Campion Asset Management
83 holdingsFiling period: 2026-03-31Current AUM: $166.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IJH | ISHARES TR | 233.1K | $15.7M | $17.5M | 10.52% | +11.0K | 2026-03-31 |
| 2 | IVV | ISHARES TR | 23.2K | $15.2M | $17.4M | 10.45% | +1.6K | 2026-03-31 |
| 3 | LMT | LOCKHEED MARTIN CORP | 17.4K | $10.5M | $10.1M | 6.08% | -10 | 2026-03-31 |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 155.7K | $10.0M | $11.0M | 6.59% | +1.7K | 2026-03-31 |
| 5 | IWR | ISHARES TR | 86.1K | $8.4M | $9.4M | 5.67% | -417 | 2026-03-31 |
| 6 | IWB | ISHARES TR | 23.4K | $8.3M | $9.6M | 5.73% | -360 | 2026-03-31 |
| 7 | VNQ | VANGUARD INDEX FDS | 81.5K | $7.2M | $8.1M | 4.84% | +2.1K | 2026-03-31 |
| 8 | IJR | ISHARES TR | 47.8K | $5.9M | $7.0M | 4.17% | +2.0K | 2026-03-31 |
| 9 | AAPL | APPLE INC | 17.2K | $4.4M | $5.3M | 3.19% | -233 | 2026-03-31 |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | 79.3K | $4.3M | $4.7M | 2.79% | +2.8K | 2026-03-31 |
| 11 | IGM | ISHARES TR | 33.9K | $4.0M | $5.2M | 3.12% | +689 | 2026-03-31 |
| 12 | IWM | ISHARES TR | 13.4K | $3.3M | $3.9M | 2.34% | -94 | 2026-03-31 |
| 13 | IJJ | ISHARES TR | 25.0K | $3.3M | $3.7M | 2.22% | -229 | 2026-03-31 |
| 14 | VOX | VANGUARD WORLD FD | 16.7K | $3.0M | $3.0M | 1.82% | +230 | 2026-03-31 |
| 15 | XOM | EXXON MOBIL CORP | 15.4K | $2.6M | $2.4M | 1.44% | -230 | 2026-03-31 |
| 16 | XOM | EXXON MOBIL CORP | 15.4K | $2.6M | $2.4M | 1.44% | -230 | 2026-03-31 |
| 17 | LLY | ELI LILLY & CO | 2.7K | $2.5M | $3.1M | 1.88% | -170 | 2026-03-31 |
| 18 | MSFT | MICROSOFT CORP | 5.5K | $2.0M | $2.5M | 1.53% | -54 | 2026-03-31 |
| 19 | EFV | ISHARES TR | 21.6K | $1.6M | $1.7M | 1.05% | +303 | 2026-03-31 |
| 20 | EMXC | ISHARES INC | 18.9K | $1.5M | $1.7M | 1.05% | +93 | 2026-03-31 |
| 21 | JPM | JPMORGAN CHASE & CO | 4.6K | $1.3M | $1.6M | 0.96% | -48 | 2026-03-31 |
| 22 | PG | PROCTER & GAMBLE CO | 8.8K | $1.3M | $1.3M | 0.76% | -89 | 2026-03-31 |
| 23 | CVX | CHEVRON CORPORATION | 6.1K | $1.3M | $1.2M | 0.72% | -76 | 2026-03-31 |
| 24 | RTX | RTX CORPORATION | 6.3K | $1.2M | $1.4M | 0.82% | -183 | 2026-03-31 |
| 25 | JNJ | JOHNSON & JOHNSON | 4.8K | $1.2M | $1.2M | 0.74% | -139 | 2026-03-31 |
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