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Home > Institutional Investor > Campion Asset Management Llc > 13F Holdings

Instuitional Investor - Campion Asset Management Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 185,139 $12,082,177 8.58%
2.
Ishares Trust
 IEF 32,085 $11,726,244 8.32%
3.
Ishares Trust
 IEF 16,550 $11,076,921 7.86%
4.
Ishares Trust
 IEF 102,593 $9,905,366 7.03%
5.
Vanguard Tax-Managed Fds
 149,826 $8,977,546 6.37%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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