BankChampaign, National Association
13F Reported Value
ⓘ$130.2M
Holdings
200
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
BankChampaign, National Association disclosed 200 positions worth $130.2M in its Form 13F-HR for Q2 2026, led by $WDC (WESTERN DIGITAL CORP) at 3.4% of the equity portfolio, followed by $BRK.B and $GOOG. During the quarter the fund opened 41 new positions and exited 25 — including a new stake in $CHDN and a full exit from $VMC. The portfolio is most concentrated in Technology (35.5% of disclosed assets). All figures are sourced directly from BankChampaign, National Association’s Form 13F-HR filing with the SEC under CIK 2135773.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 80.7#24
Quality
$4.5M6,975 sh - 73.8#126
Quality
$4.1M8,181 sh - 78.2#57
Quality
$3.3M9,180 sh - 87.5
Quality
$3.1M2,577 sh - 84.5
Quality
$3.0M7,994 sh - 66.5
Quality
$2.5M2,368 sh - $2.3M4,842 sh
- 81.0
Quality
$2.2M6,609 sh - —
Quality
$2.0M44,777 sh - 73.9
Quality
$1.9M7,100 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 WESTERN DIGITAL CORP$WDC | 80.7#24 | $4.5M | 6,975 |
 BERKSHIRE HATHAWAY INC$BRK.B | 73.8#126 | $4.1M | 8,181 |
 Alphabet Inc.$GOOG | 78.2#57 | $3.3M | 9,180 |
 ELI LILLY & Co$LLY | 87.5 | $3.1M | 2,577 |
 Broadcom Inc.$AVGO | 84.5 | $3.0M | 7,994 |
 CATERPILLAR INC$CAT | 66.5 | $2.5M | 2,368 |
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $2.3M | 4,842 |
 Vertiv Holdings Co$VRT | 81.0 | $2.2M | 6,609 |
 PAN AMERICAN SILVER CORP$PAAS | — | $2.0M | 44,777 |
 Howmet Aerospace Inc.$HWM | 73.9 | $1.9M | 7,100 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of BankChampaign, National Association's 200 positions.
Showing top 10 of 200 holdings.
Sector Allocation
Technology
$46.2M
Industrials
$22.3M
Financials
$13.6M
Materials
$11.0M
Healthcare
$9.0M
Energy
$8.8M
Other
$6.5M
Consumer Discretionary
$6.2M
Top Holdings — BankChampaign, National Association (Q2 2026)
Top 150 of 200 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $WDC | WESTERN DIGITAL CORP | $4.5M | 3.4% | -11% | 80.7 |
| 2 | $BRK.B | BERKSHIRE HATHAWAY INC | $4.1M | 3.1% | +151% | 73.8 |
| 3 | $GOOG | Alphabet Inc. | $3.3M | 2.5% | +2% | 78.2 |
| 4 | $LLY | ELI LILLY & Co | $3.1M | 2.4% | +130% | 87.5 |
| 5 | $AVGO | Broadcom Inc. | $3.0M | 2.3% | -1% | 84.5 |
| 6 | $CAT | CATERPILLAR INC | $2.5M | 1.9% | +2% | 66.5 |
| 7 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $2.3M | 1.8% | +2% | — |
| 8 | $VRT | Vertiv Holdings Co | $2.2M | 1.7% | -1% | 81 |
| 9 | $PAAS | PAN AMERICAN SILVER CORP | $2.0M | 1.5% | -0% | — |
| 10 | $HWM | Howmet Aerospace Inc. | $1.9M | 1.5% | +2% | 73.9 |
| 11 |  $NVDA | NVIDIA CORP | $1.9M | 1.4% | +7% | 85.9 |
| 12 |  $GEV | GE Vernova Inc. | $1.8M | 1.4% | +13% | 81.1 |
| 13 |  $LRCX | LAM RESEARCH CORP | $1.8M | 1.4% | +8% | 79.4 |
| 14 |  $AAPL | Apple Inc. | $1.8M | 1.4% | +2% | 76.4 |
| 15 |  $PLTR | Palantir Technologies Inc. | $1.8M | 1.4% | -3% | 84.6 |
| 16 |  $RGLD | ROYAL GOLD INC | $1.7M | 1.3% | +3% | 79.7 |
| 17 |  $ETN | Eaton Corp plc | $1.6M | 1.2% | +8% | — |
| 18 |  $ASML | ASML HOLDING NV | $1.6M | 1.2% | +24% | — |
| 19 |  $WMT | Walmart Inc. | $1.6M | 1.2% | +2% | 60.2 |
| 20 |  $DELL | Dell Technologies Inc. | $1.5M | 1.2% | -1% | 71.2 |
| 21 |  $AMZN | AMAZON COM INC | $1.5M | 1.2% | +11% | 68.7 |
| 22 |  $URI | UNITED RENTALS, INC. | $1.5M | 1.2% | +0% | 63.9 |
| 23 |  $MSFT | MICROSOFT CORP | $1.5M | 1.2% | +6% | 79.8 |
| 24 |  $PH | Parker-Hannifin Corp | $1.4M | 1.1% | +6% | 65.8 |
| 25 |  $MRVL | Marvell Technology, Inc. | $1.4M | 1.1% | +8% | 76.5 |
| 26 |  $ARM | ARM HOLDINGS PLC /UK | $1.4M | 1.1% | +17% | — |
| 27 |  $MLI | MUELLER INDUSTRIES INC | $1.4M | 1.1% | +3% | 68.7 |
| 28 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.4M | 1.1% | +5% | 66.2 |
| 29 |  $CHDN | Churchill Downs Inc | $1.4M | 1.1% | NEW | 61.2 |
| 30 |  $STRL | STERLING INFRASTRUCTURE, INC. | $1.4M | 1.0% | -1% | 70.6 |
| 31 |  $MU | MICRON TECHNOLOGY INC | $1.3M | 1.0% | +3% | 86.2 |
| 32 | — | ISHARES TR - 0-3 MTH TREASURY | $1.3M | 1.0% | NEW | — |
| 33 |  $AEM | AGNICO EAGLE MINES LTD | $1.2M | 0.9% | -0% | — |
| 34 |  $ANET | Arista Networks, Inc. | $1.2M | 0.9% | +5% | 81.9 |
| 35 |  $AMAT | APPLIED MATERIALS INC /DE | $1.2M | 0.9% | +44% | 72.3 |
| 36 |  $VST | Vistra Corp. | $1.1M | 0.9% | -1% | 71.9 |
| 37 |  $GE | GENERAL ELECTRIC CO | $1.1M | 0.9% | +23% | 73.8 |
| 38 |  $CRS | CARPENTER TECHNOLOGY CORP | $1.1M | 0.9% | +11% | 64.6 |
| 39 |  $FTI | TechnipFMC plc | $1.1M | 0.8% | +0% | — |
| 40 |  $PWR | QUANTA SERVICES, INC. | $1.1M | 0.8% | +9% | 72.1 |
| 41 |  $HOOD | Robinhood Markets, Inc. | $1.0M | 0.8% | -3% | 82.1 |
| 42 |  $ROK | ROCKWELL AUTOMATION, INC | $1.0M | 0.8% | +6% | 63.6 |
| 43 |  $CLS | CELESTICA INC | $1.0M | 0.8% | +5% | 69.8 |
| 44 |  $CIEN | CIENA CORP | $1.0M | 0.8% | +6% | 72.9 |
| 45 |  $HEI | HEICO CORP | $1.0M | 0.8% | +6% | 75.6 |
| 46 |  $META | Meta Platforms, Inc. | $1.0M | 0.8% | +2% | 79.6 |
| 47 |  $KLAC | KLA CORP | $982,669 | 0.8% | +630% | 78.6 |
| 48 |  $CEG | Constellation Energy Corp | $937,597 | 0.7% | -1% | 59.4 |
| 49 |  $JPM | JPMORGAN CHASE & CO | $932,236 | 0.7% | +123% | 70.7 |
| 50 |  $WMB | WILLIAMS COMPANIES, INC. | $921,296 | 0.7% | +0% | 64.3 |
| 51 |  $MA | Mastercard Inc | $912,154 | 0.7% | +5% | 85.1 |
| 52 |  $BKR | Baker Hughes Co | $889,388 | 0.7% | -1% | 60.7 |
| 53 |  $GH | Guardant Health, Inc. | $884,877 | 0.7% | -33% | 39 |
| 54 |  $VSAT | VIASAT INC | $854,003 | 0.7% | -0% | 58.8 |
| 55 |  $EBAY | EBAY INC | $852,988 | 0.7% | -0% | 66.4 |
| 56 |  $EXEL | EXELIXIS, INC. | $852,061 | 0.7% | +5% | 76.2 |
| 57 |  $ROST | ROSS STORES, INC. | $839,268 | 0.6% | +16% | 70.4 |
| 58 |  $CW | CURTISS WRIGHT CORP | $809,288 | 0.6% | +27% | 69.5 |
| 59 |  $GSL | Global Ship Lease, Inc. | $806,144 | 0.6% | -4% | — |
| 60 |  $OUNZ | VanEck Merk Gold ETF | $800,279 | 0.6% | -0% | 33.6 |
| 61 |  $RTX | RTX Corp | $754,556 | 0.6% | -19% | 73.2 |
| 62 |  $APH | AMPHENOL CORP /DE/ | $725,557 | 0.6% | +24% | 79.3 |
| 63 |  $GLW | CORNING INC /NY | $708,307 | 0.5% | +8% | 73.7 |
| 64 |  $EME | EMCOR Group, Inc. | $667,224 | 0.5% | +16% | 69.3 |
| 65 |  $BWXT | BWX Technologies, Inc. | $666,482 | 0.5% | +8% | 63.8 |
| 66 |  $LNG | Cheniere Energy, Inc. | $647,717 | 0.5% | +1% | 66.5 |
| 67 |  $ESLT | ELBIT SYSTEMS LTD | $647,653 | 0.5% | +2% | — |
| 68 |  $AAOI | APPLIED OPTOELECTRONICS, INC. | $637,514 | 0.5% | +3% | 40.1 |
| 69 |  $SCCO | SOUTHERN COPPER CORP/ | $624,199 | 0.5% | +3% | 83.1 |
| 70 |  $MO | ALTRIA GROUP, INC. | $602,653 | 0.5% | -0% | 67.4 |
| 71 |  $RIO | RIO TINTO PLC | $592,933 | 0.5% | -2% | — |
| 72 |  $GLD | SPDR GOLD TRUST | $582,040 | 0.5% | +0% | — |
| 73 |  $MP | MP Materials Corp. / DE | $580,712 | 0.5% | +5% | 34.2 |
| 74 |  $ENVA | Enova International, Inc. | $580,400 | 0.5% | +11% | 69.9 |
| 75 |  $ALAB | Astera Labs, Inc. | $579,624 | 0.5% | NEW | 75.1 |
| 76 |  $VNOM | Viper Energy, Inc. | $579,566 | 0.4% | -4% | 71.8 |
| 77 |  $CCJ | CAMECO CORP | $577,750 | 0.4% | +16% | — |
| 78 |  $ENB | ENBRIDGE INC | $576,469 | 0.4% | -2% | 66.7 |
| 79 |  $EOG | EOG RESOURCES INC | $568,088 | 0.4% | +6% | 71.9 |
| 80 |  $ALSN | Allison Transmission Holdings Inc | $560,205 | 0.4% | -28% | 66.8 |
| 81 |  $ISRG | INTUITIVE SURGICAL INC | $554,764 | 0.4% | -29% | 79.9 |
| 82 |  $WDS | WOODSIDE ENERGY GROUP LTD | $532,962 | 0.4% | -2% | — |
| 83 |  $ABBV | AbbVie Inc. | $532,470 | 0.4% | +128% | 72.6 |
| 84 |  $CRDO | Credo Technology Group Holding Ltd | $527,039 | 0.4% | NEW | 55.1 |
| 85 |  $JBL | JABIL INC | $523,096 | 0.4% | +59% | 57.4 |
| 86 |  $EQT | EQT Corp | $519,577 | 0.4% | -8% | 83.7 |
| 87 |  $TER | TERADYNE, INC | $516,257 | 0.4% | NEW | 77.3 |
| 88 |  $GD | GENERAL DYNAMICS CORP | $515,419 | 0.4% | -11% | 68.7 |
| 89 |  $CLH | CLEAN HARBORS INC | $511,460 | 0.4% | NEW | 55.6 |
| 90 |  $ESE | ESCO TECHNOLOGIES INC | $509,308 | 0.4% | +14% | 70 |
| 91 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $496,300 | 0.4% | -0% | — |
| 92 |  $LITE | Lumentum Holdings Inc. | $489,094 | 0.4% | +12% | 44.3 |
| 93 |  $TSEM | TOWER SEMICONDUCTOR LTD | $479,714 | 0.4% | +0% | — |
| 94 |  $CASY | CASEYS GENERAL STORES INC | $477,669 | 0.4% | +77% | 65.1 |
| 95 |  $XOM.R34088 | EXXON MOBIL CORP | $459,106 | 0.3% | +35% | 57.9 |
| 96 |  $MPWR | MONOLITHIC POWER SYSTEMS, INC. | $457,561 | 0.3% | +72% | 73.3 |
| 97 |  $MRK | Merck & Co., Inc. | $426,235 | 0.3% | +19% | 59.9 |
| 98 |  $WBI | WaterBridge Infrastructure LLC | $398,731 | 0.3% | +1% | 54.6 |
| 99 |  $SEZL | Sezzle Inc. | $395,950 | 0.3% | NEW | 80.1 |
| 100 |  $EXPE | Expedia Group, Inc. | $395,335 | 0.3% | -23% | 71.1 |
| 101 |  $AMGN | AMGEN INC | $381,312 | 0.3% | -1% | 79.2 |
| 102 |  $CSX | CSX CORP | $366,171 | 0.3% | +6% | 65.2 |
| 103 |  $FIX | COMFORT SYSTEMS USA INC | $362,697 | 0.3% | NEW | 77.7 |
| 104 |  $FANG | Diamondback Energy, Inc. | $362,458 | 0.3% | -1% | 76.1 |
| 105 |  $CMI | CUMMINS INC | $356,605 | 0.3% | NEW | 58.1 |
| 106 |  $CBOE | Cboe Global Markets, Inc. | $351,872 | 0.3% | +2% | 79.2 |
| 107 | — | VANGUARD INDEX FDS - GROWTH ETF | $348,436 | 0.3% | +497% | — |
| 108 |  $CB | Chubb Ltd | $347,555 | 0.3% | -4% | — |
| 109 | — | GLOBAL X FDS - GLOBAL X SILVER | $341,521 | 0.3% | -2% | — |
| 110 |  $CINF | CINCINNATI FINANCIAL CORP | $337,695 | 0.3% | -2% | 84.3 |
| 111 | — | ISHARES TR - US AER DEF ETF | $335,752 | 0.3% | -51% | — |
| 112 |  $AUPH | Aurinia Pharmaceuticals Inc. | $321,819 | 0.3% | +42% | 75.2 |
| 113 | — | EXCHANGE TRADED CONCEPTS TRU - ROBO GLB ARTIF | $316,864 | 0.2% | -3% | — |
| 114 |  $SLV | iShares Silver Trust | $308,361 | 0.2% | -0% | — |
| 115 |  $CPRX | CATALYST PHARMACEUTICALS, INC. | $302,797 | 0.2% | NEW | 74 |
| 116 |  $DY | DYCOM INDUSTRIES INC | $297,793 | 0.2% | NEW | 56.3 |
| 117 |  $INCY | INCYTE CORP | $292,242 | 0.2% | NEW | 77.4 |
| 118 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $290,883 | 0.2% | +1% | — |
| 119 |  $SOFI | SoFi Technologies, Inc. | $289,731 | 0.2% | +1% | 62.4 |
| 120 |  $CNX | CNX Resources Corp | $284,673 | 0.2% | -22% | 68.2 |
| 121 |  $ESP | ESPEY MFG & ELECTRONICS CORP | $281,052 | 0.2% | NEW | 58.2 |
| 122 | — | EXCHANGE TRADED CONCEPTS TRU - RANG NUCL RE ETF | $280,069 | 0.2% | -1% | — |
| 123 |  $RMBS | RAMBUS INC | $276,630 | 0.2% | NEW | 70.2 |
| 124 |  $POWL | POWELL INDUSTRIES INC | $268,033 | 0.2% | NEW | 69.8 |
| 125 |  $AMD | ADVANCED MICRO DEVICES INC | $267,800 | 0.2% | NEW | 79.8 |
| 126 |  $JNJ | JOHNSON & JOHNSON | $263,621 | 0.2% | NEW | 69 |
| 127 |  $DVA | DAVITA INC. | $262,749 | 0.2% | NEW | 60.4 |
| 128 |  $CL | COLGATE PALMOLIVE CO | $259,088 | 0.2% | NEW | 61.3 |
| 129 |  $RBC | RBC Bearings INC | $253,760 | 0.2% | NEW | 66.8 |
| 130 |  $NBIX | NEUROCRINE BIOSCIENCES INC | $253,140 | 0.2% | NEW | 76.5 |
| 131 |  $CF | CF Industries Holdings, Inc. | $252,571 | 0.2% | +18% | 77.4 |
| 132 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $250,240 | 0.2% | +0% | — |
| 133 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $250,071 | 0.2% | NEW | 62.9 |
| 134 |  $MRX | Marex Group Ltd | $248,798 | 0.2% | NEW | — |
| 135 |  $SEI | Solaris Energy Infrastructure, Inc. | $247,656 | 0.2% | NEW | 56.4 |
| 136 |  $PM | Philip Morris International Inc. | $241,696 | 0.2% | +2% | 75.9 |
| 137 | — | DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF | $241,567 | 0.2% | +0% | — |
| 138 |  $TEL | TE Connectivity plc | $240,924 | 0.2% | -17% | — |
| 139 |  $IR | Ingersoll Rand Inc. | $238,263 | 0.2% | -52% | 64.4 |
| 140 |  $EFX | EQUIFAX INC | $238,080 | 0.2% | NEW | 64.8 |
| 141 |  $VTOL | Bristow Group Inc. | $236,764 | 0.2% | +2% | 51.3 |
| 142 |  $VICR | VICOR CORP | $235,843 | 0.2% | NEW | 58.1 |
| 143 |  $NEE | NEXTERA ENERGY INC | $235,311 | 0.2% | NEW | 64.6 |
| 144 |  $C | CITIGROUP INC | $234,993 | 0.2% | NEW | 65 |
| 145 |  $AIR | AAR CORP | $227,545 | 0.2% | NEW | 60.8 |
| 146 |  $SANM | SANMINA CORP | $226,000 | 0.2% | NEW | 64.2 |
| 147 |  $PEP | PEPSICO INC | $225,712 | 0.2% | NEW | 63.4 |
| 148 |  $V | VISA INC. | $224,381 | 0.2% | NEW | 82.9 |
| 149 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $219,030 | 0.2% | -51% | — |
| 150 |  $KNSA | Kiniksa Pharmaceuticals International, plc | $218,517 | 0.2% | NEW | — |
New Positions (41)
$CHDN Churchill Downs Inc$1.4M$ALAB Astera Labs, Inc.$579,624$CRDO Credo Technology Group Holding Ltd$527,039$TER TERADYNE, INC$516,257$CLH CLEAN HARBORS INC$511,460$SEZL Sezzle Inc.$395,950$FIX COMFORT SYSTEMS USA INC$362,697$CMI CUMMINS INC$356,605$CPRX CATALYST PHARMACEUTICALS, INC.$302,797$DY DYCOM INDUSTRIES INC$297,793$INCY INCYTE CORP$292,242$ESP ESPEY MFG & ELECTRONICS CORP$281,052$RMBS RAMBUS INC$276,630$POWL POWELL INDUSTRIES INC$268,033Exited Positions (25)
$VMC Vulcan Materials CO
$GMAB GENMAB A/S
$RMD RESMED INC
$COR Cencora, Inc.
$VRTX VERTEX PHARMACEUTICALS INC / MA
$UBER Uber Technologies, Inc
$CTAS CINTAS CORP
$NRG NRG ENERGY, INC.
$NTR Nutrien Ltd.
$UHS UNIVERSAL HEALTH SERVICES INC
$WEC WEC ENERGY GROUP, INC.
$RSG REPUBLIC SERVICES, INC.
$KTOS KRATOS DEFENSE & SECURITY SOLUTIONS, INC.
$CME CME GROUP INC.
$ATO ATMOS ENERGY CORPBrowse Top Institutional Investors
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