Campbell, CACIK 18420134 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
163 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 27.8K | $18.94M | 8.4% | +156 | Added |
| 2 | Schwab Strategic Tr | 543.7K | $17.74M | 7.8% | −3.5K | Reduced |
| 3 | Apple Inc | 59.3K | $16.11M | 7.1% | −2.1K | Reduced |
| 4 | Capital Group Dividend Value |
| 304.9K |
| $13.31M |
| 5.9% |
| +14.6K |
| Added |
| 5 | Nvidia Corporation | 54.0K | $10.07M | 4.4% | −2.4K | Reduced |
| 6 | Vanguard Malvern Fds | 129.1K | $10.06M | 4.4% | +1.1K | Added |
| 7 | Schwab Strategic Tr | 348.6K | $8.01M | 3.5% | +13.6K | Added |
| 8 | Alphabet Inc | 23.7K | $7.44M | 3.3% | +1.2K | Added |
| 9 | J P Morgan Exchange Traded F | 79.3K | $5.94M | 2.6% | +4.0K | Added |
| 10 | Amazon Com Inc | 22.2K | $5.13M | 2.3% | +1.6K | Added |
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