Campion Asset Management Diversified Active

Location: Fairfax, VA

CIK: 0001843492 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 21, 2022

Total Value: $101M (100.0% shares, 0.0% debt)

Holdings (92)

IWB Russell 1000 Index 8.9%
Value $9.008M Shares 43,356 Est. Cost $224.24 Unrealized
IWR Russell Midcap Index 7.8%
Value $7.861M Shares 121,578 Est. Cost $74.14 Unrealized
LMT Lockheed Martin 6.5%
Value $6.526M Shares 15,178 Est. Cost $300.08 Unrealized +32.6%
VEA Vanguard EAFE 5.8%
Value $5.883M Shares 144,193 Est. Cost $49.11 Unrealized
VNQ Vanguard REIT Index 5.7%
Value $5.742M Shares 63,024 Est. Cost $91.86 Unrealized
IVV iShares S&P 500 4.2%
Value $4.21M Shares 11,104 Est. Cost $395.24 Unrealized
IJH iShares S&P Midcap 3.6%
Value $3.646M Shares 16,116 Est. Cost $257.27 Unrealized
VWO Vanguard EM Index 3.4%
Value $3.391M Shares 81,426 Est. Cost $52.09 Unrealized
IJJ Ishares S&P Mid Cap 400 Value 3.3%
Value $3.383M Shares 35,828 Est. Cost $103.50 Unrealized
IWM Russell 2000 Index 3.1%
Value $3.137M Shares 18,522 Est. Cost $220.94 Unrealized
AAPL Apple Inc 2.3%
Value $2.335M Shares 17,080 Est. Cost $126.50 Unrealized +17.5%
IJR iShares S&P 600 2.2%
Value $2.188M Shares 23,681 Est. Cost $107.47 Unrealized
XOM Exxon Mobil Corp 1.7%
Value $1.739M Shares 20,301 Est. Cost $43.31 Unrealized +83.7%
IGM iShares S&P North Amer Technol 1.7%
Value $1.696M Shares 5,760 Est. Cost $361.46 Unrealized
VOX Vanguard Communication Service 1.6%
Value $1.623M Shares 17,260 Est. Cost $124.24 Unrealized
MSFT Microsoft Corp 1.6%
Value $1.596M Shares 6,214 Est. Cost $236.71 Unrealized +11.3%
LLY Eli Lilly & Company 1.2%
Value $1.237M Shares 3,815 Est. Cost $186.06 Unrealized +56.3%
PG Procter & Gamble 1.2%
Value $1.189M Shares 8,270 Est. Cost $116.46 Unrealized +17.9%
MAA Mid-America Apartment 1.1%
Value $1.154M Shares 6,608 Est. Cost $115.20 Unrealized +40.6%
IJS Ishares S&P Small Cap 600 Valu 1.1%
Value $1.082M Shares 12,157 Est. Cost $100.88 Unrealized
JNJ Johnson & Johnson 1.1%
Value $1.069M Shares 6,023 Est. Cost $140.78 Unrealized +13.6%
CVX Chevron Corporation 1.0%
Value $1.027M Shares 7,092 Est. Cost $79.58 Unrealized +79.3%
UNH UnitedHealth Group 0.9%
Value $960K Shares 1,870 Est. Cost $319.66 Unrealized +47.4%
VZ Verizon Communications 0.9%
Value $939K Shares 18,506 Est. Cost $42.25 Unrealized -5.1%
IWD Russell 1000 Value Index 0.9%
Value $926K Shares 6,387 Est. Cost $162.07 Unrealized
ADM Archer Daniels Midland 0.9%
Value $911K Shares 11,735 Est. Cost $48.39 Unrealized +62.2%
TD TD Bank 0.8%
Value $815K Shares 12,433 Est. Cost $61.05 Unrealized +18.9%
RTX Raytheon Technologies 0.8%
Value $795K Shares 8,267 Est. Cost $65.24 Unrealized +35.7%
COP Conocophillips 0.8%
Value $776K Shares 8,642 Est. Cost $41.39 Unrealized +117.3%
PFE Pfizer Inc 0.8%
Value $766K Shares 14,605 Est. Cost $28.04 Unrealized +49.8%
EFV MSCI Value Index 0.7%
Value $747K Shares 17,205 Est. Cost $50.83 Unrealized
EXC Exelon Corporation 0.7%
Value $713K Shares 15,733 Est. Cost $25.25 Unrealized +63.3%
PSA Public Storage 0.7%
Value $711K Shares 2,275 Est. Cost $188.24 Unrealized +53.5%
CSCO Cisco Systems 0.7%
Value $670K Shares 15,710 Est. Cost $40.83 Unrealized +4.9%
ABT Abbott Laboratories 0.6%
Value $615K Shares 5,663 Est. Cost $108.63 Unrealized -2.3%
TGT Target Corporation 0.6%
Value $611K Shares 4,323 Est. Cost $163.21 Unrealized +4.3%
NTST Netstreit Corp 0.6%
Value $597K Shares 31,628 Est. Cost $23.05 Unrealized
INTC Intel Corp 0.6%
Value $595K Shares 15,915 Est. Cost $52.99 Unrealized -23.3%
JPM JPMorgan Chase 0.6%
Value $578K Shares 5,137 Est. Cost $129.66 Unrealized -12.8%
CVS CVS Health 0.6%
Value $567K Shares 6,120 Est. Cost $62.52 Unrealized +37.4%
MCD McDonald's Corp 0.5%
Value $540K Shares 2,187 Est. Cost $198.68 Unrealized +13.9%
EMXC iShares MSCI EM ex China ETF 0.5%
Value $529K Shares 11,085 Est. Cost $59.51 Unrealized
ELV Anthem, Inc 0.5%
Value $524K Shares 1,085 Est. Cost $300.80 Unrealized +56.1%
NOC Northrop Grumman 0.5%
Value $516K Shares 1,078 Est. Cost $278.19 Unrealized +55.6%
MRK Merck & Co Inc 0.5%
Value $498K Shares 5,462 Est. Cost $63.47 Unrealized +24.8%
CCI Crown Castle Intl Co Reit 0.5%
Value $486K Shares 2,885 Est. Cost $128.73 Unrealized +16.7%
BRK/B Berkshire Hathaway 0.5%
Value $471K Shares 1,725 Est. Cost $251.26 Unrealized +24.9%
V Visa Inc 0.5%
Value $460K Shares 2,338 Est. Cost $203.59 Unrealized -1.2%
PSX Phillips 66 0.5%
Value $459K Shares 5,596 Est. Cost $64.91 Unrealized +24.7%
CI Cigna Corp 0.4%
Value $449K Shares 1,705 Est. Cost $204.06 Unrealized +18.3%
TXN Texas Instruments 0.4%
Value $447K Shares 2,910 Est. Cost $151.36 Unrealized -0.2%
BCE BCE, Inc. 0.4%
Value $436K Shares 8,875 Est. Cost $32.13 Unrealized +27.6%
NSC Norfolk Southern 0.4%
Value $427K Shares 1,880 Est. Cost $228.85 Unrealized -1.0%
MMM 3m Company 0.4%
Value $397K Shares 3,065 Est. Cost $124.82 Unrealized -15.7%
AMGN Amgen Incorporated 0.4%
Value $393K Shares 1,615 Est. Cost $204.69 Unrealized +6.8%
VOO Vanguard S&P 500 Etf 0.4%
Value $382K Shares 1,100 Est. Cost $436.36 Unrealized
SO Southern Company 0.4%
Value $381K Shares 5,340 Est. Cost $49.84 Unrealized +29.0%
ZTS Zoetis, Inc 0.4%
Value $373K Shares 2,172 Est. Cost $151.67 Unrealized +9.9%
GOOGL Alphabet Inc. Class A 0.4%
Value $373K Shares 171 Est. Cost $105.80 Unrealized +10.4%
BAC Bank Of America 0.4%
Value $368K Shares 11,833 Est. Cost $30.64 Unrealized +6.9%
ORCL Oracle Corporation 0.4%
Value $363K Shares 5,200 Est. Cost $60.61 Unrealized +15.2%
GIS General Mills Inc 0.4%
Value $358K Shares 4,740 Est. Cost $48.95 Unrealized +26.3%
SYK Stryker Corporation 0.4%
Value $355K Shares 1,785 Est. Cost $227.77 Unrealized -0.8%
ALL Allstate Corporation 0.3%
Value $341K Shares 2,693 Est. Cost $97.70 Unrealized +22.8%
AVGO Broadcom Inc. 0.3%
Value $340K Shares 700 Est. Cost $44.47 Unrealized +17.8%
TM Toyota Motor Corp 0.3%
Value $338K Shares 2,190 Est. Cost $156.06 Unrealized
WFC Wells Fargo & Co 0.3%
Value $305K Shares 7,790 Est. Cost $34.41 Unrealized +16.1%
PPL PPL Corp. 0.3%
Value $303K Shares 11,175 Est. Cost $23.59 Unrealized +7.2%
DINO HF Sinclair Corp 0.3%
Value $295K Shares 6,525 Est. Cost $38.78 Unrealized 0.0%
O Realty Income REIT Corp 0.3%
Value $288K Shares 4,225 Est. Cost $46.50 Unrealized +21.5%
APD Air Products & Chemicals 0.3%
Value $287K Shares 1,195 Est. Cost $240.18 Unrealized -8.0%
EQIX Equinix Inc Reit 0.3%
Value $273K Shares 415 Est. Cost $624.54 Unrealized +3.0%
T AT&T, Inc. 0.3%
Value $266K Shares 12,686 Est. Cost $16.18 Unrealized +0.7%
EA Electronic Arts 0.3%
Value $263K Shares 2,166 Est. Cost $134.93 Unrealized -7.4%
UNP Union Pacific Corp 0.3%
Value $256K Shares 1,200 Est. Cost $188.09 Unrealized +11.0%
Vista Outdoor Inc 0.3%
Value $255K Shares 9,135 Est. Cost $40.69 Unrealized
ENPH Enphase Energy Inc 0.3%
Value $254K Shares 1,300 Est. Cost $208.64 Unrealized -13.4%
STAG Stag Industrial Inc 0.2%
Value $247K Shares 8,000 Est. Cost $33.01 Unrealized
LTC LTC Properties 0.2%
Value $242K Shares 6,312 Est. Cost $41.75 Unrealized
CMCSA Comcast 0.2%
Value $237K Shares 6,035 Est. Cost $46.15 Unrealized -16.9%
CTSH Cognizant Solutions 0.2%
Value $235K Shares 3,480 Est. Cost $71.61 Unrealized +0.6%
NNN National Retail Properties 0.2%
Value $232K Shares 5,400 Est. Cost $44.08 Unrealized
UNM UNUM Group 0.2%
Value $227K Shares 6,660 Est. Cost $33.85 Unrealized 0.0%
NFG National Fuel Gas 0.2%
Value $222K Shares 3,360 Est. Cost $70.15 Unrealized 0.0%
D Dominion Resources 0.2%
Value $219K Shares 2,743 Est. Cost $58.48 Unrealized +18.6%
PHG Koninklijke Philips N.V. 0.2%
Value $218K Shares 10,116 Est. Cost $46.62 Unrealized
TSN Tyson Foods Inc A 0.2%
Value $217K Shares 2,525 Est. Cost $60.49 Unrealized +31.2%
IWV Russell 3000 Index 0.2%
Value $211K Shares 973 Est. Cost $238.35 Unrealized
DD Du Pont E I 0.2%
Value $201K Shares 3,622 Est. Cost $29.07 Unrealized -12.9%
BR Broadridge Financial 0.2%
Value $201K Shares 1,410 Est. Cost $135.98 Unrealized +0.2%
VTRS Viatris Inc 0.2%
Value $179K Shares 17,061 Est. Cost $11.75 Unrealized -20.9%
Sonnet Biotherapeutics H 0.0%
Value $25,000 Shares 90,612 Est. Cost $0.38 Unrealized