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Campion Asset Management

All holdings · as of Dec 31, 2025

80 positions

CompanyClassValueShares% of portfolio
LOWES COMPANIES INC—$205.0K8500.1%
ISHARES TR—$207.0K5350.1%
HF Sinclair Corp—$215.5K4,6760.1%
REALTY INCOME CORP—$217.8K3,8630.2%
SELECT SECTOR SPDR TR—$227.9K1,4720.2%
Air Products & Chemicals, Inc.—$249.5K1,0100.2%
SPDR SERIES TRUST—$251.6K1,0430.2%
BANK OF AMERICA CORP /DE—$262.7K4,7760.2%
PPL Corp—$264.7K7,5590.2%
MARTIN MARIETTA MATERIALS INC—$270.9K4350.2%
3M CO—$272.2K1,7000.2%
Union Pacific Corp—$277.6K1,2000.2%
United Rentals Inc—$279.2K3450.2%
DOMINION ENERGY, INC—$284.1K4,8490.2%
ISHARES TR—$300.2K1,4270.2%
ISHARES TR—$303.9K1,4330.2%
STAG Industrial, Inc.—$304.3K8,2790.2%
ISHARES TR—$305.5K1,5300.2%
Elevance Health Inc—$313.7K8950.2%
SELECT SECTOR SPDR TR—$335.1K7,4940.2%
BROADRIDGE FINANCIAL SOLUTIONS INC—$349.3K1,5650.2%
SOUTHERN CO—$350.1K4,0150.2%
NORFOLK SOUTHERN CORP—$371.6K1,2870.3%
INTERNATIONAL BUSINESS MACHINES CORP—$375.6K1,2680.3%
Cigna Group—$389.4K1,4150.3%
Duke Energy Corp—$406.8K3,4710.3%
Public Storage—$425.8K1,6410.3%
VERIZON COMMUNICATIONS INC—$460.5K11,3070.3%
Toyota Motor CorporationTMADR$482.1K2,2520.3%
TEXAS INSTRUMENTS INC—$490.1K2,8250.3%
ALLSTATE CORP—$491.9K2,3630.3%
Phillips 66—$504.2K3,9070.4%
Exelon Corp—$504.9K11,5820.4%
Merck & Co., Inc.—$505.2K4,8000.4%
NVIDIA Corp—$520.3K2,7900.4%
STRYKER CORP—$531.1K1,5110.4%
ConocoPhillips—$533.5K5,6990.4%
WELLS FARGO & COMPANY/MN—$536.6K5,7570.4%
SELECT SECTOR SPDR TR—$546.2K4,5740.4%
Walmart Inc.—$547.2K4,9120.4%
Amazon.com Inc—$554.2K2,4010.4%
Alphabet Inc.—$561.7K1,7900.4%
ABBOTT LABORATORIES—$569.4K4,5450.4%
Northrop Grumman Corp—$573.1K1,0050.4%
AMGEN INC—$577.4K1,7640.4%
UNUM GROUP—$583.5K7,5290.4%
MID AMERICA APARTMENT COMMUNITIES INC.—$623.7K4,4900.4%
MCDONALD'S CORP—$658.3K2,1540.5%
VANGUARD INDEX FDS—$689.8K1,1000.5%
ORACLE CORP—$794.5K4,0760.6%
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