BankChampaign National Association Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$2.36M |
| 2 |
Eli Lilly
LLY
|
+$1.49M |
| 3 |
Churchill Downs
CHDN
|
+$1.37M |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$1.3M |
| 5 |
Clean Harbors
CLH
|
+$506K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vulcan Materials
VMC
|
+$706K |
| 2 |
Genmab
GMAB
|
+$687K |
| 3 |
ResMed
RMD
|
+$669K |
| 4 |
Cencora
COR
|
+$647K |
| 5 |
Vertex Pharmaceuticals
VRTX
|
+$614K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 30.85% |
| 2 | Industrials | 22.61% |
| 3 | Financials | 7.67% |
| 4 | Energy | 7.01% |
| 5 | Healthcare | 6.94% |
Similar funds
BankChampaign National Association's Q2 2026 Portfolio in Review
As of Q2 2026, BankChampaign National Association held 225 positions worth $130M, up 29% from $101M the previous quarter. Its ten largest holdings account for 22% of the portfolio.
BankChampaign National Association deployed $9.39M of net new capital in Q2 2026, opening 41 new positions and adding to 71 existing holdings. Its largest new stake was Churchill Downs: 15,240 shares worth $1.37M.
By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 24% a quarter earlier, followed by Industrials and Financials.
On the sell side, the largest reduction was Western Digital, an estimated $435K trimmed.
- BankChampaign National Association's largest Q2 2026 buy was Churchill Downs: 15,240 shares worth $1.37M.
- BankChampaign National Association added most to Berkshire Hathaway Class B in Q2 2026, an estimated $2.36M increase.
- BankChampaign National Association's biggest Q2 2026 reduction was Western Digital, cutting an estimated $435K.
- BankChampaign National Association fully exited Vulcan Materials in Q2 2026, selling an estimated $706K.
- BankChampaign National Association's ten largest holdings make up 22% of its $130M portfolio in Q2 2026.
- BankChampaign National Association opened 41 new positions and closed 25 in Q2 2026.
- BankChampaign National Association's portfolio value rose 29% quarter-over-quarter to $130M.
Based on BankChampaign National Association's 13F filing for Q2 2026, filed 23 Jul 2026.