Arkolith/Funds/BankChampaign, National Association

BankChampaign, National Association

CIK 2135773
Holdings as of Jun 30, 2026·disclosed Jul 23, 2026·~23-day 13F lag·13F-HR
Active Filer

BankChampaign, National Association holds a diversified book of 200 stocks worth $130.2M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-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 equity book.

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Use Arkolith to show BankChampaign, National Association's latest
holdings, largest changes, and filing provenance.
Opened
78
new positions
Added to
74
existing
Trimmed
48
reduced
Sold out
25
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
14%
Top 10 holdings
22%
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

95% mapped to company sectors

Information Technology
35%
Industrials
19%
Financials
10%
Materials
9%
Health Care
7%
Consumer Discretionary
6%
ETF / fund or unclassified
5%
Utilities
3%

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
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as BankChampaign, National Association

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$459.8B
JPMORGAN CHASE & CO80 / 80$447.8B
ROYAL BANK OF CANADA80 / 80$138.5B
AMERIPRISE FINANCIAL INC80 / 80$119.7B
WELLS FARGO & COMPANY/MN80 / 80$112.7B
PNC FINANCIAL SERVICES GROUP, INC.80 / 80$72.5B
RAYMOND JAMES FINANCIAL INC80 / 80$65.7B
LPL Financial LLC80 / 80$45.1B

Ranked by how many of BankChampaign, National Association's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

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

200 positions
#SecurityValueShares% PortLast moveHistory
1Western Digital Corp
COM
$4.5M7.0K
3.4%
−11%
Reduced · −894 sh
2Berkshire Hathaway Inc Del
CL B NEW
$4.1M8.2K
3.1%
+151%
Added · +5K sh
3Alphabet Inc
CAP STK CL A
$3.3M9.2K
2.5%
+2.4%
Added · +213 sh
4Eli Lilly & Co
COM
$3.1M2.6K
2.4%
+130%
Added · +1K sh
5Broadcom Inc
COM
$3.0M8.0K
2.3%
−1.0%
Reduced · −83 sh
6Caterpillar Inc
COM
$2.5M2.4K
1.9%
+2.4%
Added · +56 sh
7Taiwan Semiconductor Manufac
SPONSORED ADS
$2.3M4.8K
1.8%
+2.0%
Added · +94 sh
8Vertiv Holdings Co
COM CL A
$2.2M6.6K
1.7%
−0.6%
Reduced · −42 sh
9Pan Amern Silver Corp
COM
$2.0M44.8K
1.5%
−0.2%
Reduced · −83 sh
10Howmet Aerospace Inc
COM
$1.9M7.1K
1.5%
+2.2%
Added · +155 sh
11Nvidia Corporation
COM
$1.9M9.4K
1.4%
+6.5%
Added · +572 sh
12Ge Vernova Inc
COM
$1.8M1.6K
1.4%
+13%
Added · +185 sh
13Lam Research Corp
COM NEW
$1.8M4.2K
1.4%
+7.8%
Added · +307 sh
14Apple Inc
COM
$1.8M6.3K
1.4%
+2.2%
Added · +136 sh
15Palantir Technologies Inc
CL A
$1.8M15.1K
1.4%
−3.1%
Reduced · −479 sh
16Royal Gold Inc
COM
$1.7M8.4K
1.3%
+3.0%
Added · +240 sh
17Eaton Corp PLC
SHS
$1.6M3.7K
1.2%
+8.1%
Added · +276 sh
18ASML Hldg NV
N Y REGISTRY SHS
$1.6M788
1.2%
+24%
Added · +155 sh
19Walmart Inc
COM
$1.6M13.7K
1.2%
+2.0%
Added · +277 sh
20Dell Technologies Inc
CL C
$1.5M3.6K
1.2%
−1.3%
Reduced · −48 sh
21Amazon Com Inc
COM
$1.5M6.4K
1.2%
+11%
Added · +654 sh
22United Rentals Inc
COM
$1.5M1.3K
1.2%
Held
23Microsoft Corp
COM
$1.5M4.1K
1.2%
+5.9%
Added · +226 sh
24Parker-Hannifin Corp
COM
$1.4M1.5K
1.1%
+6.3%
Added · +88 sh
25Marvell Technology Inc
COM
$1.4M4.7K
1.1%
+7.6%
Added · +334 sh
26Arm Holdings PLC
SPONSORED ADS
$1.4M4.0K
1.1%
+17%
Added · +578 sh
27Mueller Inds Inc
COM
$1.4M11.4K
1.1%
+3.2%
Added · +353 sh
28Costco Wholesale Corporation
COM
$1.4M1.5K
1.1%
+5.3%
Added · +75 sh
29Churchill Downs Inc
COM
$1.4M15.2K
1.0%
New
New position
30Sterling Infrastructure Inc
COM
$1.4M1.6K
1.0%
−0.7%
Reduced · −12 sh
31Micron Technology Inc
COM
$1.3M1.2K
1.0%
+3.1%
Added · +35 sh
32Ishares TR
0-3 MTH TREASURY
$1.3M12.9K
1.0%
New
New position
33Agnico Eagle Mines Ltd
COM
$1.2M7.6K
0.9%
−0.4%
Reduced · −28 sh
34Arista Networks Inc
COM SHS
$1.2M7.0K
0.9%
+4.6%
Added · +307 sh
35Applied Matls Inc
COM
$1.2M1.6K
0.9%
+44%
Added · +492 sh
36Vistra Corp
COM
$1.1M7.2K
0.9%
−0.5%
Reduced · −39 sh
37Ge Aerospace
COM NEW
$1.1M3.0K
0.9%
+23%
Added · +563 sh
38Carpenter Technology Corp
COM
$1.1M1.8K
0.9%
+11%
Added · +183 sh
39Technipfmc PLC
COM
$1.1M16.8K
0.9%
+0.3%
Added · +57 sh
40Quanta Svcs Inc
COM
$1.1M1.5K
0.8%
+8.8%
Added · +123 sh
41Robinhood MKTS Inc
COM CL A
$1.0M10.4K
0.8%
−2.7%
Reduced · −286 sh
42Rockwell Automation Inc
COM
$1.0M2.1K
0.8%
+5.8%
Added · +114 sh
43Celestica Inc
COM
$1.0M2.8K
0.8%
+5.2%
Added · +137 sh
44Ciena Corp
COM NEW
$1.0M2.1K
0.8%
+5.5%
Added · +108 sh
45Heico Corp New
COM
$1.0M2.8K
0.8%
+6.3%
Added · +169 sh
46Meta Platforms Inc
CL A
$1.0M1.8K
0.8%
+1.6%
Added · +28 sh
47Kla Corp
COM NEW
$983K3.3K
0.8%
+630%
Added · +3K sh
48Constellation Energy Corp
COM
$938K3.8K
0.7%
−1.1%
Reduced · −43 sh
49JPMorgan Chase & Co
COM
$932K2.8K
0.7%
+123%
Added · +2K sh
50Williams Cos Inc
COM
$921K12.4K
0.7%
+0.5%
Added · +58 sh
Showing 50 of 200 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 23, 2026200$130.2M13F-HR
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. Price-derived performance is withheld until the price-source policy and freshness gate are green.