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Portfolio (Quarterly) Guide ↗

BankChampaign, National Association

· CIK 0002135773
13F Portfolio $101M AUM 179 positions Filed May 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 179 New
Page 7 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MELI MercadoLibre, Inc. Consumer Cyclical 131.0 $264K 0.26% NEW $2014.26 -16.9%
122 NUKZ Range Nuclear Renaissance Index ETF 961.0 $263K 0.26% NEW $273.89 -74.5%
123 PODD Insulet Corp Healthcare 916.0 $260K 0.26% NEW $284.24 -48.0%
124 CRM SalesForce.com Technology 974.0 $258K 0.25% NEW $264.91 -39.0%
125 SEZL Sezzle Inc Financial Services 3,972.0 $252K 0.25% NEW $63.48 +127.2%
126 KTOS Kratos Defense & Security Solutions Industrials 3,231.0 $245K 0.24% NEW $75.91 -25.8%
127 VEEV Veeva Systems Inc Class A Healthcare 1,097.0 $245K 0.24% NEW $223.23 -27.4%
128 DFSD Dimensional Trust Short-Duration Fixed Income ETF 20.0 $243K 0.24% NEW $12128.95 -99.6%
129 OSIS OSI Systems Technology 938.0 $239K 0.24% NEW $255.06 -13.5%
130 BMI Badger Meter Inc Technology 1,115.0 $239K 0.24% NEW $214.47 -36.9%
131 XLE Energy Select Sector SPDR ETF 683.0 $239K 0.24% NEW $349.96 -84.2%
132 KRMN Karman Holdings Inc Industrials 3,229.0 $236K 0.23% NEW $73.17 -29.3%
133 CRDO Credo Technology Group Holding Ltd Technology 1,634.0 $235K 0.23% NEW $143.89 +66.2%
134 WGS GeneDx Holdings Corp - Class A Healthcare 1,805.0 $235K 0.23% NEW $130.06 -52.9%
135 SMR NuScale Power Corp Class A Utilities 16,484.0 $234K 0.23% NEW $14.17 -30.2%
136 ARM ARM Holdings plc ADR Technology 2,088.0 $228K 0.23% NEW $109.31 +262.6%
137 ATO Atmos Energy Corp Utilities 1,360.0 $228K 0.23% NEW $167.63 +1.2%
138 THNQ ROBO Global Artificial Intelligence ETF 25.0 $214K 0.21% NEW $8566.08 -99.0%
139 Ramaco Resources Inc Class A 11,861.0 $213K 0.21% NEW $18.00
140 DFUV Dimensional US Marketwide Value ETF 2,623.0 $212K 0.21% NEW $80.80 -32.1%
Page 7 of 9  ·  179 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 27.1%
Industrials 20.1%
Financial Services 11.2%
Healthcare 9.2%
Basic Materials 7.5%
Utilities 5.7%
Communication Services 5.6%
Consumer Cyclical 5.4%
Energy 4.4%
Consumer Defensive 3.9%