Kampmann Melissa S.
- SEC CIK
- 0001999898
- Latest filing
- Jul 29, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Oct 9, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 40
- 0 vs. Q2 2025
- Portfolio value
- $137.2M
- +$3.98M (+3.0%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 13,630 | $7.06M | 5.1% | −65−0.5% | Reduced | History |
| AAPLApple Inc. | Stock | 26,020 | $6.63M | 4.8% | −660−2.5% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 64,630 | $6.33M | 4.6% | −1,635−2.5% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 25,865 | $6.30M | 4.6% | −885−3.3% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 19,396 | $6.12M | 4.5% | −105−0.5% | Reduced | History |
| LLYEli Lilly & Co | Stock | 7,984 | $6.09M | 4.4% | −274−3.3% | Reduced | History |
| WMTWalmart Inc. | Stock | 52,294 | $5.39M | 3.9% | −2,090−3.8% | Reduced | History |
| SYKStryker Corp | Stock | 12,520 | $4.63M | 3.4% | +145+1.2% | Added | History |
| MAMastercard Inc | Stock | 8,073 | $4.59M | 3.3% | −25−0.3% | Reduced | History |
| FASTFastenal Co | Stock | 91,340 | $4.48M | 3.3% | +90+0.1% | Added | History |
| AMZNAmazon Com Inc | Stock | 19,035 | $4.18M | 3.0% | +50.0% | Added | History |
| ROKRockwell Automation, Inc | Stock | 11,858 | $4.14M | 3.0% | −10−0.1% | Reduced | History |
| IRTCiRhythm Holdings, Inc. | COM | 23,885 | $4.11M | 3.0% | −665−2.7% | Reduced | History |
| JNJJohnson & Johnson | Stock | 21,873 | $4.06M | 3.0% | −111−0.5% | Reduced | History |
| PGProcter & Gamble Co | Stock | 26,044 | $4.00M | 2.9% | −75−0.3% | Reduced | History |
| BXBlackstone Inc. | COM | 22,320 | $3.81M | 2.8% | +35+0.2% | Added | History |
| ECLEcolab Inc. | Stock | 13,344 | $3.65M | 2.7% | +15+0.1% | Added | History |
| SPGIS&P Global Inc. | Stock | 7,368 | $3.59M | 2.6% | 00.0% | Unchanged | History |
| WDAYWorkday, Inc. | CL A | 14,015 | $3.37M | 2.5% | −105−0.7% | Reduced | History |
| ORCLOracle Corp | Stock | 11,910 | $3.35M | 2.4% | +35+0.3% | Added | History |
| ICEIntercontinental Exchange, Inc. | Stock | 19,080 | $3.21M | 2.3% | −195−1.0% | Reduced | History |
| AONAon plc | CL A | 8,805 | $3.14M | 2.3% | −320−3.5% | Reduced | History |
| RBARB Global Inc. | COM | 27,865 | $3.02M | 2.2% | −705−2.5% | Reduced | History |
| HDHome Depot, Inc. | Stock | 7,065 | $2.86M | 2.1% | +60+0.9% | Added | History |
| CVXChevron Corp | Stock | 17,430 | $2.71M | 2.0% | −25−0.1% | Reduced | History |
| DXCMDexcom Inc | COM | 37,340 | $2.51M | 1.8% | −310−0.8% | Reduced | History |
| GNRCGenerac Holdings Inc. | Stock | 14,805 | $2.48M | 1.8% | +15+0.1% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 5,458 | $2.44M | 1.8% | −170−3.0% | Reduced | History |
| CSGPCostar Group, Inc. | COM | 28,900 | $2.44M | 1.8% | +4,395+17.9% | Added | History |
| GEVGE Vernova Inc. | Stock | 3,905 | $2.40M | 1.8% | +830+27.0% | Added | History |
| WMWaste Management Inc | Stock | 10,155 | $2.24M | 1.6% | +250+2.5% | Added | History |
| CRMSalesforce, Inc. | Stock | 7,869 | $1.86M | 1.4% | −545−6.5% | Reduced | History |
| TOSTToast, Inc. | Stock | 49,510 | $1.81M | 1.3% | +35+0.1% | Added | History |
| ZTSZoetis Inc. | Stock | 12,345 | $1.81M | 1.3% | −2,610−17.5% | Reduced | History |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 19,754 | $1.54M | 1.1% | +40+0.2% | Added | – |
| SBUXStarbucks Corp | Stock | 17,915 | $1.52M | 1.1% | −6,166−25.6% | Reduced | History |
| WECWec Energy Group, Inc. | Stock | 11,680 | $1.34M | 1.0% | 00.0% | Unchanged | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 10,408 | $1.04M | 0.8% | +40+0.4% | Added | – |
| XYLXylem Inc. | COM | 3,310 | $488.2K | 0.4% | −735−18.2% | Reduced | History |
| CNICanadian National Railway Co | Stock | 4,300 | $405.5K | 0.3% | −725−14.4% | Reduced | History |