BankChampaign, National Association

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 23, 2026), BankChampaign, National Association reported 200 stock positions worth $130.2 million. Its top holding was Western Digital (WDC) at 3.4% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 3.1%) and Alphabet Class A (GOOGL, 2.5%). Compared with Q1 2026, it opened 41 new positions, sold out of 25, added to 72 and reduced 50. The biggest buy was Berkshire Hathaway Class B (BRK.B, shares +151%) and the biggest sale Palantir Technologies Class A (PLTR, shares −3%).

Most Recent 13F
Q2 2026
Location
CHAMPAIGN, IL
CIK
0002135773
Portfolio Value
$130.2M (Q2 2026)
SEC Filing
0001398344-26-012576 ↗ filed Jul 23, 2026

Holdings Value

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

Holdings 200 stocks · $130.2M
WDC Western Digital Corp. 3.42% 6,975 $4.5M Reduce -11.4%
BRK.B Berkshire Hathaway Inc. Class B 3.14% 8,181 $4.1M Add +150.8%
GOOGL Alphabet Inc. Class A 2.52% 9,180 $3.3M Add +2.4%
LLY Eli Lilly & Co. 2.37% 2,577 $3.1M Add +129.9%
AVGO Broadcom Inc. 2.32% 7,994 $3.0M Reduce -1.0%
CAT Caterpillar Inc. 1.94% 2,368 $2.5M Add +2.4%
TSM Taiwan Semiconductor-SP ADR 1.78% 4,842 $2.3M Add +2.0%
VRT Vertiv Holdings Co. Class A 1.70% 6,609 $2.2M Reduce -0.6%
PAAS Pan American Silver Corp. 1.54% 44,777 $2.0M Reduce -0.2%
HWM Howmet Aerospace Inc. 1.47% 7,100 $1.9M Add +2.2%
NVDA Nvidia Corp. 1.44% 9,370 $1.9M Add +6.5%
GEV GE Vernova Inc. 1.42% 1,570 $1.8M Add +13.4%
LRCX Lam Research Corp. 1.40% 4,219 $1.8M Add +7.8%
AAPL Apple Inc. 1.40% 6,314 $1.8M Add +2.2%
PLTR Palantir Technologies Inc. Class A 1.35% 15,123 $1.8M Reduce -3.1%
RGLD Royal Gold Inc. 1.28% 8,359 $1.7M Add +3.0%
ETN Eaton Corp. PLC 1.21% 3,694 $1.6M Add +8.1%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 1.20% 788 $1.6M Add +24.5%
WMT Walmart Inc. 1.19% 13,727 $1.6M Add +2.1%
DELL Dell Technologies -C 1.19% 3,578 $1.5M Reduce -1.3%
AMZN Amazon.com Inc. 1.18% 6,436 $1.5M Add +11.3%
URI United Rentals Inc. 1.17% 1,347 $1.5M No change
MSFT Microsoft Corp. 1.17% 4,073 $1.5M Add +5.9%
PH Parker Hannifin Corp. 1.11% 1,482 $1.4M Add +6.3%
MRVL Marvell Technology Inc. 1.09% 4,745 $1.4M Add +7.6%
ARM Arm Holdings PLC-ADR 1.08% 3,951 $1.4M Add +17.1%
MLI Mueller Industries Inc. 1.07% 11,385 $1.4M Add +3.2%
COST Costco Wholesale Corp. 1.07% 1,496 $1.4M Add +5.3%
CHDN Churchill Downs Inc. 1.05% 15,240 $1.4M New
STRL Sterling Infrastructure Inc. 1.04% 1,612 $1.4M Reduce -0.7%
MU Micron Technology Inc. 1.03% 1,157 $1.3M Add +3.1%
SGOV iShares 0-3 Month Treasury B 1.00% 12,949 $1.3M New
AEM Agnico Eagle Mines Ltd. 0.91% 7,633 $1.2M Reduce -0.4%
ANET Arista Networks Inc. 0.91% 6,960 $1.2M Add +4.6%
AMAT Applied Materials Inc. 0.90% 1,613 $1.2M Add +43.9%
VST Vistra Corp. 0.87% 7,170 $1.1M Reduce -0.5%
GE General Electric filed as GE AEROSPACE 0.87% 3,043 $1.1M Add +22.7%
CRS Carpenter Technology 0.87% 1,842 $1.1M Add +11.0%
FTI Technipfmc PLC 0.85% 16,791 $1.1M Add +0.3%
PWR Quanta Services Inc. 0.84% 1,528 $1.1M Add +8.8%
HOOD Robinhood Markets Inc. Class A 0.80% 10,380 $1.0M Reduce -2.7%
ROK Rockwell Automation Inc. 0.80% 2,093 $1.0M Add +5.8%
CLS Celestica Inc. 0.78% 2,777 $1.0M Add +5.2%
CIEN Ciena Corp. 0.78% 2,063 $1.0M Add +5.5%
HEI Heico Corp. 0.78% 2,834 $1.0M Add +6.3%
META Meta Platforms Inc. Class A 0.77% 1,783 $1.0M Add +1.6%
KLAC KLA Corp. 0.75% 3,257 $983K Reduce -27.0%
CEG Constellation Energy 0.72% 3,775 $938K Reduce -1.1%
JPM JPMorgan Chase & Co. 0.72% 2,848 $932K Add +122.8%
WMB Williams Cos Inc. 0.71% 12,393 $921K Add +0.5%
MA Mastercard Inc. Class A 0.70% 1,776 $912K Add +5.0%
BKR Baker Hughes Co. 0.68% 16,025 $889K Reduce -1.1%
GH Guardant Health Inc. 0.68% 5,898 $885K Reduce -32.6%
VSAT Viasat Inc. 0.66% 9,509 $854K Reduce -0.3%
EBAY eBay Inc. 0.65% 7,633 $853K Reduce -0.2%
EXEL Exelixis Inc. 0.65% 15,660 $852K Add +5.1%
ROST Ross Stores Inc. 0.64% 3,943 $839K Add +15.9%
CW Curtiss-Wright Corp. 0.62% 1,068 $809K Add +27.3%
GSL Global Ship Lease Inc. Class A 0.62% 21,440 $806K Reduce -3.7%
OUNZ Vaneck Merk Gold ETF 0.61% 20,738 $800K Reduce -0.3%
RTX RTX Corp. 0.58% 3,977 $755K Reduce -18.9%
APH Amphenol Corp. Class A 0.56% 4,115 $726K Add +23.7%
GLW Corning Inc. 0.54% 2,773 $708K Add +8.3%
EME Emcor Group Inc. 0.51% 804 $667K Add +15.8%
BWXT BWX Technologies Inc. 0.51% 3,424 $666K Add +8.5%
LNG Cheniere Energy Inc. 0.50% 2,710 $648K Add +0.8%
ESLT Elbit Systems Ltd. 0.50% 853 $648K Add +2.0%
AAOI Applied Optoelectronics Inc. 0.49% 3,474 $638K Add +3.3%
SCCO Southern Copper Corp. 0.48% 3,582 $624K Add +2.7%
MO Altria Group Inc. 0.46% 8,376 $603K Reduce -0.2%
RIO Rio Tinto PLC-Spon ADR 0.46% 6,246 $593K Reduce -1.9%
GLD SPDR Gold Shares 0.45% 1,580 $582K No change
MP MP Materials Corp. 0.45% 10,368 $581K Add +4.9%
ENVA Enova International Inc. 0.45% 2,411 $580K Add +11.1%
ALAB Astera Labs Inc. 0.45% 1,200 $580K New
VNOM Viper Energy Inc. Class A 0.45% 13,669 $580K Reduce -3.6%
CCJ Cameco Corp. 0.44% 5,672 $578K Add +16.3%
ENB Enbridge Inc. 0.44% 10,634 $576K Reduce -2.4%
EOG EOG Resources Inc. 0.44% 4,379 $568K Add +5.9%
ALSN Allison Transmission Holding 0.43% 4,969 $560K Reduce -28.4%
ISRG Intuitive Surgical Inc. 0.43% 1,395 $555K Reduce -29.1%
WDS Woodside Energy Group-ADR 0.41% 27,586 $533K Reduce -1.6%
ABBV Abbvie Inc. 0.41% 2,116 $532K Add +127.5%
CRDO Credo Technology Group Holdi 0.40% 1,938 $527K New
JBL Jabil Inc. 0.40% 1,357 $523K Add +58.9%
EQT Eqt Corp. 0.40% 9,772 $520K Reduce -7.7%
TER Teradyne Inc. 0.40% 1,067 $516K New
GD General Dynamics Corp. 0.40% 1,455 $515K Reduce -10.9%
CLH Clean Harbors Inc. 0.39% 1,712 $511K New
ESE Esco Technologies Inc. 0.39% 1,455 $509K Add +14.0%
DFAC Dimensional US Core Equity 2 0.38% 11,188 $496K Reduce -0.1%
LITE Lumentum Holdings Inc. 0.38% 570 $489K Add +12.4%
TSEM Tower Semiconductor Ltd. 0.37% 1,868 $480K Add +0.2%
CASY Casey's General Stores Inc. 0.37% 601 $478K Add +76.8%
XOM Exxon Mobil Corp. 0.35% 3,358 $459K Add +34.9%
MPWR Monolithic Power Systems Inc. 0.35% 331 $458K Add +72.4%
MRK Merck & Co. Inc. 0.33% 3,317 $426K Add +18.9%
WBI Waterbridge Infrastruc Class A 0.31% 11,635 $399K Add +1.1%
SEZL Sezzle Inc. 0.30% 2,307 $396K New
EXPE Expedia Group Inc. 0.30% 1,545 $395K Reduce -23.1%
AMGN Amgen Inc. 0.29% 1,053 $381K Reduce -1.5%
CSX CSX Corp. 0.28% 7,704 $366K Add +6.4%
FIX Comfort Systems USA Inc. 0.28% 183 $363K New
FANG Diamondback Energy Inc. 0.28% 2,062 $362K Reduce -1.1%
CMI Cummins Inc. 0.27% 500 $357K New
CBOE Cboe Global Markets Inc. 0.27% 1,450 $352K Add +2.4%
VUG Vanguard Mrngstar GR ETF-Sui 0.27% 4,045 $348K Reduce -0.4%
CB Chubb Ltd. 0.27% 1,020 $348K Reduce -4.3%
SIL Global X Silver Miners ETF 0.26% 4,409 $342K Reduce -2.0%
CINF Cincinnati Financial Corp. 0.26% 1,824 $338K Reduce -1.9%
ITA iShares U.S. Aerospace & Def 0.26% 1,385 $336K Reduce -51.0%
AUPH Aurinia Pharmaceuticals Inc. 0.25% 18,964 $322K Add +41.9%
THNQ Robo Global Artificial Intel filed as EXCHANGE TRADED CONCEPTS TRU 0.24% 3,474 $317K Reduce -2.5%
SLV iShares Silver Trust 0.24% 5,767 $308K Reduce -0.4%
CPRX Catalyst Pharmaceuticals Inc. 0.23% 9,634 $303K New
DY Dycom Industries Inc. 0.23% 589 $298K New
INCY Incyte Corp. 0.22% 2,578 $292K New
XLE SS Energy Select Sector 0.22% 5,477 $291K Add +1.0%
SOFI Sofi Technologies Inc. 0.22% 16,159 $290K Add +1.1%
CNX CNX Resources Corp. 0.22% 8,390 $285K Reduce -21.8%
ESP Espey MFG & Electronics Corp. 0.22% 4,173 $281K New
NUKZ Range Nuclear Renaissance filed as EXCHANGE TRADED CONCEPTS TRU 0.21% 4,109 $280K Reduce -1.3%
RMBS Rambus Inc. 0.21% 2,084 $277K New
POWL Powell Industries Inc. 0.21% 936 $268K New
AMD Advanced Micro Devices 0.21% 461 $268K New
JNJ Johnson & Johnson 0.20% 1,038 $264K New
DVA Davita Inc. 0.20% 1,181 $263K New
CL Colgate-Palmolive Co. 0.20% 2,826 $259K New
RBC RBC Bearings Inc. 0.19% 394 $254K New
NBIX Neurocrine Biosciences Inc. 0.19% 1,502 $253K New
CF CF Industries Holdings Inc. 0.19% 2,333 $253K Add +18.1%
DFUV Dimensional US Marketwide Va 0.19% 4,549 $250K No change
NOC Northrop Grumman Corp. 0.19% 491 $250K New
MRX Marex UK Holdings Ltd. filed as MAREX GROUP PLC 0.19% 4,082 $249K New
SEI Solaris Energy Infrastructur 0.19% 3,078 $248K New
PM Philip Morris International 0.19% 1,336 $242K Add +1.5%
DFSD Dimensional Short Duration 0.19% 5,059 $242K No change
TEL Te Connectivity PLC 0.18% 1,195 $241K Reduce -16.9%
IR Ingersoll-Rand Inc. 0.18% 2,906 $238K Reduce -52.0%
EFX Equifax Inc. 0.18% 1,500 $238K New
VTOL Bristow Group Inc. 0.18% 5,730 $237K Add +2.4%
VICR Vicor Corp. 0.18% 621 $236K New
NEE Nextera Energy Inc. 0.18% 2,681 $235K New
C Citigroup Inc. 0.18% 1,679 $235K New
AIR Aar Corp. 0.17% 1,592 $228K New
SANM Sanmina Corp. 0.17% 893 $226K New
PEP Pepsico Inc. 0.17% 1,667 $226K New
V Visa Inc. Class A 0.17% 654 $224K New
VYM Vanguard High DVD Yield ETF 0.17% 1,386 $219K Reduce -50.5%
KNSA Kiniksa Pharmaceuticals Inte 0.17% 3,417 $219K New
CRUS Cirrus Logic Inc. 0.17% 1,447 $215K New
VLO Valero Energy Corp. 0.16% 824 $215K Reduce -1.8%
ASTS Ast Spacemobile Inc. 0.16% 2,355 $209K New
LGND Ligand Pharmaceuticals 0.16% 643 $203K New
ETON Eton Pharmaceuticals Inc. 0.16% 5,590 $202K New
DFGP Dimensional GLBL Core PL Fix 0.15% 3,470 $189K Reduce -0.1%
AGG iShares Core U.S. Aggregate 0.13% 1,679 $166K No change
METC Ramaco Resources Inc. Class A 0.12% 12,049 $159K Reduce -0.3%
CXDO Crexendo Inc. 0.12% 20,893 $156K New
GOOG Alphabet Inc. Class C 0.11% 415 $147K No change
DFAT Dimensional US Target Value 0.11% 2,063 $144K No change
DFIV Dimensional International Va 0.10% 2,451 $132K No change
IYW iShares Ustechnology ETF 0.08% 400 $101K No change
DVY iShares Select Dividend ETF 0.07% 547 $85K Reduce -0.6%
VOO Vanguard S&P 500 ETF 0.06% 118 $81K No change
MBB iShares MBS ETF 0.06% 830 $78K No change
IVV iShares Core S&P 500 ETF 0.06% 104 $78K No change
TLT iShares 20+ Year Treasury BD 0.06% 838 $72K New
IEF iShares 7-10 Year Treasury B 0.06% 758 $72K No change
IGSB iShares 1-5Y Inv Grade Corp. 0.05% 1,234 $65K No change
DFEM Dimensional Emrg MRKT Core 0.05% 1,503 $61K No change
DFAS Dimensional US Small Cap ETF 0.04% 683 $56K No change
IEI iShares 3-7 Year Treasury Bo 0.04% 455 $53K No change
XLY SS Consumer Disc Select Sect 0.04% 446 $52K No change
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.04% 458 $50K No change
XLF SS Financial Select Sector 0.03% 839 $45K No change
XLK SS Technology Select Sector 0.03% 330 $43K New
IYJ iShares U.S. Industrials ETF 0.03% 250 $42K No change
IGIB iShares 5-10Y Inv Grade Corp. 0.03% 778 $41K No change
IWF iShares Russell 1000 Growth 0.03% 316 $39K Add +2.6%
IWM iShares Russell 2000 ETF 0.03% 119 $36K Add +30.8%
XLC SS Comm Select Sector SPDR 0.02% 290 $31K No change
DFSV Dimensional US Small Cap Val 0.02% 800 $31K No change
IJR iShares Core S&P Small-Cap E 0.02% 208 $31K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.02% 114 $25K No change
IYF iShares US Financials ETF 0.02% 191 $24K No change
XLP SS Consumer Staples Sel Sect 0.02% 288 $24K No change
IYM iShares U.S. Basic Materials 0.01% 100 $18K No change
IYH iShares U.S. Healthcare ETF 0.01% 252 $17K No change
IGM iShares Expanded Tech Sector 0.01% 87 $14K No change
IJH iShares Core S&P Midcap ETF 0.01% 176 $14K No change
EMB iShares JP Morgan Usd Emergi 0.01% 130 $13K No change
IWD iShares Russell 1000 Value E 0.01% 40 $10K No change
GREK Global X MSCI Greece ETF 0.01% 99 $7K New
EFA iShares MSCI Eafe ETF 0.00% 60 $6K Reduce -23.1%
IVW iShares S&P 500 Growth ETF 0.00% 42 $6K Reduce -14.3%
EEM iShares MSCI Emerging Market 0.00% 69 $5K No change
DFUS Dimensional US Eq MKT ETF 0.00% 38 $3K No change
METCB Ramaco Resources Inc. Class B 0.00% 174 $1K Add +1.2%
IAI iShares U.S. Broker-Dealers 0.00% 5 $877 No change

Portfolio Sells Q1 2026 → Q2 2026
PLTR Palantir Technologies Inc. Class A Reduce -3.1% 1.35% −0.91
PAAS Pan American Silver Corp. Reduce -0.2% 1.54% −0.89
VMC Vulcan Materials Co. Sold out 0.00% −0.70
GMAB Genmab A/S -SP ADR Sold out 0.00% −0.68
RMD Resmed Inc. Sold out 0.00% −0.66
COR Cencora Inc. Sold out 0.00% −0.64
AEM Agnico Eagle Mines Ltd. Reduce -0.4% 0.91% −0.63
VRTX Vertex Pharmaceuticals Inc. Sold out 0.00% −0.61
UBER Uber Technologies Inc. Sold out 0.00% −0.53
CTAS Cintas Corp. Sold out 0.00% −0.50
NRG NRG Energy Inc. Sold out 0.00% −0.48
ISRG Intuitive Surgical Inc. Reduce -29.1% 0.43% −0.47
NTR Nutrien Ltd. Sold out 0.00% −0.41
ALSN Allison Transmission Holding Reduce -28.4% 0.43% −0.38
UHS Universal Health Services-B Sold out 0.00% −0.37
RTX RTX Corp. Reduce -18.9% 0.58% −0.36
ITA iShares U.S. Aerospace & Def Reduce -51.0% 0.26% −0.36
CEG Constellation Energy Reduce -1.1% 0.72% −0.34
WEC WEC Energy Group Inc. Sold out 0.00% −0.33
RSG Republic Services Inc. Sold out 0.00% −0.33
OUNZ Vaneck Merk Gold ETF Reduce -0.3% 0.61% −0.32
IR Ingersoll-Rand Inc. Reduce -52.0% 0.18% −0.30
BKR Baker Hughes Co. Reduce -1.1% 0.68% −0.30
KTOS Kratos Defense & Security Sold out 0.00% −0.27
CME Cme Group Inc. Sold out 0.00% −0.27
EQT Eqt Corp. Reduce -7.7% 0.40% −0.27
ATO Atmos Energy Corp. Sold out 0.00% −0.27
WDS Woodside Energy Group-ADR Reduce -1.6% 0.41% −0.25
KRMN Karman Holdings Inc. Sold out 0.00% −0.25
OSIS Osi Systems Inc. Sold out 0.00% −0.24
VYM Vanguard High DVD Yield ETF Reduce -50.5% 0.17% −0.24
BMI Badger Meter Inc. Sold out 0.00% −0.23
AES AES Corp. Sold out 0.00% −0.23
HALO Halozyme Therapeutics Inc. Sold out 0.00% −0.23
VNOM Viper Energy Inc. Class A Reduce -3.6% 0.45% −0.22
GSL Global Ship Lease Inc. Class A Reduce -3.7% 0.62% −0.20
VST Vistra Corp. Reduce -0.5% 0.87% −0.20
CNX CNX Resources Corp. Reduce -21.8% 0.22% −0.19
SMR Nuscale Power Corp. Sold out 0.00% −0.18
AVGO Broadcom Inc. Reduce -1.0% 2.32% −0.16
GD General Dynamics Corp. Reduce -10.9% 0.40% −0.16
EXPE Expedia Group Inc. Reduce -23.1% 0.30% −0.16
SLV iShares Silver Trust Reduce -0.4% 0.24% −0.15
ENB Enbridge Inc. Reduce -2.4% 0.44% −0.14
SIL Global X Silver Miners ETF Reduce -2.0% 0.26% −0.14
RIO Rio Tinto PLC-Spon ADR Reduce -1.9% 0.46% −0.13
FANG Diamondback Energy Inc. Reduce -1.1% 0.28% −0.13
GH Guardant Health Inc. Reduce -32.6% 0.68% −0.12
TEL Te Connectivity PLC Reduce -16.9% 0.18% −0.11
MO Altria Group Inc. Reduce -0.2% 0.46% −0.09

Portfolio Buys Q1 2026 → Q2 2026
BRK.B Berkshire Hathaway Inc. Class B Add +150.8% 3.14% +1.59
LLY Eli Lilly & Co. Add +129.9% 2.37% +1.35
CHDN Churchill Downs Inc. New 1.05% +1.05
SGOV iShares 0-3 Month Treasury B New 1.00% +1.00
MRVL Marvell Technology Inc. Add +7.6% 1.09% +0.65
MU Micron Technology Inc. Add +3.1% 1.03% +0.65
LRCX Lam Research Corp. Add +7.8% 1.40% +0.57
ARM Arm Holdings PLC-ADR Add +17.1% 1.08% +0.57
AMAT Applied Materials Inc. Add +43.9% 0.90% +0.52
ALAB Astera Labs Inc. New 0.45% +0.45
CRDO Credo Technology Group Holdi New 0.40% +0.40
TER Teradyne Inc. New 0.40% +0.40
CLH Clean Harbors Inc. New 0.39% +0.39
ASML ASML Holding NV-NY Reg SHS Add +24.5% 1.20% +0.37
JPM JPMorgan Chase & Co. Add +122.8% 0.72% +0.34
CAT Caterpillar Inc. Add +2.4% 1.94% +0.31
SEZL Sezzle Inc. New 0.30% +0.30
FIX Comfort Systems USA Inc. New 0.28% +0.28
CMI Cummins Inc. New 0.27% +0.27
CPRX Catalyst Pharmaceuticals Inc. New 0.23% +0.23
DY Dycom Industries Inc. New 0.23% +0.23
INCY Incyte Corp. New 0.22% +0.22
CRS Carpenter Technology Add +11.0% 0.87% +0.22
GEV GE Vernova Inc. Add +13.4% 1.42% +0.22
ESP Espey MFG & Electronics Corp. New 0.22% +0.22
RMBS Rambus Inc. New 0.21% +0.21
ABBV Abbvie Inc. Add +127.5% 0.41% +0.21
AAOI Applied Optoelectronics Inc. Add +3.3% 0.49% +0.21
POWL Powell Industries Inc. New 0.21% +0.21
AMD Advanced Micro Devices New 0.21% +0.21
JNJ Johnson & Johnson New 0.20% +0.20
DVA Davita Inc. New 0.20% +0.20
CL Colgate-Palmolive Co. New 0.20% +0.20
GLW Corning Inc. Add +8.3% 0.54% +0.20
RBC RBC Bearings Inc. New 0.19% +0.19
NBIX Neurocrine Biosciences Inc. New 0.19% +0.19
NOC Northrop Grumman Corp. New 0.19% +0.19
MRX Marex UK Holdings Ltd. New 0.19% +0.19
SEI Solaris Energy Infrastructur New 0.19% +0.19
TSM Taiwan Semiconductor-SP ADR Add +2.0% 1.78% +0.18
EFX Equifax Inc. New 0.18% +0.18
VICR Vicor Corp. New 0.18% +0.18
NEE Nextera Energy Inc. New 0.18% +0.18
C Citigroup Inc. New 0.18% +0.18
JBL Jabil Inc. Add +58.9% 0.40% +0.18
GE General Electric Add +22.7% 0.87% +0.18
AIR Aar Corp. New 0.17% +0.17
SANM Sanmina Corp. New 0.17% +0.17
PEP Pepsico Inc. New 0.17% +0.17
V Visa Inc. Class A New 0.17% +0.17

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