Portfolio (Quarterly) Guide ↗

BankChampaign, National Association

· CIK 0002135773

13F Portfolio $101M AUM 186 positions Filed May 21, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 184 New 40 Exited

Page 1 of 2 · 40 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	CRWD	CrowdStrike Holdings, Inc.	Technology	1,862	$873K	0.86%	SOLD
2	NFLX	Netflix Inc	Communication Services	6,822	$640K	0.63%	SOLD
3	GS	Goldman Sachs Group, Inc.	Financial Services	692	$608K	0.60%	SOLD
4	AXP	American Express	Financial Services	1,641	$607K	0.60%	SOLD
5	APP	AppLovin Corp Ordinary Shs Class A	Technology	828	$558K	0.55%	SOLD
6	RL	Ralph Lauren Corp Class A	Consumer Cyclical	1,566	$554K	0.55%	SOLD
7	ORCL	Oracle Corp	Technology	2,508	$489K	0.48%	SOLD
8	COIN	Coinbase Global Inc Ord Shs Cl A	Financial Services	2,100	$475K	0.47%	SOLD
9	C	Citigroup Inc	Financial Services	4,012	$468K	0.46%	SOLD
10	NET	Cloudflare Inc	Technology	2,256	$445K	0.44%	SOLD
11	—	AstraZeneca Group plc ADR	—	4,534	$417K	0.41%	SOLD
12	PANW	Palo Alto Networks	Technology	2,262	$417K	0.41%	SOLD
13	BSX	Boston Scientific Corp	Healthcare	4,050	$386K	0.38%	SOLD
14	DASH	DoorDash Inc Ordinary Shares Class A	Communication Services	1,598	$362K	0.36%	SOLD
15	ADBE	Adobe Systems	Technology	1,015	$355K	0.35%	SOLD
16	AFL	AFLAC Incorporated	Financial Services	3,218	$355K	0.35%	SOLD
17	ADSK	Autodesk Inc	Technology	1,101	$326K	0.32%	SOLD
18	NOW	ServiceNow, Inc.	Technology	2,120	$325K	0.32%	SOLD
19	PGR	Progressive Corp	Financial Services	1,422	$324K	0.32%	SOLD
20	AXON	Axon Enterprise Inc	Industrials	541	$307K	0.30%	SOLD

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Sector Allocation

Technology 26.5%

Industrials 22.1%

Basic Materials 10.0%

Energy 9.2%

Healthcare 7.7%

Financial Services 6.4%

Utilities 5.3%

Consumer Cyclical 4.5%

Consumer Defensive 4.2%

Communication Services 4.0%