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, DXCM, GOOG, and represent 23.49% of Kampmann Melissa S.'s stock portfolio.
  • Added to shares of these 10 stocks: GNRC, SCHW, JPM, CSGP, SPGI, PG, IRTC, JNJ, AMZN, HD.
  • Started 1 new stock position in GNRC.
  • Reduced shares in these 10 stocks: LLY, MA, DIS, XYL, AAPL, RBA, BIV, GOOG, SYK, CNI.
  • Kampmann Melissa S. was a net buyer of stock by $244k.
  • Kampmann Melissa S. has $117M in assets under management (AUM), dropping by 12.67%.
  • 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 December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Lilly Eli & Co Common Stock (LLY) 5.6 $6.5M -9% 11k 582.92
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Apple Common Stock (AAPL) 5.1 $6.0M -2% 31k 192.53
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Microsoft Corp Common Stock (MSFT) 4.7 $5.5M 15k 376.04
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Dexcom Common Stock (DXCM) 4.1 $4.7M 38k 124.09
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Alphabet Inc C Common Stock (GOOG) 4.0 $4.7M 33k 140.93
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Uber Technologies Common Stock (UBER) 4.0 $4.6M 75k 61.57
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Mastercard Incorporated Common Stock (MA) 3.7 $4.4M -8% 10k 426.51
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Procter & Gamble Common Stock (PG) 3.6 $4.2M 29k 146.54
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Workday Inc A Common Stock (WDAY) 3.3 $3.9M 14k 276.06
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Stryker Corp Common Stock (SYK) 3.3 $3.9M 13k 299.46
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Rockwell Automation Common Stock (ROK) 3.2 $3.8M 12k 310.48
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Johnson & Johnson Common Stock (JNJ) 3.2 $3.8M 24k 156.74
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Zoetis Inc A Common Stock (ZTS) 3.0 $3.5M 18k 197.37
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Intercontinental Exchange Common Stock (ICE) 2.9 $3.4M 26k 128.43
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Ecolab Common Stock (ECL) 2.9 $3.4M 17k 198.35
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S&p Global Common Stock (SPGI) 2.8 $3.3M +3% 7.5k 440.52
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Fastenal Common Stock (FAST) 2.8 $3.3M 51k 64.77
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Jpmorgan Chase & Co Common Stock (JPM) 2.8 $3.2M +3% 19k 170.10
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Walmart Common Stock (WMT) 2.7 $3.2M 20k 157.65
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Blackstone Common Stock (BX) 2.5 $2.9M 22k 130.92
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Salesforce Common Stock (CRM) 2.4 $2.9M 11k 263.14
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Amazon.com Common Stock (AMZN) 2.4 $2.8M +2% 18k 151.94
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Starbucks Corp Common Stock (SBUX) 2.2 $2.6M 27k 96.01
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Aon Int'l Common Stock (AON) 2.2 $2.6M 8.8k 291.02
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Irhythm Technologies Common Stock (IRTC) 2.1 $2.5M +3% 23k 107.04
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Chevron Corp Common Stock (CVX) 2.1 $2.5M 17k 149.16
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Hologic Common Stock (HOLX) 2.0 $2.3M 33k 71.45
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Schwab Charles Corp Common Stock (SCHW) 1.8 $2.2M +27% 31k 68.80
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Rb Global Int'l Common Stock (RBA) 1.5 $1.8M -3% 27k 66.89
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Intuitive Surgical Common Stock (ISRG) 1.5 $1.7M +2% 5.2k 337.36
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Home Depot Common Stock (HD) 1.4 $1.7M +3% 4.8k 346.55
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Nike Common Stock (NKE) 1.4 $1.6M 15k 108.57
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Vanguard Intermediate Term Bond Etf Fixed Income ETF (BIV) 1.2 $1.4M -2% 19k 76.38
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Costar Group Common Stock (CSGP) 1.2 $1.4M +8% 16k 87.39
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Canadian Natl Ry Int'l Common Stock (CNI) 1.1 $1.3M 10k 125.63
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Xylem Common Stock (XYL) 1.0 $1.2M -13% 11k 114.36
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Ishares Core Total Us Agg Bond Etf Fixed Income ETF (AGG) 0.7 $856k 8.6k 99.25
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Generac Hldgs Common Stock (GNRC) 0.6 $750k NEW 5.8k 129.24
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Berkshire Hathaway Inc Del Cl A Common Stock (BRK.A) 0.5 $543k 1.00 542625.00
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Disney Walt Holdings Common Stock (DIS) 0.2 $211k -62% 2.3k 90.29
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Past Filings by Kampmann Melissa S.

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