Kampmann Melissa S.

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

  • Top 5 stock holdings are LLY, MSFT, AAPL, GOOG, UBER, and represent 25.23% of Kampmann Melissa S.'s stock portfolio.
  • Added to shares of these 10 stocks: TOST, GNRC, SCHW, CSGP, ISRG, RBA, BIV, NKE, AGG, AMZN.
  • Started 1 new stock position in TOST.
  • Reduced shares in these 10 stocks: LLY, ICE, MA, CRM, XYL, GOOG, AAPL, UBER, JNJ, WDAY.
  • Kampmann Melissa S. was a net seller of stock by $-907k.
  • Kampmann Melissa S. has $137M in assets under management (AUM), dropping by -1.56%.
  • Central Index Key (CIK): 0001999898

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Portfolio Holdings for Kampmann Melissa S.

Kampmann Melissa S. holds 40 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Lilly Eli & Co Common Stock (LLY) 6.6 $9.0M -8% 10k 905.38
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Microsoft Corp Common Stock (MSFT) 5.1 $7.0M 16k 446.95
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Apple Common Stock (AAPL) 4.8 $6.6M -3% 31k 210.62
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Alphabet Inc C Common Stock (GOOG) 4.5 $6.2M -3% 34k 183.42
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Uber Technologies Common Stock (UBER) 4.2 $5.7M -3% 78k 72.68
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Procter & Gamble Common Stock (PG) 3.7 $5.0M 31k 164.92
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Stryker Corp Common Stock (SYK) 3.5 $4.8M 14k 340.25
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Dexcom Common Stock (DXCM) 3.4 $4.7M 41k 113.38
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Walmart Common Stock (WMT) 3.4 $4.6M 69k 67.71
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Ecolab Common Stock (ECL) 3.3 $4.5M 19k 238.00
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Jpmorgan Chase & Co Common Stock (JPM) 3.3 $4.5M 22k 202.26
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Amazon.com Common Stock (AMZN) 3.0 $4.1M +2% 22k 193.25
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Mastercard Incorporated Common Stock (MA) 2.9 $4.0M -8% 9.1k 441.16
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Rockwell Automation Common Stock (ROK) 2.7 $3.7M 14k 275.28
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Johnson & Johnson Common Stock (JNJ) 2.7 $3.7M -4% 25k 146.16
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S&p Global Common Stock (SPGI) 2.7 $3.7M 8.3k 446.00
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Zoetis Inc A Common Stock (ZTS) 2.5 $3.5M 20k 173.36
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Workday Inc A Common Stock (WDAY) 2.5 $3.4M -4% 15k 223.56
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Intercontinental Exchange Common Stock (ICE) 2.5 $3.4M -11% 25k 136.89
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Fastenal Common Stock (FAST) 2.4 $3.3M -3% 53k 62.84
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Blackstone Common Stock (BX) 2.3 $3.2M +2% 26k 123.80
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Schwab Charles Corp Common Stock (SCHW) 2.3 $3.2M +10% 43k 73.69
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Chevron Corp Common Stock (CVX) 2.2 $3.0M 19k 156.42
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Intuitive Surgical Common Stock (ISRG) 2.2 $3.0M +5% 6.7k 444.85
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Aon Int'l Common Stock (AON) 2.1 $2.9M 10k 293.58
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Irhythm Technologies Common Stock (IRTC) 2.1 $2.8M 26k 107.64
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Hologic Common Stock (HOLX) 2.0 $2.8M 37k 74.25
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Salesforce Common Stock (CRM) 1.9 $2.7M -9% 10k 257.10
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Rb Global Int'l Common Stock (RBA) 1.8 $2.5M +6% 33k 76.36
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Starbucks Corp Common Stock (SBUX) 1.7 $2.3M 29k 77.85
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Home Depot Common Stock (HD) 1.4 $2.0M 5.7k 344.24
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Generac Hldgs Common Stock (GNRC) 1.4 $1.9M +23% 14k 132.22
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Costar Group Common Stock (CSGP) 1.2 $1.7M +10% 23k 74.14
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Vanguard Intermediate Term Bond Etf Fixed Income ETF (BIV) 1.2 $1.6M +9% 22k 74.89
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Nike Common Stock (NKE) 1.0 $1.4M +9% 18k 75.37
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Toast Common Stock (TOST) 0.8 $1.1M NEW 44k 25.77
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Xylem Common Stock (XYL) 0.7 $962k -21% 7.1k 135.63
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Ishares Core Total Us Agg Bond Etf Fixed Income ETF (AGG) 0.7 $949k +12% 9.8k 97.07
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Canadian Natl Ry Int'l Common Stock (CNI) 0.6 $844k -13% 7.1k 118.13
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Berkshire Hathaway Inc Del Cl A Common Stock (BRK.A) 0.4 $612k 1.00 612241.00
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Past Filings by Kampmann Melissa S.

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