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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 233,105 $15,741,596 10.68%
2.
Ishares Trust
 IEF 23,237 $15,178,660 10.29%
3.
Lockheed Martin Corp
 LMT 17,388 $10,509,133 7.13%
4.
Vanguard Tax-Managed Fds
 155,683 $9,976,154 6.77%
5.
Ishares Trust
 IEF 86,137 $8,375,138 5.68%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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