BankChampaign, National Association holds a diversified book of 200 reported positions worth $130.2M as of Q2 2026 (disclosed Jul 23, 2026, a ~23-day 13F lag). This quarter they opened Churchill Downs Inc and trimmed Western Digital Corp. Their largest long position is Western Digital Corp at 3% of the reported non-option book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
95% mapped to company sectors
+4 sectors below the cut, 7% together
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.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as BankChampaign, National Association
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlueSpruce Investments, LP | 10 / 80 | $642.1M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 10 / 80 | $453.6M |
| Uhlmann Price Securities, LLC | 35 / 80 | $2.4B |
| Hoey Investments, Inc | 42 / 80 | $665.4M |
| Ketron Financial | 20 / 80 | $271.6M |
| Draper Asset Management, LLC | 9 / 80 | $164.7M |
| Howard Hughes Medical Institute | 14 / 80 | $370.4M |
| Emerald Advisors, LLC | 22 / 80 | $621.7M |
Ranked by the share of each fund's own book sitting in the names it shares with BankChampaign, National Association: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Western Digital Corp COM | $4.5M | 7.0K | 3.4% | ▼−11% Reduced · −894 sh | |
| 2 | Berkshire Hathaway Inc Del CL B NEW | $4.1M | 8.2K | 3.1% | ▲+151% Added · +5K sh | |
| 3 | Alphabet Inc CAP STK CL A | $3.3M | 9.2K | 2.5% | ▲+2.4% Added · +213 sh | |
| 4 | Eli Lilly & Co COM | $3.1M | 2.6K | 2.4% | ▲+130% Added · +1K sh | |
| 5 | Broadcom Inc COM | $3.0M | 8.0K | 2.3% | ▼−1.0% Reduced · −83 sh | |
| 6 | Caterpillar Inc COM | $2.5M | 2.4K | 1.9% | ▲+2.4% Added · +56 sh | |
| 7 | Taiwan Semiconductor Manufac SPONSORED ADS | $2.3M | 4.8K | 1.8% | ▲+2.0% Added · +94 sh | |
| 8 | Vertiv Holdings Co COM CL A | $2.2M | 6.6K | 1.7% | ▼−0.6% Reduced · −42 sh | |
| 9 | Pan Amern Silver Corp COM | $2.0M | 44.8K | 1.5% | ▼−0.2% Reduced · −83 sh | |
| 10 | Howmet Aerospace Inc COM | $1.9M | 7.1K | 1.5% | ▲+2.2% Added · +155 sh | |
| 11 | Nvidia Corporation COM | $1.9M | 9.4K | 1.4% | ▲+6.5% Added · +572 sh | |
| 12 | Ge Vernova Inc COM | $1.8M | 1.6K | 1.4% | ▲+13% Added · +185 sh | |
| 13 | Lam Research Corp COM NEW | $1.8M | 4.2K | 1.4% | ▲+7.8% Added · +307 sh | |
| 14 | Apple Inc COM | $1.8M | 6.3K | 1.4% | ▲+2.2% Added · +136 sh | |
| 15 | Palantir Technologies Inc CL A | $1.8M | 15.1K | 1.4% | ▼−3.1% Reduced · −479 sh | |
| 16 | Royal Gold Inc COM | $1.7M | 8.4K | 1.3% | ▲+3.0% Added · +240 sh | |
| 17 | Eaton Corp PLC SHS | $1.6M | 3.7K | 1.2% | ▲+8.1% Added · +276 sh | |
| 18 | ASML Hldg NV N Y REGISTRY SHS | $1.6M | 788 | 1.2% | ▲+24% Added · +155 sh | |
| 19 | Walmart Inc COM | $1.6M | 13.7K | 1.2% | ▲+2.0% Added · +277 sh | |
| 20 | Dell Technologies Inc CL C | $1.5M | 3.6K | 1.2% | ▼−1.3% Reduced · −48 sh | |
| 21 | Amazon Com Inc COM | $1.5M | 6.4K | 1.2% | ▲+11% Added · +654 sh | |
| 22 | United Rentals Inc COM | $1.5M | 1.3K | 1.2% | —Held | |
| 23 | Microsoft Corp COM | $1.5M | 4.1K | 1.2% | ▲+5.9% Added · +226 sh | |
| 24 | Parker-Hannifin Corp COM | $1.4M | 1.5K | 1.1% | ▲+6.3% Added · +88 sh | |
| 25 | Marvell Technology Inc COM | $1.4M | 4.7K | 1.1% | ▲+7.6% Added · +334 sh | |
| 26 | Arm Holdings PLC SPONSORED ADS | $1.4M | 4.0K | 1.1% | ▲+17% Added · +578 sh | |
| 27 | Mueller Inds Inc COM | $1.4M | 11.4K | 1.1% | ▲+3.2% Added · +353 sh | |
| 28 | Costco Wholesale Corporation COM | $1.4M | 1.5K | 1.1% | ▲+5.3% Added · +75 sh | |
| 29 | Churchill Downs Inc COM | $1.4M | 15.2K | 1.0% | ▲New New position | |
| 30 | Sterling Infrastructure Inc COM | $1.4M | 1.6K | 1.0% | ▼−0.7% Reduced · −12 sh | |
| 31 | Micron Technology Inc COM | $1.3M | 1.2K | 1.0% | ▲+3.1% Added · +35 sh | |
| 32 | Ishares TR 0-3 MTH TREASURY | $1.3M | 12.9K | 1.0% | ▲New New position | |
| 33 | Agnico Eagle Mines Ltd COM | $1.2M | 7.6K | 0.9% | ▼−0.4% Reduced · −28 sh | |
| 34 | Arista Networks Inc COM SHS | $1.2M | 7.0K | 0.9% | ▲+4.6% Added · +307 sh | |
| 35 | Applied Matls Inc COM | $1.2M | 1.6K | 0.9% | ▲+44% Added · +492 sh | |
| 36 | Vistra Corp COM | $1.1M | 7.2K | 0.9% | ▼−0.5% Reduced · −39 sh | |
| 37 | Ge Aerospace COM NEW | $1.1M | 3.0K | 0.9% | ▲+23% Added · +563 sh | |
| 38 | Carpenter Technology Corp COM | $1.1M | 1.8K | 0.9% | ▲+11% Added · +183 sh | |
| 39 | Technipfmc PLC COM | $1.1M | 16.8K | 0.9% | ▲+0.3% Added · +57 sh | |
| 40 | Quanta Svcs Inc COM | $1.1M | 1.5K | 0.8% | ▲+8.8% Added · +123 sh | |
| 41 | Robinhood MKTS Inc COM CL A | $1.0M | 10.4K | 0.8% | ▼−2.7% Reduced · −286 sh | |
| 42 | Rockwell Automation Inc COM | $1.0M | 2.1K | 0.8% | ▲+5.8% Added · +114 sh | |
| 43 | Celestica Inc COM | $1.0M | 2.8K | 0.8% | ▲+5.2% Added · +137 sh | |
| 44 | Ciena Corp COM NEW | $1.0M | 2.1K | 0.8% | ▲+5.5% Added · +108 sh | |
| 45 | Heico Corp New COM | $1.0M | 2.8K | 0.8% | ▲+6.3% Added · +169 sh | |
| 46 | Meta Platforms Inc CL A | $1.0M | 1.8K | 0.8% | ▲+1.6% Added · +28 sh | |
| 47 | Kla Corp COM NEW | $983K | 3.3K | 0.8% | ▲+630% Added · +3K sh | |
| 48 | Constellation Energy Corp COM | $938K | 3.8K | 0.7% | ▼−1.1% Reduced · −43 sh | |
| 49 | JPMorgan Chase & Co COM | $932K | 2.8K | 0.7% | ▲+123% Added · +2K sh | |
| 50 | Williams Cos Inc COM | $921K | 12.4K | 0.7% | ▲+0.5% Added · +58 sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.