Kampmann Melissa S.
- SEC CIK
- 0001999898
- Latest filing
- Jul 29, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 24, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 40
- −1 vs. Q1 2025
- Portfolio value
- $133.2M
- +$6.66M (+5.3%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CNICanadian National Railway Co | Stock | 5,025 | $522.8K | 0.4% | −715−12.5% | Reduced | History |
| XYLXylem Inc. | COM | 4,045 | $523.3K | 0.4% | −1,050−20.6% | Reduced | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 10,368 | $1.03M | 0.8% | +160+1.6% | Added | – |
| WECWec Energy Group, Inc. | Stock | 11,680 | $1.22M | 0.9% | +11,680 | New | History |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 19,714 | $1.52M | 1.1% | −2,575−11.6% | Reduced | – |
| GEVGE Vernova Inc. | Stock | 3,075 | $1.63M | 1.2% | +3,075 | New | History |
| CSGPCostar Group, Inc. | COM | 24,505 | $1.97M | 1.5% | +555+2.3% | Added | History |
| GNRCGenerac Holdings Inc. | Stock | 14,790 | $2.12M | 1.6% | −1,125−7.1% | Reduced | History |
| TOSTToast, Inc. | Stock | 49,475 | $2.19M | 1.6% | −870−1.7% | Reduced | History |
| SBUXStarbucks Corp | Stock | 24,081 | $2.21M | 1.7% | −845−3.4% | Reduced | History |
| WMWaste Management Inc | Stock | 9,905 | $2.27M | 1.7% | +2,010+25.5% | Added | History |
| CRMSalesforce, Inc. | Stock | 8,414 | $2.29M | 1.7% | −195−2.3% | Reduced | History |
| ZTSZoetis Inc. | Stock | 14,955 | $2.33M | 1.8% | −829−5.3% | Reduced | History |
| CVXChevron Corp | Stock | 17,455 | $2.50M | 1.9% | −173−1.0% | Reduced | History |
| HDHome Depot, Inc. | Stock | 7,005 | $2.57M | 1.9% | −85−1.2% | Reduced | History |
| ORCLOracle Corp | Stock | 11,875 | $2.60M | 1.9% | +2,775+30.5% | Added | History |
| RBARB Global Inc. | COM | 28,570 | $3.03M | 2.3% | −1,330−4.4% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 5,628 | $3.06M | 2.3% | −135−2.3% | Reduced | History |
| AONAon plc | CL A | 9,125 | $3.26M | 2.4% | −110−1.2% | Reduced | History |
| DXCMDexcom Inc | COM | 37,650 | $3.29M | 2.5% | −135−0.4% | Reduced | History |
| BXBlackstone Inc. | COM | 22,285 | $3.33M | 2.5% | −1,075−4.6% | Reduced | History |
| JNJJohnson & Johnson | Stock | 21,984 | $3.36M | 2.5% | −370−1.7% | Reduced | History |
| WDAYWorkday, Inc. | CL A | 14,120 | $3.39M | 2.5% | +70+0.5% | Added | History |
| ICEIntercontinental Exchange, Inc. | Stock | 19,275 | $3.54M | 2.7% | −460−2.3% | Reduced | History |
| ECLEcolab Inc. | Stock | 13,329 | $3.59M | 2.7% | −335−2.5% | Reduced | History |
| IRTCiRhythm Holdings, Inc. | COM | 24,550 | $3.78M | 2.8% | −475−1.9% | Reduced | History |
| FASTFastenal Co | Stock | 91,250 | $3.83M | 2.9% | −1,670−1.8% | ReducedConverted for a 2-for-1 split | History |
| SPGIS&P Global Inc. | Stock | 7,368 | $3.89M | 2.9% | −135−1.8% | Reduced | History |
| ROKRockwell Automation, Inc | Stock | 11,868 | $3.94M | 3.0% | −205−1.7% | Reduced | History |
| PGProcter & Gamble Co | Stock | 26,119 | $4.16M | 3.1% | −540−2.0% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 19,030 | $4.17M | 3.1% | −255−1.3% | Reduced | History |
| MAMastercard Inc | Stock | 8,098 | $4.55M | 3.4% | −180−2.2% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 26,750 | $4.75M | 3.6% | −2,060−7.2% | Reduced | History |
| SYKStryker Corp | Stock | 12,375 | $4.90M | 3.7% | −400−3.1% | Reduced | History |
| WMTWalmart Inc. | Stock | 54,384 | $5.32M | 4.0% | −2,405−4.2% | Reduced | History |
| AAPLApple Inc. | Stock | 26,680 | $5.47M | 4.1% | −950−3.4% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 19,501 | $5.65M | 4.2% | −430−2.2% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 66,265 | $6.18M | 4.6% | −1,730−2.5% | Reduced | History |
| LLYEli Lilly & Co | Stock | 8,258 | $6.44M | 4.8% | −253−3.0% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 13,695 | $6.81M | 5.1% | −325−2.3% | Reduced | History |
Sold out since Q1 2025 (3)
Positions held at the end of Q1 2025 that are gone from this filing.