Fund HoldingsCampion Asset Management

Total Portfolio Value
$129.30M
Total Bought
$2.15M
Total Sold
$4.77M
Net Transaction
-$2.62M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
VANGUARD TAX-MANAGED FDS143,683146,438+2,7556,8717,4435.76%+573
EXXON MOBIL CORP18,10918,032-771,9482,1451.66%+197
VANGUARD INDEX FDS74,69275,538+8466,6546,8395.29%+186
BERKSHIRE HATHAWAY INC DEL1,9911,99109021,0600.82%+158
CHEVRON CORP NEW(CVX)6,4316,418-139311,0740.83%+142
ISHARES TR21,84521,84501,1461,2881.00%+141
WALMART INC(WMT)3,3354,942+1,6073014340.34%+133
RTX CORPORATION(RTX)6,9806,945-358089200.71%+112
VISA INC(V)3,0573,05709661,0710.83%+105
SELECT SECTOR SPDR TR
ST STR DISCR ETF
1,5192,246+7273414430.34%+103
JOHNSON & JOHNSON(JNJ)5,2725,191-817628610.67%+98
EXELON CORP(EXC)12,72812,468-2604795750.44%+95
AMGEN INC(AMGN)1,8681,86804875820.45%+95
ABBOTT LABS4,9004,855-455546440.50%+90
VANGUARD INTL EQUITY INDEX F68,11167,922-1893,0003,0742.38%+75
THE CIGNA GROUP(CI)1,5101,480-304174870.38%+70
VERIZON COMMUNICATIONS INC(VZ)13,50713,442-655406100.47%+70
MID-AMER APT CMNTYS INC(MAA)5,3105,31008218900.69%+69
ELEVANCE HEALTH INC(ELV)960935-253544070.31%+53
MCDONALDS CORP(MCD)2,1872,18706346830.53%+49
SELECT SECTOR SPDR TR
ST STR ENERG ETF
4,4104,532+1223784240.33%+46
DUKE ENERGY CORP NEW(DUK)4,0683,963-1054384830.37%+45
ELI LILLY & CO(LLY)3,2073,052-1552,4762,5211.95%+45
SOUTHERN CO(SO)4,4744,47403684110.32%+43
NORTHROP GRUMMAN CORP(NOC)1,0631,058-54995420.42%+43
INTERNATIONAL BUSINESS MACHS(IBM)1,2681,26802793150.24%+37
3M CO(MMM)1,9501,943-72522850.22%+34
ALLSTATE CORP(ALL)2,5032,488-154835150.40%+33
CISCO SYS INC(CSCO)14,34014,285-558498820.68%+33
PHILLIPS 66(PSX)4,1374,072-654715030.39%+31
UNUM GROUP(UNM)8,3007,800-5006066350.49%+29
PROCTER AND GAMBLE CO(PG)9,5289,52801,5971,6241.26%+26
ISHARES INC
MSCI EMRG CHN
18,52419,119+5951,0271,0530.81%+26
BROADRIDGE FINL SOLUTIONS IN(BR)1,5651,56503543790.29%+26
PPL CORP(PPL)8,8908,690-2002893140.24%+25
STRYKER CORPORATION(SYK)1,5451,54505565750.44%+19
STAG INDL INC(STAG)8,6458,546-992923090.24%+16
UNION PAC CORP(UNP)1,2001,20002742830.22%+10
AIR PRODS & CHEMS INC1,0101,01002932980.23%+5
DOMINION ENERGY INC(D)5,4415,301-1402932970.23%+4
ZOETIS INC(ZTS)2,1722,17203543580.28%+4
CONOCOPHILLIPS(COP)6,5236,183-3406476490.50%+2
LTC PPTYS INC(LTC)6,4526,335-1172232250.17%+2
ISHARES TR1,9931,943-503693660.28%-3
UNITEDHEALTH GROUP INC(UNH)1,8171,747-709199150.71%-4
PUBLIC STORAGE OPER CO(PSA)1,8291,809-205485410.42%-6
JPMORGAN CHASE & CO.(JPM)5,0014,846-1551,1991,1890.92%-10
MICROSTRATEGY INC(MSTR)9,9409,94002,8792,8652.22%-13
ISHARES TR15,47916,191+7129,1129,0987.04%-14
MARTIN MARIETTA MATLS INC(MLM)43543502252080.16%-17
ISHARES TR722702-202412230.17%-19
BANK AMERICA CORP5,5105,335-1752422230.17%-20
ISHARES TR1,7931,688-1053423220.25%-21
TEXAS INSTRS INC(TXN)2,8352,83505325090.39%-22
LYONDELLBASELL INDUSTRIES N
SHS - A -
4,7754,670-1053553290.25%-26
UNITED RENTALS INC(URI)34534502432160.17%-27
VANGUARD INDEX FDS1,1001,10005935650.44%-27
ISHARES TR1,8001,80002872530.20%-34
REALTY INCOME CORP(O)5,2534,198-1,0552812440.19%-37
NORFOLK SOUTHN CORP(NSC)1,4901,315-1753503110.24%-38
GENERAL MLS INC(GIS)4,0623,562-5002592130.16%-46
TOYOTA MOTOR CORP(TM)2,4802,440-404834310.33%-52
AMAZON COM INC(AMZN)2,1462,191+454714170.32%-54
MERCK & CO INC(MRK)5,6425,64205615060.39%-55
WELLS FARGO CO NEW(WFC)7,4156,405-1,0105214600.36%-61
ALPHABET INC(GOOG)1,7901,79003412800.22%-61
NVIDIA CORPORATION(NVDA)3,0903,09004153350.26%-80
ARK 21SHARES BITCOIN ETF(ARKB)8,1658,16507626710.52%-90
ORACLE CORP(ORCL)4,3604,36007276100.47%-117
ISHARES TR10,80910,663-1461,1741,0390.80%-135
VANGUARD WORLD FD
COMM SRVC ETF
17,93417,773-1612,7792,6372.04%-142
ALPHABET INC(GOOG)4,2074,20707966510.50%-146
ISHARES TR28,19427,966-2283,5233,3482.59%-175
BROADCOM INC(AVGO)2,9502,95006844940.38%-190
LOWES COS INC(LOW)8500-8502100-210
MICROSOFT CORP(MSFT)5,5635,56302,3452,0881.62%-257
TARGET CORP(TGT)1,9730-1,9732670-267
ELECTRONIC ARTS INC(EA)1,8910-1,8912770-277
ISHARES TR162,920169,058+6,13810,1529,8657.63%-287
ISHARES TR36,79037,266+4764,2393,8973.01%-342
ISHARES TR106,436106,248-1889,4099,0396.99%-370
ISHARES TR34,33634,391+553,5053,1182.41%-387
ISHARES TR16,10515,883-2223,5593,1682.45%-390
APPLE INC(AAPL)18,41718,284-1334,6124,0613.14%-551
ISHARES TR34,13133,980-15110,99610,4238.06%-573
LOCKHEED MARTIN CORP(LMT)17,38117,38108,4467,7646.00%-682
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