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BNA

BankChampaign National Association Portfolio holdings

AUM $130M
This Fund
S&P 500
This Quarter Est. Return
+4.85%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$101M
AUM Growth
–
Cap. Flow
+$100M
Cap. Flow %
98.59%
Top 10 Hldgs %
21.47%
Holding
179
New
179
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
PLTR icon
Palantir
PLTR
+$3.3M
2
AVGO icon
Broadcom
AVGO
+$3.07M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.74M
4
PAAS icon
Pan American Silver
PAAS
+$1.94M
5
MSFT icon
Microsoft
MSFT
+$1.91M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 24.17%
2 Industrials 20.09%
3 Financials 9.97%
4 Healthcare 9.8%
5 Materials 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MO icon
76
Altria Group
MO
$109B
$507K 0.5%
+8,799
New +$531K
ORCL icon
77
Oracle
ORCL
$419B
$489K 0.48%
+2,508
New +$597K
CW icon
78
Curtiss-Wright
CW
$26.1B
$483K 0.48%
+876
New +$489K
JPM icon
79
JPMorgan Chase
JPM
$962B
$481K 0.47%
+1,493
New +$462K
COIN icon
80
Coinbase
COIN
$39.2B
$475K 0.47%
+2,100
New +$626K
DFAC icon
81
Dimensional US Core Equity 2 ETF
DFAC
$49.5B
$474K 0.47%
+2,279
New +$89K
C icon
82
Citigroup
C
$228B
$468K 0.46%
+4,012
New +$417K
WDS icon
83
Woodside Energy
WDS
$44.3B
$464K 0.46%
+29,761
New +$473K
TEL icon
84
TE Connectivity
TEL
$63.3B
$455K 0.45%
+2,001
New +$463K
ESLT icon
85
Elbit Systems
ESLT
$36.4B
$455K 0.45%
+790
New +$396K
MP icon
86
MP Materials
MP
$9.84B
$454K 0.45%
+8,995
New +$570K
ENVA icon
87
Enova International
ENVA
$6.4B
$449K 0.44%
+2,855
New +$372K
NET icon
88
Cloudflare
NET
$109B
$445K 0.44%
+2,256
New +$477K
UHS icon
89
Universal Health Services
UHS
$9.94B
$427K 0.42%
+1,958
New +$433K
AZN icon
90
AstraZeneca
AZN
$246B
$417K 0.41%
+2,267
New +$398K
PANW icon
91
Palo Alto Networks
PANW
$313B
$417K 0.41%
+2,262
New +$456K
APH icon
92
Amphenol
APH
$206B
$416K 0.41%
+3,081
New +$412K
VYM icon
93
Vanguard High Dividend Yield ETF
VYM
$83.8B
$412K 0.41%
+91
New +$12.9K
WEC icon
94
WEC Energy
WEC
$34.8B
$410K 0.4%
+3,889
New +$431K
AMAT icon
95
Applied Materials
AMAT
$417B
$402K 0.4%
+1,564
New +$375K
EOG icon
96
EOG Resources
EOG
$75.2B
$394K 0.39%
+3,749
New +$403K
BSX icon
97
Boston Scientific
BSX
$74.2B
$386K 0.38%
+4,050
New +$397K
SLV icon
98
iShares Silver Trust
SLV
$31.5B
$386K 0.38%
+100
New +$5.01K
AMGN icon
99
Amgen
AMGN
$224B
$368K 0.36%
+1,124
New +$357K
CINF icon
100
Cincinnati Financial
CINF
$26.6B
$367K 0.36%
+2,250
New +$364K
2 3
4
5 6

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NCM
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CG
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EIM
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CIP
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ADEF
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BankChampaign National Association's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for BankChampaign National Association, which disclosed 179 positions worth $101M. Its ten largest holdings account for 21% of the portfolio.

Its largest position is Palantir: 18,211 shares worth $3.24M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, followed by Industrials and Financials.

  • BankChampaign National Association's largest Q4 2025 buy was Palantir: 18,211 shares worth $3.24M.
  • BankChampaign National Association's ten largest holdings make up 21% of its $101M portfolio in Q4 2025.
  • BankChampaign National Association disclosed 179 positions in Q4 2025, its first 13F filing on record.

Based on BankChampaign National Association's 13F filing for Q4 2025, filed 21 May 2026.