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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 $118,131,603
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 40,061 $10,506,425 8.89%
2.
Ishares Trust
 IEF 114,302 $8,884,711 7.52%
3.
Lockheed Martin Corp
 LMT 15,203 $6,890,608 5.83%
4.
Vanguard Tax-Managed Fds
 137,286 $6,576,002 5.56%
5.
Ishares Trust
 IEF 22,214 $6,156,610 5.21%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)