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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 5 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DFAC Dimensional US Core Equity 2 ETF 2,279.0 $474K 0.47% NEW $207.87 -78.9%
82 C Citigroup Inc Financial Services 4,012.0 $468K 0.46% NEW $116.69 +23.3%
83 WDS Woodside Energy Group Ltd ADR Energy 29,761.0 $464K 0.46% NEW $15.59 +33.3%
84 TEL TE Connectivity, Ltd. Technology 2,001.0 $455K 0.45% NEW $227.51 -6.7%
85 ESLT Elbit Systems Ltd Industrials 790.0 $455K 0.45% NEW $576.11 +42.7%
86 MP MP Materials Corp. Basic Materials 8,995.0 $454K 0.45% NEW $50.52 +20.4%
87 ENVA Enova International Inc Financial Services 2,855.0 $449K 0.44% NEW $157.20 +25.5%
88 NET Cloudflare Inc Technology 2,256.0 $445K 0.44% NEW $197.15 +15.1%
89 UHS Universal Health Services Healthcare 1,958.0 $427K 0.42% NEW $218.02 -35.2%
90 AstraZeneca Group plc ADR 4,534.0 $417K 0.41% NEW $91.93
91 PANW Palo Alto Networks Technology 2,262.0 $417K 0.41% NEW $184.20 +53.2%
92 APH Amphenol Corp Class A Technology 3,081.0 $416K 0.41% NEW $135.14 +19.2%
93 VYM Vanguard High Dividend Yield Index ETF 91.0 $412K 0.41% NEW $4526.40 -96.5%
94 WEC WEC Energy Group, Inc. Utilities 3,889.0 $410K 0.40% NEW $105.46 +8.7%
95 AMAT Applied Materials Technology 1,564.0 $402K 0.40% NEW $256.99 +130.7%
96 EOG EOG Resources Inc Energy 3,749.0 $394K 0.39% NEW $105.01 +26.9%
97 BSX Boston Scientific Corp Healthcare 4,050.0 $386K 0.38% NEW $95.35 -52.9%
98 SLV iShares Silver Trust Financial Services 100.0 $386K 0.38% NEW $3861.33 -98.4%
99 AMGN Amgen Inc. Healthcare 1,124.0 $368K 0.36% NEW $327.31 +4.4%
100 CINF Cincinnati Financial Corp Financial Services 2,250.0 $367K 0.36% NEW $163.32 +5.0%
Page 5 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%