Campion Asset Management Diversified Active

Location: Fairfax, VA

CIK: 0001843492 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 14, 2024

Total Value: $129M (100.0% shares, 0.0% debt)

Holdings (101)

IWB ISHARES TR 8.5%
Value $11.05M Shares 38,374 Est. Cost $224.24 Unrealized
IWR ISHARES TR 7.3%
Value $9.493M Shares 112,894 Est. Cost $74.14 Unrealized
IJH ISHARES TR 6.2%
Value $7.97M Shares 131,221 Est. Cost $94.14 Unrealized
LMT LOCKHEED MARTIN CORP 6.1%
Value $7.906M Shares 17,381 Est. Cost $314.60 Unrealized +32.2%
VEA VANGUARD TAX-MANAGED FDS 5.3%
Value $6.917M Shares 137,866 Est. Cost $49.11 Unrealized
IVV ISHARES TR 5.1%
Value $6.615M Shares 12,583 Est. Cost $407.82 Unrealized
VNQ VANGUARD INDEX FDS 4.7%
Value $6.089M Shares 70,410 Est. Cost $90.44 Unrealized
IJJ ISHARES TR 3.5%
Value $4.575M Shares 38,673 Est. Cost $102.24 Unrealized
IWM ISHARES TR 2.9%
Value $3.762M Shares 17,888 Est. Cost $220.94 Unrealized
IJR ISHARES TR 2.7%
Value $3.524M Shares 31,883 Est. Cost $105.47 Unrealized
AAPL APPLE INC 2.3%
Value $3.009M Shares 17,550 Est. Cost $126.75 Unrealized +42.2%
VWO VANGUARD INTL EQUITY INDEX F 2.3%
Value $2.977M Shares 71,282 Est. Cost $51.43 Unrealized
IGM ISHARES TR 2.2%
Value $2.89M Shares 33,534 Est. Cost $131.02 Unrealized
LLY ELI LILLY & CO 2.0%
Value $2.618M Shares 3,365 Est. Cost $186.06 Unrealized +277.6%
VOX VANGUARD WORLD FD 1.9%
Value $2.512M Shares 19,140 Est. Cost $115.49 Unrealized
MSFT MICROSOFT CORP 1.8%
Value $2.34M Shares 5,563 Est. Cost $236.71 Unrealized +68.7%
XOM EXXON MOBIL CORP 1.6%
Value $2.117M Shares 18,213 Est. Cost $43.31 Unrealized +126.5%
MSTR MICROSTRATEGY INC 1.3%
Value $1.694M Shares 994 Est. Cost $24.41 Unrealized +273.6%
IJS ISHARES TR 1.2%
Value $1.513M Shares 14,721 Est. Cost $98.09 Unrealized
EFV ISHARES TR 1.1%
Value $1.374M Shares 25,263 Est. Cost $48.35 Unrealized
PG PROCTER AND GAMBLE CO 1.0%
Value $1.245M Shares 7,675 Est. Cost $116.46 Unrealized +28.7%
CVX CHEVRON CORP NEW 0.8%
Value $1.077M Shares 6,826 Est. Cost $79.58 Unrealized +74.7%
JPM JPMORGAN CHASE & CO 0.8%
Value $1.04M Shares 5,193 Est. Cost $129.59 Unrealized +34.0%
UNH UNITEDHEALTH GROUP INC 0.7%
Value $924K Shares 1,867 Est. Cost $319.66 Unrealized +53.0%
COP CONOCOPHILLIPS 0.7%
Value $893K Shares 7,018 Est. Cost $41.39 Unrealized +160.0%
JNJ JOHNSON & JOHNSON 0.7%
Value $867K Shares 5,483 Est. Cost $140.78 Unrealized +6.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value $860K Shares 2,046 Est. Cost $266.03 Unrealized +47.9%
PSX PHILLIPS 66 0.6%
Value $837K Shares 5,122 Est. Cost $64.91 Unrealized +107.9%
V VISA INC 0.6%
Value $811K Shares 2,907 Est. Cost $208.59 Unrealized +30.6%
MRK MERCK & CO INC 0.6%
Value $761K Shares 5,764 Est. Cost $66.15 Unrealized +75.0%
EMXC ISHARES INC 0.6%
Value $748K Shares 12,985 Est. Cost $57.45 Unrealized
CSCO CISCO SYS INC 0.6%
Value $733K Shares 14,682 Est. Cost $40.89 Unrealized +15.5%
RTX RTX CORPORATION 0.6%
Value $731K Shares 7,493 Est. Cost $65.24 Unrealized +33.1%
MAA MID-AMER APT CMNTYS INC 0.6%
Value $721K Shares 5,480 Est. Cost $115.26 Unrealized +4.8%
CI THE CIGNA GROUP 0.5%
Value $674K Shares 1,855 Est. Cost $208.14 Unrealized +52.7%
TD TORONTO DOMINION BK ONT 0.5%
Value $641K Shares 10,623 Est. Cost $61.05 Unrealized -1.1%
GOOGL ALPHABET INC 0.5%
Value $632K Shares 4,187 Est. Cost $110.52 Unrealized +28.5%
TM TOYOTA MOTOR CORP 0.5%
Value $627K Shares 2,490 Est. Cost $163.52 Unrealized
MCD MCDONALDS CORP 0.5%
Value $617K Shares 2,187 Est. Cost $198.68 Unrealized +39.9%
IVE ISHARES TR 0.5%
Value $613K Shares 3,281 Est. Cost $149.10 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.5%
Value $606K Shares 5,925 Est. Cost $66.52 Unrealized +26.5%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value $591K Shares 14,088 Est. Cost $41.60 Unrealized -13.6%
ORCL ORACLE CORP 0.5%
Value $584K Shares 4,650 Est. Cost $60.61 Unrealized +85.4%
NTST NETSTREIT CORP 0.4%
Value $581K Shares 31,628 Est. Cost $23.05 Unrealized
ARKB ARK 21SHARES BITCOIN ETF 0.4%
Value $580K Shares 8,165 Est. Cost $70.98 Unrealized
ABT ABBOTT LABS 0.4%
Value $574K Shares 5,054 Est. Cost $108.63 Unrealized +2.0%
PSA PUBLIC STORAGE 0.4%
Value $564K Shares 1,945 Est. Cost $192.13 Unrealized +38.0%
SYK STRYKER CORPORATION 0.4%
Value $553K Shares 1,545 Est. Cost $227.77 Unrealized +45.0%
EXC EXELON CORP 0.4%
Value $552K Shares 14,688 Est. Cost $25.25 Unrealized +31.6%
ELV ELEVANCE HEALTH INC 0.4%
Value $544K Shares 1,050 Est. Cost $300.80 Unrealized +60.2%
AMGN AMGEN INC 0.4%
Value $540K Shares 1,900 Est. Cost $206.03 Unrealized +34.0%
VOO VANGUARD INDEX FDS 0.4%
Value $529K Shares 1,100 Est. Cost $436.36 Unrealized
NOC NORTHROP GRUMMAN CORP 0.4%
Value $509K Shares 1,063 Est. Cost $278.19 Unrealized +60.3%
TXN TEXAS INSTRS INC 0.4%
Value $498K Shares 2,860 Est. Cost $151.36 Unrealized +4.3%
IWD ISHARES TR 0.4%
Value $488K Shares 2,724 Est. Cost $160.25 Unrealized
UNM UNUM GROUP 0.4%
Value $479K Shares 8,920 Est. Cost $35.41 Unrealized +37.7%
CVS CVS HEALTH CORP 0.4%
Value $471K Shares 5,908 Est. Cost $64.05 Unrealized +10.6%
ALL ALLSTATE CORP 0.4%
Value $466K Shares 2,693 Est. Cost $97.70 Unrealized +55.5%
WFC WELLS FARGO CO NEW 0.4%
Value $464K Shares 8,005 Est. Cost $35.28 Unrealized +42.1%
DUK DUKE ENERGY CORP NEW 0.3%
Value $439K Shares 4,540 Est. Cost $84.81 Unrealized +4.3%
XLE SELECT SECTOR SPDR TR 0.3%
Value $436K Shares 4,620 Est. Cost $82.95 Unrealized
DINO HF SINCLAIR CORP 0.3%
Value $435K Shares 7,200 Est. Cost $39.65 Unrealized +31.6%
AVGO BROADCOM INC 0.3%
Value $424K Shares 320 Est. Cost $45.01 Unrealized +169.3%
NSC NORFOLK SOUTHN CORP 0.3%
Value $405K Shares 1,590 Est. Cost $228.85 Unrealized +3.9%
AMZN AMAZON COM INC 0.3%
Value $377K Shares 2,091 Est. Cost $145.69 Unrealized +14.6%
STAG STAG INDL INC 0.3%
Value $368K Shares 9,570 Est. Cost $32.97 Unrealized
ZTS ZOETIS INC 0.3%
Value $368K Shares 2,172 Est. Cost $151.67 Unrealized +20.9%
URI UNITED RENTALS INC 0.3%
Value $357K Shares 495 Est. Cost $361.03 Unrealized +74.8%
BR BROADRIDGE FINL SOLUTIONS IN 0.3%
Value $355K Shares 1,735 Est. Cost $136.28 Unrealized +43.5%
PFE PFIZER INC 0.3%
Value $355K Shares 12,788 Est. Cost $28.13 Unrealized -12.4%
TGT TARGET CORP 0.3%
Value $354K Shares 1,998 Est. Cost $163.21 Unrealized -13.0%
SO SOUTHERN CO 0.3%
Value $347K Shares 4,830 Est. Cost $49.84 Unrealized +29.9%
PPL PPL CORP 0.2%
Value $306K Shares 11,110 Est. Cost $23.69 Unrealized +5.4%
BAC BANK AMERICA CORP 0.2%
Value $305K Shares 8,053 Est. Cost $30.64 Unrealized +7.1%
O REALTY INCOME CORP 0.2%
Value $301K Shares 5,570 Est. Cost $48.22 Unrealized +0.8%
GIS GENERAL MLS INC 0.2%
Value $297K Shares 4,245 Est. Cost $48.95 Unrealized +23.8%
UNP UNION PAC CORP 0.2%
Value $295K Shares 1,200 Est. Cost $188.09 Unrealized +25.3%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value $282K Shares 1,475 Est. Cost $141.50 Unrealized +22.0%
NVDA NVIDIA CORPORATION 0.2%
Value $279K Shares 309 Est. Cost $72.44 Unrealized 0.0%
GOOG ALPHABET INC 0.2%
Value $273K Shares 1,790 Est. Cost $114.89 Unrealized +24.7%
MLM MARTIN MARIETTA MATLS INC 0.2%
Value $267K Shares 435 Est. Cost $445.31 Unrealized +21.3%
D DOMINION ENERGY INC 0.2%
Value $264K Shares 5,366 Est. Cost $52.31 Unrealized -18.5%
CE CELANESE CORP DEL 0.2%
Value $260K Shares 1,510 Est. Cost $119.33 Unrealized +25.1%
BCE BCE INC 0.2%
Value $258K Shares 7,600 Est. Cost $32.47 Unrealized +0.1%
APD AIR PRODS & CHEMS INC 0.2%
Value $257K Shares 1,062 Est. Cost $240.18 Unrealized -3.2%
EA ELECTRONIC ARTS INC 0.2%
Value $251K Shares 1,891 Est. Cost $134.93 Unrealized +0.8%
XLY SELECT SECTOR SPDR TR 0.2%
Value $248K Shares 1,348 Est. Cost $183.89 Unrealized
IYW ISHARES TR 0.2%
Value $243K Shares 1,800 Est. Cost $122.75 Unrealized
IWV ISHARES TR 0.2%
Value $241K Shares 804 Est. Cost $238.35 Unrealized
REGN REGENERON PHARMACEUTICALS 0.2%
Value $241K Shares 250 Est. Cost $781.58 Unrealized +21.0%
MMM 3M CO 0.2%
Value $234K Shares 2,205 Est. Cost $123.08 Unrealized -35.6%
NNN NNN REIT INC 0.2%
Value $233K Shares 5,460 Est. Cost $43.10 Unrealized
LOW LOWES COS INC 0.2%
Value $217K Shares 850 Est. Cost $222.03 Unrealized 0.0%
LTC LTC PPTYS INC 0.2%
Value $214K Shares 6,582 Est. Cost $41.33 Unrealized
DOW DOW INC 0.2%
Value $211K Shares 3,643 Est. Cost $41.23 Unrealized +18.7%
DD DUPONT DE NEMOURS INC 0.2%
Value $211K Shares 2,746 Est. Cost $25.00 Unrealized +14.2%
TAP MOLSON COORS BEVERAGE CO 0.2%
Value $206K Shares 3,070 Est. Cost $59.43 Unrealized 0.0%
WMT WALMART INC 0.2%
Value $205K Shares 3,415 Est. Cost $56.04 Unrealized 0.0%
HII HUNTINGTON INGALLS INDS INC 0.2%
Value $202K Shares 693 Est. Cost $264.00 Unrealized 0.0%
PEP PEPSICO INC 0.2%
Value $200K Shares 1,145 Est. Cost $157.27 Unrealized 0.0%
VTRS VIATRIS INC 0.1%
Value $125K Shares 10,438 Est. Cost $11.67 Unrealized -5.4%