Kampmann Melissa S.
- SEC CIK
- 0001999898
- Latest filing
- Jul 29, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 26, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 41
- +1 vs. Q3 2025
- Portfolio value
- $135.2M
- −$1.94M (−1.4%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LLYEli Lilly & Co | Stock | 7,923 | $8.55M | 6.3% | −61−0.8% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 25,850 | $8.49M | 6.3% | −15−0.1% | Reduced | History |
| AAPLApple Inc. | Stock | 26,010 | $6.44M | 4.8% | −100.0% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 13,630 | $6.05M | 4.5% | 00.0% | Unchanged | History |
| WMTWalmart Inc. | Stock | 47,620 | $5.68M | 4.2% | −4,674−8.9% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 18,796 | $5.68M | 4.2% | −600−3.1% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 63,610 | $5.36M | 4.0% | −1,020−1.6% | Reduced | History |
| ROKRockwell Automation, Inc | Stock | 12,368 | $5.20M | 3.8% | +510+4.3% | Added | History |
| JNJJohnson & Johnson | Stock | 21,538 | $4.70M | 3.5% | −335−1.5% | Reduced | History |
| SYKStryker Corp | Stock | 12,485 | $4.53M | 3.4% | −35−0.3% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 19,095 | $4.42M | 3.3% | +60+0.3% | Added | History |
| FASTFastenal Co | Stock | 97,620 | $4.35M | 3.2% | +6,280+6.9% | Added | History |
| MAMastercard Inc | Stock | 8,053 | $4.25M | 3.1% | −20−0.2% | Reduced | History |
| PGProcter & Gamble Co | Stock | 25,654 | $3.75M | 2.8% | −390−1.5% | Reduced | History |
| ECLEcolab Inc. | Stock | 13,384 | $3.75M | 2.8% | +40+0.3% | Added | History |
| IRTCiRhythm Holdings, Inc. | COM | 22,620 | $3.70M | 2.7% | −1,265−5.3% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 6,836 | $3.63M | 2.7% | −532−7.2% | Reduced | History |
| BXBlackstone Inc. | COM | 22,270 | $3.47M | 2.6% | −50−0.2% | Reduced | History |
| ICEIntercontinental Exchange, Inc. | Stock | 17,880 | $3.07M | 2.3% | −1,200−6.3% | Reduced | History |
| CVXChevron Corp | Stock | 18,090 | $3.02M | 2.2% | +660+3.8% | Added | History |
| RBARB Global Inc. | COM | 26,080 | $3.01M | 2.2% | −1,785−6.4% | Reduced | History |
| GEVGE Vernova Inc. | Stock | 4,460 | $2.98M | 2.2% | +555+14.2% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 5,448 | $2.85M | 2.1% | −10−0.2% | Reduced | History |
| AONAon plc | CL A | 8,485 | $2.82M | 2.1% | −320−3.6% | Reduced | History |
| DXCMDexcom Inc | COM | 36,780 | $2.65M | 2.0% | −560−1.5% | Reduced | History |
| HDHome Depot, Inc. | Stock | 6,865 | $2.64M | 2.0% | −200−2.8% | Reduced | History |
| GNRCGenerac Holdings Inc. | Stock | 14,295 | $2.46M | 1.8% | −510−3.4% | Reduced | History |
| WDAYWorkday, Inc. | CL A | 12,075 | $2.21M | 1.6% | −1,940−13.8% | Reduced | History |
| ORCLOracle Corp | Stock | 11,910 | $2.07M | 1.5% | 00.0% | Unchanged | History |
| TOSTToast, Inc. | Stock | 50,410 | $1.67M | 1.2% | +900+1.8% | Added | History |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 20,254 | $1.57M | 1.2% | +500+2.5% | Added | – |
| CRMSalesforce, Inc. | Stock | 6,794 | $1.51M | 1.1% | −1,075−13.7% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 1,480 | $1.45M | 1.1% | +1,480 | New | History |
| WMWaste Management Inc | Stock | 6,355 | $1.44M | 1.1% | −3,800−37.4% | Reduced | History |
| WECWec Energy Group, Inc. | Stock | 11,680 | $1.28M | 0.9% | 00.0% | Unchanged | History |
| SBUXStarbucks Corp | Stock | 11,605 | $1.12M | 0.8% | −6,310−35.2% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 8,450 | $1.06M | 0.8% | +8,450 | New | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 10,508 | $1.05M | 0.8% | +100+1.0% | Added | – |
| XYLXylem Inc. | COM | 3,270 | $463.6K | 0.3% | −40−1.2% | Reduced | History |
| BABoeing Co | Stock | 1,625 | $406.4K | 0.3% | +1,625 | New | History |
| CNICanadian National Railway Co | Stock | 4,075 | $405.0K | 0.3% | −225−5.2% | Reduced | History |
Sold out since Q3 2025 (2)
Positions held at the end of Q3 2025 that are gone from this filing.