The Analysis of Campion Asset Management's Holdings
Currently, Campion Asset Management holds 80 types of securities in its portfolio with a total value $144.0M. In the most recent quarter, they have increased their positions in IVV (+5.1K shares, valued at $3.5M), IJH (+36.9K shares, valued at $2.4M), IJR (+5.9K shares, valued at $707.3K); decreased their positions in IWB (-8.3K shares, valued at $3.1M), IWR (-16.0K shares, valued at $1.5M), IWM (-1.9K shares, valued at $473.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR21.6K shares30.56%2025-12-312026-02-17
IJH ISHARES TR222.1K shares19.95%2025-12-312026-02-17 VEA VANGUARD TAX-MANAGED FDS154.0K shares2.76%2025-12-312026-02-17 IWB ISHARES TR23.8K shares-25.96%2025-12-312026-02-17 LMT LOCKHEED MARTIN CORP17.4K shares0.00%2025-12-312026-02-17 IWR ISHARES TR86.6K shares-15.63%2025-12-312026-02-17 VNQ VANGUARD INDEX FDS79.4K shares5.28%2025-12-312026-02-17 IJR ISHARES TR45.8K shares14.75%2025-12-312026-02-17 AAPL APPLE INC17.5K shares-0.43%2025-12-312026-02-17 IGM ISHARES TR33.2K shares-1.01%2025-12-312026-02-17 VWO VANGUARD INTL EQUITY INDEX F76.4K shares8.06%2025-12-312026-02-17 IWM ISHARES TR13.5K shares-12.47%2025-12-312026-02-17 IJJ ISHARES TR25.3K shares-3.49%2025-12-312026-02-17 VOX VANGUARD WORLD FD16.5K shares-3.19%2025-12-312026-02-17 LLY ELI LILLY & CO2.9K shares-1.56%2025-12-312026-02-17 MSFT MICROSOFT CORP5.5K shares-0.18%2025-12-312026-02-17 XOM EXXON MOBIL CORP15.7K shares-2.72%2025-12-312026-02-17 EFV ISHARES TR21.3K shares-0.56%2025-12-312026-02-17 JPM JPMORGAN CHASE & CO.4.6K shares-0.50%2025-12-312026-02-17 EMXC ISHARES INC18.9K shares-0.88%2025-12-312026-02-17 ALPHABET INC ALPHABET INC4.1K shares-1.01%2025-12-312026-02-17 PG PROCTER AND GAMBLE CO8.9K shares-1.31%2025-12-312026-02-17 RTX RTX CORPORATION6.5K shares-2.82%2025-12-312026-02-17 IJS ISHARES TR9.8K shares-1.63%2025-12-312026-02-17 CSCO CISCO SYS INC13.8K shares-2.01%2025-12-312026-02-17 V VISA INC3.0K shares0.00%2025-12-312026-02-17 JNJ JOHNSON & JOHNSON5.0K shares-1.39%2025-12-312026-02-17 BROADCOM INC BROADCOM INC2.8K shares0.00%2025-12-312026-02-17 CVX CHEVRON CORP NEW6.2K shares-1.99%2025-12-312026-02-17 ORCL ORACLE CORP4.1K shares-0.90%2025-12-312026-02-17 MCD MCDONALDS CORP2.2K shares-1.51%2025-12-312026-02-17 MAA MID-AMER APT CMNTYS INC4.5K shares-11.61%2025-12-312026-02-17 UNM UNUM GROUP7.5K shares-1.00%2025-12-312026-02-17 AMGN AMGEN INC1.8K shares-0.28%2025-12-312026-02-17 NOC NORTHROP GRUMMAN CORP1.0K shares-1.76%2025-12-312026-02-17 ABT ABBOTT LABS4.5K shares0.00%2025-12-312026-02-17 ALPHABET INC ALPHABET INC1.8K shares0.00%2025-12-312026-02-17 AMZN AMAZON COM INC2.4K shares0.00%2025-12-312026-02-17 WMT WALMART INC4.9K shares0.00%2025-12-312026-02-17 XLY SELECT SECTOR SPDR TR4.6K shares100.00%2025-12-312026-02-17 WFC WELLS FARGO CO NEW5.8K shares-0.69%2025-12-312026-02-17 COP CONOCOPHILLIPS5.7K shares-1.37%2025-12-312026-02-17 SYK STRYKER CORPORATION1.5K shares-0.92%2025-12-312026-02-17 NVDA NVIDIA CORPORATION2.8K shares0.00%2025-12-312026-02-17 EXC EXELON CORP11.6K shares-2.19%2025-12-312026-02-17 PSX PHILLIPS 663.9K shares-1.09%2025-12-312026-02-17 ALL ALLSTATE CORP2.4K shares0.00%2025-12-312026-02-17 TXN TEXAS INSTRS INC2.8K shares0.00%2025-12-312026-02-17 TM TOYOTA MOTOR CORP2.3K shares0.00%2025-12-312026-02-17 VZ VERIZON COMMUNICATIONS INC11.3K shares-4.10%2025-12-312026-02-17 PSA PUBLIC STORAGE OPER CO1.6K shares-9.14%2025-12-312026-02-17 IBM INTERNATIONAL BUSINESS MACHS1.3K shares0.00%2025-12-312026-02-17 NSC NORFOLK SOUTHN CORP1.3K shares0.00%2025-12-312026-02-17 SO SOUTHERN CO4.0K shares-6.93%2025-12-312026-02-17 BR BROADRIDGE FINL SOLUTIONS IN1.6K shares0.00%2025-12-312026-02-17 XLE SELECT SECTOR SPDR TR7.5K shares72.79%2025-12-312026-02-17 ELV ELEVANCE HEALTH INC FORMERLY895 shares0.00%2025-12-312026-02-17 IYW ISHARES TR1.5K shares0.00%2025-12-312026-02-17 STAG STAG INDL INC8.3K shares-0.54%2025-12-312026-02-17 IVE ISHARES TR1.4K shares-12.25%2025-12-312026-02-17 IWD ISHARES TR1.4K shares-21.51%2025-12-312026-02-17 D DOMINION ENERGY INC4.8K shares0.00%2025-12-312026-02-17 URI UNITED RENTALS INC345 shares0.00%2025-12-312026-02-17 UNP UNION PAC CORP1.2K shares0.00%2025-12-312026-02-17 MMM 3M CO1.7K shares-1.51%2025-12-312026-02-17 MLM MARTIN MARIETTA MATLS INC435 shares0.00%2025-12-312026-02-17 PPL PPL CORP7.6K shares-2.99%2025-12-312026-02-17 BAC BANK AMERICA CORP4.8K shares0.00%2025-12-312026-02-17 XAR SPDR SERIES TRUST1.0K shares0.00%2025-12-312026-02-17 APD AIR PRODS & CHEMS INC1.0K shares0.00%2025-12-312026-02-17 XLV SELECT SECTOR SPDR TR1.5K shares2.22%2025-12-312026-02-17 O REALTY INCOME CORP3.9K shares-5.39%2025-12-312026-02-17 DINO HF SINCLAIR CORP4.7K shares-0.40%2025-12-312026-02-17 IWV ISHARES TR535 shares-8.86%2025-12-312026-02-17 LOW LOWES COS INC850 shares0.00%2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available