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Kampmann Melissa S.

Latest statistics and disclosures from Kampmann Melissa S.'s latest quarterly 13F-HR filing:

Top 5 stock holdings are LLY, AAPL, MSFT, UBER, GOOG, and represent 23.87% of Kampmann Melissa S.'s stock portfolio.
Added to shares of these 10 stocks: HD, GNRC, ORCL, TOST, RBA, CSGP, AGG, BIV, BX, AON.
Started 1 new stock position in ORCL.
Reduced shares in these 10 stocks: ICE, ECL, UBER, NKE, CRM, LLY, JNJ, ISRG, FAST, PG.
Kampmann Melissa S. was a net seller of stock by $-1.1M.
Kampmann Melissa S. has $141M in assets under management (AUM), dropping by 3.29%.
Central Index Key (CIK): 0001999898

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Portfolio Holdings for Kampmann Melissa S.

Kampmann Melissa S. holds 41 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Lilly Eli & Co Common Stock (LLY)	6.1	$8.6M	-2%	9.7k	885.94	View chart
Apple Common Stock (AAPL)	5.1	$7.3M		31k	233.00	View chart
Microsoft Corp Common Stock (MSFT)	4.8	$6.8M		16k	430.30	View chart
Uber Technologies Common Stock (UBER)	3.9	$5.6M	-5%	74k	75.16	View chart
Alphabet Inc C Common Stock (GOOG)	3.9	$5.5M	-2%	33k	167.19	View chart
Walmart Common Stock (WMT)	3.9	$5.5M		68k	80.75	View chart
Procter & Gamble Common Stock (PG)	3.6	$5.1M	-2%	30k	173.20	View chart
Stryker Corp Common Stock (SYK)	3.6	$5.1M		14k	361.26	View chart
Jpmorgan Chase & Co Common Stock (JPM)	3.3	$4.6M		22k	210.86	View chart
Ecolab Common Stock (ECL)	3.2	$4.6M	-6%	18k	255.33	View chart
Mastercard Incorporated Common Stock (MA)	3.2	$4.5M		9.1k	493.80	View chart
S&p Global Common Stock (SPGI)	3.0	$4.3M		8.3k	516.62	View chart
Amazon.com Common Stock (AMZN)	2.8	$4.0M		22k	186.33	View chart
Blackstone Common Stock (BX)	2.8	$3.9M		26k	153.13	View chart
Zoetis Inc A Common Stock (ZTS)	2.8	$3.9M		20k	195.38	View chart
Johnson & Johnson Common Stock (JNJ)	2.8	$3.9M	-5%	24k	162.06	View chart
Workday Inc A Common Stock (WDAY)	2.6	$3.7M		15k	244.41	View chart
Intercontinental Exchange Common Stock (ICE)	2.6	$3.6M	-8%	23k	160.64	View chart
Fastenal Common Stock (FAST)	2.5	$3.6M	-4%	50k	71.42	View chart
Rockwell Automation Common Stock (ROK)	2.5	$3.6M		13k	268.46	View chart
Aon Int'l Common Stock (AON)	2.5	$3.5M		10k	345.99	View chart
Intuitive Surgical Common Stock (ISRG)	2.2	$3.1M	-5%	6.4k	491.27	View chart
Hologic Common Stock (HOLX)	2.1	$3.0M		37k	81.46	View chart
Home Depot Common Stock (HD)	2.1	$2.9M	+26%	7.3k	405.20	View chart
Starbucks Corp Common Stock (SBUX)	2.0	$2.9M		29k	97.49	View chart
Chevron Corp Common Stock (CVX)	2.0	$2.9M		19k	147.27	View chart
Dexcom Common Stock (DXCM)	2.0	$2.8M		41k	67.04	View chart
Schwab Charles Corp Common Stock (SCHW)	1.9	$2.7M		42k	64.81	View chart
Generac Hldgs Common Stock (GNRC)	1.9	$2.7M	+19%	17k	158.88	View chart
Rb Global Int'l Common Stock (RBA)	1.9	$2.7M		33k	80.49	View chart
Salesforce Common Stock (CRM)	1.8	$2.6M	-8%	9.4k	273.71	View chart
Irhythm Technologies Common Stock (IRTC)	1.4	$1.9M		26k	74.24	View chart
Costar Group Common Stock (CSGP)	1.2	$1.8M		23k	75.44	View chart
Vanguard Intermediate Term Bond Etf Fixed Income ETF (BIV)	1.2	$1.7M		22k	78.37	View chart
Toast Common Stock (TOST)	1.1	$1.6M	+28%	56k	28.31	View chart
Nike Common Stock (NKE)	0.9	$1.3M	-18%	15k	88.40	View chart
Ishares Core Total Us Agg Bond Etf Fixed Income ETF (AGG)	0.7	$1.0M		10k	101.27	View chart
Xylem Common Stock (XYL)	0.6	$825k	-13%	6.1k	135.03	View chart
Canadian Natl Ry Int'l Common Stock (CNI)	0.5	$773k	-7%	6.6k	117.15	View chart
Berkshire Hathaway Inc Del Cl A Common Stock (BRK.A)	0.5	$691k		1.00	691180.00	View chart
Oracle Corp Common Stock (ORCL)	0.3	$408k	NEW	2.4k	170.40	View chart

Past Filings by Kampmann Melissa S.

SEC 13F filings are viewable for Kampmann Melissa S. going back to 2023

Kampmann Melissa S. 2024 Q3 filed Nov. 4, 2024
Kampmann Melissa S. 2024 Q2 filed Aug. 16, 2024
Kampmann Melissa S. 2024 Q1 filed May 15, 2024
Kampmann Melissa S. 2023 Q4 filed Feb. 22, 2024
Kampmann Melissa S. 2023 Q3 restated filed Feb. 20, 2024

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