMER APT CMNTYS INC(MAA)5,4205,480+607297210.56%-8
DOW INC(DOW)4,0083,643-3652202110.16%-9
3M CO(MMM)2,2552,205-502472340.18%-13
CISCO SYS INC(CSCO)14,84014,682-1587507330.57%-17
REALTY INCOME CORP(O)5,5705,57003203010.23%-18
PFIZER INC(PFE)13,26512,788-4773823550.27%-27
VIATRIS INC(VTRS)14,10610,438-3,6681531250.10%-28
PUBLIC STORAGE(PSA)1,9451,94505935640.44%-29
MCDONALDS CORP(MCD)2,1872,18706486170.48%-32
AIR PRODS & CHEMS INC1,0601,062+22902570.20%-33
ISHARES TR3,7243,281-4436486130.47%-35
ISHARES TR15,05314,721-3321,5521,5131.17%-39
TORONTO DOMINION BK ONT(TD)10,67310,623-506906410.50%-48
CVS HEALTH CORP(CVS)6,6205,908-7125234710.36%-51
BCE INC(BCE)7,9157,600-3153122580.20%-53
UNITEDHEALTH GROUP INC(UNH)1,8601,867+79799240.71%-56
ZOETIS INC(ZTS)2,1722,17204293680.28%-61
AT&T INC(T)10,5410-10,5411770-177
MOBILEYE GLOBAL INC(MBLY)4,8050-4,8052080-208
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