Institutions / Kampmann Melissa S.
Kampmann Melissa S.
CIK 1999898 · Institution · as of Dec 31, 2025
Portfolio value
$135.22M
Positions
41
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 41 →
| Company | Value | % of portfolio |
|---|---|---|
| ELI LILLY & Co | $8.55M | 6.3% |
| Alphabet Inc. | $8.49M | 6.3% |
| Apple Inc. | $6.44M | 4.8% |
| Microsoft Corp | $6.05M | 4.5% |
| Walmart Inc. | $5.68M | 4.2% |
| JPMorgan Chase & Co | $5.68M | 4.2% |
| Uber Technologies, Inc | $5.36M | 4.0% |
| Rockwell Automation Inc | $5.20M | 3.8% |
| Johnson & Johnson | $4.70M | 3.5% |
| Stryker Corp | $4.53M | 3.4% |
| Amazon.com Inc | $4.42M | 3.3% |
| Fastenal Co | $4.35M | 3.2% |
| Mastercard Inc | $4.25M | 3.1% |
| PROCTER & GAMBLE Co | $3.75M | 2.8% |
| Ecolab Inc. | $3.75M | 2.8% |
| iRhythm Holdings, Inc. | $3.70M | 2.7% |
| S&P Global Inc. | $3.63M | 2.7% |
| Blackstone Inc | $3.47M | 2.6% |
| Intercontinental Exchange, Inc. | $3.07M | 2.3% |
| Chevron Corp | $3.02M | 2.2% |
| RB Global Inc | $3.01M | 2.2% |
| GE Vernova Inc. | $2.98M | 2.2% |
| Intuitive Surgical Inc | $2.85M | 2.1% |
| Aon plc | $2.82M | 2.1% |
| Dexcom Inc | $2.65M | 2.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.