13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001999898
Total reported value
$132.3M
$132.3M
41 檔
25.5%
As reported in its official Q3 2024 Form 13F filing, Kampmann Melissa S.'s tracked investment portfolio stood at $132.3M with 41 total positions.
During Q3 2024, Kampmann Melissa S.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including LLY, AAPL, MSFT) accounted for 25.5% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | Stock-Healthcare | 6.11% | +1.23% | -2.40% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.14% | +0.36% | -0.02% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.78% | -0.24% | -0.16% | |
| 4 | UBER | Uber Technologies Inc | Stock-Industrials | 3.95% | -0.28% | -5.11% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.89% | +0.91% | -2.59% | |
| 6 | WMT | Walmart Inc | Stock-Consumer Staples | 3.89% | -0.77% | -0.62% | |
| 7 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.64% | -0.13% | -2.87% | |
| 8 | SYK | Stryker CORP | Stock-Healthcare | 3.62% | -0.35% | -0.04% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.29% | +0.20% | — | |
| 10 | ECL | Ecolab Inc | Stock-Materials | 3.22% | -0.02% | -6.42% | |
| 11 | MA | Mastercard Inc - A | Stock-Financials | 3.17% | -0.11% | — | |
| 12 | SPGI | S&p Global Inc | Stock-Financials | 3.03% | -1.05% | — | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.83% | +0.23% | — | |
| 14 | BX | Blackstone Inc | Stock-Financials | 2.79% | -0.45% | +0.33% | |
| 15 | ZTS | Zoetis Inc | Stock-Healthcare | 2.77% | — | -0.10% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.75% | -0.13% | -5.07% | |
| 17 | WDAY | Workday Inc-class A | Stock-Tech | 2.61% | -0.81% | EXIT | |
| 18 | ICE | Intercontinental Exchange In | Stock-Financials | 2.56% | -0.66% | -8.98% | |
| 19 | FAST | Fastenal Co | Stock-Industrials | 2.54% | -0.08% | -4.25% | |
| 20 | ROK | Rockwell Automation Inc | Stock-Industrials | 2.51% | +1.06% | -1.78% | |
| 21 | AON | Aon plc | Stock-Financials | 2.45% | -0.93% | +0.25% | |
| 22 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.21% | -0.38% | -5.14% | |
| 23 | HO1 | Hologic Inc | Stock-Other | 2.13% | — | -0.90% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 2.08% | — | +26.77% | |
| 25 | SBUX | Starbucks CORP | Stock-Consumer Disc | 2.03% | +0.13% | — | |
| 26 | CVX | Chevron CORP | Stock-Energy | 2.02% | -0.65% | +0.21% | |
| 27 | DXCM | Dexcom Inc | Stock-Healthcare | 1.95% | — | -0.11% | |
| 28 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.94% | — | -1.23% | |
| 29 | GNRC | Generac Holdings Inc | Stock-Industrials | 1.89% | +0.96% | +19.02% | |
| 30 | RBA | Rb Global Inc | Stock-Industrials | 1.88% | +0.16% | +1.43% | |
| 31 | CRM | Salesforce Inc | Stock-Tech | 1.83% | -0.49% | -8.87% | |
| 32 | IRTC | Irhythm Holdings Inc | Stock-Healthcare | 1.37% | -0.19% | — | |
| 33 | CSGP | Costar Group Inc | Stock-Real Estate | 1.25% | — | +1.52% | |
| 34 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.21% | -0.09% | +0.86% | |
| 35 | TOST | Toast Inc-class A | Stock-Tech | 1.12% | -0.14% | +28.92% | |
| 36 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.91% | — | -18.58% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.71% | -0.01% | +1.79% | |
| 38 | XYL | Xylem Inc | Stock-Industrials | 0.58% | -0.11% | -13.82% | |
| 39 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.55% | -0.01% | -7.63% | |
| 40 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.49% | — | — | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.29% | -0.09% | — |
According to official SEC Form 13F filings, Kampmann Melissa S. reported a total U.S. public equity portfolio value of $132.3M across 41 disclosed positions in Q3 2024.
During Q3 2024, Kampmann Melissa S.'s top holdings by market value included LLY (6.1%)、AAPL (5.1%)、MSFT (4.8%). 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 Q3 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.