Kampmann Melissa S.
- SEC CIK
- 0001999898
- Latest filing
- Jul 29, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 15, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 39
- −1 vs. Q4 2023
- Portfolio value
- $139.1M
- +$22.3M (+19.1%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LLYEli Lilly & Co | Stock | 10,875 | $8.46M | 6.1% | −287−2.6% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 16,065 | $6.76M | 4.9% | +1,477+10.1% | Added | History |
| UBERUber Technologies, Inc | Stock | 81,260 | $6.26M | 4.5% | +6,015+8.0% | Added | History |
| DXCMDexcom Inc | COM | 41,698 | $5.78M | 4.2% | +3,533+9.3% | Added | History |
| AAPLApple Inc. | Stock | 32,274 | $5.53M | 4.0% | +1,167+3.8% | Added | History |
| GOOGAlphabet Inc. | Stock | 35,175 | $5.36M | 3.9% | +1,745+5.2% | Added | History |
| SYKStryker Corp | Stock | 14,165 | $5.07M | 3.6% | +1,235+9.6% | Added | History |
| PGProcter & Gamble Co | Stock | 30,740 | $4.99M | 3.6% | +2,235+7.8% | Added | History |
| MAMastercard Inc | Stock | 9,932 | $4.78M | 3.4% | −300−2.9% | Reduced | History |
| ECLEcolab Inc. | Stock | 19,014 | $4.39M | 3.2% | +2,070+12.2% | Added | History |
| WDAYWorkday, Inc. | CL A | 16,030 | $4.37M | 3.1% | +1,980+14.1% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 21,747 | $4.36M | 3.1% | +2,725+14.3% | Added | History |
| FASTFastenal Co | Stock | 54,365 | $4.19M | 3.0% | +3,588+7.1% | Added | History |
| JNJJohnson & Johnson | Stock | 26,436 | $4.18M | 3.0% | +2,400+10.0% | Added | History |
| WMTWalmart Inc. | Stock | 68,750 | $4.14M | 3.0% | +7,925+13.0% | AddedConverted for a 3-for-1 split | History |
| ROKRockwell Automation, Inc | Stock | 13,607 | $3.96M | 2.9% | +1,400+11.5% | Added | History |
| ICEIntercontinental Exchange, Inc. | Stock | 28,040 | $3.85M | 2.8% | +1,865+7.1% | Added | History |
| AMZNAmazon Com Inc | Stock | 20,945 | $3.78M | 2.7% | +2,605+14.2% | Added | History |
| SPGIS&P Global Inc. | Stock | 8,263 | $3.52M | 2.5% | +776+10.4% | Added | History |
| CRMSalesforce, Inc. | Stock | 11,460 | $3.45M | 2.5% | +605+5.6% | Added | History |
| ZTSZoetis Inc. | Stock | 20,380 | $3.45M | 2.5% | +2,490+13.9% | Added | History |
| AONAon plc | CL A | 10,020 | $3.34M | 2.4% | +1,245+14.2% | Added | History |
| BXBlackstone Inc. | COM | 25,105 | $3.30M | 2.4% | +3,200+14.6% | Added | History |
| CVXChevron Corp | Stock | 19,292 | $3.04M | 2.2% | +2,700+16.3% | Added | History |
| IRTCiRhythm Holdings, Inc. | COM | 26,140 | $3.03M | 2.2% | +3,000+13.0% | Added | History |
| HOLXHologic Inc | COM | 37,590 | $2.93M | 2.1% | +4,870+14.9% | Added | History |
| SCHWSchwab Charles Corp | Stock | 38,665 | $2.80M | 2.0% | +7,360+23.5% | Added | History |
| SBUXStarbucks Corp | Stock | 29,777 | $2.72M | 2.0% | +2,500+9.2% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 6,359 | $2.54M | 1.8% | +1,200+23.3% | Added | History |
| RBARB Global Inc. | COM | 30,675 | $2.34M | 1.7% | +3,985+14.9% | Added | History |
| HDHome Depot, Inc. | Stock | 5,670 | $2.18M | 1.6% | +900+18.9% | Added | History |
| CSGPCostar Group, Inc. | COM | 20,835 | $2.01M | 1.4% | +5,075+32.2% | Added | History |
| NKENIKE, Inc. | Stock | 16,330 | $1.53M | 1.1% | +1,280+8.5% | Added | History |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 19,714 | $1.49M | 1.1% | +875+4.6% | Added | – |
| GNRCGenerac Holdings Inc. | Stock | 11,495 | $1.45M | 1.0% | +5,695+98.2% | Added | History |
| XYLXylem Inc. | COM | 9,065 | $1.17M | 0.8% | −1,450−13.8% | Reduced | History |
| CNICanadian National Railway Co | Stock | 8,280 | $1.09M | 0.8% | −1,845−18.2% | Reduced | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 8,708 | $852.9K | 0.6% | +87+1.0% | Added | – |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $634.4K | 0.5% | 00.0% | Unchanged | History |
Sold out since Q4 2023 (1)
Positions held at the end of Q4 2023 that are gone from this filing.