Kampmann Melissa S.

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

  • Top 5 stock holdings are LLY, GOOG, AAPL, MSFT, WMT, and represent 26.04% of Kampmann Melissa S.'s stock portfolio.
  • Added to shares of these 10 stocks: COST, NOW, BA, GEV, FAST, ROK, CVX, BIV, TOST, AMZN.
  • Started 3 new stock positions in BA, NOW, COST.
  • Reduced shares in these 10 stocks: , , WM, SBUX, WMT, WDAY, SPGI, CRM, IRTC, ICE.
  • Sold out of its positions in CSGP, ZTS.
  • Kampmann Melissa S. was a net seller of stock by $-4.6M.
  • Kampmann Melissa S. has $135M in assets under management (AUM), dropping by -1.41%.
  • 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 December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Lilly Eli & Co Common Stock (LLY) 6.3 $8.5M 7.9k 1078.52
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Alphabet Inc C Common Stock (GOOG) 6.3 $8.5M 26k 328.38
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Apple Common Stock (AAPL) 4.8 $6.4M 26k 247.65
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Microsoft Corp Common Stock (MSFT) 4.5 $6.1M 14k 444.11
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Walmart Common Stock (WMT) 4.2 $5.7M -8% 48k 119.36
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Jpmorgan Chase & Co Common Stock (JPM) 4.2 $5.7M -3% 19k 302.04
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Uber Technologies Common Stock (UBER) 4.0 $5.4M 64k 84.26
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Rockwell Automation Common Stock (ROK) 3.8 $5.2M +4% 12k 420.30
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Johnson & Johnson Common Stock (JNJ) 3.5 $4.7M 22k 218.01
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Stryker Corp Common Stock (SYK) 3.4 $4.5M 13k 362.94
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Amazon.com Common Stock (AMZN) 3.3 $4.4M 19k 231.31
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Fastenal Common Stock (FAST) 3.2 $4.4M +6% 98k 44.61
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Mastercard Incorporated Common Stock (MA) 3.1 $4.2M 8.1k 527.57
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Procter & Gamble Common Stock (PG) 2.8 $3.7M 26k 146.06
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Ecolab Common Stock (ECL) 2.8 $3.7M 13k 279.86
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Irhythm Technologies Common Stock (IRTC) 2.7 $3.7M -5% 23k 163.65
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S&p Global Common Stock (SPGI) 2.7 $3.6M -7% 6.8k 531.16
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Blackstone Common Stock (BX) 2.6 $3.5M 22k 155.97
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Intercontinental Exchange Common Stock (ICE) 2.3 $3.1M -6% 18k 171.90
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Chevron Corp Common Stock (CVX) 2.2 $3.0M +3% 18k 166.73
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Rb Global Int'l Common Stock (RBA) 2.2 $3.0M -6% 26k 115.50
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Ge Vernova Common Stock (GEV) 2.2 $3.0M +14% 4.5k 667.89
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Intuitive Surgical Common Stock (ISRG) 2.1 $2.9M 5.4k 523.69
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Aon Int'l Common Stock (AON) 2.1 $2.8M -3% 8.5k 332.76
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Dexcom Common Stock (DXCM) 2.0 $2.7M 37k 72.11
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Home Depot Common Stock (HD) 2.0 $2.6M -2% 6.9k 384.64
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Generac Hldgs Common Stock (GNRC) 1.8 $2.5M -3% 14k 172.06
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Workday Inc A Common Stock (WDAY) 1.6 $2.2M -13% 12k 183.41
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Oracle Corp Common Stock (ORCL) 1.5 $2.1M 12k 173.88
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Toast Common Stock (TOST) 1.2 $1.7M 50k 33.15
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Vanguard Intermediate Term Bond Etf Fixed Income ETF (BIV) 1.2 $1.6M +2% 20k 77.74
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Salesforce Common Stock (CRM) 1.1 $1.5M -13% 6.8k 221.58
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Costco Wholesale Corp Common Stock (COST) 1.1 $1.5M NEW 1.5k 982.86
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Waste Mgmt Inc Del Common Stock (WM) 1.1 $1.4M -37% 6.4k 226.49
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Wec Energy Group Common Stock (WEC) 0.9 $1.3M 12k 109.52
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Starbucks Corp Common Stock (SBUX) 0.8 $1.1M -35% 12k 96.43
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Servicenow Common Stock (NOW) 0.8 $1.1M NEW 8.5k 125.30
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Ishares Core Total Us Agg Bond Etf Fixed Income ETF (AGG) 0.8 $1.1M 11k 100.00
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Xylem Common Stock (XYL) 0.3 $464k 3.3k 141.76
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Boeing Common Stock (BA) 0.3 $406k NEW 1.6k 250.07
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Canadian Natl Ry Int'l Common Stock (CNI) 0.3 $405k -5% 4.1k 99.38
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Past Filings by Kampmann Melissa S.

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