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CIK: 0001999898
Total reported value
$132.3M
$132.3M
41 檔
21.4%
As reported in its official Q1 2025 Form 13F filing, Kampmann Melissa S.'s tracked investment portfolio stood at $132.3M with 41 total positions.
During Q1 2025, 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 21.4% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | Stock-Healthcare | 5.56% | +1.23% | +0.47% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.85% | +0.36% | -2.60% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.16% | -0.24% | -0.23% | |
| 4 | WMT | Walmart Inc | Stock-Consumer Staples | 3.94% | -0.77% | -6.42% | |
| 5 | UBER | Uber Technologies Inc | Stock-Industrials | 3.92% | -0.28% | +0.53% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.86% | +0.20% | +0.68% | |
| 7 | SYK | Stryker CORP | Stock-Healthcare | 3.76% | -0.35% | +0.27% | |
| 8 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.59% | -0.13% | +0.83% | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 3.59% | -0.11% | -0.27% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.56% | +0.91% | -1.37% | |
| 11 | SPGI | S&p Global Inc | Stock-Financials | 3.01% | -1.05% | +1.94% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.93% | -0.13% | +11.89% | |
| 13 | AON | Aon plc | Stock-Financials | 2.91% | -0.93% | +0.16% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.90% | +0.23% | +0.60% | |
| 15 | FAST | Fastenal Co | Stock-Industrials | 2.85% | -0.08% | +1.01% | |
| 16 | ECL | Ecolab Inc | Stock-Materials | 2.74% | -0.02% | -5.89% | |
| 17 | ICE | Intercontinental Exchange In | Stock-Financials | 2.69% | -0.66% | -4.18% | |
| 18 | WDAY | Workday Inc-class A | Stock-Tech | 2.59% | -0.81% | EXIT | |
| 19 | BX | Blackstone Inc | Stock-Financials | 2.58% | -0.45% | -0.70% | |
| 20 | ROK | Rockwell Automation Inc | Stock-Industrials | 2.47% | +1.06% | +2.33% | |
| 21 | RBA | Rb Global Inc | Stock-Industrials | 2.37% | +0.16% | +0.50% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 2.33% | -0.65% | +0.77% | |
| 23 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.26% | -0.38% | +0.88% | |
| 24 | IRTC | Irhythm Holdings Inc | Stock-Healthcare | 2.07% | -0.19% | +4.60% | |
| 25 | ZTS | Zoetis Inc | Stock-Healthcare | 2.05% | — | -9.39% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 2.05% | — | +4.19% | |
| 27 | DXCM | Dexcom Inc | Stock-Healthcare | 2.04% | — | +13.35% | |
| 28 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.93% | +0.13% | -3.13% | |
| 29 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.88% | — | -19.79% | |
| 30 | CRM | Salesforce Inc | Stock-Tech | 1.83% | -0.49% | +1.77% | |
| 31 | GNRC | Generac Holdings Inc | Stock-Industrials | 1.59% | +0.96% | +4.88% | |
| 32 | CSGP | Costar Group Inc | Stock-Real Estate | 1.50% | — | +31.77% | |
| 33 | WM | Waste Management Inc | Stock-Industrials | 1.44% | -0.04% | — | |
| 34 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.35% | -0.09% | +0.22% | |
| 35 | TOST | Toast Inc-class A | Stock-Tech | 1.32% | -0.14% | +1.16% | |
| 36 | ORCL | Oracle CORP | Stock-Tech | 1.01% | -0.09% | +26.56% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.80% | -0.01% | +0.74% | |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.63% | — | — | |
| 39 | XYL | Xylem Inc | Stock-Industrials | 0.48% | -0.11% | -6.00% | |
| 40 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.44% | -0.01% | -9.89% | |
| 41 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.17% | — | -37.52% |
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 Q1 2025.
During Q1 2025, Kampmann Melissa S.'s top holdings by market value included LLY (5.6%)、AAPL (4.8%)、MSFT (4.2%). The largest single position, LLY, represented 5.6% of total portfolio value.
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In Q1 2025, 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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