Institutional portfolios / 13F
AG Campbell Advisory, LLC
A closer look at the portfolio, one quarter at a time.
Sign in to follow Export portfolio ↓ Export quarterly changes ↓- Reported portfolio value
- $158,361,571 As of December 31, 2025
- Positions
- 5 Across disclosed securities
- Top 5 weight
- 100.0% Share of reported value
View SEC filing · Published 2026-03-11 11:07 UTC
Inside the portfolio
Reported holdings
Quarterly comparison unavailable: complete reports and corporate-action evidence are required. Reported holdings remain available below.
| Security | Shares / principal | Reported value | Weight | Adjusted quarterly change |
|---|---|---|---|---|
JPMORGAN CHASE & CO COMStock · JPM
Holding detailsReported CUSIP: 46625H100 Reported row 5 · 0002110880-26-000002 Quarterly change unavailable. Security identity or split coverage is incomplete. |
471,920 SH | $152,062,222 | 96.02% |
—Comparison unavailable |
APPLE INC COMStock · AAPL
Holding detailsReported CUSIP: 037833100 Reported row 3 · 0002110880-26-000002 Quarterly change unavailable. Security identity or split coverage is incomplete. |
18,077 SH | $4,914,425 | 3.10% |
—Comparison unavailable |
SEACOAST BKG CORP FLA COM NEWStock · SBCF
Holding detailsReported CUSIP: 811707801 Reported row 4 · 0002110880-26-000002 Quarterly change unavailable. Security identity or split coverage is incomplete. |
20,625 SH | $648,038 | 0.41% |
—Comparison unavailable |
SCHWAB U.S. MID-CAP ETFETF
Holding detailsReported CUSIP: 808524508 Reported row 2 · 0002110880-26-000002 Quarterly change unavailable. Security identity or split coverage is incomplete. |
13,162 SH | $395,754 | 0.25% |
—Comparison unavailable |
SCHWAB U.S. SMALL-CAP ETFETF
Holding detailsReported CUSIP: 808524607 Reported row 1 · 0002110880-26-000002 Quarterly change unavailable. Security identity or split coverage is incomplete. |
11,978 SH | $341,132 | 0.22% |
—Comparison unavailable |