Kampmann Melissa S.

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

  • Top 5 stock holdings are GOOG, LLY, AAPL, WMT, JPM, and represent 26.07% of Kampmann Melissa S.'s stock portfolio.
  • Added to shares of these 8 stocks: BA, COST, NOW, NVDA, MDLN, WM, FAST, BIV.
  • Started 2 new stock positions in MDLN, NVDA.
  • Reduced shares in these 10 stocks: WDAY, SPGI, BX, AON, UBER, ICE, RBA, IRTC, WMT, GOOG.
  • Kampmann Melissa S. was a net seller of stock by $-947k.
  • Kampmann Melissa S. has $125M in assets under management (AUM), dropping by -7.85%.
  • Central Index Key (CIK): 0001999898

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Portfolio Holdings for Kampmann Melissa S.

Kampmann Melissa S. holds 43 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alphabet Inc C Common Stock (GOOG) 5.9 $7.4M 26k 286.86
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Lilly Eli & Co Common Stock (LLY) 5.8 $7.2M 7.9k 919.77
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Apple Common Stock (AAPL) 5.3 $6.6M 26k 253.79
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Walmart Common Stock (WMT) 4.7 $5.8M 47k 124.28
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Jpmorgan Chase & Co Common Stock (JPM) 4.4 $5.5M 19k 294.16
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Johnson & Johnson Common Stock (JNJ) 4.2 $5.2M 21k 244.44
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Microsoft Corp Common Stock (MSFT) 4.0 $5.0M 14k 370.17
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Fastenal Common Stock (FAST) 3.7 $4.6M 98k 46.40
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Rockwell Automation Common Stock (ROK) 3.5 $4.4M 12k 358.88
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Uber Technologies Common Stock (UBER) 3.5 $4.3M -5% 60k 71.93
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Stryker Corp Common Stock (SYK) 3.3 $4.1M 12k 328.59
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Mastercard Incorporated Common Stock (MA) 3.2 $4.0M 8.0k 499.66
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Amazon.com Common Stock (AMZN) 3.2 $4.0M 19k 208.27
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Ge Vernova Common Stock (GEV) 3.1 $3.9M 4.5k 872.90
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Chevron Corp Common Stock (CVX) 3.0 $3.7M 18k 206.90
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Procter & Gamble Common Stock (PG) 3.0 $3.7M 26k 144.44
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Ecolab Common Stock (ECL) 2.9 $3.6M 13k 266.02
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Generac Hldgs Common Stock (GNRC) 2.2 $2.8M 14k 195.33
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Irhythm Technologies Common Stock (IRTC) 2.1 $2.6M -2% 22k 118.02
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Intercontinental Exchange Common Stock (ICE) 2.1 $2.6M -8% 16k 157.28
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Intuitive Surgical Common Stock (ISRG) 2.0 $2.5M 5.4k 460.99
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Rb Global Int'l Common Stock (RBA) 1.9 $2.4M -3% 25k 95.85
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S&p Global Common Stock (SPGI) 1.9 $2.4M -18% 5.6k 425.34
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Aon Int'l Common Stock (AON) 1.9 $2.4M -13% 7.4k 322.78
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Dexcom Common Stock (DXCM) 1.9 $2.3M 37k 62.80
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Home Depot Common Stock (HD) 1.8 $2.2M 6.8k 328.89
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Blackstone Common Stock (BX) 1.7 $2.1M -16% 19k 114.99
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Costco Wholesale Corp Common Stock (COST) 1.5 $1.9M +25% 1.9k 996.43
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Oracle Corp Common Stock (ORCL) 1.4 $1.7M 12k 147.11
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Vanguard Intermediate Term Bond Etf Fixed Income ETF (BIV) 1.3 $1.6M 20k 77.18
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Waste Mgmt Inc Del Common Stock (WM) 1.2 $1.5M +3% 6.6k 229.79
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Wec Energy Group Common Stock (WEC) 1.1 $1.4M 12k 115.77
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Toast Common Stock (TOST) 1.1 $1.3M 50k 26.51
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Salesforce Common Stock (CRM) 1.0 $1.2M -2% 6.6k 186.67
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Boeing Common Stock (BA) 1.0 $1.2M +280% 6.2k 199.03
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Servicenow Common Stock (NOW) 1.0 $1.2M +37% 12k 104.55
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Ishares Core Total Us Agg Bond Etf Fixed Income ETF (AGG) 0.8 $1.0M 11k 99.27
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Starbucks Corp Common Stock (SBUX) 0.8 $1.0M 12k 89.59
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Workday Inc A Common Stock (WDAY) 0.8 $1.0M -35% 7.7k 129.92
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Canadian Natl Ry Int'l Common Stock (CNI) 0.3 $387k -7% 3.8k 102.77
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Xylem Common Stock (XYL) 0.3 $376k -3% 3.1k 119.50
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Nvidia Corp Common Stock (NVDA) 0.2 $275k NEW 1.6k 174.40
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Medline Common Stock (MDLN) 0.2 $242k NEW 5.4k 44.50
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Past Filings by Kampmann Melissa S.

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