BankChampaign, National Association — 13F Holdings & Portfolio
CIK 2135773 · latest 13F-HR filed 2026-05-21
BankChampaign, National Association manages $101.5M in 13F-reported U.S. long-equity assets across 179 reported positions as of its 2025-12-31 13F-HR filing. Its largest disclosed positions are PLTR (3.19%), GOOGL (2.96%), AVGO (2.93%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 40 new positions, exited 45, added to 52, and trimmed 55.
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.
$101.5M
Long-equity book
179
Distinct positions
2025-12-31
Filed 2026-05-21
+40 / −45 / ↑52 / ↓55
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- Palantir Technologies, Inc.$954.7K +41.8%
- Robinhood Markets Inc Class A$529.4K +71.6%
- Broadcom, Inc.$475.5K +19.0%
- Alphabet, Inc. Class A$427.5K +16.6%
- Microsoft Corp$420.0K +29.5%
Top Trims
- Western Digital Corp.-$690.9K -32.5%
- Vertiv Holdings LLC Class A-$523.5K -31.4%
- TechnipFMC plc-$348.6K -30.1%
- iShares DJ US Aerospace & Defense ETF-$314.0K -50.8%
- ARM Holdings plc ADR-$282.0K -55.3%
New Positions
- CrowdStrike Holdings, Inc.$872.8K
- Netflix Inc$639.6K
- Goldman Sachs Group, Inc.$608.3K
- American Express$607.1K
- AppLovin Corp Ordinary Shs Class A$557.9K
Exited Positions
- CIENA CORP$759.0K
- VIPER ENERGY INC$666.2K
- KLA CORP$656.7K
- SOUTHERN COPPER CORP$600.0K
- RIO TINTO PLC$593.7K
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 | Palantir Technologies, Inc. | PLTR | 69608A108 | $3.2M | 3.19% | 18,211 | SH |
| 2 | Alphabet, Inc. Class A | GOOGL | 02079K305 | $3.0M | 2.96% | 9,604 | SH |
| 3 | Broadcom, Inc. | AVGO | 11135F101 | $3.0M | 2.93% | 8,597 | SH |
| 4 | Pan American Silver Corp. | PAAS | 697900108 | $2.4M | 2.37% | 46,462 | SH |
| 5 | Microsoft Corp | MSFT | 594918104 | $1.8M | 1.82% | 3,813 | SH |
| 6 | Royal Gold | RGLD | 780287108 | $1.8M | 1.79% | 8,179 | SH |
| 7 | Apple, Inc. | AAPL | 037833100 | $1.7M | 1.69% | 6,324 | SH |
| 8 | Berkshire Hathaway Class B | BRK.B | 084670702 | $1.6M | 1.62% | 3,280 | SH |
| 9 | NVIDIA Corporation | NVDA | 67066G104 | $1.6M | 1.61% | 8,778 | SH |
| 10 | Walmart Inc | WMT | 931142103 | $1.5M | 1.47% | 13,382 | SH |
| 11 | Howmet Aerospace Inc | HWM | 443201108 | $1.5M | 1.45% | 7,188 | SH |
| 12 | Taiwan Semiconductor ADR | TSM | 874039100 | $1.5M | 1.45% | 4,829 | SH |
| 13 | Western Digital Corp. | WDC | 958102105 | $1.4M | 1.42% | 8,345 | SH |
| 14 | Caterpillar, Inc. | CAT | 149123101 | $1.4M | 1.37% | 2,427 | SH |
| 15 | Amazon Common Inc | AMZN | 023135106 | $1.4M | 1.36% | 5,984 | SH |
| 16 | Agnico Eagle Mines ADR | AEM | 008474108 | $1.4M | 1.34% | 8,046 | SH |
| 17 | Mueller Industries Inc | MLI | 624756102 | $1.4M | 1.33% | 11,796 | SH |
| 18 | Consellation Energy Corp | CEG | 21037T109 | $1.3M | 1.33% | 3,807 | SH |
| 19 | Costco Wholesale Corp | COST | 22160K105 | $1.3M | 1.27% | 1,494 | SH |
| 20 | Robinhood Markets Inc Class A | HOOD | 770700102 | $1.3M | 1.25% | 11,216 | SH |
| 21 | Parker-Hannifin Co. | PH | 701094104 | $1.3M | 1.25% | 1,439 | SH |
| 22 | Vistra Corp. | VST | 92840M102 | $1.2M | 1.16% | 7,306 | SH |
| 23 | Eli Lilly & Co | LLY | 532457108 | $1.1M | 1.13% | 1,068 | SH |
| 24 | Vertiv Holdings LLC Class A | VRT | 92537N108 | $1.1M | 1.13% | 7,056 | SH |
| 25 | Meta Platforms Inc. | META | 30303M102 | $1.1M | 1.12% | 1,717 | SH |
| 26 | Eaton Corporation plc | ETN | G29183103 | $1.1M | 1.09% | 3,485 | SH |
| 27 | Guardant Health Inc | GH | 40131M109 | $1.1M | 1.09% | 10,854 | SH |
| 28 | Intuitive Surgical Inc. | ISRG | 46120E602 | $1.1M | 1.09% | 1,948 | SH |
| 29 | Mastercard | MA | 57636Q104 | $1.1M | 1.08% | 1,919 | SH |
| 30 | United Rentals, Inc. | URI | 911363109 | $1.1M | 1.08% | 1,348 | SH |
| 31 | Arista Networks, Inc. | ANET | 040413205 | $1.0M | 1.00% | 7,774 | SH |
| 32 | GE Vernova, Inc. | GEV | 36828A101 | $958.1K | 0.94% | 1,466 | SH |
| 33 | eBay, Inc. | EBAY | 278642103 | $944.3K | 0.93% | 10,842 | SH |
| 34 | Raytheon Technologies Corp | RTX | 75513E101 | $874.6K | 0.86% | 4,769 | SH |
| 35 | CrowdStrike Holdings, Inc. | CRWD | 22788C105 | $872.8K | 0.86% | 1,862 | SH |
| 36 | Heico Corp | HEI | 422806109 | $871.1K | 0.86% | 2,692 | SH |
| 37 | Merk Investments Vaneck Gold ETF | OUNZ | 921078101 | $867.1K | 0.85% | 458 | SH |
| 38 | TechnipFMC plc | FTI | G87110105 | $808.2K | 0.80% | 18,138 | SH |
| 39 | Celestica Inc Ordinary Shares | CLS | 15101Q207 | $804.4K | 0.79% | 2,721 | SH |
| 40 | Baker Hughes | BKR | 05722G100 | $788.8K | 0.78% | 17,322 | SH |
| 41 | Genmab AS | GMAB | 372303206 | $766.1K | 0.76% | 24,873 | SH |
| 42 | Rockwell Automation Inc. | ROK | 773903109 | $760.2K | 0.75% | 1,954 | SH |
| 43 | Cencora, Inc. | COR | 03073E105 | $738.3K | 0.73% | 2,186 | SH |
| 44 | GE Aerospace | GE | 369604301 | $716.2K | 0.71% | 2,325 | SH |
| 45 | Allison Transmission Holdings | ALSN | 01973R101 | $715.8K | 0.71% | 7,312 | SH |
| 46 | Williams Companies | WMB | 969457100 | $707.6K | 0.70% | 11,771 | SH |
| 47 | Resmed Inc | RMD | 761152107 | $695.2K | 0.69% | 2,886 | SH |
| 48 | Vulcan Materials Company | VMC | 929160109 | $693.9K | 0.68% | 2,433 | SH |
| 49 | Global Ship Lease, Inc. | GSL | Y27183600 | $661.7K | 0.65% | 18,884 | SH |
| 50 | Cintas Corp | CTAS | 172908105 | $649.4K | 0.64% | 3,453 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-21 | $100.8M | 186 | 0001398344-26-009577 |
| 2025-12-31 | 2026-05-21 | $101.5M | 179 | 0001398344-26-009580 |