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AG Campbell Advisory, LLC 13F Holdings
Holdings from the most recent 13F from AG Campbell Advisory, LLC
Filed: 2026-03-04 (Q4 2025) | Holdings: 204 | Value: $332.2M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| JPM - JPMORGAN CHASE & CO. COM | New Purchase | 51.34% | $170.5M | ||||
| BRK.B - BERKSHIRE HATHAWAY INC DEL CL B NEW | New Purchase | 7.33% | $24.4M | -2.88% | |||
| MKL - MARKEL GROUP INC COM | New Purchase | 5.03% | $16.7M | -9.45% | |||
| GOOG - ALPHABET INC CAP STK CL C | New Purchase | 4.45% | $14.8M | ||||
| BRK.A - BERKSHIRE HATHAWAY INC DEL CL A | New Purchase | 2.50% | $8.3M | -2.47% | |||
| GS - GOLDMAN SACHS GROUP INC COM | New Purchase | 2.49% | $8.3M | +9.61% | |||
| BX - BLACKSTONE INC COM | New Purchase | 1.91% | $6.4M | ||||
| AAPL - APPLE INC COM | New Purchase | 1.83% | $6.1M | +12.33% | |||
| AMZN - AMAZON COM INC COM | New Purchase | 1.76% | $5.8M | +24.54% | |||
| SCHW - SCHWAB CHARLES CORP COM | New Purchase | 1.72% | $5.7M | -7.67% | |||
| HOMB - HOME BANCSHARES INC COM | New Purchase | 1.40% | $4.7M | -5.30% | |||
| MCO - MOODYS CORP COM | New Purchase | 1.39% | $4.6M | ||||
| AXP - AMERICAN EXPRESS CO COM | New Purchase | 1.18% | $3.9M | ||||
| GOOGL - ALPHABET INC CAP STK CL A | New Purchase | 1.08% | $3.6M | ||||
| JNJ - JOHNSON & JOHNSON COM | New Purchase | 0.84% | $2.8M | -8.74% | |||
| AMT - AMERICAN TOWER CORP NEW COM | New Purchase | 0.69% | $2.3M | ||||
| FCNCA - FIRST CTZNS BANCSHARES INC DEL CL A | New Purchase | 0.65% | $2.2M | -2.68% | |||
| WYNN - WYNN RESORTS LTD COM | New Purchase | 0.64% | $2.1M | -3.29% | |||
| PNC - PNC FINL SVCS GROUP INC COM | New Purchase | 0.53% | $1.7M | +2.27% | |||
| BRO - BROWN & BROWN INC COM | New Purchase | 0.52% | $1.7M | -23.19% | |||
| CVX - CHEVRON CORP NEW COM | New Purchase | 0.44% | $1.5M | ||||
| MTD - METTLER TOLEDO INTERNATIONAL COM | New Purchase | 0.43% | $1.4M | -15.01% | |||
| BN - BROOKFIELD CORP CL A LTD VT SH | New Purchase | 0.39% | $1.3M | ||||
| BSV - VANGUARD SHORT-TERM BOND ETF | New Purchase | 0.36% | $1.2M | -0.16% | |||
| SPY - SPDR S&P 500 ETF TRUST | New Purchase | 0.34% | $1.1M | ||||
| GLD - SPDR GOLD SHARES | New Purchase | 0.31% | $1.0M | ||||
| EL - LAUDER ESTEE COS INC CL A | New Purchase | 0.30% | $1.0M | -15.56% | |||
| NVDA - NVIDIA CORPORATION COM | New Purchase | 0.30% | $991.4K | +21.13% | |||
| V - VISA INC COM CL A | New Purchase | 0.28% | $928.7K | ||||
| UNH - UNITEDHEALTH GROUP INC COM | New Purchase | 0.28% | $918.4K | +33.57% | |||
| WFC - WELLS FARGO CO NEW COM | New Purchase | 0.26% | $862.1K | ||||
| ABBV - ABBVIE INC COM | New Purchase | 0.25% | $832.6K | -12.41% | |||
| AYI - ACUITY INC COM | New Purchase | 0.24% | $798.9K | +5.71% | |||
| RTX - RTX CORPORATION COM | New Purchase | 0.23% | $751.9K | ||||
| SBCF - SEACOAST BKG CORP FLA COM NEW | New Purchase | 0.22% | $744.2K | -1.16% | |||
| CRM - SALESFORCE INC COM | New Purchase | 0.22% | $722.7K | ||||
| META - META PLATFORMS INC CL A | New Purchase | 0.21% | $703.4K | -9.45% | |||
| TTWO - TAKE-TWO INTERACTIVE SOFTWARE COM | New Purchase | 0.21% | $697.7K | +3.93% | |||
| LMT - LOCKHEED MARTIN CORP COM | New Purchase | 0.19% | $623.9K | -22.63% | |||
| NKE - NIKE INC CL B | New Purchase | 0.19% | $623.5K | -27.66% | |||
| XOM - EXXON MOBIL CORP COM | New Purchase | 0.17% | $580.6K | -0.87% | |||
| DIS - DISNEY WALT CO COM | New Purchase | 0.17% | $576.8K | +1.57% | |||
| MA - MASTERCARD INCORPORATED CL A | New Purchase | 0.17% | $576.6K | -4.31% | |||
| PEP - PEPSICO INC COM | New Purchase | 0.17% | $563.9K | -7.04% | |||
| ADBE - ADOBE INC COM | New Purchase | 0.15% | $512.7K | -10.62% | |||
| ASTS - AST SPACEMOBILE INC COM CL A | New Purchase | 0.14% | $478.1K | -19.88% | |||
| MRK - MERCK & CO INC COM | New Purchase | 0.13% | $421.6K | -5.88% | |||
| SCHM - SCHWAB U.S. MID-CAP ETF | New Purchase | 0.12% | $395.8K | +7.96% | |||
| VTR - VENTAS INC COM | New Purchase | 0.12% | $388.4K | +2.63% | |||
| PG - PROCTER AND GAMBLE CO COM | New Purchase | 0.11% | $369.0K | -7.96% | |||