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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 5 of 10  ·  184 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NRG NRG ENERGY INC Utilities 3,314.0 $484K 0.48% NEW $146.14 -5.7%
82 MP MP MATERIALS CORP Basic Materials 9,883.0 $477K 0.47% NEW $48.26 +25.6%
83 EXPE EXPEDIA GROUP INC Consumer Cyclical 2,009.0 $464K 0.46% NEW $230.89 +5.2%
84 MRVL MARVELL TECHNOLOGY INC Technology 4,411.0 $437K 0.43% NEW $99.05 +227.4%
85 VSAT VIASAT INC Technology 9,539.0 $437K 0.43% NEW $45.80 +40.3%
86 DFAC DIMENSIONAL ETF TRUST 11,201.0 $435K 0.43% NEW $38.86 +13.9%
87 XOM EXXON MOBIL CORP Energy 2,490.0 $422K 0.42% NEW $169.66 -19.2%
88 APH AMPHENOL CORP Technology 3,326.0 $420K 0.42% NEW $126.35 +31.1%
89 VYM VANGUARD WHITEHALL FDS 2,800.0 $415K 0.41% NEW $148.10 +7.1%
90 NTR NUTRIEN LTD Basic Materials 5,492.0 $414K 0.41% NEW $75.46 -17.0%
91 CNX CNX RES CORP Energy 10,727.0 $414K 0.41% NEW $38.55 -14.4%
92 FANG DIAMONDBACK ENERGY INC Energy 2,086.0 $413K 0.41% NEW $197.79 -7.9%
93 SIL GLOBAL X FDS 4,500.0 $405K 0.40% NEW $90.08 -7.8%
94 CBOE CBOE GLOBAL MKTS INC Financial Services 1,416.0 $398K 0.40% NEW $281.07 -11.8%
95 SLV ISHARES SILVER TR Financial Services 5,792.0 $395K 0.39% NEW $68.14 -12.1%
96 AMAT APPLIED MATLS INC Technology 1,121.0 $383K 0.38% NEW $341.79 +81.3%
97 MU MICRON TECHNOLOGY INC Technology 1,122.0 $379K 0.38% NEW $337.84 +234.4%
98 AMGN AMGEN INC Healthcare 1,069.0 $376K 0.37% NEW $351.85 -4.5%
99 JPM JPMORGAN CHASE & CO Financial Services 1,278.0 $376K 0.37% NEW $294.16 +12.1%
100 UHS UNIVERSAL HLTH SVCS INC Healthcare 2,087.0 $374K 0.37% NEW $178.97 -20.8%
Page 5 of 10  ·  184 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%