Campion Asset Management LLC

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Assets, Funds, Holdings

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Campion Asset Management LLC
CRD #134002
SEC #801-64285
CIK #0001843492
AUM $189.1 MM (2024-03-19)
Employees 2 (100% Investors, 0% Brokers)
Phone703-828-1137
Address3141 Fairview Park Drive
Falls Church, VA 22042
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
2502001501005002003201020172025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
LMT 111,953.9 8.1
AAPL 2,382,844.0 3.7
LLY 301,789.7 3.0
MSFT 1,918,222.4 2.5
XOM 385,508.3 2.1
MSTR 2,102.7 1.4
PG 338,108.9 1.3
CVX 294,604.1 1.1
JPM 340,169.2 1.0
UNH 477,004.0 1.0
View All
Holdings by Sector ($MM)
14011284562802020202120232025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 59 17.6
(b) Individuals (high net worth individuals) 41 146.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 5 25.3
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 273 189.1
By Discretionary
Discretionary 262 151.2
Non-Discretionary 11 37.9
Total 273 189.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 189.1
Total 273 189.1
EDGAR Form CIK 2011 - 2024
13F-HR [0001843492]
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Reliant Investment Partners LLC
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Wealthcollab LLC
WA 0.2
PPS & V Asset Management Consultants Inc
MI 0.2
Blue Capital Inc
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D C Voss & Company LLC
SC 0.2
Sequoia Swiss Financial Advisors AG
0.2
Optimist Retirement Group LLC
WA 0.2
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