BankChampaign, National Association
Filing Date
Global Rank
#7,806
/ 8,794
▼ 48
· as of Jun 2026
Top Industry
Semiconductors
11.6%
Period ended 3 months ago
Filed Jul 23, 2026 · 2mo
3 quarters · since Dec 2025
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
156 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
3.4%
+0.7 pts
Top 5
13.9%
+1.7 pts
Top 10
22.8%
+2.0 pts
HHI
116
Diversified+6
Portfolio Trend
3 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 31.0% | $40,507,009 |
| Industrials | 22.8% | $29,727,377 |
| Financial Services | 7.7% | $10,035,331 |
| Energy | 7.0% | $9,130,036 |
| Healthcare | 6.7% | $8,740,342 |
| Unclassified | 6.2% | $8,152,266 |
| Basic Materials | 5.4% | $7,069,514 |
| Consumer Cyclical | 4.6% | $6,025,530 |
| Communication Services | 3.5% | $4,587,703 |
| Consumer Defensive | 3.3% | $4,283,329 |
| Utilities | 1.8% | $2,310,284 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | +12,583 | 23,991 | $2,670,492 | |
| AUPH | Aurinia Pharmaceuticals Inc. | +5,603 | 18,964 | $321,819 | |
| BRK-B | Berkshire Hathaway Inc | +4,919 | 8,181 | $4,093,690 | |
| VB | Vanguard Morningstar Small-Cap ETF | +3,368 | 4,277 | $454,323 | |
| KLAC | Kla Corp | +2,811 | 3,257 | $982,669 | |
| JPM | Jpmorgan Chase & Co | +1,570 | 2,848 | $932,235 | |
| LLY | ELI LILLY & Co | +1,456 | 2,577 | $3,090,931 | |
| ABBV | AbbVie Inc. | +1,186 | 2,116 | $532,470 | |
| XOM | ExxonMobil Holdings Corp | +868 | 3,358 | $459,105 | |
| CCJ | Cameco Corp | +795 | 5,672 | $577,749 | |
| APH | Amphenol Corp /De/ | +789 | 4,115 | $1,451,113 | |
| EXEL | Exelixis, Inc. | +759 | 15,660 | $852,060 | |
| AMZN | Amazon Com Inc | +654 | 6,436 | $1,533,956 | |
| ARM | Arm Holdings PLC /Uk | +578 | 3,951 | $1,400,906 | |
| NVDA | Nvidia Corp | +572 | 9,370 | $1,874,843 | |
| GE | General Electric Co | +563 | 3,043 | $1,137,260 | |
| ROST | Ross Stores, Inc. | +540 | 3,943 | $839,267 | |
| MRK | Merck & Co., Inc. | +526 | 3,317 | $426,234 | |
| JBL | Jabil Inc | +503 | 1,357 | $523,096 | |
| AMAT | Applied Materials Inc /De | +492 | 1,613 | $1,166,199 | |
| MP | MP Materials Corp. / DE | +485 | 10,368 | $580,711 | |
| CSX | Csx Corp | +464 | 7,704 | $366,171 | |
| CF | CF Industries Holdings, Inc. | +358 | 2,333 | $252,570 | |
| MLI | Mueller Industries Inc | +353 | 11,385 | $1,399,558 | |
| MRVL | Marvell Technology, Inc. | +334 | 4,745 | $1,413,488 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IR | Ingersoll Rand Inc. | −3,150 | 2,906 | $238,262 | |
| GH | Guardant Health, Inc. | −2,858 | 5,898 | $884,876 | |
| CNX | CNX Resources Corp | −2,337 | 8,390 | $284,672 | |
| ALSN | Allison Transmission Holdings Inc | −1,967 | 4,969 | $560,205 | |
| VIGI | Vanguard International Dividend Appreciation ETF | −1,414 | 1,386 | $219,029 | |
| RTX | RTX Corp | −926 | 3,977 | $754,556 | |
| WDC | Western Digital Corp | −894 | 6,975 | $4,455,072 | |
| GSL | Global Ship Lease, Inc. | −819 | 21,440 | $806,144 | |
| EQT | EQT Corp | −815 | 9,772 | $519,577 | |
| ISRG | Intuitive Surgical Inc | −574 | 1,395 | $554,763 | |
| VNOM | Viper Energy, Inc. | −509 | 13,669 | $579,565 | |
| PLTR | Palantir Technologies Inc. | −479 | 15,123 | $1,764,400 | |
| EXPE | Expedia Group, Inc. | −464 | 1,545 | $395,334 | |
| WDS | Woodside Energy Group Ltd | −450 | 27,586 | $532,961 | |
| HOOD | Robinhood Markets, Inc. | −286 | 10,380 | $1,040,906 | |
| ENB | Enbridge Inc | −264 | 10,634 | $576,469 | |
| TEL | TE Connectivity plc | −243 | 1,195 | $240,923 | |
| GD | General Dynamics Corp | −178 | 1,455 | $515,419 | |
| BKR | Baker Hughes Co | −178 | 16,025 | $889,387 | |
| BDBT | Bluemonte Core Bond ETF | −143 | 7,583 | $596,932 | |
| RIO | Rio Tinto PLC | −118 | 6,246 | $592,932 | |
| DCOR | Dimensional US Core Equity 1 ETF | −91 | 31,804 | $1,605,152 | |
| PAAS | Pan American Silver Corp | −83 | 44,777 | $2,005,561 | |
| AVGO | Broadcom Inc. | −83 | 7,994 | $3,019,733 | |
| OUNZ | VanEck Merk Gold ETF | −66 | 20,738 | $800,279 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CHDN | Churchill Downs Inc | 15,240 | $1,366,113 | |
| ALAB | Astera Labs, Inc. | 1,200 | $579,624 | |
| CRDO | Credo Technology Group Holding Ltd | 1,938 | $527,039 | |
| TER | Teradyne, Inc | 1,067 | $516,257 | |
| CLH | Clean Harbors Inc | 1,712 | $511,460 | |
| SEZL | Sezzle Inc. | 2,307 | $395,950 | |
| FIX | Comfort Systems USA Inc | 183 | $362,696 | |
| CMI | Cummins Inc | 500 | $356,605 | |
| DY | Dycom Industries Inc | 589 | $297,792 | |
| INCY | Incyte Corp | 2,578 | $292,242 | |
| ESP | Espey Mfg & Electronics Corp | 4,173 | $281,051 | |
| RMBS | Rambus Inc | 2,084 | $276,630 | |
| POWL | Powell Industries Inc | 936 | $268,032 | |
| AMD | Advanced Micro Devices Inc | 461 | $267,799 | |
| JNJ | Johnson & Johnson | 1,038 | $263,620 | |
| DVA | Davita Inc. | 1,181 | $262,748 | |
| CL | Colgate Palmolive Co | 2,826 | $259,087 | |
| RBC | RBC Bearings INC | 394 | $253,759 | |
| NBIX | Neurocrine Biosciences Inc | 1,502 | $253,147 | |
| NOC | Northrop Grumman Corp /De/ | 491 | $250,071 | |
| MRX | Marex Group Ltd | 4,082 | $248,797 | |
| SEI | Solaris Energy Infrastructure, Inc. | 3,078 | $247,655 | |
| EFX | Equifax Inc | 1,500 | $238,080 | |
| VICR | Vicor Corp | 621 | $235,843 | |
| NEE | Nextera Energy Inc | 2,681 | $235,311 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
22 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VMC | Vulcan Materials CO | 2,591 | $705,529 | |
| GMAB | Genmab A/S | 25,622 | $687,438 | |
| RMD | Resmed Inc | 2,981 | $669,174 | |
| COR | Cencora, Inc. | 2,060 | $647,128 | |
| VRTX | Vertex Pharmaceuticals Inc / Ma | 1,374 | $613,545 | |
| UBER | Uber Technologies, Inc | 7,463 | $536,813 | |
| CTAS | Cintas Corp | 2,989 | $505,559 | |
| NRG | Nrg Energy, Inc. | 3,314 | $484,307 | |
| NTR | Nutrien Ltd. | 5,492 | $414,426 | |
| UHS | Universal Health Services Inc | 2,087 | $373,510 | |
| WEC | Wec Energy Group, Inc. | 2,881 | $333,533 | |
| RSG | Republic Services, Inc. | 1,506 | $329,844 | |
| KTOS | Kratos Defense & Security Solutions, Inc. | 3,911 | $275,764 | |
| CME | Cme Group Inc. | 930 | $274,675 | |
| ATO | Atmos Energy Corp | 1,452 | $268,213 | |
| KRMN | Karman Holdings Inc. | 3,175 | $254,158 | |
| OSIS | Osi Systems Inc | 923 | $245,065 | |
| AES | Aes Corp | 16,390 | $230,935 | |
| HALO | Halozyme Therapeutics, Inc. | 3,531 | $228,208 | |
| SMR | NUSCALE POWER Corp | 16,389 | $177,656 | |
| BMI | Badger Meter Inc | 1,095 | $166,823 | |
| — | 65 | $10,975 | ||
| No positions match the current search. | ||||
156 tracked positions ·
$130,568,721 total
· filing declares
200 positions · $130,242,047
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 156 positions by value
· page 1 of 4
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| WDC |
Western Digital Corp
Technology
|
Reduced | 6,975 | $4,455,072 | 3.41% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 8,181 | $4,093,690 | 3.14% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 9,595 | $3,427,287 | 2.62% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 2,577 | $3,090,931 | 2.37% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 7,994 | $3,019,733 | 2.31% | |
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
Added | 23,991 | $2,670,492 | 2.05% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 2,368 | $2,521,683 | 1.93% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 4,842 | $2,312,393 | 1.77% | |
| VRT |
Vertiv Holdings Co
Industrials
|
Reduced | 6,609 | $2,212,825 | 1.69% | |
| PAAS |
Pan American Silver Corp
Basic Materials
|
Reduced | 44,777 | $2,005,561 | 1.54% | |
| HWM |
Howmet Aerospace Inc.
Industrials
|
Added | 7,100 | $1,908,906 | 1.46% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 9,370 | $1,874,843 | 1.44% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 1,570 | $1,844,530 | 1.41% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 4,219 | $1,828,219 | 1.40% | |
| AAPL |
Apple Inc.
Technology
|
Added | 6,314 | $1,827,019 | 1.40% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 15,123 | $1,764,400 | 1.35% | |
| RGLD |
Royal Gold Inc
Basic Materials
|
Added | 8,359 | $1,668,539 | 1.28% | |
| DCOR |
Dimensional US Core Equity 1 ETF
|
Reduced | 31,804 | $1,605,152 | 1.23% | |
| ETN |
Eaton Corp plc
Industrials
|
Added | 3,694 | $1,574,087 | 1.21% | |
| ASML |
Asml Holding NV
Technology
|
Added | 788 | $1,567,678 | 1.20% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 13,727 | $1,554,720 | 1.19% | |
| DELL |
Dell Technologies Inc.
Technology
|
Reduced | 3,578 | $1,543,763 | 1.18% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 6,436 | $1,533,956 | 1.17% | |
| URI |
United Rentals, Inc.
Industrials
|
Held | 1,347 | $1,526,002 | 1.17% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 4,073 | $1,519,310 | 1.16% | |
| APH |
Amphenol Corp /De/
Technology
|
Added | 4,115 | $1,451,113 | 1.11% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Added | 1,482 | $1,449,573 | 1.11% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Added | 4,745 | $1,413,488 | 1.08% | |
| ARM |
Arm Holdings PLC /Uk
Technology
|
Added | 3,951 | $1,400,906 | 1.07% | |
| MLI |
Mueller Industries Inc
Industrials
|
Added | 11,385 | $1,399,558 | 1.07% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 1,496 | $1,399,463 | 1.07% | |
| CHDN |
Churchill Downs Inc
Consumer Cyclical
|
NEW | 15,240 | $1,366,113 | 1.05% | |
| STRL |
Sterling Infrastructure, Inc.
Industrials
|
Reduced | 1,612 | $1,353,048 | 1.04% | |
| MU |
Micron Technology Inc
Technology
|
Added | 1,157 | $1,335,513 | 1.02% | |
| AEM |
Agnico Eagle Mines Ltd
Basic Materials
|
Reduced | 7,633 | $1,184,107 | 0.91% | |
| ANET |
Arista Networks, Inc.
Technology
|
Added | 6,960 | $1,182,364 | 0.91% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 1,613 | $1,166,199 | 0.89% | |
| VST |
Vistra Corp.
Utilities
|
Reduced | 7,170 | $1,137,377 | 0.87% | |
| GE |
General Electric Co
Industrials
|
Added | 3,043 | $1,137,260 | 0.87% | |
| CRS |
Carpenter Technology Corp
Industrials
|
Added | 1,842 | $1,136,219 | 0.87% | |
| FTI |
TechnipFMC plc
Energy
|
Added | 16,791 | $1,113,243 | 0.85% | |
| PWR |
Quanta Services, Inc.
Industrials
|
Added | 1,528 | $1,100,221 | 0.84% | |
| HOOD |
Robinhood Markets, Inc.
Financial Services
|
Reduced | 10,380 | $1,040,906 | 0.80% | |
| ROK |
Rockwell Automation, Inc
Industrials
|
Added | 2,093 | $1,036,202 | 0.79% | |
| CLS |
Celestica Inc
Technology
|
Added | 2,777 | $1,013,049 | 0.78% | |
| CIEN |
Ciena Corp
Technology
|
Added | 2,063 | $1,012,025 | 0.78% | |
| HEI |
Heico Corp
Industrials
|
Added | 2,834 | $1,009,442 | 0.77% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,783 | $1,004,346 | 0.77% | |
| KLAC |
Kla Corp
Technology
|
Added | 3,257 | $982,669 | 0.75% | |
| CEG |
Constellation Energy Corp
Utilities
|
Reduced | 3,775 | $937,596 | 0.72% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.