Kampmann Melissa S.
- SEC CIK
- 0001999898
- 最新申報
- 2026/7/29
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/26 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 41
- 較 2025 年第 3 季 +1
- 總值
- $1.35 億
- 較 2025 年第 3 季 −$193.5 萬 (−1.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| LLYEli Lilly & Co | Stock | 7,923 | $854.5 萬 | 6.3% | −61−0.8% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 25,850 | $848.9 萬 | 6.3% | −15−0.1% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 26,010 | $644.1 萬 | 4.8% | −100.0% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 13,630 | $605.3 萬 | 4.5% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 47,620 | $568.4 萬 | 4.2% | −4,674−8.9% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 18,796 | $567.7 萬 | 4.2% | −600−3.1% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 63,610 | $536.0 萬 | 4.0% | −1,020−1.6% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 12,368 | $519.8 萬 | 3.8% | +510+4.3% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 21,538 | $469.5 萬 | 3.5% | −335−1.5% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 12,485 | $453.1 萬 | 3.4% | −35−0.3% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 19,095 | $441.7 萬 | 3.3% | +60+0.3% | 加碼 | 歷史 |
| FASTFastenal Co | Stock | 97,620 | $435.5 萬 | 3.2% | +6,280+6.9% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 8,053 | $424.9 萬 | 3.1% | −20−0.2% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 25,654 | $374.7 萬 | 2.8% | −390−1.5% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 13,384 | $374.6 萬 | 2.8% | +40+0.3% | 加碼 | 歷史 |
| IRTCiRhythm Holdings, Inc. | COM | 22,620 | $370.2 萬 | 2.7% | −1,265−5.3% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 6,836 | $363.1 萬 | 2.7% | −532−7.2% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 22,270 | $347.3 萬 | 2.6% | −50−0.2% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 17,880 | $307.4 萬 | 2.3% | −1,200−6.3% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 18,090 | $301.6 萬 | 2.2% | +660+3.8% | 加碼 | 歷史 |
| RBARB Global Inc. | COM | 26,080 | $301.2 萬 | 2.2% | −1,785−6.4% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 4,460 | $297.9 萬 | 2.2% | +555+14.2% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 5,448 | $285.3 萬 | 2.1% | −10−0.2% | 減碼 | 歷史 |
| AONAon plc | CL A | 8,485 | $282.3 萬 | 2.1% | −320−3.6% | 減碼 | 歷史 |
| DXCMDexcom Inc | COM | 36,780 | $265.2 萬 | 2.0% | −560−1.5% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 6,865 | $264.1 萬 | 2.0% | −200−2.8% | 減碼 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 14,295 | $246.0 萬 | 1.8% | −510−3.4% | 減碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 12,075 | $221.5 萬 | 1.6% | −1,940−13.8% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 11,910 | $207.1 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| TOSTToast, Inc. | Stock | 50,410 | $167.1 萬 | 1.2% | +900+1.8% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 20,254 | $157.5 萬 | 1.2% | +500+2.5% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 6,794 | $150.5 萬 | 1.1% | −1,075−13.7% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,480 | $145.5 萬 | 1.1% | +1,480 | 新進 | 歷史 |
| WMWaste Management Inc | Stock | 6,355 | $143.9 萬 | 1.1% | −3,800−37.4% | 減碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 11,680 | $127.9 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 11,605 | $111.9 萬 | 0.8% | −6,310−35.2% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 8,450 | $105.9 萬 | 0.8% | +8,450 | 新進 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 10,508 | $105.1 萬 | 0.8% | +100+1.0% | 加碼 | – |
| XYLXylem Inc. | COM | 3,270 | $46.4 萬 | 0.3% | −40−1.2% | 減碼 | 歷史 |
| BABoeing Co | Stock | 1,625 | $40.6 萬 | 0.3% | +1,625 | 新進 | 歷史 |
| CNICanadian National Railway Co | Stock | 4,075 | $40.5 萬 | 0.3% | −225−5.2% | 減碼 | 歷史 |
2025 年第 3 季之後清倉（2 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。