Arkolith/Funds/BankChampaign, National Association

BankChampaign, National Association

CIK 2135773
Holdings as of Mar 31, 2026·disclosed May 21, 2026·~51-day 13F lag·13F-HR
Active Filer

BankChampaign, National Association holds a diversified book of 138 stocks worth $100.8M as of Q1 2026 (disclosed May 21, 2026, a ~45-day 13F lag). This quarter they opened CIENA CORP and trimmed ALPHABET INC. Their largest long position is ALPHABET INC at 3% of the equity book.

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Use Arkolith to show BankChampaign, National Association's latest
holdings, largest changes, and filing provenance.
Opened
30
new positions
Added to
42
existing
Trimmed
66
reduced
Sold out
36
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
12%
Top 10 holdings
21%
Top 20 holdings
35%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

26% mapped to company sectors

ETF / fund or unclassified
74%
Industrials
6%
Materials
5%
Financials
4%
Health Care
4%
Energy
2%
Consumer Discretionary
2%
Utilities
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
  • VANECK MERK GOLD ETF
    45×$917K
  • CIENA CORP
    New$759K
  • New$666K
  • KLA CORP
    New$657K
  • SPDR GOLD TR
    28×$655K
  • SOUTHERN COPPER CORP
    New$600K
Trimmed / exited
  • −56%$927K
  • PALANTIR TECHNOLOGIES INC
    −14%$382K
  • REPUBLIC SVCS INC
    −49%$311K
  • EBAY INC.
    −29%$291K
  • DELL TECHNOLOGIES INC
    −26%$213K
  • GUARDANT HEALTH INC
    −19%$194K

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

184 positions
#SecurityValueShares% PortLast moveHistory
1Alphabet Inc
CAP STK CL A
$2.6M9.0K
2.6%
−6.6%
Reduced · −637 sh
2Broadcom Inc
COM
$2.5M8.1K
2.5%
−6.0%
Reduced · −520 sh
3Pan Amern Silver Corp
COM
$2.5M44.9K
2.4%
−3.4%
Reduced · −2K sh
4Palantir Technologies Inc
CL A
$2.3M15.6K
2.3%
−14%
Reduced · −3K sh
5Western Digital Corp
COM
$2.1M7.9K
2.1%
−5.7%
Reduced · −476 sh
6Royal Gold Inc
COM
$2.1M8.1K
2.0%
−0.7%
Reduced · −60 sh
7Walmart Inc
COM
$1.7M13.4K
1.7%
+0.5%
Added · +68 sh
8Vertiv Holdings Co
COM CL A
$1.7M6.7K
1.7%
−5.7%
Reduced · −405 sh
9Caterpillar Inc
COM
$1.6M2.3K
1.6%
−4.7%
Reduced · −115 sh
10Taiwan Semiconductor Manufac
SPONSORED ADS
$1.6M4.7K
1.6%
−1.7%
Reduced · −81 sh
11Howmet Aerospace Inc
COM
$1.6M6.9K
1.6%
−3.4%
Reduced · −243 sh
12Apple Inc
COM
$1.6M6.2K
1.6%
−2.3%
Reduced · −146 sh
13Berkshire Hathaway Inc Del
CL B NEW
$1.6M3.3K
1.6%
−0.5%
Reduced · −18 sh
14Agnico Eagle Mines Ltd
COM
$1.6M7.7K
1.5%
−4.8%
Reduced · −385 sh
15Nvidia Corporation
COM
$1.5M8.8K
1.5%
+0.2%
Added · +20 sh
16Microsoft Corp
COM
$1.4M3.8K
1.4%
+0.9%
Added · +34 sh
17Costco Wholesale Corporation
COM
$1.4M1.4K
1.4%
−4.9%
Reduced · −73 sh
18Parker-Hannifin Corp
COM
$1.2M1.4K
1.2%
−3.1%
Reduced · −45 sh
19Eaton Corp PLC
SHS
$1.2M3.4K
1.2%
−1.9%
Reduced · −67 sh
20Mueller Inds Inc
COM
$1.2M11.0K
1.2%
−6.5%
Reduced · −764 sh
21Ge Vernova Inc
COM
$1.2M1.4K
1.2%
−5.5%
Reduced · −81 sh
22Amazon Com Inc
COM
$1.2M5.8K
1.2%
−3.4%
Reduced · −202 sh
23Technipfmc PLC
COM
$1.2M16.7K
1.1%
−7.7%
Reduced · −1K sh
24Vistra Corp
COM
$1.1M7.2K
1.1%
−1.3%
Reduced · −97 sh
25Constellation Energy Corp
COM
$1.1M3.8K
1.1%
+0.3%
Added · +11 sh
26Eli Lilly & Co
COM
$1.0M1.1K
1.0%
+5.0%
Added · +53 sh
27Meta Platforms Inc
CL A
$1.0M1.8K
1.0%
+2.2%
Added · +38 sh
28Baker Hughes Company
CL A
$989K16.2K
1.0%
−6.5%
Reduced · −1K sh
29United Rentals Inc
COM
$981K1.3K
1.0%
−0.1%
Reduced · −1 sh
30RTX Corporation
COM
$946K4.9K
0.9%
+2.8%
Added · +134 sh
31Vaneck Merk Gold ETF
GOLD SHS
$937K20.8K
0.9%
45×
Added · +20K sh
32Intuitive Surgical Inc
COM NEW
$908K2.0K
0.9%
+1.1%
Added · +21 sh
33Williams Cos Inc
COM
$898K12.3K
0.9%
+4.8%
Added · +564 sh
34Mastercard Incorporated
CL A
$845K1.7K
0.8%
−12%
Reduced · −228 sh
35Asml Hldg NV
N Y REGISTRY SHS
$836K633
0.8%
+22%
Added · +114 sh
36Lam Research Corp
COM NEW
$836K3.9K
0.8%
+20%
Added · +640 sh
37Global Ship Lease Inc
COM CL A
$829K22.3K
0.8%
+18%
Added · +3K sh
38Arista Networks Inc
COM SHS
$817K6.7K
0.8%
−14%
Reduced · −1K sh
39Allison Transmission Hldgs I
COM
$812K6.9K
0.8%
−5.1%
Reduced · −376 sh
40Guardant Health Inc
COM
$809K8.8K
0.8%
−19%
Reduced · −2K sh
41Quanta Svcs Inc
COM
$771K1.4K
0.8%
−0.2%
Reduced · −3 sh
42Cheniere Energy Inc
COM NEW
$763K2.7K
0.8%
−3.4%
Reduced · −94 sh
43Ciena Corp
COM NEW
$759K2.0K
0.8%
New
New position
44Celestica Inc
COM
$744K2.6K
0.7%
−3.0%
Reduced · −81 sh
45Robinhood MKTS Inc
COM CL A
$739K10.7K
0.7%
−4.9%
Reduced · −550 sh
46Ross Stores Inc
COM
$737K3.4K
0.7%
+11%
Added · +344 sh
47Heico Corp New
COM
$731K2.7K
0.7%
−1.0%
Reduced · −27 sh
48Rockwell Automation Inc
COM
$710K2.0K
0.7%
+1.3%
Added · +25 sh
49Vulcan Matls Co
COM
$706K2.6K
0.7%
+6.5%
Added · +158 sh
50Ge Aerospace
COM NEW
$704K2.5K
0.7%
+6.7%
Added · +155 sh
Showing 50 of 184 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 21, 2026186$100.8M13F-HR
Q4 2025Dec 31, 2025May 21, 2026179$101.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.