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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 7 of 10  ·  184 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VTOL BRISTOW GROUP INC Energy 5,598.0 $262K 0.26% NEW $46.89 -8.0%
122 CF CF INDUSTRIES HOLD Basic Materials 1,975.0 $256K 0.25% NEW $129.84 -18.5%
123 KRMN KARMAN HLDGS INC Industrials 3,175.0 $254K 0.25% NEW $80.05 -35.0%
124 SOFI SOFI TECHNOLOGIES INC Financial Services 15,986.0 $254K 0.25% NEW $15.88 +9.7%
125 CASY CASEYS GEN STORES INC Consumer Cyclical 340.0 $247K 0.24% NEW $727.86 +16.9%
126 OSIS OSI SYSTEMS INC Technology 923.0 $245K 0.24% NEW $265.51 -18.1%
127 DFSD DIMENSIONAL ETF TRUST 5,059.0 $242K 0.24% NEW $47.88 -0.1%
128 BMI BADGER METER INC Technology 1,095.0 $235K 0.23% NEW $214.47 -37.2%
129 AES AES CORP Utilities 16,390.0 $231K 0.23% NEW $14.09 +3.7%
130 HALO HALOZYME THERAPEUTICS INC Healthcare 3,531.0 $228K 0.23% NEW $64.63 +6.1%
131 JBL JABIL INC Technology 854.0 $227K 0.23% NEW $265.63 +41.2%
132 DFUV DIMENSIONAL ETF TRUST 4,549.0 $220K 0.22% NEW $48.46 +12.1%
133 PM PHILIP MORRIS INTL INC Consumer Defensive 1,316.0 $218K 0.22% NEW $165.34 +8.5%
134 THNQ EXCHANGE TRADED CONCEPTS TRU 3,565.0 $210K 0.21% NEW $59.01 +47.6%
135 MPWR MONOLITHIC PWR SYS INC Technology 192.0 $210K 0.21% NEW $1093.35 +32.5%
136 VLO VALERO ENERGY CORP Energy 839.0 $207K 0.21% NEW $247.08 -1.2%
137 ABBV ABBVIE INC Healthcare 930.0 $202K 0.20% NEW $217.49 +1.7%
138 AUPH AURINIA PHARMACEUTICALS INC Healthcare 13,361.0 $198K 0.20% NEW $14.82 +8.9%
139 DFGP DIMENSIONAL ETF TRUST 3,473.0 $188K 0.19% NEW $53.99 +1.3%
140 RAMACO RES INC 12,082.0 $187K 0.18% NEW $15.46
Page 7 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%