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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001843492

Campion Asset Management

Falls Church, VA · File #028-21150

Latest AUM
$144.0M
Positions
80
Top-10 Concentration
64.1%
Filings
12

Sector Allocation

Industrials
7.6%$11.0M
Technology
6.9%$10.0M
Healthcare
4.2%$6.1M
Energy
2.8%$4.1M
Financials
1.0%$1.4M
Utilities
0.8%$1.1M
Consumer Staples
0.4%$547,246
Real Estate
0.1%$217,757

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ISHARES TR46428720021,607$14.8M11.00%
2ISHARES TR464287507222,068$14.7M10.89%
3VANGUARD TAX-MANAGED FDS921943858153,962$9.6M7.15%
4ISHARES TR46428762223,757$8.9M6.59%
5LOCKHEED MARTIN CORPLMT17,398$8.4M6.25%
6ISHARES TR46428749986,554$8.3M6.19%
7VANGUARD INDEX FDS92290855379,444$7.0M5.22%
8ISHARES TR46428780445,788$5.5M4.09%
9APPLE INCAAPL17,453$4.7M3.53%
10ISHARES TR46428754933,173$4.3M3.18%
11VANGUARD INTL EQUITY INDEX F92204285876,415$4.1M3.05%
12ISHARES TR46428765513,517$3.3M2.47%
13ISHARES TR46428770525,271$3.3M2.47%
14VANGUARD WORLD FD92204A88416,469$3.2M2.37%
15ELI LILLY & COLLY2,902$3.1M2.32%
16MICROSOFT CORPMSFT5,532$2.7M1.99%
17EXXON MOBIL CORPXOM15,672$1.9M1.40%
18ISHARES TR46428887721,328$1.5M1.13%
19JPMORGAN CHASE & CO.VYLD4,609$1.5M1.10%
20ISHARES INC46434G76418,851$1.4M1.02%