Campion Asset Management
Filing Date
Global Rank
#6,455
/ 8,232
▲ 289
Top Industry
Aerospace & Defense
24.8%
3Y Alpha vs SPY
-6.6%
Period ended 2 months ago
Filed May 14, 2026 · 31d
21 quarters · since Mar 2021
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+49.0%
SPY
+76.3%
Annualised alpha
-6.6%
Max drawdown
−15.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
57 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
20.7%
+3.6 pts
Top 5
43.4%
+1.1 pts
Top 10
55.8%
+0.7 pts
HHI
652
Diversified+96
Portfolio Trend
21 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 27.1% | $13,763,703 |
| Technology | 20.6% | $10,473,279 |
| Healthcare | 12.5% | $6,347,931 |
| Energy | 11.1% | $5,612,977 |
| Financial Services | 9.7% | $4,903,072 |
| Utilities | 3.9% | $1,957,457 |
| Consumer Defensive | 3.7% | $1,881,535 |
| Consumer Cyclical | 3.6% | $1,819,612 |
| Communication Services | 3.4% | $1,736,337 |
| Real Estate | 3.4% | $1,732,236 |
| Basic Materials | 1.1% | $544,822 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| D | Dominion Energy, Inc | −233 | 4,616 | $285,361 | |
| AAPL | Apple Inc. | −233 | 17,220 | $4,370,263 | |
| XOM | Exxon Mobil Corp | −230 | 15,442 | $2,619,889 | |
| RTX | RTX Corp | −183 | 6,325 | $1,220,092 | |
| EXC | Exelon Corp | −182 | 11,400 | $558,828 | |
| ORCL | Oracle Corp | −173 | 3,903 | $574,170 | |
| LLY | ELI LILLY & Co | −170 | 2,732 | $2,512,811 | |
| DINO | HF Sinclair Corp | −153 | 4,523 | $282,189 | |
| VZ | Verizon Communications Inc | −153 | 11,154 | $559,930 | |
| JNJ | Johnson & Johnson | −139 | 4,815 | $1,176,978 | |
| CSCO | Cisco Systems, Inc. | −138 | 13,691 | $1,062,284 | |
| CI | Cigna Group | −135 | 1,280 | $341,440 | |
| AMGN | Amgen Inc | −114 | 1,650 | $580,552 | |
| SO | Southern Co | −112 | 3,903 | $376,717 | |
| SYK | Stryker Corp | −108 | 1,403 | $461,011 | |
| PG | PROCTER & GAMBLE Co | −89 | 8,800 | $1,271,072 | |
| ELV | Elevance Health, Inc. | −79 | 816 | $238,884 | |
| CVX | Chevron Corp | −76 | 6,082 | $1,258,365 | |
| TXN | Texas Instruments Inc | −72 | 2,753 | $534,467 | |
| PPL | PPL Corp | −69 | 7,490 | $286,118 | |
| MCD | Mcdonalds Corp | −60 | 2,094 | $650,794 | |
| V | Visa Inc. | −56 | 2,970 | $897,652 | |
| MSFT | Microsoft Corp | −54 | 5,478 | $2,027,791 | |
| JPM | Jpmorgan Chase & Co | −48 | 4,561 | $1,341,663 | |
| PSX | Phillips 66 | −40 | 3,867 | $704,490 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
2 positions ·
$1,881,535 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 8,800 | $1,271,072 | 67.56% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 4,912 | $610,463 | 32.44% |