Kampmann Melissa S.
- SEC CIK
- 0001999898
- Latest filing
- Jul 29, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed Apr 25, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 41
- 0 vs. Q4 2024
- Portfolio value
- $126.5M
- −$602.1K (−0.5%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LLYEli Lilly & Co | Stock | 8,511 | $7.03M | 5.6% | +40+0.5% | Added | History |
| AAPLApple Inc. | Stock | 27,630 | $6.14M | 4.9% | −738−2.6% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 14,020 | $5.26M | 4.2% | −33−0.2% | Reduced | History |
| WMTWalmart Inc. | Stock | 56,789 | $4.99M | 3.9% | −3,898−6.4% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 67,995 | $4.95M | 3.9% | +360+0.5% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 19,931 | $4.89M | 3.9% | +135+0.7% | Added | History |
| SYKStryker Corp | Stock | 12,775 | $4.76M | 3.8% | +35+0.3% | Added | History |
| PGProcter & Gamble Co | Stock | 26,659 | $4.54M | 3.6% | +220+0.8% | Added | History |
| MAMastercard Inc | Stock | 8,278 | $4.54M | 3.6% | −22−0.3% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 28,810 | $4.50M | 3.6% | −400−1.4% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 7,503 | $3.81M | 3.0% | +143+1.9% | Added | History |
| JNJJohnson & Johnson | Stock | 22,354 | $3.71M | 2.9% | +2,375+11.9% | Added | History |
| AONAon plc | CL A | 9,235 | $3.69M | 2.9% | +15+0.2% | Added | History |
| AMZNAmazon Com Inc | Stock | 19,285 | $3.67M | 2.9% | +115+0.6% | Added | History |
| FASTFastenal Co | Stock | 46,460 | $3.60M | 2.8% | +465+1.0% | Added | History |
| ECLEcolab Inc. | Stock | 13,664 | $3.46M | 2.7% | −855−5.9% | Reduced | History |
| ICEIntercontinental Exchange, Inc. | Stock | 19,735 | $3.40M | 2.7% | −860−4.2% | Reduced | History |
| WDAYWorkday, Inc. | CL A | 14,050 | $3.28M | 2.6% | +110+0.8% | Added | History |
| BXBlackstone Inc. | COM | 23,360 | $3.27M | 2.6% | −165−0.7% | Reduced | History |
| ROKRockwell Automation, Inc | Stock | 12,073 | $3.12M | 2.5% | +275+2.3% | Added | History |
| RBARB Global Inc. | COM | 29,900 | $3.00M | 2.4% | +150+0.5% | Added | History |
| CVXChevron Corp | Stock | 17,628 | $2.95M | 2.3% | +135+0.8% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 5,763 | $2.85M | 2.3% | +50+0.9% | Added | History |
| IRTCiRhythm Holdings, Inc. | COM | 25,025 | $2.62M | 2.1% | +1,100+4.6% | Added | History |
| ZTSZoetis Inc. | Stock | 15,784 | $2.60M | 2.1% | −1,636−9.4% | Reduced | History |
| HDHome Depot, Inc. | Stock | 7,090 | $2.60M | 2.1% | +285+4.2% | Added | History |
| DXCMDexcom Inc | COM | 37,785 | $2.58M | 2.0% | +4,450+13.3% | Added | History |
| SBUXStarbucks Corp | Stock | 24,926 | $2.44M | 1.9% | −805−3.1% | Reduced | History |
| SCHWSchwab Charles Corp | Stock | 30,335 | $2.37M | 1.9% | −7,485−19.8% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 8,609 | $2.31M | 1.8% | +150+1.8% | Added | History |
| GNRCGenerac Holdings Inc. | Stock | 15,915 | $2.02M | 1.6% | +740+4.9% | Added | History |
| CSGPCostar Group, Inc. | COM | 23,950 | $1.90M | 1.5% | +5,775+31.8% | Added | History |
| WMWaste Management Inc | Stock | 7,895 | $1.83M | 1.4% | +7,895 | New | History |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 22,289 | $1.71M | 1.3% | +50+0.2% | Added | – |
| TOSTToast, Inc. | Stock | 50,345 | $1.67M | 1.3% | +575+1.2% | Added | History |
| ORCLOracle Corp | Stock | 9,100 | $1.27M | 1.0% | +1,910+26.6% | Added | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 10,208 | $1.01M | 0.8% | +75+0.7% | Added | – |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $798.4K | 0.6% | 00.0% | Unchanged | History |
| XYLXylem Inc. | COM | 5,095 | $608.6K | 0.5% | −325−6.0% | Reduced | History |
| CNICanadian National Railway Co | Stock | 5,740 | $559.4K | 0.4% | −630−9.9% | Reduced | History |
| NKENIKE, Inc. | Stock | 3,305 | $209.8K | 0.2% | −1,985−37.5% | Reduced | History |
Sold out since Q4 2024 (1)
Positions held at the end of Q4 2024 that are gone from this filing.