Campion Asset Management

13F filer · CIK 0001843492

Reported Jul 28, 2026

Net buyer this quarter

13F portfolio value$164MU.S. long equity reported on 13F

Positions602 new · 2 closed

Net flow last quarter+$537KBuys minus sells

Top 10 positions weight17.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 28, 202660 positions
LMTLockheed Martin Corp	$8.86M	5.41%	0.01%	0.0%	Q1 2021
AAPLApple Inc.	$4.99M	3.04%	0.00%	+0.1%	Q1 2021
LLYELI LILLY & Co	$3.22M	1.96%	0.00%	-1.8%	Q1 2021
XOMExxonMobil Holdings Corp	$2.1M	1.28%	0.00%	-0.7%	Q1 2021
MSFTMicrosoft Corp	$2.08M	1.27%	0.00%	+1.7%	Q1 2021
EMXCEmax Holdings Corp	$2.01M	1.23%	Not reported	+3.8%	Q3 2021
CSCOCisco Systems, Inc.	$1.55M	0.94%	0.00%	-3.7%	Q1 2021
GOOGLAlphabet Inc.	$1.53M	0.93%	0.00%	+4.8%	Q1 2021
JPMJPMorgan Chase & Co	$1.49M	0.91%	0.00%	0.0%	Q1 2021
PGPROCTER & GAMBLE Co	$1.32M	0.80%	0.00%	+2.2%	Q1 2021
JNJJohnson & Johnson	$1.21M	0.74%	0.00%	-0.9%	Q1 2021
RTXRTX Corp	$1.17M	0.71%	0.00%	-2.5%	Q1 2021
AVGOBroadcom Inc.	$1.07M	0.65%	0.00%	+2.1%	Q1 2021
VVisa Inc.	$1.03M	0.63%	0.00%	+0.8%	Q1 2021
CVXChevron Corp	$1M	0.61%	0.00%	-0.5%	Q1 2021
BRK.BBerkshire Hathaway Inc	$1M	0.61%	Not reported	+2.0%	Q1 2021
TXNTexas Instruments Inc	$821K	0.50%	0.00%	Not reported	Q1 2021
AMGNAmgen Inc	$814K	0.50%	0.00%	+36.3%	Q1 2021
UNMUnum Group	$672K	0.41%	0.00%	Not reported	Q2 2022
PSXPhillips 66	$654K	0.40%	0.00%	Not reported	Q1 2021
GOOGAlphabet Inc.	$652K	0.40%	Not reported	+3.3%	Q2 2023
MAAMid America Apartment Communities Inc.	$621K	0.38%	0.00%	Not reported	Q1 2021
MRKMerck & Co., Inc.	$618K	0.38%	0.00%	+1.0%	Q1 2021
NVDANvidia Corp	$615K	0.38%	0.00%	+10.2%	Q1 2024
AMZNAmazon Com Inc	$611K	0.37%	0.00%	+4.8%	Q4 2023
COPConocophillips	$587K	0.36%	0.00%	-0.3%	Q1 2021
MCDMcdonalds Corp	$568K	0.35%	0.00%	+0.4%	Q1 2021
WMTWalmart Inc.	$563K	0.34%	0.00%	+1.1%	Q1 2024
ORCLOracle Corp	$562K	0.34%	0.00%	-1.8%	Q1 2021
ALLAllstate Corp	$554K	0.34%	0.00%	-0.5%	Q1 2021
EXCExelon Corp	$538K	0.33%	0.00%	+1.2%	Q1 2021
PSAPublic Storage	$517K	0.32%	0.00%	-0.3%	Q1 2021
WFCWells Fargo & Company	$476K	0.29%	0.00%	+0.1%	Q1 2021
VZVerizon Communications Inc	$475K	0.29%	0.00%	+0.6%	Q1 2021
NOCNorthrop Grumman Corp	$458K	0.28%	0.00%	-9.0%	Q1 2021
SYKStryker Corp	$444K	0.27%	0.00%	+0.4%	Q1 2021
DUKDuke Energy CORP	$427K	0.26%	0.00%	-1.9%	Q1 2021
ABTAbbott Laboratories	$411K	0.25%	0.00%	+0.3%	Q1 2021
NSCNorfolk Southern Corp	$402K	0.25%	0.00%	Not reported	Q1 2021
URIUnited Rentals, Inc.	$394K	0.24%	0.00%	+0.9%	Q2 2023
TMToyota Motor Corp/	$378K	0.23%	0.00%	+0.8%	Q1 2021
SOSouthern Co	$374K	0.23%	0.00%	Not reported	Q1 2021
IBMInternational Business Machines Corp	$360K	0.22%	0.00%	+1.0%	Q1 2021
CICigna Group	$355K	0.22%	0.00%	+0.5%	Q1 2021
DDominion Energy, Inc	$331K	0.20%	0.00%	+5.1%	Q1 2021
UNPUnion Pacific Corp	$330K	0.20%	0.00%	+1.0%	Q1 2021
STAGSTAG Industrial, Inc.	$318K	0.19%	0.00%	Not reported	Q1 2021
DINOHF Sinclair Corp	$318K	0.19%	0.00%	+1.0%	Q2 2022
ELVElevance Health, Inc.	$316K	0.19%	0.00%	Not reported	Q1 2021
APDAir Products & Chemicals, Inc.	$291K	0.18%	0.00%	Not reported	Q1 2021

Q1 2026Reported May 14, 202660 positions
LMTLockheed Martin Corp	$10.5M	7.13%	0.01%	-0.1%	Q1 2021
AAPLApple Inc.	$4.37M	2.96%	0.00%	-1.3%	Q1 2021
XOMExxonMobil Holdings Corp	$2.62M	1.78%	0.00%	-1.5%	Q1 2021
LLYELI LILLY & Co	$2.51M	1.70%	0.00%	-5.9%	Q1 2021
MSFTMicrosoft Corp	$2.03M	1.38%	0.00%	-1.0%	Q1 2021
EMXCEmax Holdings Corp	$1.49M	1.01%	Not reported	+0.5%	Q3 2021
JPMJPMorgan Chase & Co	$1.34M	0.91%	0.00%	-1.0%	Q1 2021
PGPROCTER & GAMBLE Co	$1.27M	0.86%	0.00%	-1.0%	Q1 2021
CVXChevron Corp	$1.26M	0.85%	0.00%	-1.2%	Q1 2021
RTXRTX Corp	$1.22M	0.83%	0.00%	-2.8%	Q1 2021
JNJJohnson & Johnson	$1.18M	0.80%	0.00%	-2.8%	Q1 2021
GOOGLAlphabet Inc.	$1.18M	0.80%	0.00%	-0.5%	Q1 2021
CSCOCisco Systems, Inc.	$1.06M	0.72%	0.00%	-1.0%	Q1 2021
BRK.BBerkshire Hathaway Inc	$939K	0.64%	Not reported	-0.9%	Q1 2021
VVisa Inc.	$898K	0.61%	0.00%	-1.9%	Q1 2021
AVGOBroadcom Inc.	$860K	0.58%	0.00%	-1.0%	Q1 2021
COPConocophillips	$748K	0.51%	0.00%	-0.6%	Q1 2021
PSXPhillips 66	$704K	0.48%	0.00%	-1.0%	Q1 2021
NOCNorthrop Grumman Corp	$674K	0.46%	0.00%	-1.7%	Q1 2021
MCDMcdonalds Corp	$651K	0.44%	0.00%	-2.8%	Q1 2021
WMTWalmart Inc.	$610K	0.41%	0.00%	Not reported	Q1 2024
AMGNAmgen Inc	$581K	0.39%	0.00%	-6.5%	Q1 2021
ORCLOracle Corp	$574K	0.39%	0.00%	-4.2%	Q1 2021
MRKMerck & Co., Inc.	$573K	0.39%	0.00%	-0.8%	Q1 2021
VZVerizon Communications Inc	$560K	0.38%	0.00%	-1.4%	Q1 2021
EXCExelon Corp	$559K	0.38%	0.00%	-1.6%	Q1 2021
UNMUnum Group	$549K	0.37%	0.00%	-0.2%	Q2 2022
MAAMid America Apartment Communities Inc.	$546K	0.37%	0.00%	-0.5%	Q1 2021
TXNTexas Instruments Inc	$534K	0.36%	0.00%	-2.6%	Q1 2021
GOOGAlphabet Inc.	$512K	0.35%	Not reported	-0.2%	Q2 2023
AMZNAmazon Com Inc	$510K	0.35%	0.00%	+1.9%	Q4 2023
NVDANvidia Corp	$487K	0.33%	0.00%	Not reported	Q1 2024
ALLAllstate Corp	$485K	0.33%	0.00%	-1.0%	Q1 2021
ABTAbbott Laboratories	$464K	0.31%	0.00%	-0.7%	Q1 2021
SYKStryker Corp	$461K	0.31%	0.00%	-7.2%	Q1 2021
TMToyota Motor Corp/	$458K	0.31%	0.00%	-1.2%	Q1 2021
WFCWells Fargo & Company	$458K	0.31%	0.00%	Not reported	Q1 2021
DUKDuke Energy CORP	$450K	0.31%	0.00%	-0.9%	Q1 2021
PSAPublic Storage	$441K	0.30%	0.00%	-0.7%	Q1 2021
SOSouthern Co	$377K	0.26%	0.00%	-2.8%	Q1 2021
NSCNorfolk Southern Corp	$367K	0.25%	0.00%	-0.7%	Q1 2021
CICigna Group	$341K	0.23%	0.00%	-9.5%	Q1 2021
IBMInternational Business Machines Corp	$307K	0.21%	0.00%	Not reported	Q1 2021
STAGSTAG Industrial, Inc.	$302K	0.20%	0.00%	+1.1%	Q1 2021
UNPUnion Pacific Corp	$291K	0.20%	0.00%	Not reported	Q1 2021
APDAir Products & Chemicals, Inc.	$289K	0.20%	0.00%	-1.6%	Q1 2021
PPLPPL Corp	$286K	0.19%	0.00%	-0.9%	Q1 2021
DDominion Energy, Inc	$285K	0.19%	0.00%	-4.8%	Q1 2021
DINOHF Sinclair Corp	$282K	0.19%	0.00%	-3.3%	Q2 2022
MLMMartin Marietta Materials Inc	$256K	0.17%	0.00%	Not reported	Q2 2023

Q4 2025Reported Feb 17, 202657 positions
LMTLockheed Martin Corp	$8.41M	5.84%	0.01%	Not reported	Q1 2021
AAPLApple Inc.	$4.74M	3.29%	0.00%	-0.4%	Q1 2021
LLYELI LILLY & Co	$3.12M	2.17%	0.00%	-1.6%	Q1 2021
MSFTMicrosoft Corp	$2.68M	1.86%	0.00%	-0.2%	Q1 2021
XOMExxonMobil Holdings Corp	$1.89M	1.31%	0.00%	-2.7%	Q1 2021
JPMJPMorgan Chase & Co	$1.49M	1.03%	0.00%	-0.5%	Q1 2021
EMXCEmax Holdings Corp	$1.37M	0.95%	Not reported	-0.9%	Q3 2021
GOOGLAlphabet Inc.	$1.29M	0.89%	0.00%	-1.0%	Q1 2021
PGPROCTER & GAMBLE Co	$1.27M	0.88%	0.00%	-1.3%	Q1 2021
RTXRTX Corp	$1.19M	0.83%	0.00%	-2.8%	Q1 2021
CSCOCisco Systems, Inc.	$1.07M	0.74%	0.00%	-2.0%	Q1 2021
VVisa Inc.	$1.06M	0.74%	0.00%	Not reported	Q1 2021
JNJJohnson & Johnson	$1.03M	0.71%	0.00%	-1.4%	Q1 2021
BRK.BBerkshire Hathaway Inc	$993K	0.69%	Not reported	Not reported	Q1 2021
AVGOBroadcom Inc.	$971K	0.67%	0.00%	Not reported	Q1 2021
CVXChevron Corp	$939K	0.65%	0.00%	-2.0%	Q1 2021
ORCLOracle Corp	$794K	0.55%	0.00%	-0.9%	Q1 2021
MCDMcdonalds Corp	$658K	0.46%	0.00%	-1.5%	Q1 2021
MAAMid America Apartment Communities Inc.	$624K	0.43%	0.00%	-11.6%	Q1 2021
UNMUnum Group	$583K	0.41%	0.00%	-1.0%	Q2 2022
AMGNAmgen Inc	$577K	0.40%	0.00%	-0.3%	Q1 2021
NOCNorthrop Grumman Corp	$573K	0.40%	0.00%	-1.8%	Q1 2021
ABTAbbott Laboratories	$569K	0.40%	0.00%	Not reported	Q1 2021
GOOGAlphabet Inc.	$562K	0.39%	Not reported	Not reported	Q2 2023
AMZNAmazon Com Inc	$554K	0.38%	0.00%	Not reported	Q4 2023
WMTWalmart Inc.	$547K	0.38%	0.00%	Not reported	Q1 2024
WFCWells Fargo & Company	$537K	0.37%	0.00%	-0.7%	Q1 2021
COPConocophillips	$533K	0.37%	0.00%	-1.4%	Q1 2021
SYKStryker Corp	$531K	0.37%	0.00%	-0.9%	Q1 2021
NVDANvidia Corp	$520K	0.36%	0.00%	Not reported	Q1 2024
MRKMerck & Co., Inc.	$505K	0.35%	0.00%	-0.3%	Q1 2021
EXCExelon Corp	$505K	0.35%	0.00%	-2.2%	Q1 2021
PSXPhillips 66	$504K	0.35%	0.00%	-1.1%	Q1 2021
ALLAllstate Corp	$492K	0.34%	0.00%	Not reported	Q1 2021
TXNTexas Instruments Inc	$490K	0.34%	0.00%	Not reported	Q1 2021
TMToyota Motor Corp/	$482K	0.33%	0.00%	Not reported	Q1 2021
VZVerizon Communications Inc	$461K	0.32%	0.00%	-4.1%	Q1 2021
PSAPublic Storage	$426K	0.30%	0.00%	-9.1%	Q1 2021
DUKDuke Energy CORP	$407K	0.28%	0.00%	-4.4%	Q1 2021
CICigna Group	$389K	0.27%	0.00%	-1.4%	Q1 2021
IBMInternational Business Machines Corp	$376K	0.26%	0.00%	Not reported	Q1 2021
NSCNorfolk Southern Corp	$372K	0.26%	0.00%	Not reported	Q1 2021
SOSouthern Co	$350K	0.24%	0.00%	-6.9%	Q1 2021
BRBroadridge Financial Solutions, Inc.	$349K	0.24%	0.00%	Not reported	Q1 2021
ELVElevance Health, Inc.	$314K	0.22%	0.00%	Not reported	Q1 2021
STAGSTAG Industrial, Inc.	$304K	0.21%	0.00%	-0.5%	Q1 2021
DDominion Energy, Inc	$284K	0.20%	0.00%	Not reported	Q1 2021
URIUnited Rentals, Inc.	$279K	0.19%	0.00%	Not reported	Q2 2023
UNPUnion Pacific Corp	$278K	0.19%	0.00%	Not reported	Q1 2021
MMM3m Co	$272K	0.19%	0.00%	-1.5%	Q1 2021

Q3 2025Reported Nov 14, 202560 positions
LMTLockheed Martin Corp	$8.69M	6.17%	0.01%	+0.1%	Q1 2021
AAPLApple Inc.	$4.46M	3.17%	0.00%	0.0%	Q1 2021
MSFTMicrosoft Corp	$2.87M	2.04%	0.00%	-0.4%	Q1 2021
LLYELI LILLY & Co	$2.25M	1.60%	0.00%	-1.0%	Q1 2021
XOMExxonMobil Holdings Corp	$1.82M	1.29%	0.00%	-8.8%	Q1 2021
JPMJPMorgan Chase & Co	$1.46M	1.04%	0.00%	-0.6%	Q1 2021
PGPROCTER & GAMBLE Co	$1.38M	0.98%	0.00%	-2.7%	Q1 2021
EMXCEmax Holdings Corp	$1.28M	0.91%	Not reported	-1.3%	Q3 2021
ORCLOracle Corp	$1.16M	0.82%	0.00%	-0.5%	Q1 2021
RTXRTX Corp	$1.12M	0.80%	0.00%	Not reported	Q1 2021
VVisa Inc.	$1.03M	0.73%	0.00%	+1.0%	Q1 2021
GOOGLAlphabet Inc.	$1.01M	0.72%	0.00%	-0.5%	Q1 2021
BRK.BBerkshire Hathaway Inc	$993K	0.71%	Not reported	Not reported	Q1 2021
CVXChevron Corp	$976K	0.69%	0.00%	+0.7%	Q1 2021
CSCOCisco Systems, Inc.	$966K	0.69%	0.00%	-1.0%	Q1 2021
JNJJohnson & Johnson	$932K	0.66%	0.00%	-1.1%	Q1 2021
AVGOBroadcom Inc.	$925K	0.66%	0.00%	-4.9%	Q1 2021
MAAMid America Apartment Communities Inc.	$710K	0.50%	0.00%	-1.6%	Q1 2021
MCDMcdonalds Corp	$665K	0.47%	0.00%	Not reported	Q1 2021
NOCNorthrop Grumman Corp	$623K	0.44%	0.00%	-2.4%	Q1 2021
ABTAbbott Laboratories	$609K	0.43%	0.00%	-2.1%	Q1 2021
UNMUnum Group	$592K	0.42%	0.00%	-2.5%	Q2 2022
SYKStryker Corp	$564K	0.40%	0.00%	-0.7%	Q1 2021
COPConocophillips	$547K	0.39%	0.00%	-1.9%	Q1 2021
PSXPhillips 66	$537K	0.38%	0.00%	-1.6%	Q1 2021
EXCExelon Corp	$533K	0.38%	0.00%	-3.0%	Q1 2021
AMZNAmazon Com Inc	$527K	0.37%	0.00%	+9.1%	Q4 2023
PSAPublic Storage	$522K	0.37%	0.00%	Not reported	Q1 2021
NVDANvidia Corp	$521K	0.37%	0.00%	-9.7%	Q1 2024
TXNTexas Instruments Inc	$519K	0.37%	0.00%	-0.4%	Q1 2021
VZVerizon Communications Inc	$518K	0.37%	0.00%	-9.4%	Q1 2021
ALLAllstate Corp	$507K	0.36%	0.00%	-1.7%	Q1 2021
WMTWalmart Inc.	$506K	0.36%	0.00%	Not reported	Q1 2024
AMGNAmgen Inc	$499K	0.35%	0.00%	-1.7%	Q1 2021
WFCWells Fargo & Company	$486K	0.34%	0.00%	-3.3%	Q1 2021
DUKDuke Energy CORP	$449K	0.32%	0.00%	-4.9%	Q1 2021
GOOGAlphabet Inc.	$436K	0.31%	Not reported	Not reported	Q2 2023
TMToyota Motor Corp/	$430K	0.31%	0.00%	-3.6%	Q1 2021
CICigna Group	$414K	0.29%	0.00%	Not reported	Q1 2021
SOSouthern Co	$409K	0.29%	0.00%	-3.3%	Q1 2021
MRKMerck & Co., Inc.	$404K	0.29%	0.00%	-12.6%	Q1 2021
NSCNorfolk Southern Corp	$387K	0.27%	0.00%	-1.9%	Q1 2021
BRBroadridge Financial Solutions, Inc.	$373K	0.26%	0.00%	Not reported	Q1 2021
IBMInternational Business Machines Corp	$358K	0.25%	0.00%	Not reported	Q1 2021
URIUnited Rentals, Inc.	$329K	0.23%	0.00%	Not reported	Q2 2023
ZTSZoetis Inc.	$303K	0.21%	0.00%	-0.1%	Q1 2021
DDominion Energy, Inc	$297K	0.21%	0.00%	-4.9%	Q1 2021
STAGSTAG Industrial, Inc.	$294K	0.21%	0.00%	-2.5%	Q1 2021
PPLPPL Corp	$290K	0.21%	0.00%	-4.6%	Q1 2021
ELVElevance Health, Inc.	$289K	0.21%	0.00%	-2.2%	Q1 2021

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