BankChampaign, National Association — 13F Holdings & Portfolio
CIK 2135773 · latest 13F-HR filed 2026-07-23
BankChampaign, National Association manages $130.2M in 13F-reported U.S. long-equity assets across 200 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are WDC (3.42%), BRK.B (3.14%), GOOGL (2.52%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 80 new positions, exited 59, added to 74, and trimmed 29.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
CHAMPAIGN, IL 61820
$130.2M
Long-equity book
200
Distinct positions
2026-06-30
Filed 2026-07-23
+80 / −59 / ↑74 / ↓29
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- WESTERN DIGITAL CORP$3.0M +209.9%
- BERKSHIRE HATHAWAY INC DEL$2.4M +148.3%
- ELI LILLY & CO$1.9M +169.3%
- LAM RESEARCH CORP$1.3M +226.4%
- ARM HOLDINGS PLC$1.2M +513.8%
Top Trims
- PALANTIR TECHNOLOGIES INC-$1.5M -45.5%
- INTUITIVE SURGICAL INC-$548.5K -49.7%
- CONSTELLATION ENERGY CORP-$407.3K -30.3%
- PAN AMERN SILVER CORP-$401.6K -16.7%
- INGERSOLL RAND INC-$370.5K -60.9%
New Positions
- MARVELL TECHNOLOGY INC$1.4M
- CHURCHILL DOWNS INC$1.4M
- MICRON TECHNOLOGY INC$1.3M
- ISHARES TR$1.3M
- CIENA CORP$1.0M
Exited Positions
- CrowdStrike Holdings, Inc.$872.8K
- Genmab AS$766.1K
- Cencora, Inc.$738.3K
- Resmed Inc$695.2K
- Vulcan Materials Company$693.9K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | WESTERN DIGITAL CORP | WDC | 958102105 | $4.5M | 3.42% | 6,975 | SH |
| 2 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $4.1M | 3.14% | 8,181 | SH |
| 3 | ALPHABET INC | GOOGL | 02079K305 | $3.3M | 2.52% | 9,180 | SH |
| 4 | ELI LILLY & CO | LLY | 532457108 | $3.1M | 2.37% | 2,577 | SH |
| 5 | BROADCOM INC | AVGO | 11135F101 | $3.0M | 2.32% | 7,994 | SH |
| 6 | CATERPILLAR INC | CAT | 149123101 | $2.5M | 1.94% | 2,368 | SH |
| 7 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $2.3M | 1.78% | 4,842 | SH |
| 8 | VERTIV HOLDINGS CO | VRT | 92537N108 | $2.2M | 1.70% | 6,609 | SH |
| 9 | PAN AMERN SILVER CORP | PAAS | 697900108 | $2.0M | 1.54% | 44,777 | SH |
| 10 | HOWMET AEROSPACE INC | HWM | 443201108 | $1.9M | 1.47% | 7,100 | SH |
| 11 | NVIDIA CORPORATION | NVDA | 67066G104 | $1.9M | 1.44% | 9,370 | SH |
| 12 | GE VERNOVA INC | GEV | 36828A101 | $1.8M | 1.42% | 1,570 | SH |
| 13 | LAM RESEARCH CORP | LRCX | 512807306 | $1.8M | 1.40% | 4,219 | SH |
| 14 | APPLE INC | AAPL | 037833100 | $1.8M | 1.40% | 6,314 | SH |
| 15 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $1.8M | 1.35% | 15,123 | SH |
| 16 | ROYAL GOLD INC | RGLD | 780287108 | $1.7M | 1.28% | 8,359 | SH |
| 17 | EATON CORP PLC | ETN | G29183103 | $1.6M | 1.21% | 3,694 | SH |
| 18 | ASML HLDG NV | ASML | N07059210 | $1.6M | 1.20% | 788 | SH |
| 19 | WALMART INC | WMT | 931142103 | $1.6M | 1.19% | 13,727 | SH |
| 20 | DELL TECHNOLOGIES INC | DELL | 24703L202 | $1.5M | 1.19% | 3,578 | SH |
| 21 | AMAZON COM INC | AMZN | 023135106 | $1.5M | 1.18% | 6,436 | SH |
| 22 | UNITED RENTALS INC | URI | 911363109 | $1.5M | 1.17% | 1,347 | SH |
| 23 | MICROSOFT CORP | MSFT | 594918104 | $1.5M | 1.17% | 4,073 | SH |
| 24 | PARKER-HANNIFIN CORP | PH | 701094104 | $1.4M | 1.11% | 1,482 | SH |
| 25 | MARVELL TECHNOLOGY INC | MRVL | 573874104 | $1.4M | 1.09% | 4,745 | SH |
| 26 | ARM HOLDINGS PLC | ARM | 042068205 | $1.4M | 1.08% | 3,951 | SH |
| 27 | MUELLER INDS INC | MLI | 624756102 | $1.4M | 1.07% | 11,385 | SH |
| 28 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $1.4M | 1.07% | 1,496 | SH |
| 29 | CHURCHILL DOWNS INC | CHDN | 171484108 | $1.4M | 1.05% | 15,240 | SH |
| 30 | STERLING INFRASTRUCTURE INC | STRL | 859241101 | $1.4M | 1.04% | 1,612 | SH |
| 31 | MICRON TECHNOLOGY INC | MU | 595112103 | $1.3M | 1.03% | 1,157 | SH |
| 32 | ISHARES TR | SGOV | 46436E718 | $1.3M | 1.00% | 12,949 | SH |
| 33 | AGNICO EAGLE MINES LTD | AEM | 008474108 | $1.2M | 0.91% | 7,633 | SH |
| 34 | ARISTA NETWORKS INC | ANET | 040413205 | $1.2M | 0.91% | 6,960 | SH |
| 35 | APPLIED MATLS INC | AMAT | 038222105 | $1.2M | 0.90% | 1,613 | SH |
| 36 | VISTRA CORP | VST | 92840M102 | $1.1M | 0.87% | 7,170 | SH |
| 37 | GE AEROSPACE | GE | 369604301 | $1.1M | 0.87% | 3,043 | SH |
| 38 | CARPENTER TECHNOLOGY CORP | CRS | 144285103 | $1.1M | 0.87% | 1,842 | SH |
| 39 | TECHNIPFMC PLC | FTI | G87110105 | $1.1M | 0.85% | 16,791 | SH |
| 40 | QUANTA SVCS INC | PWR | 74762E102 | $1.1M | 0.84% | 1,528 | SH |
| 41 | ROBINHOOD MKTS INC | HOOD | 770700102 | $1.0M | 0.80% | 10,380 | SH |
| 42 | ROCKWELL AUTOMATION INC | ROK | 773903109 | $1.0M | 0.80% | 2,093 | SH |
| 43 | CELESTICA INC | CLS | 15101Q207 | $1.0M | 0.78% | 2,777 | SH |
| 44 | CIENA CORP | CIEN | 171779309 | $1.0M | 0.78% | 2,063 | SH |
| 45 | HEICO CORP NEW | HEI | 422806109 | $1.0M | 0.78% | 2,834 | SH |
| 46 | META PLATFORMS INC | META | 30303M102 | $1.0M | 0.77% | 1,783 | SH |
| 47 | KLA CORP | KLAC | 482480100 | $982.7K | 0.75% | 3,257 | SH |
| 48 | CONSTELLATION ENERGY CORP | CEG | 21037T109 | $937.6K | 0.72% | 3,775 | SH |
| 49 | JPMORGAN CHASE & CO | JPM | 46625H100 | $932.2K | 0.72% | 2,848 | SH |
| 50 | WILLIAMS COS INC | WMB | 969457100 | $921.3K | 0.71% | 12,393 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-23 | $130.2M | 200 | 0001398344-26-012576 |
| 2026-03-31 | 2026-05-21 | $100.8M | 186 | 0001398344-26-009577 |
| 2025-12-31 | 2026-05-21 | $101.5M | 179 | 0001398344-26-009580 |