Fund HoldingsCampion Asset Management

Total Portfolio Value
$132.44M
Total Bought
$2.45M
Total Sold
$6.26M
Net Transaction
-$3.81M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
MICROSTRATEGY INC(MSTR)9,9409,94001,6762,8792.17%+1,203
ISHARES TR151,018162,920+11,9029,41110,1527.67%+740
ISHARES TR14,72315,479+7568,4939,1126.88%+620
APPLE INC(AAPL)18,70418,417-2874,3584,6123.48%+254
ARK 21SHARES BITCOIN ETF(ARKB)8,1658,16505187620.58%+243
BROADCOM INC(AVGO)2,9502,95005096840.52%+175
ISHARES TR35,02834,336-6923,3613,5052.65%+145
JPMORGAN CHASE & CO.(JPM)5,0295,001-281,0601,1990.91%+138
VANGUARD WORLD FD
COMM SRVC ETF
18,21817,934-2842,6492,7792.10%+130
VISA INC(V)3,0573,05708419660.73%+126
ISHARES TR35,23536,790+1,5554,1214,2393.20%+118
UNUM GROUP(UNM)8,4008,300-1004996060.46%+107
ALPHABET INC(GOOG)4,2074,20706987960.60%+99
WELLS FARGO CO NEW(WFC)7,5857,415-1704285210.39%+92
ISHARES INC
MSCI EMRG CHN
15,36418,524+3,1609391,0270.78%+88
AMAZON COM INC(AMZN)2,1462,14604004710.36%+71
CISCO SYS INC(CSCO)14,67014,340-3307818490.64%+68
ALPHABET INC(GOOG)1,7901,79002993410.26%+42
NVIDIA CORPORATION(NVDA)3,0903,09003754150.31%+40
SELECT SECTOR SPDR TR
ST STR DISCR ETF
1,5091,519+103023410.26%+38
TOYOTA MOTOR CORP(TM)2,4902,480-104454830.36%+38
WALMART INC(WMT)3,3353,33502693010.23%+32
ISHARES TR10,69110,809+1181,1511,1740.89%+23
BANK AMERICA CORP5,5755,510-652212420.18%+21
ISHARES TR1,8001,80002732870.22%+14
VANGUARD INDEX FDS1,1001,10005805930.45%+12
ALLSTATE CORP(ALL)2,5032,50304754830.36%+8
ELECTRONIC ARTS INC(EA)1,8911,89102712770.21%+5
BROADRIDGE FINL SOLUTIONS IN(BR)1,6401,565-753533540.27%+1
STRYKER CORPORATION(SYK)1,5451,54505585560.42%-2
INTERNATIONAL BUSINESS MACHS(IBM)1,2701,268-22812790.21%-2
ISHARES TR754722-322462410.18%-5
MARTIN MARIETTA MATLS INC(MLM)43543502342250.17%-9
ABBOTT LABS4,9644,900-645665540.42%-12
BERKSHIRE HATHAWAY INC DEL1,9911,99109169020.68%-14
ORACLE CORP(ORCL)4,3604,36007437270.55%-16
LTC PPTYS INC(LTC)6,5426,452-902402230.17%-17
3M CO(MMM)1,9751,950-252702520.19%-18
LOWES COS INC(LOW)85085002302100.16%-20
DOMINION ENERGY INC(D)5,4415,44103142930.22%-21
UNION PAC CORP(UNP)1,2001,20002962740.21%-22
AIR PRODS & CHEMS INC1,0621,010-523162930.22%-23
CHEVRON CORP NEW(CVX)6,5016,431-709579310.70%-26
SELECT SECTOR SPDR TR
ST STR ENERG ETF
4,6204,410-2104063780.29%-28
MID-AMER APT CMNTYS INC(MAA)5,3565,310-468518210.62%-30
ISHARES TR2,1041,993-1113993690.28%-30
MCDONALDS CORP(MCD)2,1872,18706666340.48%-32
UNITED RENTALS INC(URI)34534502792430.18%-36
ISHARES TR35,09934,131-96811,03510,9968.30%-39
GENERAL MLS INC(GIS)4,0624,06203002590.20%-41
RTX CORPORATION(RTX)7,0106,980-308498080.61%-42
TARGET CORP(TGT)1,9881,973-153102670.20%-43
NORFOLK SOUTHN CORP(NSC)1,5901,490-1003953500.26%-45
STAG INDL INC(STAG)8,6458,64503382920.22%-46
PPL CORP(PPL)10,1308,890-1,2403352890.22%-47
MICROSOFT CORP(MSFT)5,5635,56302,3942,3451.77%-49
TEXAS INSTRS INC(TXN)2,8352,83505865320.40%-54
PROCTER AND GAMBLE CO(PG)9,5539,528-251,6551,5971.21%-57
CONOCOPHILLIPS(COP)6,6986,523-1757056470.49%-58
DUKE ENERGY CORP NEW(DUK)4,3104,068-2424974380.33%-59
SOUTHERN CO(SO)4,7404,474-2664273680.28%-59
NORTHROP GRUMMAN CORP(NOC)1,0631,06305614990.38%-62
VERIZON COMMUNICATIONS INC(VZ)13,56813,507-616095400.41%-69
ZOETIS INC(ZTS)2,1722,17204243540.27%-70
REALTY INCOME CORP(O)5,5705,253-3173532810.21%-73
ISHARES TR107,656106,436-1,2209,4899,4097.10%-80
MERCK & CO INC(MRK)5,6795,642-376455610.42%-84
EXELON CORP(EXC)13,99812,728-1,2705684790.36%-89
PHILLIPS 66(PSX)4,3424,137-2055714710.36%-99
ISHARES TR2,2431,793-4504423420.26%-100
JOHNSON & JOHNSON(JNJ)5,3305,272-588647620.58%-101
ISHARES TR21,85521,845-101,2571,1460.87%-111
AMGEN INC(AMGN)1,8681,86806024870.37%-115
PUBLIC STORAGE OPER CO(PSA)1,8391,829-106695480.41%-121
ELEVANCE HEALTH INC(ELV)971960-115053540.27%-151
UNITEDHEALTH GROUP INC(UNH)1,8301,817-131,0709190.69%-151
LYONDELLBASELL INDUSTRIES N
SHS - A -
5,3504,775-5755133550.27%-158
EXXON MOBIL CORP18,21518,109-1062,1351,9481.47%-187
CELANESE CORP DEL(CE)1,5100-1,5102050-205
THE CIGNA GROUP(CI)1,8001,510-2906244170.31%-207
ISHARES TR17,11116,105-1,0063,7803,5592.69%-221
NNN REIT INC(NNN)4,7950-4,7952330-233
PFIZER INC(PFE)8,0990-8,0992340-234
DUPONT DE NEMOURS INC(DD)2,7250-2,7252430-243
HF SINCLAIR CORP(DINO)5,8350-5,8352600-260
ISHARES TR30,63828,194-2,4443,7873,5232.66%-264
VANGUARD INTL EQUITY INDEX F68,48868,111-3773,2773,0002.26%-278
VANGUARD TAX-MANAGED FDS137,365143,683+6,3187,2546,8715.19%-383
TORONTO DOMINION BK ONT(TD)6,7180-6,7184250-425
VANGUARD INDEX FDS72,85174,692+1,8417,0976,6545.02%-444
ELI LILLY & CO(LLY)3,3403,207-1332,9592,4761.87%-483
LOCKHEED MARTIN CORP(LMT)17,38117,381010,1608,4466.38%-1,714
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