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Campion Asset Management LLC
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CRD # | 134002 |
SEC # | 801-64285 |
CIK # | 0001843492 |
AUM | $189.1 MM (2024-03-19) |
Employees | 2 (100% Investors, 0% Brokers) |
Phone | 703-828-1137 |
Address | 3141 Fairview Park Drive Falls Church, VA 22042 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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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 |
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13F-HR | [0001843492] |
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0.2 | |
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0.2 | |
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