Campion Asset Management has filed its 13F form on May 14, 2024 for Q1 2024 where it was disclosed a total value porftolio of $129 Million distributed in 101 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Russell 1000 ETF with a value of $11.1M, Ishares Russell Mid Cap ETF with a value of $9.49M, Ishares Core S&P Mid Cap ETF with a value of $7.97M, Lockheed Martin Corp with a value of $7.91M, and Vanguard Ftse Developed Market with a value of $6.92M.

Examining the 13F form we can see an increase of $10.6M in the current position value, from $118M to 129M.

Below you can find more details about Campion Asset Management portfolio as well as his latest detailed transactions.

Portfolio value $129 Million
ETFs: $74.8 Million
Industrials: $10.6 Million
Technology: $10.2 Million
Healthcare: $9.61 Million
Energy: $5.36 Million
Financial Services: $5.06 Million
Real Estate: $2.98 Million
Consumer Defensive: $2.51 Million
Other: $7.55 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 101
  • Current Value $129 Million
  • Prior Value $118 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 14, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 8 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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