Kampmann Melissa S.
- SEC CIK
- 0001999898
- Latest filing
- Jul 29, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Feb 20, 2024. Long positions only.
- Positions
- 39
- No filing for Q2 2023
- Portfolio value
- $103.6M
- No filing for Q2 2023
Kampmann Melissa S. did not file a 13F for Q2 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LLYEli Lilly & Co | Stock | 12,393 | $6.66M | 6.4% | – | – | History |
| AAPLApple Inc. | Stock | 31,857 | $5.45M | 5.3% | – | – | History |
| MSFTMicrosoft Corp | Stock | 14,598 | $4.61M | 4.4% | – | – | History |
| GOOGAlphabet Inc. | Stock | 33,610 | $4.43M | 4.3% | – | – | History |
| MAMastercard Inc | Stock | 11,134 | $4.41M | 4.3% | – | – | History |
| PGProcter & Gamble Co | Stock | 27,950 | $4.08M | 3.9% | – | – | History |
| JNJJohnson & Johnson | Stock | 23,591 | $3.67M | 3.5% | – | – | History |
| SYKStryker Corp | Stock | 12,990 | $3.55M | 3.4% | – | – | History |
| DXCMDexcom Inc | COM | 37,925 | $3.54M | 3.4% | – | – | History |
| UBERUber Technologies, Inc | Stock | 75,445 | $3.47M | 3.3% | – | – | History |
| ROKRockwell Automation, Inc | Stock | 12,077 | $3.45M | 3.3% | – | – | History |
| WMTWalmart Inc. | Stock | 20,275 | $3.24M | 3.1% | – | – | History |
| ZTSZoetis Inc. | Stock | 17,890 | $3.11M | 3.0% | – | – | History |
| WDAYWorkday, Inc. | CL A | 14,050 | $3.02M | 2.9% | – | – | History |
| ICEIntercontinental Exchange, Inc. | Stock | 26,090 | $2.87M | 2.8% | – | – | History |
| ECLEcolab Inc. | Stock | 16,659 | $2.82M | 2.7% | – | – | History |
| AONAon plc | CL A | 8,680 | $2.81M | 2.7% | – | – | History |
| CVXChevron Corp | Stock | 16,592 | $2.80M | 2.7% | – | – | History |
| FASTFastenal Co | Stock | 50,832 | $2.78M | 2.7% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 18,322 | $2.66M | 2.6% | – | – | History |
| SPGIS&P Global Inc. | Stock | 7,266 | $2.66M | 2.6% | – | – | History |
| SBUXStarbucks Corp | Stock | 26,827 | $2.45M | 2.4% | – | – | History |
| BXBlackstone Inc. | COM | 21,600 | $2.31M | 2.2% | – | – | History |
| AMZNAmazon Com Inc | Stock | 17,890 | $2.27M | 2.2% | – | – | History |
| HOLXHologic Inc | COM | 32,720 | $2.27M | 2.2% | – | – | History |
| CRMSalesforce, Inc. | Stock | 10,855 | $2.20M | 2.1% | – | – | History |
| IRTCiRhythm Holdings, Inc. | COM | 22,390 | $2.11M | 2.0% | – | – | History |
| RBARB Global Inc. | COM | 27,565 | $1.72M | 1.7% | – | – | History |
| ISRGIntuitive Surgical Inc | COM NEW | 5,049 | $1.48M | 1.4% | – | – | History |
| NKENIKE, Inc. | Stock | 14,935 | $1.43M | 1.4% | – | – | History |
| HDHome Depot, Inc. | Stock | 4,605 | $1.39M | 1.3% | – | – | History |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 19,233 | $1.39M | 1.3% | – | – | – |
| SCHWSchwab Charles Corp | Stock | 24,530 | $1.35M | 1.3% | – | – | History |
| CSGPCostar Group, Inc. | COM | 14,535 | $1.12M | 1.1% | – | – | History |
| CNICanadian National Railway Co | Stock | 10,255 | $1.11M | 1.1% | – | – | History |
| XYLXylem Inc. | COM | 12,185 | $1.11M | 1.1% | – | – | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 8,526 | $801.8K | 0.8% | – | – | – |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $531.5K | 0.5% | – | – | History |
| DISWalt Disney Co | Stock | 6,265 | $507.8K | 0.5% | – | – | History |