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Home > Institutional Investor > Campion Asset Management Llc > Profile

Instuitional Investor - Campion Asset Management Llc

Fund Profile
Filing Period:
Fund Name: Campion Asset Management Llc
Portfolio Value $133,254,828
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 33,275 $11,299,345 8.48%
2.
Ishares Trust
 IEF 181,528 $11,258,370 8.45%
3.
Ishares Trust
 IEF 17,320 $10,753,992 8.07%
4.
Ishares Trust
 IEF 105,360 $9,689,958 7.27%
5.
Vanguard Tax-Managed Fds
 150,051 $8,554,416 6.42%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)