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CIK: 0001999898
Total reported value
$132.3M
$132.3M
41 檔
23.1%
At the close of Q4 2024, Kampmann Melissa S. disclosed equity holdings valued at approximately $132.3M, spread across 41 reported holdings.
During Q4 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 AAPL, LLY, MSFT) accounted for 23.1% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.59% | +0.36% | -9.16% | |
| 2 | LLY | Eli Lilly & Co | Stock-Healthcare | 5.14% | +1.23% | -13.08% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.66% | -0.24% | -10.60% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.38% | +0.91% | -11.30% | |
| 5 | WMT | Walmart Inc | Stock-Consumer Staples | 4.31% | -0.77% | -10.96% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.73% | +0.20% | -10.23% | |
| 7 | SYK | Stryker CORP | Stock-Healthcare | 3.61% | -0.35% | -10.06% | |
| 8 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.49% | -0.13% | -10.99% | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 3.44% | -0.11% | -8.54% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.31% | +0.23% | -10.69% | |
| 11 | UBER | Uber Technologies Inc | Stock-Industrials | 3.21% | -0.28% | -8.92% | |
| 12 | BX | Blackstone Inc | Stock-Financials | 3.19% | -0.45% | -8.80% | |
| 13 | SPGI | S&p Global Inc | Stock-Financials | 2.88% | -1.05% | -11.15% | |
| 14 | WDAY | Workday Inc-class A | Stock-Tech | 2.83% | -0.81% | EXIT | |
| 15 | ECL | Ecolab Inc | Stock-Materials | 2.68% | -0.02% | -18.66% | |
| 16 | ROK | Rockwell Automation Inc | Stock-Industrials | 2.65% | +1.06% | -10.81% | |
| 17 | AON | Aon plc | Stock-Financials | 2.61% | -0.93% | -7.94% | |
| 18 | FAST | Fastenal Co | Stock-Industrials | 2.60% | -0.08% | -8.43% | |
| 19 | ICE | Intercontinental Exchange In | Stock-Financials | 2.41% | -0.66% | -8.73% | |
| 20 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.35% | -0.38% | -10.22% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.27% | -0.13% | -16.75% | |
| 22 | ZTS | Zoetis Inc | Stock-Healthcare | 2.23% | — | -13.18% | |
| 23 | CRM | Salesforce Inc | Stock-Tech | 2.22% | -0.49% | -10.48% | |
| 24 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.20% | — | -10.59% | |
| 25 | RBA | Rb Global Inc | Stock-Industrials | 2.11% | +0.16% | -10.07% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 2.08% | — | -6.40% | |
| 27 | DXCM | Dexcom Inc | Stock-Healthcare | 2.04% | — | -19.17% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 1.99% | -0.65% | -9.75% | |
| 29 | GNRC | Generac Holdings Inc | Stock-Industrials | 1.85% | +0.96% | -10.02% | |
| 30 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.85% | +0.13% | -12.56% | |
| 31 | IRTC | Irhythm Holdings Inc | Stock-Healthcare | 1.70% | -0.19% | -8.39% | |
| 32 | TOST | Toast Inc-class A | Stock-Tech | 1.43% | -0.14% | -11.31% | |
| 33 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.31% | -0.09% | +1.73% | |
| 34 | HO1 | Hologic Inc | Stock-Other | 1.05% | — | -50.01% | |
| 35 | CSGP | Costar Group Inc | Stock-Real Estate | 1.02% | — | -22.38% | |
| 36 | ORCL | Oracle CORP | Stock-Tech | 0.94% | -0.09% | +200.21% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.77% | -0.01% | +1.81% | |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.54% | — | — | |
| 39 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.51% | -0.01% | -3.48% | |
| 40 | XYL | Xylem Inc | Stock-Industrials | 0.49% | -0.11% | -11.29% | |
| 41 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.31% | — | -63.78% |
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 Q4 2024.
During Q4 2024, Kampmann Melissa S.'s top holdings by market value included AAPL (5.6%)、LLY (5.1%)、MSFT (4.7%). The largest single position, AAPL, represented 5.6% 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 Q4 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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