CAMPION ASSET MANAGEMENT

HTTP://WWW.CAMPIONAM.COM FALLS CHURCH, VA Investment Advisor How do I update this listing?

Campion Asset Management is based out of Falls Church. Campion Asset Management is a large advisory firm with 102 clients and discretionary assets under management (AUM) of $184,386,562 (Form ADV from 2021-05-07). Their last reported 13F filing for Q2 2021 included $120,448,000 in managed 13F securities and a top 10 holdings concentration of 58.34%. Campion Asset Management's largest holding is iShares Russell 1000 ETF with shares held of 53,863. Whalewisdom has at least 2 13F filings

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06/30/2021

13F Activity

  • Market Value $120.448 Million
  • Prior Market Value $132.284 Million
  • New Purchases2 stocks
  • Additional Purchases7 stocks
  • Sold out of5 stocks
  • Reduced holdings in69 stocks
  • Top 10 Holdings % 58.34 %
  • Turnover % [1]:7.61%
  • Turnover Alt % [2]: 1.56 %
  • Time Held Top20:0.95 quarters
  • Time Held Top10:1.00 quarters
  • Time Held All:0.98 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2021

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-08-16

Performance for Q2 2021: 6.81%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

CAMPION ASSET MANAGEMENT, LLC
3141 FAIRVIEW PARK DRIVE SUITE 310
FALLS CHURCH VA    22042
Country: United States

Business Phone: 703-828-1137
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: VA
Number of employees: 3
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 102
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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CAMPION ASSET MANAGEMENT, LLC

ownership team - last updated 2021-05-07
Name Title Start Date Direct/Indirect % Ownership
BURNS, TERENCE, EDMUND PRESIDENT/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER 05/01/2005 Direct 75% or more
Fund Name Position direct/indirect start date end date
CAMPION WEALTH MANAGEMENT, LLC PRESIDENT/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2005-05-01

CAMPION ASSET MANAGEMENT, LLC

ownership team - last updated 2021-02-08
Name Title Start Date Direct/Indirect % Ownership
BURNS, TERENCE, EDMUND PRESIDENT/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER 05/01/2005 Direct 75% or more
Fund Name Position direct/indirect start date end date
CAMPION WEALTH MANAGEMENT, LLC PRESIDENT/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2005-05-01
BURNS, TERENCE, EDMUND PRESIDENT/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER 05/01/2005 Direct 75% or more
Fund Name Position direct/indirect start date end date
CAMPION WEALTH MANAGEMENT, LLC PRESIDENT/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2005-05-01

CAMPION ASSET MANAGEMENT, LLC

ownership team - last updated 2020-09-08
Name Title Start Date Direct/Indirect % Ownership
BURNS, TERENCE, EDMUND PRESIDENT/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER 05/01/2005 Direct 75% or more
Fund Name Position direct/indirect start date end date
CAMPION WEALTH MANAGEMENT, LLC PRESIDENT/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2005-05-01

CAMPION ASSET MANAGEMENT, LLC

ownership team - last updated 2020-06-05
Name Title Start Date Direct/Indirect % Ownership
BURNS, TERENCE, EDMUND PRESIDENT/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER 05/01/2005 Direct 75% or more
Fund Name Position direct/indirect start date end date
CAMPION WEALTH MANAGEMENT, LLC PRESIDENT/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2005-05-01

CAMPION ASSET MANAGEMENT, LLC

ownership team - last updated 2020-02-10
Name Title Start Date Direct/Indirect % Ownership

CAMPION ASSET MANAGEMENT, LLC

ownership team - last updated 2019-02-14
Name Title Start Date Direct/Indirect % Ownership
BURNS, TERENCE, EDMUND PRESIDENT/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER 05/01/2005 Direct 75% or more
Fund Name Position direct/indirect start date end date
CAMPION WEALTH MANAGEMENT, LLC PRESIDENT/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2005-05-01

CAMPION ASSET MANAGEMENT, LLC

ownership team - last updated 2017-01-19
Name Title Start Date Direct/Indirect % Ownership
BURNS, TERENCE, EDMUND PRESIDENT/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER 05/01/2005 Direct 75% or more
Fund Name Position direct/indirect start date end date
CAMPION WEALTH MANAGEMENT, LLC PRESIDENT/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2005-05-01

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