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, ROK, JPM, and represent 28.69% of Kampmann Melissa S.'s stock portfolio.
  • Added to shares of these 10 stocks: NVDA, NOW, MDLN, ANET, CAT, COST, CVX, BA, SBUX, WM.
  • Started 2 new stock positions in CAT, ANET.
  • Reduced shares in these 10 stocks: AON, SPGI, , BX, CRM, TOST, ICE, RBA, WMT, UBER.
  • Sold out of its position in WDAY.
  • Kampmann Melissa S. was a net seller of stock by $-1.9M.
  • Kampmann Melissa S. has $132M in assets under management (AUM), dropping by 6.22%.
  • Central Index Key (CIK): 0001999898

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Portfolio Holdings for Kampmann Melissa S.

Kampmann Melissa S. holds 44 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Lilly Eli & Co Common Stock (LLY) 7.0 $9.3M 7.8k 1199.43
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Alphabet Inc C Common Stock (GOOG) 6.8 $9.0M 26k 353.33
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Apple Common Stock (AAPL) 5.6 $7.4M 26k 289.36
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Rockwell Automation Common Stock (ROK) 4.6 $6.1M 12k 495.08
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Jpmorgan Chase & Co Common Stock (JPM) 4.6 $6.1M 19k 327.33
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Johnson & Johnson Common Stock (JNJ) 4.1 $5.4M 21k 253.97
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Ge Vernova Common Stock (GEV) 3.9 $5.2M 4.4k 1174.86
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Walmart Common Stock (WMT) 3.9 $5.2M -2% 46k 113.26
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Microsoft Corp Common Stock (MSFT) 3.8 $5.0M 14k 373.02
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Fastenal Common Stock (FAST) 3.6 $4.7M 98k 48.03
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Amazon.com Common Stock (AMZN) 3.4 $4.5M 19k 238.34
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Generac Hldgs Common Stock (GNRC) 3.2 $4.2M 14k 292.81
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Uber Technologies Common Stock (UBER) 3.2 $4.2M -2% 58k 72.16
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Mastercard Incorporated Common Stock (MA) 3.1 $4.1M 8.0k 513.60
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Stryker Corp Common Stock (SYK) 2.9 $3.9M 12k 314.84
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Procter & Gamble Common Stock (PG) 2.8 $3.8M 26k 146.64
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Ecolab Common Stock (ECL) 2.8 $3.7M 13k 278.61
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Chevron Corp Common Stock (CVX) 2.3 $3.1M +3% 19k 165.76
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Rb Global Int'l Common Stock (RBA) 2.1 $2.8M -5% 24k 116.45
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Irhythm Technologies Common Stock (IRTC) 1.9 $2.5M -4% 21k 118.95
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Dexcom Common Stock (DXCM) 1.8 $2.4M 36k 67.35
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Home Depot Common Stock (HD) 1.8 $2.4M 6.7k 352.68
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Intuitive Surgical Common Stock (ISRG) 1.6 $2.2M 5.5k 397.68
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Costco Wholesale Corp Common Stock (COST) 1.5 $1.9M +11% 2.1k 935.47
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Servicenow Common Stock (NOW) 1.4 $1.9M +63% 19k 99.28
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Intercontinental Exchange Common Stock (ICE) 1.4 $1.9M -7% 15k 123.11
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Oracle Corp Common Stock (ORCL) 1.3 $1.7M 12k 146.55
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Blackstone Common Stock (BX) 1.3 $1.7M -23% 14k 117.67
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Nvidia Corp Common Stock (NVDA) 1.2 $1.6M +409% 8.0k 200.09
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Waste Mgmt Inc Del Common Stock (WM) 1.2 $1.5M +5% 6.9k 222.88
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Vanguard Intermediate Term Bond Etf Fixed Income ETF (BIV) 1.2 $1.5M 20k 76.70
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Boeing Common Stock (BA) 1.1 $1.5M +8% 6.7k 216.47
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Wec Energy Group Common Stock (WEC) 1.0 $1.4M 12k 116.77
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Aon Int'l Common Stock (AON) 1.0 $1.3M -46% 3.9k 331.69
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Starbucks Corp Common Stock (SBUX) 1.0 $1.3M +7% 13k 102.19
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Toast Common Stock (TOST) 0.9 $1.2M -12% 44k 27.82
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S&p Global Common Stock (SPGI) 0.9 $1.1M -50% 2.8k 407.26
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Ishares Core Total Us Agg Bond Etf Fixed Income ETF (AGG) 0.8 $1.1M +5% 11k 98.98
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Salesforce Common Stock (CRM) 0.5 $664k -35% 4.2k 156.66
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Medline Common Stock (MDLN) 0.4 $550k +156% 14k 39.44
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Canadian Natl Ry Int'l Common Stock (CNI) 0.3 $401k -10% 3.4k 119.24
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Arista Networks Common Stock (ANET) 0.2 $322k NEW 1.9k 169.88
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Caterpillar Common Stock (CAT) 0.2 $266k NEW 250.00 1064.90
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Xylem Common Stock (XYL) 0.2 $254k -31% 2.2k 118.21
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Past Filings by Kampmann Melissa S.

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