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Terence Burns

Campion Asset Management

Assets Managed
$147.444M
Holdings
82
Last Quarter
2026 - Q1
Filed Date
1mo 15d ago
Growth Rate
2.37%(2Q avg: 2.32%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Campion Asset Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 82 positions.

Assets under management

The assets under management (AUM) of Campion Asset Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 147.444M in assets, with a quarterly growth rate of 2.37% and a 2-quarter average growth rate of 2.32%. The portfolio is managed by Terence Burns, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 4.98%
10.68%
$15.742M
233,105 shares@ $67.54 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 7.55%
10.3%
$15.179M
23,237 shares@ $653.22 avg price
LMT
Lockheed Martin Corp
Recent Activity
Decreased -0.05%
7.13%
$10.509M
17,388 shares@ $604.39 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 1.12%
6.77%
$9.976M
155,683 shares@ $64.08 avg price
IWR
Ishares Russell Mid-cap Etf
Recent Activity
Decreased -0.48%
5.69%
$8.375M
86,137 shares@ $97.24 avg price
IWB
Ishares Russell 1000 Etf
Recent Activity
Decreased -1.51%
5.66%
$8.342M
23,397 shares@ $356.56 avg price
VNQ
Vanguard Real Estate Etf
Recent Activity
Increased 2.65%
4.91%
$7.233M
81,542 shares@ $88.71 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 4.39%
4.03%
$5.942M
47,798 shares@ $124.32 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.33%
2.97%
$4.37M
17,220 shares@ $253.79 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 3.73%
2.91%
$4.284M
79,259 shares@ $54.05 avg price

1-10 of 82