Fund HoldingsCampion Asset Management

Total Portfolio Value
$118.13M
Total Bought
$5.85M
Total Sold
$5.51M
Net Transaction
+$340.5K
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
VANGUARD INDEX FDS63,75068,468+4,7184,8236,0505.12%+1,227
ISHARES TR19,87422,214+2,3404,9566,1575.21%+1,201
ISHARES TR40,14040,061-799,42910,5068.89%+1,077
ISHARES TR114,194114,302+1087,9088,8857.52%+977
LOCKHEED MARTIN CORP(LMT)15,20315,20306,2176,8915.83%+673
ISHARES TR27,59729,824+2,2272,6033,2282.73%+625
VANGUARD TAX-MANAGED FDS139,980137,286-2,6946,1206,5765.57%+456
ISHARES TR18,13718,002-1353,2063,6133.06%+408
APPLE INC(AAPL)17,49517,49502,9953,3682.85%+373
ISHARES TR12,04011,484-5565,1705,4854.64%+315
ISHARES TR45,78143,201-2,5804,6214,9274.17%+306
MICROSTRATEGY INC(MSTR)99499403266280.53%+302
VANGUARD WORLD FDS
COMM SRVC ETF
18,42518,940+5151,9382,2301.89%+292
AMAZON COM INC(AMZN)01,660+1,66002520.21%+252
INTERNATIONAL BUSINESS MACHS(IBM)01,475+1,47502410.20%+241
MICROSOFT CORP(MSFT)5,8345,534-3001,8422,0811.76%+239
NNN REIT INC(NNN)05,460+5,46002350.20%+235
ISHARES TR01,800+1,80002210.19%+221
MARTIN MARIETTA MATLS INC(MLM)0435+43502170.18%+217
ISHARES TR5,8255,415-4102,2262,4272.05%+201
ELI LILLY & CO(LLY)3,3753,37501,8131,9671.67%+155
JPMORGAN CHASE & CO(JPM)5,1755,17507508800.75%+130
ISHARES TR15,99315,053-9401,4271,5521.31%+125
ISHARES TR3,6043,724+1205546480.55%+93
VISA INC(V)2,6902,730+406197110.60%+92
ISHARES TR5,1875,247+607878670.73%+80
ALLSTATE CORP(ALL)2,6932,69303003770.32%+77
BROADCOM INC(AVGO)337317-202803540.30%+74
MCDONALDS CORP(MCD)2,1872,18705766480.55%+72
NETSTREIT CORP(NTST)31,62831,62804935650.48%+72
PHILLIPS 66(PSX)5,3545,35406437130.60%+70
UNITED RENTALS INC(URI)49549502202840.24%+64
NORFOLK SOUTHN CORP(NSC)1,5901,59003133760.32%+63
VANGUARD INTL EQUITY INDEX F70,74768,953-1,7942,7742,8342.40%+60
RTX CORPORATION(RTX)7,9377,487-4505716300.53%+59
ZOETIS INC(ZTS)2,1722,17203784290.36%+51
UNION PAC CORP(UNP)1,2001,20002442950.25%+50
WELLS FARGO CO NEW(WFC)8,6258,165-4603524020.34%+49
STAG INDL INC(STAG)9,2359,370+1353193680.31%+49
VANGUARD INDEX FDS1,1001,10004324800.41%+49
BROADRIDGE FINL SOLUTIONS IN(BR)1,7351,73503113570.30%+46
PPL CORP(PPL)10,98011,225+2452593040.26%+46
UNITEDHEALTH GROUP INC(UNH)1,8601,86009389790.83%+41
STRYKER CORPORATION(SYK)1,5451,54504224630.39%+40
DUKE ENERGY CORP NEW(DUK)4,5404,54004014410.37%+40
CVS HEALTH CORP(CVS)6,9356,620-3154845230.44%+39
ELEVANCE HEALTH INC(ELV)1,0501,05004574950.42%+38
ALPHABET INC(GOOG)4,2954,29505626000.51%+38
ABBOTT LABS5,3355,035-3005175540.47%+38
AMGEN INC(AMGN)1,9001,90005115470.46%+37
ISHARES TR24,26523,430-8351,1871,2211.03%+33
VERIZON COMMUNICATIONS INC(VZ)14,96313,748-1,2154855180.44%+33
TEXAS INSTRS INC(TXN)2,8602,86004554880.41%+33
NORTHROP GRUMMAN CORP(NOC)1,0631,06304684980.42%+30
MERCK & CO INC(MRK)5,7625,702-605936220.53%+28
3M CO(MMM)2,3452,255-902202470.21%+27
REALTY INCOME CORP(O)5,8655,570-2952933200.27%+27
CELANESE CORP DEL(CE)1,6551,510-1452082350.20%+27
SOUTHERN CO(SO)4,9204,92003183450.29%+27
CROWN CASTLE INC(CCI)2,7752,445-3302552820.24%+26
THE CIGNA GROUP(CI)1,8551,85505315550.47%+25
ALPHABET INC(GOOG)1,7901,79002362520.21%+16
ISHARES TR922883-392262420.20%+16
REGENERON PHARMACEUTICALS(REGN)25025002062200.19%+14
ELECTRONIC ARTS INC(EA)2,0411,886-1552462580.22%+12
BERKSHIRE HATHAWAY INC DEL1,9291,92906766880.58%+12
VIATRIS INC(VTRS)14,50614,106-4001431530.13%+10
TOYOTA MOTOR CORP(TM)2,3652,36504254340.37%+9
DUPONT DE NEMOURS INC(DD)2,8032,80302092160.18%+7
JOHNSON & JOHNSON(JNJ)5,4835,48308548590.73%+5
LTC PPTYS INC(LTC)6,4326,582+1502072110.18%+5
ORACLE CORP(ORCL)4,6504,65004934900.42%-2
MOBILEYE GLOBAL INC(MBLY)5,1554,805-3502142080.18%-6
AT&T INC(T)12,23610,541-1,6951841770.15%-7
AIR PRODS & CHEMS INC1,0601,06003002900.25%-10
GENERAL MLS INC(GIS)4,5254,245-2802902770.23%-13
TORONTO DOMINION BK ONT(TD)11,67310,673-1,0007036900.58%-14
PUBLIC STORAGE(PSA)2,3201,945-3756115930.50%-18
DOW INC(DOW)4,6534,008-6452402200.19%-20
DOMINION ENERGY INC(D)6,1565,366-7902752520.21%-23
BANK AMERICA CORP11,2138,213-3,0003072770.23%-30
HF SINCLAIR CORP(DINO)7,9857,610-3754554230.36%-32
PROCTER AND GAMBLE CO(PG)7,9307,670-2601,1571,1240.95%-33
ISHARES INC
MSCI EMRG CHN
13,71511,740-1,9756836510.55%-33
BCE INC(BCE)9,0357,915-1,1203453120.26%-33
EXELON CORP(EXC)14,99314,758-2355675300.45%-37
SELECT SECTOR SPDR TR
ST STR ENERG ETF
4,7804,620-1604323870.33%-45
MID-AMER APT CMNTYS INC(MAA)6,0995,420-6797857290.62%-56
UNUM GROUP(UNM)9,4708,920-5504664030.34%-62
CISCO SYS INC(CSCO)15,32514,840-4858247500.63%-74
LYONDELLBASELL INDUSTRIES N
SHS - A -
6,9056,045-8606545750.49%-79
PFIZER INC(PFE)14,45513,265-1,1904793820.32%-98
CHEVRON CORP NEW(CVX)6,8626,86201,1571,0240.87%-134
CONOCOPHILLIPS(COP)8,3427,442-9009998640.73%-136
ARCHER DANIELS MIDLAND CO10,7759,275-1,5008136700.57%-143
TARGET CORP(TGT)4,1281,998-2,1304562850.24%-172
COMCAST CORP NEW(CCZ)4,6650-4,6652070-207
NATIONAL FUEL GAS CO(NFG)4,1550-4,1552160-216
MOLSON COORS BEVERAGE CO(TAP)3,8050-3,8052420-242
EXXON MOBIL CORP18,31218,31202,1531,8311.55%-322
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