Fund HoldingsCampion Asset Management

Total Portfolio Value
$136.17M
Total Bought
$6.88M
Total Sold
$5.09M
Net Transaction
+$1.79M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
LOCKHEED MARTIN CORP(LMT)17,38117,38108,11910,1607.46%+2,042
ISHARES TR136,970151,018+14,0488,0159,4116.91%+1,396
ISHARES TR13,27314,723+1,4507,2638,4936.24%+1,229
VANGUARD INDEX FDS72,43772,851+4146,0677,0975.21%+1,030
APPLE INC(AAPL)17,50518,704+1,1993,6874,3583.20%+671
ISHARES TR32,75735,235+2,4783,4944,1213.03%+627
VANGUARD TAX-MANAGED FDS134,548137,365+2,8176,6497,2545.33%+605
ISHARES TR0107,656+107,65609,4896.97%+9,489
PROCTER AND GAMBLE CO(PG)7,6759,553+1,8781,2661,6551.22%+389
MICROSTRATEGY INC(MSTR)9949,940+8,9461,3691,6761.23%+307
LOWES COS INC(LOW)0850+85002300.17%+230
ISHARES TR17,67517,111-5643,5863,7802.78%+194
ISHARES TR36,44335,099-1,34410,84311,0358.10%+192
UNITEDHEALTH GROUP INC(UNH)1,8671,830-379511,0700.79%+119
PUBLIC STORAGE OPER CO(PSA)1,9451,839-1065596690.49%+110
MCDONALDS CORP(MCD)2,1872,18705576660.49%+109
RTX CORPORATION(RTX)7,3987,010-3887438490.62%+107
VANGUARD INTL EQUITY INDEX F72,50468,488-4,0163,1733,2772.41%+104
NORTHROP GRUMMAN CORP(NOC)1,0631,06304635610.41%+98
ORACLE CORP(ORCL)4,5754,360-2156467430.55%+97
ISHARES INC
MSCI EMRG CHN
14,26715,364+1,0978459390.69%+94
BERKSHIRE HATHAWAY INC DEL2,0461,991-558329160.67%+84
CISCO SYS INC(CSCO)14,68214,670-126987810.57%+83
VISA INC(V)2,9073,057+1507638410.62%+78
MID-AMER APT CMNTYS INC(MAA)5,4705,356-1147808510.63%+71
JOHNSON & JOHNSON(JNJ)5,4485,330-1187968640.63%+68
EXELON CORP(EXC)14,50313,998-5055025680.42%+66
ISHARES TR34,96235,028+663,2973,3612.47%+63
DOMINION ENERGY INC(D)5,1665,441+2752533140.23%+61
REALTY INCOME CORP(O)5,5705,57002943530.26%+59
SOUTHERN CO(SO)4,7854,740-453714270.31%+56
NORFOLK SOUTHN CORP(NSC)1,5901,59003413950.29%+54
3M CO(MMM)2,1651,975-1902212700.20%+49
ZOETIS INC(ZTS)2,1722,17203774240.31%+48
DUKE ENERGY CORP NEW(DUK)4,5004,310-1904514970.36%+46
PPL CORP(PPL)10,46010,130-3302893350.25%+46
ALLSTATE CORP(ALL)2,6932,503-1904304750.35%+45
UNUM GROUP(UNM)8,9208,400-5204564990.37%+43
AIR PRODS & CHEMS INC1,0621,06202743160.23%+42
WALMART INC(WMT)3,3603,335-252282690.20%+42
GENERAL MLS INC(GIS)4,0954,062-332593000.22%+41
ABBOTT LABS5,0544,964-905255660.42%+41
VERIZON COMMUNICATIONS INC(VZ)13,87313,568-3055726090.45%+37
STRYKER CORPORATION(SYK)1,5451,54505265580.41%+32
SELECT SECTOR SPDR TR
ST STR DISCR ETF
1,4881,509+212713020.22%+31
VANGUARD INDEX FDS1,1001,10005505800.43%+30
TEXAS INSTRS INC(TXN)2,8602,835-255565860.43%+29
ARK 21SHARES BITCOIN ETF(ARKB)8,1658,16504905180.38%+28
INTERNATIONAL BUSINESS MACHS(IBM)1,4751,270-2052552810.21%+26
JPMORGAN CHASE & CO.(JPM)5,1185,029-891,0351,0600.78%+25
UNION PAC CORP(UNP)1,2001,20002722960.22%+24
DUPONT DE NEMOURS INC(DD)2,7252,72502192430.18%+23
VANGUARD WORLD FD
COMM SRVC ETF
19,04418,218-8262,6322,6491.95%+17
TARGET CORP(TGT)1,9981,988-102963100.23%+14
LTC PPTYS INC(LTC)6,5526,542-102262400.18%+14
THE CIGNA GROUP(CI)1,8501,800-506126240.46%+12
BROADRIDGE FINL SOLUTIONS IN(BR)1,7351,640-953423530.26%+11
AMGEN INC(AMGN)1,9001,868-325946020.44%+8
ELECTRONIC ARTS INC(EA)1,8911,89102632710.20%+8
EXXON MOBIL CORP18,50418,215-2892,1302,1351.57%+5
ISHARES TR785754-312422460.18%+4
TORONTO DOMINION BK ONT(TD)7,6636,718-9454214250.31%+4
ISHARES TR1,8001,80002712730.20%+2
CELANESE CORP DEL(CE)1,5101,51002042050.15%+2
NNN REIT INC(NNN)5,4354,795-6402322330.17%+1
MARTIN MARIETTA MATLS INC(MLM)43543502362340.17%-2
BROADCOM INC(AVGO)3202,950+2,6305145090.37%-5
NVIDIA CORPORATION(NVDA)3,0903,09003823750.28%-6
STAG INDL INC(STAG)9,5708,645-9253453380.25%-7
PFIZER INC(PFE)8,6698,099-5702432340.17%-8
AMAZON COM INC(AMZN)2,1462,14604154000.29%-15
SELECT SECTOR SPDR TR
ST STR ENERG ETF
4,6204,62004214060.30%-15
BANK AMERICA CORP6,1405,575-5652442210.16%-23
LYONDELLBASELL INDUSTRIES N
SHS - A -
5,6355,350-2855395130.38%-26
ALPHABET INC(GOOG)1,7901,79003282990.22%-29
ISHARES TR24,34121,855-2,4861,2911,2570.92%-34
WELLS FARGO CO NEW(WFC)7,8557,585-2704674280.31%-38
UNITED RENTALS INC(URI)495345-1503202790.21%-41
ELEVANCE HEALTH INC(ELV)1,050971-795695050.37%-64
ALPHABET INC(GOOG)4,1874,207+207636980.51%-65
TOYOTA MOTOR CORP(TM)2,4902,49005104450.33%-66
ISHARES TR2,6712,104-5674663990.29%-67
MERCK & CO INC(MRK)5,7645,679-857146450.47%-69
HF SINCLAIR CORP(DINO)6,3905,835-5553412600.19%-81
ELI LILLY & CO(LLY)3,3653,340-253,0472,9592.17%-88
MICROSOFT CORP(MSFT)5,5635,56302,4862,3941.76%-93
PHILLIPS 66(PSX)4,7124,342-3706655710.42%-94
CONOCOPHILLIPS(COP)7,0086,698-3108027050.52%-96
CHEVRON CORP NEW(CVX)6,8066,501-3051,0659570.70%-107
ISHARES TR3,0542,243-8115564420.32%-114
ISHARES TR13,38110,691-2,6901,3021,1510.85%-151
BCE INC(BCE)6,7550-6,7552190-219
CVS HEALTH CORP(CVS)4,1760-4,1762470-247
REGENERON PHARMACEUTICALS(REGN)2500-2502630-263
ISHARES TR35,73830,638-5,1004,0553,7872.78%-267
NETSTREIT CORP(NTST)31,6280-31,6285090-509
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