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, JPM, and represent 30.75% of Kampmann Melissa S.'s stock portfolio.
  • Added to shares of these 10 stocks: ANET, NVDA, SBUX, MSFT, CVX, ECL, MA, BIV, COST, ISRG.
  • Reduced shares in these 10 stocks: , WEC, AON, RBA, ICE, MDLN, BX, SPGI, HD, PG.
  • Sold out of its positions in MDLN, ORCL, WEC, AON.
  • Kampmann Melissa S. was a net seller of stock by $-4.0M.
  • Kampmann Melissa S. has $128M in assets under management (AUM), dropping by -2.98%.
  • 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 September 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 $9.0M 7.8k 1157.08
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Alphabet Inc C Common Stock (GOOG) 6.8 $8.7M 26k 340.74
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Apple Common Stock (AAPL) 6.7 $8.6M 26k 333.02
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Microsoft Corp Common Stock (MSFT) 5.5 $7.0M 14k 512.90
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Jpmorgan Chase & Co Common Stock (JPM) 4.8 $6.2M 19k 330.83
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Johnson & Johnson Common Stock (JNJ) 4.4 $5.6M 21k 264.74
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Rockwell Automation Common Stock (ROK) 4.2 $5.4M 12k 435.33
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Fastenal Common Stock (FAST) 3.8 $4.9M 99k 49.53
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Walmart Common Stock (WMT) 3.7 $4.8M 46k 103.92
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Amazon.com Common Stock (AMZN) 3.7 $4.7M 19k 249.15
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Mastercard Incorporated Common Stock (MA) 3.5 $4.5M 8.1k 551.47
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Ge Vernova Common Stock (GEV) 3.3 $4.2M 4.5k 950.49
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Uber Technologies Common Stock (UBER) 3.1 $4.0M 58k 68.51
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Chevron Corp Common Stock (CVX) 3.0 $3.9M +2% 19k 204.21
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Ecolab Common Stock (ECL) 2.9 $3.8M +2% 14k 274.58
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Procter & Gamble Common Stock (PG) 2.9 $3.7M 25k 145.28
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Stryker Corp Common Stock (SYK) 2.7 $3.4M 12k 275.39
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Dexcom Common Stock (DXCM) 2.4 $3.1M 36k 86.29
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Generac Hldgs Common Stock (GNRC) 2.3 $3.0M 15k 206.95
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Nvidia Corp Common Stock (NVDA) 2.3 $2.9M +58% 13k 228.38
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Servicenow Common Stock (NOW) 2.0 $2.5M 19k 134.01
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Irhythm Technologies Common Stock (IRTC) 1.8 $2.4M 21k 113.66
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Intuitive Surgical Common Stock (ISRG) 1.8 $2.3M +2% 5.6k 406.63
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Costco Wholesale Corp Common Stock (COST) 1.5 $2.0M +3% 2.1k 910.34
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Home Depot Common Stock (HD) 1.4 $1.8M -3% 6.5k 284.49
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Arista Networks Common Stock (ANET) 1.4 $1.8M +371% 8.9k 203.59
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Vanguard Intermediate Term Bond Etf Fixed Income ETF (BIV) 1.2 $1.5M +4% 21k 72.86
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Intercontinental Exchange Common Stock (ICE) 1.1 $1.5M -36% 9.6k 152.03
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Waste Mgmt Inc Del Common Stock (WM) 1.1 $1.5M +2% 7.1k 203.92
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Starbucks Corp Common Stock (SBUX) 1.1 $1.4M +15% 14k 93.96
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Toast Common Stock (TOST) 1.0 $1.3M 44k 28.99
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Boeing Common Stock (BA) 1.0 $1.3M 6.8k 186.05
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Blackstone Common Stock (BX) 1.0 $1.3M -21% 11k 112.09
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Ishares Core Total Us Agg Bond Etf Fixed Income ETF (AGG) 0.8 $1.1M +3% 11k 94.54
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Salesforce Common Stock (CRM) 0.7 $960k 4.2k 229.57
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S&p Global Common Stock (SPGI) 0.7 $930k -15% 2.4k 394.47
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Rb Global Int'l Common Stock (RBA) 0.7 $870k -55% 11k 81.39
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Canadian Natl Ry Int'l Common Stock (CNI) 0.3 $351k -12% 3.0k 118.90
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Xylem Common Stock (XYL) 0.2 $212k -2% 2.1k 101.27
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Caterpillar Common Stock (CAT) 0.2 $203k 250.00 810.79
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Past Filings by Kampmann Melissa S.

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