Fund HoldingsCampion Asset Management

Total Portfolio Value
$127.18M
Total Bought
$1.62M
Total Sold
$5.68M
Net Transaction
-$4.06M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
APPLE INC(AAPL)017,505+17,50503,6872.90%+3,687
ISHARES TR12,58313,273+6906,6157,2635.71%+648
ELI LILLY & CO(LLY)3,3653,36502,6183,0472.40%+429
ISHARES TR33,53434,962+1,4282,8903,2972.59%+407
LOCKHEED MARTIN CORP(LMT)17,38117,38107,9068,1196.38%+213
VANGUARD INTL EQUITY INDEX F71,28272,504+1,2222,9773,1732.49%+195
MICROSOFT CORP(MSFT)5,5635,56302,3402,4861.95%+146
ALPHABET INC(GOOG)4,1874,18706327630.60%+131
VANGUARD WORLD FD
COMM SRVC ETF
19,14019,044-962,5122,6322.07%+120
NVIDIA CORPORATION(NVDA)3093,090+2,7812793820.30%+103
ISHARES INC
MSCI EMRG CHN
12,98514,267+1,2827488450.66%+97
BROADCOM INC(AVGO)32032004245140.40%+90
ORACLE CORP(ORCL)4,6504,575-755846460.51%+62
MID-AMER APT CMNTYS INC(MAA)5,4805,470-107217800.61%+59
TEXAS INSTRS INC(TXN)2,8602,86004985560.44%+58
ALPHABET INC(GOOG)1,7901,79002733280.26%+56
AMGEN INC(AMGN)1,9001,90005405940.47%+53
ISHARES TR131,221136,970+5,7497,9708,0156.30%+45
AMAZON COM INC(AMZN)2,0912,146+553774150.33%+38
ISHARES TR1,8001,80002432710.21%+28
UNITEDHEALTH GROUP INC(UNH)1,8671,86709249510.75%+27
SOUTHERN CO(SO)4,8304,785-453473710.29%+25
ELEVANCE HEALTH INC(ELV)1,0501,05005445690.45%+24
SELECT SECTOR SPDR TR
ST STR DISCR ETF
1,3481,488+1402482710.21%+24
REGENERON PHARMACEUTICALS(REGN)25025002412630.21%+22
WALMART INC(WMT)3,4153,360-552052280.18%+22
VANGUARD INDEX FDS1,1001,10005295500.43%+21
PROCTER AND GAMBLE CO(PG)7,6757,67501,2451,2661.00%+20
AIR PRODS & CHEMS INC1,0621,06202572740.22%+17
EXXON MOBIL CORP18,21318,504+2912,1172,1301.67%+13
ELECTRONIC ARTS INC(EA)1,8911,89102512630.21%+13
LTC PPTYS INC(LTC)6,5826,552-302142260.18%+12
DUKE ENERGY CORP NEW(DUK)4,5404,500-404394510.35%+12
RTX CORPORATION(RTX)7,4937,398-957317430.58%+12
ZOETIS INC(ZTS)2,1722,17203683770.30%+9
DUPONT DE NEMOURS INC(DD)2,7462,725-212112190.17%+9
WELLS FARGO CO NEW(WFC)8,0057,855-1504644670.37%+3
ISHARES TR804785-192412420.19%+1
NNN REIT INC(NNN)5,4605,435-252332320.18%-2
PUBLIC STORAGE OPER CO(PSA)1,9451,94505645590.44%-5
JPMORGAN CHASE & CO.(JPM)5,1935,118-751,0401,0350.81%-5
REALTY INCOME CORP(O)5,5705,57003012940.23%-7
DOMINION ENERGY INC(D)5,3665,166-2002642530.20%-11
CHEVRON CORP NEW(CVX)6,8266,806-201,0771,0650.84%-12
3M CO(MMM)2,2052,165-402342210.17%-13
BROADRIDGE FINL SOLUTIONS IN(BR)1,7351,73503553420.27%-14
SELECT SECTOR SPDR TR
ST STR ENERG ETF
4,6204,62004364210.33%-15
PPL CORP(PPL)11,11010,460-6503062890.23%-17
VERIZON COMMUNICATIONS INC(VZ)14,08813,873-2155915720.45%-19
VANGUARD INDEX FDS70,41072,437+2,0276,0896,0674.77%-22
ISHARES TR02,671+2,67104660.37%+466
UNUM GROUP(UNM)8,9208,92004794560.36%-23
STAG INDL INC(STAG)9,5709,57003683450.27%-23
UNION PAC CORP(UNP)1,2001,20002952720.21%-24
INTERNATIONAL BUSINESS MACHS(IBM)1,4751,47502822550.20%-27
STRYKER CORPORATION(SYK)1,5451,54505535260.41%-27
BERKSHIRE HATHAWAY INC DEL2,0462,04608608320.65%-28
ISHARES TR31,88332,757+8743,5243,4942.75%-30
MARTIN MARIETTA MATLS INC(MLM)43543502672360.19%-31
CISCO SYS INC(CSCO)14,68214,68207336980.55%-35
ALLSTATE CORP(ALL)2,6932,69304664300.34%-36
UNITED RENTALS INC(URI)49549503573200.25%-37
GENERAL MLS INC(GIS)4,2454,095-1502972590.20%-38
BCE INC(BCE)7,6006,755-8452582190.17%-40
NORTHROP GRUMMAN CORP(NOC)1,0631,06305094630.36%-45
MERCK & CO INC(MRK)5,7645,76407617140.56%-47
VISA INC(V)2,9072,90708117630.60%-48
ABBOTT LABS5,0545,05405745250.41%-49
EXELON CORP(EXC)14,68814,503-1855525020.39%-50
CELANESE CORP DEL(CE)1,5101,51002602040.16%-56
ISHARES TR3,2813,054-2276135560.44%-57
TARGET CORP(TGT)1,9981,99803542960.23%-58
MCDONALDS CORP(MCD)2,1872,18706175570.44%-59
BANK AMERICA CORP8,0536,140-1,9133052440.19%-61
THE CIGNA GROUP(CI)1,8551,850-56746120.48%-62
NORFOLK SOUTHN CORP(NSC)1,5901,59004053410.27%-64
LYONDELLBASELL INDUSTRIES N
SHS - A -
5,9255,635-2906065390.42%-67
JOHNSON & JOHNSON(JNJ)5,4835,448-358677960.63%-71
NETSTREIT CORP(NTST)31,62831,62805815090.40%-72
ISHARES TR25,26324,341-9221,3741,2911.02%-83
ARK 21SHARES BITCOIN ETF(ARKB)8,1658,16505804900.39%-90
CONOCOPHILLIPS(COP)7,0187,008-108938020.63%-92
HF SINCLAIR CORP(DINO)7,2006,390-8104353410.27%-94
PFIZER INC(PFE)12,7888,669-4,1193552430.19%-112
TOYOTA MOTOR CORP(TM)2,4902,49006275100.40%-116
VIATRIS INC(VTRS)10,4380-10,4381250-125
PHILLIPS 66(PSX)5,1224,712-4108376650.52%-171
ISHARES TR17,88817,675-2133,7623,5862.82%-176
PEPSICO INC(PEP)1,1450-1,1452000-200
HUNTINGTON INGALLS INDS INC(HII)6930-6932020-202
MOLSON COORS BEVERAGE CO(TAP)3,0700-3,0702060-206
ISHARES TR38,37436,443-1,93111,05310,8438.53%-210
DOW INC(DOW)3,6430-3,6432110-211
ISHARES TR14,72113,381-1,3401,5131,3021.02%-211
LOWES COS INC(LOW)8500-8502170-217
TORONTO DOMINION BK ONT(TD)10,6237,663-2,9606414210.33%-220
CVS HEALTH CORP(CVS)5,9084,176-1,7324712470.19%-225
VANGUARD TAX-MANAGED FDS137,866134,548-3,3186,9176,6495.23%-267
MICROSTRATEGY INC(MSTR)99499401,6941,3691.08%-325
ISHARES TR035,738+35,73804,0553.19%+4,055
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