BankChampaign, National Association

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 21, 2026), BankChampaign, National Association reported 184 stock positions worth $100.8 million. Its top holding was Alphabet Class A (GOOGL) at 2.6% of the portfolio, followed by Broadcom (AVGO, 2.5%) and Pan American Silver (PAAS, 2.4%). Compared with Q4 2025, it opened 45 new positions, sold out of 40, added to 57 and reduced 82. The biggest buy was a new position in Ciena (CIEN) and the biggest sale Palantir Technologies Class A (PLTR, shares −14%).

Most Recent 13F
Q2 2026
Location
CHAMPAIGN, IL
CIK
0002135773
Portfolio Value
$100.8M (Q1 2026)
SEC Filing
0001398344-26-009577 ↗ filed May 21, 2026

Holdings Value

0$50.0M$100.0M$150.0M Q4 2025: $101.5M Q4 2025 Q1 2026: $100.8M $100.8M Q1 2026 Q2 2026: $130.2M Q2 2026

Holdings 184 stocks · $100.8M
GOOGL Alphabet Inc. Class A 2.56% 8,967 $2.6M Reduce -6.6%
AVGO Broadcom Inc. 2.48% 8,077 $2.5M Reduce -6.0%
PAAS Pan American Silver Corp. 2.43% 44,860 $2.5M Reduce -3.5%
PLTR Palantir Technologies Inc. Class A 2.26% 15,602 $2.3M Reduce -14.3%
WDC Western Digital Corp. 2.11% 7,869 $2.1M Reduce -5.7%
RGLD Royal Gold Inc. 2.05% 8,119 $2.1M Reduce -0.7%
WMT Walmart Inc. 1.66% 13,450 $1.7M Add +0.5%
VRT Vertiv Holdings Co. Class A 1.65% 6,651 $1.7M Reduce -5.7%
CAT Caterpillar Inc. 1.62% 2,312 $1.6M Reduce -4.7%
TSM Taiwan Semiconductor-SP ADR 1.59% 4,748 $1.6M Reduce -1.7%
HWM Howmet Aerospace Inc. 1.59% 6,945 $1.6M Reduce -3.4%
AAPL Apple Inc. 1.56% 6,178 $1.6M Reduce -2.3%
BRK.B Berkshire Hathaway Inc. Class B 1.55% 3,262 $1.6M Reduce -0.6%
AEM Agnico Eagle Mines Ltd. 1.54% 7,661 $1.6M Reduce -4.8%
NVDA Nvidia Corp. 1.52% 8,798 $1.5M Add +0.2%
MSFT Microsoft Corp. 1.41% 3,847 $1.4M Add +0.9%
COST Costco Wholesale Corp. 1.40% 1,421 $1.4M Reduce -4.9%
PH Parker Hannifin Corp. 1.24% 1,394 $1.2M Reduce -3.1%
ETN Eaton Corp. PLC 1.21% 3,418 $1.2M Reduce -1.9%
MLI Mueller Industries Inc. 1.21% 11,032 $1.2M Reduce -6.5%
GEV GE Vernova Inc. 1.20% 1,385 $1.2M Reduce -5.5%
AMZN Amazon.com Inc. 1.19% 5,782 $1.2M Reduce -3.4%
FTI Technipfmc PLC 1.15% 16,734 $1.2M Reduce -7.7%
VST Vistra Corp. 1.07% 7,209 $1.1M Reduce -1.3%
CEG Constellation Energy 1.06% 3,818 $1.1M Add +0.3%
LLY Eli Lilly & Co. 1.02% 1,121 $1.0M Add +5.0%
META Meta Platforms Inc. Class A 1.00% 1,755 $1.0M Add +2.2%
BKR Baker Hughes Co. 0.98% 16,203 $989K Reduce -6.5%
URI United Rentals Inc. 0.97% 1,347 $981K Reduce -0.1%
RTX RTX Corp. 0.94% 4,903 $946K Add +2.8%
OUNZ Vaneck Merk Gold ETF 0.93% 20,804 $937K Add +4442.4%
ISRG Intuitive Surgical Inc. 0.90% 1,969 $908K Add +1.1%
WMB Williams Cos Inc. 0.89% 12,335 $898K Add +4.8%
MA Mastercard Inc. Class A 0.84% 1,691 $845K Reduce -11.9%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.83% 633 $836K Add +22.0%
LRCX Lam Research Corp. 0.83% 3,912 $836K Add +19.6%
GSL Global Ship Lease Inc. Class A 0.82% 22,259 $829K Add +17.9%
ANET Arista Networks Inc. 0.81% 6,653 $817K Reduce -14.4%
ALSN Allison Transmission Holding 0.81% 6,936 $812K Reduce -5.1%
GH Guardant Health Inc. 0.80% 8,756 $809K Reduce -19.3%
PWR Quanta Services Inc. 0.77% 1,405 $771K Reduce -0.2%
LNG Cheniere Energy Inc. 0.76% 2,689 $763K Reduce -3.4%
CIEN Ciena Corp. 0.75% 1,955 $759K New
CLS Celestica Inc. 0.74% 2,640 $744K Reduce -3.0%
HOOD Robinhood Markets Inc. Class A 0.73% 10,666 $739K Reduce -4.9%
ROST Ross Stores Inc. 0.73% 3,403 $737K Add +11.3%
HEI Heico Corp. 0.72% 2,665 $731K Reduce -1.0%
ROK Rockwell Automation Inc. 0.70% 1,979 $710K Add +1.3%
VMC Vulcan Materials Co. 0.70% 2,591 $706K Add +6.5%
GE General Electric filed as GE AEROSPACE 0.70% 2,480 $704K Add +6.7%
ESLT Elbit Systems Ltd. 0.69% 836 $697K Add +5.8%
EBAY eBay Inc. 0.69% 7,648 $696K Reduce -29.5%
GMAB Genmab A/S -SP ADR 0.68% 25,622 $687K Add +3.0%
GLD SPDR Gold Shares 0.67% 1,580 $680K Add +2671.9%
EQT Eqt Corp. 0.67% 10,587 $674K Add +4.1%
WDS Woodside Energy Group-ADR 0.66% 28,036 $670K Reduce -5.8%
RMD Resmed Inc. 0.66% 2,981 $669K Add +3.3%
VNOM Viper Energy Inc. Class A 0.66% 14,178 $666K New
STRL Sterling Infrastructure Inc. 0.66% 1,624 $661K Reduce -17.1%
KLAC KLA Corp. 0.65% 446 $657K New
CRS Carpenter Technology 0.65% 1,659 $654K Reduce -7.5%
COR Cencora Inc. 0.64% 2,060 $647K Reduce -5.8%
BWXT BWX Technologies Inc. 0.64% 3,156 $645K Reduce -6.1%
EXEL Exelixis Inc. 0.63% 14,901 $639K Add +8.3%
ITA iShares U.S. Aerospace & Def 0.61% 2,828 $619K Add +7543.2%
VRTX Vertex Pharmaceuticals Inc. 0.61% 1,374 $614K Reduce -2.5%
SCCO Southern Copper Corp. 0.60% 3,487 $600K New
EOG EOG Resources Inc. 0.59% 4,134 $598K Add +10.3%
DELL Dell Technologies -C 0.59% 3,626 $595K Reduce -26.4%
RIO Rio Tinto PLC-Spon ADR 0.59% 6,364 $594K New
ENB Enbridge Inc. 0.59% 10,898 $590K New
CW Curtiss-Wright Corp. 0.57% 839 $571K Reduce -4.2%
GD General Dynamics Corp. 0.56% 1,633 $560K Add +2.5%
MO Altria Group Inc. 0.55% 8,390 $554K Reduce -4.7%
UBER Uber Technologies Inc. 0.53% 7,463 $537K Reduce -2.9%
CCJ Cameco Corp. 0.53% 4,877 $530K New
EME Emcor Group Inc. 0.51% 694 $512K New
ARM Arm Holdings PLC-ADR 0.51% 3,373 $510K Add +61.5%
CTAS Cintas Corp. 0.50% 2,989 $506K Reduce -13.4%
IR Ingersoll-Rand Inc. 0.48% 6,056 $485K Reduce -21.2%
NRG NRG Energy Inc. 0.48% 3,314 $484K Reduce -7.1%
MP MP Materials Corp. 0.47% 9,883 $477K Add +9.9%
EXPE Expedia Group Inc. 0.46% 2,009 $464K Reduce -7.1%
MRVL Marvell Technology Inc. 0.43% 4,411 $437K New
VSAT Viasat Inc. 0.43% 9,539 $437K Add +4.8%
DFAC Dimensional US Core Equity 2 0.43% 11,201 $435K Add +391.5%
XOM Exxon Mobil Corp. 0.42% 2,490 $422K Reduce -0.6%
APH Amphenol Corp. Class A 0.42% 3,326 $420K Add +8.0%
VYM Vanguard High DVD Yield ETF 0.41% 2,800 $415K Add +2976.9%
NTR Nutrien Ltd. 0.41% 5,492 $414K New
CNX CNX Resources Corp. 0.41% 10,727 $414K New
FANG Diamondback Energy Inc. 0.41% 2,086 $413K New
SIL Global X Silver Miners ETF 0.40% 4,500 $405K Add +256.0%
CBOE Cboe Global Markets Inc. 0.39% 1,416 $398K Add +1.9%
SLV iShares Silver Trust 0.39% 5,792 $395K Add +5692.0%
AMAT Applied Materials Inc. 0.38% 1,121 $383K Reduce -28.3%
MU Micron Technology Inc. 0.38% 1,122 $379K New
AMGN Amgen Inc. 0.37% 1,069 $376K Reduce -4.9%
JPM JPMorgan Chase & Co. 0.37% 1,278 $376K Reduce -14.4%
UHS Universal Health Services-B 0.37% 2,087 $374K Add +6.6%
ESE Esco Technologies Inc. 0.36% 1,276 $359K New
LITE Lumentum Holdings Inc. 0.35% 507 $356K New
GLW Corning Inc. 0.35% 2,560 $348K New
CB Chubb Ltd. 0.34% 1,066 $347K Add +19.5%
MRK Merck & Co. Inc. 0.33% 2,791 $336K New
WEC WEC Energy Group Inc. 0.33% 2,881 $334K Reduce -25.9%
XLE SS Energy Select Sector 0.33% 5,424 $332K Add +694.1%
RSG Republic Services Inc. 0.33% 1,506 $330K Reduce -48.5%
TSEM Tower Semiconductor Ltd. 0.32% 1,865 $318K New
WBI Waterbridge Infrastruc Class A 0.31% 11,513 $308K New
TEL Te Connectivity PLC 0.30% 1,438 $301K Reduce -28.1%
CSX CSX Corp. 0.29% 7,240 $297K New
VUG Vanguard Mrngstar GR ETF-Sui 0.29% 677 $296K New
ENVA Enova International Inc. 0.29% 2,170 $295K Reduce -24.0%
CINF Cincinnati Financial Corp. 0.29% 1,860 $293K Reduce -17.3%
AAOI Applied Optoelectronics Inc. 0.28% 3,362 $284K New
KTOS Kratos Defense & Security 0.27% 3,911 $276K Add +21.1%
CME Cme Group Inc. 0.27% 930 $275K Reduce -13.2%
NUKZ Range Nuclear Renaissance filed as EXCHANGE TRADED CONCEPTS TRU 0.27% 4,161 $274K Add +333.0%
ATO Atmos Energy Corp. 0.27% 1,452 $268K Add +6.8%
VTOL Bristow Group Inc. 0.26% 5,598 $262K New
CF CF Industries Holdings Inc. 0.25% 1,975 $256K New
KRMN Karman Holdings Inc. 0.25% 3,175 $254K Reduce -1.7%
SOFI Sofi Technologies Inc. 0.25% 15,986 $254K Reduce -19.9%
CASY Casey's General Stores Inc. 0.25% 340 $247K New
OSIS Osi Systems Inc. 0.24% 923 $245K Reduce -1.6%
DFSD Dimensional Short Duration 0.24% 5,059 $242K Add +25195.0%
BMI Badger Meter Inc. 0.23% 1,095 $235K Reduce -1.8%
AES AES Corp. 0.23% 16,390 $231K Reduce -28.8%
HALO Halozyme Therapeutics Inc. 0.23% 3,531 $228K Add +17.3%
JBL Jabil Inc. 0.23% 854 $227K New
DFUV Dimensional US Marketwide Va 0.22% 4,549 $220K Add +73.4%
PM Philip Morris International 0.22% 1,316 $218K New
THNQ Robo Global Artificial Intel filed as EXCHANGE TRADED CONCEPTS TRU 0.21% 3,565 $210K Add +14160.0%
MPWR Monolithic Power Systems Inc. 0.21% 192 $210K New
VLO Valero Energy Corp. 0.21% 839 $207K New
ABBV Abbvie Inc. 0.20% 930 $202K Reduce -30.4%
AUPH Aurinia Pharmaceuticals Inc. 0.20% 13,361 $198K New
DFGP Dimensional GLBL Core PL Fix 0.19% 3,473 $188K Add +596.0%
METC Ramaco Resources Inc. Class A 0.19% 12,082 $187K Add +1.9%
SMR Nuscale Power Corp. 0.18% 16,389 $178K Reduce -0.6%
AGG iShares Core U.S. Aggregate 0.17% 1,679 $167K Add +1499.0%
DFIV Dimensional International Va 0.13% 2,451 $129K Add +600.3%
DFAT Dimensional US Target Value 0.13% 2,063 $129K Add +5328.9%
GOOG Alphabet Inc. Class C 0.12% 415 $119K New
DVY iShares Select Dividend ETF 0.08% 550 $83K Reduce -42.2%
MBB iShares MBS ETF 0.08% 830 $79K Add +60.2%
IYW iShares Ustechnology ETF 0.07% 400 $73K Add +89.6%
IEF iShares 7-10 Year Treasury B 0.07% 758 $72K Reduce -85.8%
VOO Vanguard S&P 500 ETF 0.07% 118 $71K New
IVV iShares Core S&P 500 ETF 0.07% 104 $68K Reduce -92.7%
IGSB iShares 1-5Y Inv Grade Corp. 0.06% 1,234 $65K Reduce -46.4%
IEI iShares 3-7 Year Treasury Bo 0.05% 455 $54K New
DFEM Dimensional Emrg MRKT Core 0.05% 1,503 $52K Add +200.0%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.05% 458 $50K Reduce -43.0%
XLY SS Consumer Disc Select Sect 0.05% 446 $49K Add +98.2%
DFAS Dimensional US Small Cap ETF 0.05% 683 $49K Reduce -86.5%
XLF SS Financial Select Sector 0.04% 839 $41K New
IGIB iShares 5-10Y Inv Grade Corp. 0.04% 778 $41K Add +72.9%
IYJ iShares U.S. Industrials ETF 0.04% 250 $37K Reduce -85.1%
IWF iShares Russell 1000 Growth 0.03% 77 $33K Add +10.0%
XLC SS Comm Select Sector SPDR 0.03% 290 $32K New
DFSV Dimensional US Small Cap Val 0.03% 800 $28K Reduce -93.3%
IJR iShares Core S&P Small-Cap E 0.03% 208 $26K Reduce -17.5%
XLP SS Consumer Staples Sel Sect 0.02% 288 $24K New
IWM iShares Russell 2000 ETF 0.02% 91 $23K Reduce -77.3%
IYF iShares US Financials ETF 0.02% 191 $22K Reduce -27.6%
VTV Vanguard Mrngstr Val ETF-Aui 0.02% 114 $22K New
IYM iShares U.S. Basic Materials 0.02% 100 $18K Add +270.4%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.02% 246 $16K New
IYH iShares U.S. Healthcare ETF 0.02% 252 $16K Reduce -27.8%
EMB iShares JP Morgan Usd Emergi 0.01% 130 $12K New
IJH iShares Core S&P Midcap ETF 0.01% 176 $12K Reduce -68.0%
IGM iShares Expanded Tech Sector 0.01% 87 $10K New
IWD iShares Russell 1000 Value E 0.01% 40 $9K New
IBB iShares Biotechnology ETF 0.01% 65 $8K New
EFA iShares MSCI Eafe ETF 0.01% 78 $8K New
IVW iShares S&P 500 Growth ETF 0.01% 49 $6K Reduce -86.0%
EEM iShares MSCI Emerging Market 0.00% 69 $4K New
DFUS Dimensional US Eq MKT ETF 0.00% 38 $3K Reduce -98.9%
DFAX Dimensional World Ex US Core 0.00% 55 $2K Reduce -98.8%
METCB Ramaco Resources Inc. Class B 0.00% 172 $2K New
DFCF Dimensional Core Fixed Inc. 0.00% 20 $844 Reduce -98.0%
IAI iShares U.S. Broker-Dealers 0.00% 5 $821 Reduce -98.0%

Portfolio Sells Q4 2025 → Q1 2026
PLTR Palantir Technologies Inc. Class A Reduce -14.3% 2.26% −0.93
CRWD CrowdStrike Holdings Inc. Class A Sold out 0.00% −0.86
NFLX Netflix Inc. Sold out 0.00% −0.63
GS Goldman Sachs Group Inc. Sold out 0.00% −0.60
AXP American Express Co. Sold out 0.00% −0.60
APP AppLovin Corp. Class A Sold out 0.00% −0.55
RL Ralph Lauren Corp. Sold out 0.00% −0.55
HOOD Robinhood Markets Inc. Class A Reduce -4.9% 0.73% −0.52
ORCL Oracle Corp. Sold out 0.00% −0.48
COIN Coinbase Global Inc. Class A Sold out 0.00% −0.47
C Citigroup Inc. Sold out 0.00% −0.46
AVGO Broadcom Inc. Reduce -6.0% 2.48% −0.45
NET Cloudflare Inc. Class A Sold out 0.00% −0.44
AZN Astrazeneca PLC-Spons ADR Sold out 0.00% −0.41
PANW Palo Alto Networks Inc. Sold out 0.00% −0.41
GOOGL Alphabet Inc. Class A Reduce -6.6% 2.56% −0.41
BSX Boston Scientific Corp. Sold out 0.00% −0.38
DASH DoorDash Inc. Class A Sold out 0.00% −0.36
ADBE Adobe Inc. Sold out 0.00% −0.35
AFL Aflac Inc. Sold out 0.00% −0.35
ADSK Autodesk Inc. Sold out 0.00% −0.32
NOW ServiceNow Inc. Sold out 0.00% −0.32
PGR Progressive Corp. Sold out 0.00% −0.32
AXON Axon Enterprise Inc. Sold out 0.00% −0.30
GH Guardant Health Inc. Reduce -19.3% 0.80% −0.29
MNPR Monopar Therapeutics Inc. Sold out 0.00% −0.29
DINO HF Sinclair Corp. Sold out 0.00% −0.29
RSG Republic Services Inc. Reduce -48.5% 0.33% −0.28
MS Morgan Stanley Sold out 0.00% −0.27
TPB Turning Point Brands Inc. Sold out 0.00% −0.27
SOFI Sofi Technologies Inc. Reduce -19.9% 0.25% −0.26
MELI MercadoLibre Inc. Sold out 0.00% −0.26
PODD Insulet Corp. Sold out 0.00% −0.26
CRM Salesforce Inc. Sold out 0.00% −0.25
SEZL Sezzle Inc. Sold out 0.00% −0.25
MA Mastercard Inc. Class A Reduce -11.9% 0.84% −0.24
VEEV Veeva Systems Inc. Class A Sold out 0.00% −0.24
EBAY eBay Inc. Reduce -29.5% 0.69% −0.24
CRDO Credo Technology Group Holdi Sold out 0.00% −0.23
WGS Genedx Holdings Corp. Sold out 0.00% −0.23
ECL Ecolab Inc. Sold out 0.00% −0.20
ANET Arista Networks Inc. Reduce -14.4% 0.81% −0.19
AMZN Amazon.com Inc. Reduce -3.4% 1.19% −0.17
TEL Te Connectivity PLC Reduce -28.1% 0.30% −0.15
ENVA Enova International Inc. Reduce -24.0% 0.29% −0.15
EXPE Expedia Group Inc. Reduce -7.1% 0.46% −0.14
AAPL Apple Inc. Reduce -2.3% 1.56% −0.14
CTAS Cintas Corp. Reduce -13.4% 0.50% −0.14
HEI Heico Corp. Reduce -1.0% 0.72% −0.13
MLI Mueller Industries Inc. Reduce -6.5% 1.21% −0.12

Portfolio Buys Q4 2025 → Q1 2026
CIEN Ciena Corp. New 0.75% +0.75
VNOM Viper Energy Inc. Class A New 0.66% +0.66
KLAC KLA Corp. New 0.65% +0.65
SCCO Southern Copper Corp. New 0.60% +0.60
RIO Rio Tinto PLC-Spon ADR New 0.59% +0.59
ENB Enbridge Inc. New 0.59% +0.59
CCJ Cameco Corp. New 0.53% +0.53
EME Emcor Group Inc. New 0.51% +0.51
MRVL Marvell Technology Inc. New 0.43% +0.43
NTR Nutrien Ltd. New 0.41% +0.41
CNX CNX Resources Corp. New 0.41% +0.41
FANG Diamondback Energy Inc. New 0.41% +0.41
MU Micron Technology Inc. New 0.38% +0.38
ESE Esco Technologies Inc. New 0.36% +0.36
LITE Lumentum Holdings Inc. New 0.35% +0.35
GLW Corning Inc. New 0.35% +0.35
MRK Merck & Co. Inc. New 0.33% +0.33
TSEM Tower Semiconductor Ltd. New 0.32% +0.32
ITA iShares U.S. Aerospace & Def Add +7543.2% 0.61% +0.31
WBI Waterbridge Infrastruc Class A New 0.31% +0.31
CSX CSX Corp. New 0.29% +0.29
VUG Vanguard Mrngstar GR ETF-Sui New 0.29% +0.29
AAOI Applied Optoelectronics Inc. New 0.28% +0.28
ASML ASML Holding NV-NY Reg SHS Add +22.0% 0.83% +0.28
ARM Arm Holdings PLC-ADR Add +61.5% 0.51% +0.28
LRCX Lam Research Corp. Add +19.6% 0.83% +0.28
VTOL Bristow Group Inc. New 0.26% +0.26
CF CF Industries Holdings Inc. New 0.25% +0.25
CASY Casey's General Stores Inc. New 0.25% +0.25
ESLT Elbit Systems Ltd. Add +5.8% 0.69% +0.24
JBL Jabil Inc. New 0.23% +0.23
PM Philip Morris International New 0.22% +0.22
MPWR Monolithic Power Systems Inc. New 0.21% +0.21
VLO Valero Energy Corp. New 0.21% +0.21
EOG EOG Resources Inc. Add +10.3% 0.59% +0.20
AUPH Aurinia Pharmaceuticals Inc. New 0.20% +0.20
WMB Williams Cos Inc. Add +4.8% 0.89% +0.19
WMT Walmart Inc. Add +0.5% 1.66% +0.19
ROST Ross Stores Inc. Add +11.3% 0.73% +0.19
GSL Global Ship Lease Inc. Class A Add +17.9% 0.82% +0.17
EQT Eqt Corp. Add +4.1% 0.67% +0.13
VSAT Viasat Inc. Add +4.8% 0.43% +0.12
GOOG Alphabet Inc. Class C New 0.12% +0.12
XLE SS Energy Select Sector Add +694.1% 0.33% +0.09
RTX RTX Corp. Add +2.8% 0.94% +0.08
MBB iShares MBS ETF Add +60.2% 0.08% +0.08
OUNZ Vaneck Merk Gold ETF Add +4442.4% 0.93% +0.07
CB Chubb Ltd. Add +19.5% 0.34% +0.07
VOO Vanguard S&P 500 ETF New 0.07% +0.07
GLD SPDR Gold Shares Add +2671.9% 0.67% +0.06

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 200$130.2MWDC, BRK.B, GOOGL, LLY, AVGO
Q1 2026 184$100.8MGOOGL, AVGO, PAAS, PLTR, WDC
Q4 2025 179$101.5MPLTR, GOOGL, AVGO, PAAS, MSFT