# BankChampaign, National Association

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2135773. Source: https://holderbook.com/funds/2135773-bankchampaign-national-association/

- Reported value: $130.2M
- Positions: 200
- Weight of the ten largest: 22.2%
- Filed: 2026-07-23

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| WESTERN DIGITAL CORP | [WDC](https://holderbook.com/stocks/WDC/) | $4.5M | 6,975 | 3.4% | 3 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $4.1M | 8,181 | 3.1% | 3 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $3.3M | 9,180 | 2.5% | 3 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $3.1M | 2,577 | 2.4% | 3 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $3.0M | 7,994 | 2.3% | 3 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $2.5M | 2,368 | 1.9% | 3 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $2.3M | 4,842 | 1.8% | 3 |
| VERTIV HOLDINGS CO | [VRT](https://holderbook.com/stocks/VRT/) | $2.2M | 6,609 | 1.7% | 3 |
| PAN AMERN SILVER CORP | [PAAS](https://holderbook.com/stocks/PAAS/) | $2.0M | 44,777 | 1.5% | 3 |
| HOWMET AEROSPACE INC | [HWM](https://holderbook.com/stocks/HWM/) | $1.9M | 7,100 | 1.5% | 3 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $1.9M | 9,370 | 1.4% | 3 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $1.8M | 1,570 | 1.4% | 3 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $1.8M | 4,219 | 1.4% | 3 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $1.8M | 6,314 | 1.4% | 3 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $1.8M | 15,123 | 1.4% | 3 |
| ROYAL GOLD INC | [RGLD](https://holderbook.com/stocks/RGLD/) | $1.7M | 8,359 | 1.3% | 3 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $1.6M | 3,694 | 1.2% | 3 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $1.6M | 788 | 1.2% | 3 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $1.6M | 13,727 | 1.2% | 3 |
| DELL TECHNOLOGIES INC | [DELL](https://holderbook.com/stocks/DELL/) | $1.5M | 3,578 | 1.2% | 3 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $1.5M | 6,436 | 1.2% | 3 |
| UNITED RENTALS INC | [URI](https://holderbook.com/stocks/URI/) | $1.5M | 1,347 | 1.2% | 3 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $1.5M | 4,073 | 1.2% | 3 |
| PARKER-HANNIFIN CORP | [PH](https://holderbook.com/stocks/PH/) | $1.4M | 1,482 | 1.1% | 3 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $1.4M | 4,745 | 1.1% | 2 |
| ARM HOLDINGS PLC | [ARM](https://holderbook.com/stocks/ARM/) | $1.4M | 3,951 | 1.1% | 3 |
| MUELLER INDS INC | [MLI](https://holderbook.com/stocks/MLI/) | $1.4M | 11,385 | 1.1% | 3 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $1.4M | 1,496 | 1.1% | 3 |
| CHURCHILL DOWNS INC | [CHDN](https://holderbook.com/stocks/CHDN/) | $1.4M | 15,240 | 1.0% | 1 |
| STERLING INFRASTRUCTURE INC | [STRL](https://holderbook.com/stocks/STRL/) | $1.4M | 1,612 | 1.0% | 3 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $1.3M | 1,157 | 1.0% | 2 |
| ISHARES TR | [SGOV](https://holderbook.com/stocks/SGOV/) | $1.3M | 12,949 | 1.0% | 1 |
| AGNICO EAGLE MINES LTD | [AEM](https://holderbook.com/stocks/AEM/) | $1.2M | 7,633 | 0.9% | 3 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $1.2M | 6,960 | 0.9% | 3 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $1.2M | 1,613 | 0.9% | 3 |
| VISTRA CORP | [VST](https://holderbook.com/stocks/VST/) | $1.1M | 7,170 | 0.9% | 3 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $1.1M | 3,043 | 0.9% | 3 |
| CARPENTER TECHNOLOGY CORP | [CRS](https://holderbook.com/stocks/CRS/) | $1.1M | 1,842 | 0.9% | 3 |
| TECHNIPFMC PLC | [FTI](https://holderbook.com/stocks/FTI/) | $1.1M | 16,791 | 0.9% | 3 |
| QUANTA SVCS INC | [PWR](https://holderbook.com/stocks/PWR/) | $1.1M | 1,528 | 0.8% | 3 |
| ROBINHOOD MKTS INC | [HOOD](https://holderbook.com/stocks/HOOD/) | $1.0M | 10,380 | 0.8% | 3 |
| ROCKWELL AUTOMATION INC | [ROK](https://holderbook.com/stocks/ROK/) | $1.0M | 2,093 | 0.8% | 3 |
| CELESTICA INC | [CLS](https://holderbook.com/stocks/CLS/) | $1.0M | 2,777 | 0.8% | 3 |
| CIENA CORP | [CIEN](https://holderbook.com/stocks/CIEN/) | $1.0M | 2,063 | 0.8% | 2 |
| HEICO CORP NEW | [HEI](https://holderbook.com/stocks/HEI/) | $1.0M | 2,834 | 0.8% | 3 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $1.0M | 1,783 | 0.8% | 3 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $982.7K | 3,257 | 0.8% | 2 |
| CONSTELLATION ENERGY CORP | [CEG](https://holderbook.com/stocks/CEG/) | $937.6K | 3,775 | 0.7% | 3 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $932.2K | 2,848 | 0.7% | 3 |
| WILLIAMS COS INC | [WMB](https://holderbook.com/stocks/WMB/) | $921.3K | 12,393 | 0.7% | 3 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $912.2K | 1,776 | 0.7% | 3 |
| BAKER HUGHES COMPANY | [BKR](https://holderbook.com/stocks/BKR/) | $889.4K | 16,025 | 0.7% | 3 |
| GUARDANT HEALTH INC | [GH](https://holderbook.com/stocks/GH/) | $884.9K | 5,898 | 0.7% | 3 |
| VIASAT INC | [VSAT](https://holderbook.com/stocks/VSAT/) | $854.0K | 9,509 | 0.7% | 3 |
| EBAY INC. | [EBAY](https://holderbook.com/stocks/EBAY/) | $853.0K | 7,633 | 0.7% | 3 |
| EXELIXIS INC | [EXEL](https://holderbook.com/stocks/EXEL/) | $852.1K | 15,660 | 0.7% | 3 |
| ROSS STORES INC | [ROST](https://holderbook.com/stocks/ROST/) | $839.3K | 3,943 | 0.6% | 3 |
| CURTISS WRIGHT CORP | [CW](https://holderbook.com/stocks/CW/) | $809.3K | 1,068 | 0.6% | 3 |
| GLOBAL SHIP LEASE INC | [GSL](https://holderbook.com/stocks/GSL/) | $806.1K | 21,440 | 0.6% | 3 |
| VANECK MERK GOLD ETF | [OUNZ](https://holderbook.com/stocks/OUNZ/) | $800.3K | 20,738 | 0.6% | 3 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $754.6K | 3,977 | 0.6% | 3 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $725.6K | 4,115 | 0.6% | 3 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $708.3K | 2,773 | 0.5% | 2 |
| EMCOR GROUP INC | [EME](https://holderbook.com/stocks/EME/) | $667.2K | 804 | 0.5% | 2 |
| BWX TECHNOLOGIES INC | [BWXT](https://holderbook.com/stocks/BWXT/) | $666.5K | 3,424 | 0.5% | 3 |
| CHENIERE ENERGY INC | [LNG](https://holderbook.com/stocks/LNG/) | $647.7K | 2,710 | 0.5% | 3 |
| ELBIT SYS LTD | [ESLT](https://holderbook.com/stocks/ESLT/) | $647.7K | 853 | 0.5% | 3 |
| APPLIED OPTOELECTRONICS INC | [AAOI](https://holderbook.com/stocks/AAOI/) | $637.5K | 3,474 | 0.5% | 2 |
| SOUTHERN COPPER CORP | [SCCO](https://holderbook.com/stocks/SCCO/) | $624.2K | 3,582 | 0.5% | 2 |
| ALTRIA GROUP INC | [MO](https://holderbook.com/stocks/MO/) | $602.7K | 8,376 | 0.5% | 3 |
| RIO TINTO PLC | [RIO](https://holderbook.com/stocks/RIO/) | $592.9K | 6,246 | 0.5% | 2 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $582.0K | 1,580 | 0.4% | 3 |
| MP MATERIALS CORP | [MP](https://holderbook.com/stocks/MP/) | $580.7K | 10,368 | 0.4% | 3 |
| ENOVA INTL INC | [ENVA](https://holderbook.com/stocks/ENVA/) | $580.4K | 2,411 | 0.4% | 3 |
| ASTERA LABS INC | [ALAB](https://holderbook.com/stocks/ALAB/) | $579.6K | 1,200 | 0.4% | 1 |
| VIPER ENERGY INC | [VNOM](https://holderbook.com/stocks/VNOM/) | $579.6K | 13,669 | 0.4% | 2 |
| CAMECO CORP | [CCJ](https://holderbook.com/stocks/CCJ/) | $577.8K | 5,672 | 0.4% | 2 |
| ENBRIDGE INC | [ENB](https://holderbook.com/stocks/ENB/) | $576.5K | 10,634 | 0.4% | 2 |
| EOG RES INC | [EOG](https://holderbook.com/stocks/EOG/) | $568.1K | 4,379 | 0.4% | 3 |
| ALLISON TRANSMISSION HLDGS I | [ALSN](https://holderbook.com/stocks/ALSN/) | $560.2K | 4,969 | 0.4% | 3 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $554.8K | 1,395 | 0.4% | 3 |
| WOODSIDE ENERGY GROUP LTD | [WDS](https://holderbook.com/stocks/WDS/) | $533.0K | 27,586 | 0.4% | 3 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $532.5K | 2,116 | 0.4% | 3 |
| CREDO TECHNOLOGY GROUP HOLDI | [CRDO](https://holderbook.com/stocks/CRDO/) | $527.0K | 1,938 | 0.4% | 1 |
| JABIL INC | [JBL](https://holderbook.com/stocks/JBL/) | $523.1K | 1,357 | 0.4% | 2 |
| EQT CORP | [EQT](https://holderbook.com/stocks/EQT/) | $519.6K | 9,772 | 0.4% | 3 |
| TERADYNE INC | [TER](https://holderbook.com/stocks/TER/) | $516.3K | 1,067 | 0.4% | 1 |
| GENERAL DYNAMICS CORP | [GD](https://holderbook.com/stocks/GD/) | $515.4K | 1,455 | 0.4% | 3 |
| CLEAN HARBORS INC | [CLH](https://holderbook.com/stocks/CLH/) | $511.5K | 1,712 | 0.4% | 1 |
| ESCO TECHNOLOGIES INC | [ESE](https://holderbook.com/stocks/ESE/) | $509.3K | 1,455 | 0.4% | 2 |
| DIMENSIONAL ETF TRUST | [DFAC](https://holderbook.com/stocks/DFAC/) | $496.3K | 11,188 | 0.4% | 3 |
| LUMENTUM HLDGS INC | [LITE](https://holderbook.com/stocks/LITE/) | $489.1K | 570 | 0.4% | 2 |
| TOWER SEMICONDUCTOR LTD | [TSEM](https://holderbook.com/stocks/TSEM/) | $479.7K | 1,868 | 0.4% | 2 |
| CASEYS GEN STORES INC | [CASY](https://holderbook.com/stocks/CASY/) | $477.7K | 601 | 0.4% | 2 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $459.1K | 3,358 | 0.4% | 3 |
| MONOLITHIC PWR SYS INC | [MPWR](https://holderbook.com/stocks/MPWR/) | $457.6K | 331 | 0.4% | 2 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $426.2K | 3,317 | 0.3% | 2 |
| WATERBRIDGE INFRASTRUCTURE L | [WBI](https://holderbook.com/stocks/WBI/) | $398.7K | 11,635 | 0.3% | 2 |
| SEZZLE INC | [SEZL](https://holderbook.com/stocks/SEZL/) | $395.9K | 2,307 | 0.3% | 1 |
| EXPEDIA GROUP INC | [EXPE](https://holderbook.com/stocks/EXPE/) | $395.3K | 1,545 | 0.3% | 3 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +17.5% | +14.8% | +2.7% | 100% |
| Q1 2026 | +0.7% | -4.6% | +5.3% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $130.2M | 200 |
| Q1 2026 | $100.8M | 184 |
| Q4 2025 | $101.5M | 179 |