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CIK: 0001999898
Total reported value
$132.3M
$132.3M
39 檔
24.8%
According to the latest 13F quarterly dataset, Kampmann Melissa S. managed an equity portfolio of $132.3M at the end of Q1 2024, spanning 39 distinct U.S. exchange-listed positions.
During Q1 2024, Kampmann Melissa S.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | Stock-Healthcare | 6.08% | +1.23% | -2.57% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.86% | -0.24% | +10.12% | |
| 3 | UBER | Uber Technologies Inc | Stock-Industrials | 4.50% | -0.28% | +7.99% | |
| 4 | DXCM | Dexcom Inc | Stock-Healthcare | 4.16% | — | +9.26% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.98% | +0.36% | +3.75% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.85% | +0.91% | +5.22% | |
| 7 | SYK | Stryker CORP | Stock-Healthcare | 3.64% | -0.35% | +9.55% | |
| 8 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.59% | -0.13% | +7.84% | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 3.44% | -0.11% | -2.93% | |
| 10 | ECL | Ecolab Inc | Stock-Materials | 3.16% | -0.02% | +12.22% | |
| 11 | WDAY | Workday Inc-class A | Stock-Tech | 3.14% | -0.81% | EXIT | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.13% | +0.20% | +14.33% | |
| 13 | FAST | Fastenal Co | Stock-Industrials | 3.02% | -0.08% | +7.07% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.01% | -0.13% | +9.98% | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 2.97% | -0.77% | +239.09% | |
| 16 | ROK | Rockwell Automation Inc | Stock-Industrials | 2.85% | +1.06% | +11.47% | |
| 17 | ICE | Intercontinental Exchange In | Stock-Financials | 2.77% | -0.66% | +7.13% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.72% | +0.23% | +14.20% | |
| 19 | SPGI | S&p Global Inc | Stock-Financials | 2.53% | -1.05% | +10.36% | |
| 20 | CRM | Salesforce Inc | Stock-Tech | 2.48% | -0.49% | +5.57% | |
| 21 | ZTS | Zoetis Inc | Stock-Healthcare | 2.48% | — | +13.92% | |
| 22 | AON | Aon plc | Stock-Financials | 2.40% | -0.93% | +14.19% | |
| 23 | BX | Blackstone Inc | Stock-Financials | 2.37% | -0.45% | +14.61% | |
| 24 | CVX | Chevron CORP | Stock-Energy | 2.19% | -0.65% | +16.27% | |
| 25 | IRTC | Irhythm Holdings Inc | Stock-Healthcare | 2.18% | -0.19% | +12.96% | |
| 26 | HO1 | Hologic Inc | Stock-Other | 2.11% | — | +14.88% | |
| 27 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.01% | — | +23.51% | |
| 28 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.96% | +0.13% | +9.17% | |
| 29 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.82% | -0.38% | +23.26% | |
| 30 | RBA | Rb Global Inc | Stock-Industrials | 1.68% | +0.16% | +14.93% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 1.56% | — | +18.87% | |
| 32 | CSGP | Costar Group Inc | Stock-Real Estate | 1.45% | — | +32.20% | |
| 33 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.10% | — | +8.51% | |
| 34 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.07% | -0.09% | +4.64% | |
| 35 | GNRC | Generac Holdings Inc | Stock-Industrials | 1.04% | +0.96% | +98.19% | |
| 36 | XYL | Xylem Inc | Stock-Industrials | 0.84% | -0.11% | -13.79% | |
| 37 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.78% | -0.01% | -18.22% | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.61% | -0.01% | +1.01% | |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.46% | — | — |
According to official SEC Form 13F filings, Kampmann Melissa S. reported a total U.S. public equity portfolio value of $132.3M across 39 disclosed positions in Q1 2024.
During Q1 2024, Kampmann Melissa S.'s top holdings by market value included LLY (6.1%)、MSFT (4.9%)、UBER (4.5%). The largest single position, LLY, represented 6.1% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including LLY, MSFT, UBER) accounted for 24.8% of total reported equity market value during Q1 2024.
In Q1 2024, Kampmann Melissa S. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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