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CIK: 0001999898
Total reported value
$132.3M
$132.3M
40 檔
23.1%
In Q2 2025, Kampmann Melissa S.'s U.S. equity holdings reached a combined market value of $132.3M, distributed across 40 disclosed stock positions.
During Q2 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 MSFT, LLY, UBER) accounted for 23.1% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.12% | -0.24% | -2.32% | |
| 2 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.83% | +1.23% | -2.97% | |
| 3 | UBER | Uber Technologies Inc | Stock-Industrials | 4.64% | -0.28% | -2.54% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.25% | +0.20% | -2.16% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.11% | +0.36% | -3.44% | |
| 6 | WMT | Walmart Inc | Stock-Consumer Staples | 3.99% | -0.77% | -4.24% | |
| 7 | SYK | Stryker CORP | Stock-Healthcare | 3.68% | -0.35% | -3.13% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.56% | +0.91% | -7.15% | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 3.42% | -0.11% | -2.17% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.14% | +0.23% | -1.32% | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.12% | -0.13% | -2.03% | |
| 12 | ROK | Rockwell Automation Inc | Stock-Industrials | 2.96% | +1.06% | -1.70% | |
| 13 | SPGI | S&p Global Inc | Stock-Financials | 2.92% | -1.05% | -1.80% | |
| 14 | FAST | Fastenal Co | Stock-Industrials | 2.88% | -0.08% | +96.41% | |
| 15 | IRTC | Irhythm Holdings Inc | Stock-Healthcare | 2.84% | -0.19% | -1.90% | |
| 16 | ECL | Ecolab Inc | Stock-Materials | 2.70% | -0.02% | -2.45% | |
| 17 | ICE | Intercontinental Exchange In | Stock-Financials | 2.66% | -0.66% | -2.33% | |
| 18 | WDAY | Workday Inc-class A | Stock-Tech | 2.54% | -0.81% | EXIT | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.52% | -0.13% | -1.66% | |
| 20 | BX | Blackstone Inc | Stock-Financials | 2.50% | -0.45% | -4.60% | |
| 21 | DXCM | Dexcom Inc | Stock-Healthcare | 2.47% | — | -0.36% | |
| 22 | AON | Aon plc | Stock-Financials | 2.44% | -0.93% | -1.19% | |
| 23 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.30% | -0.38% | -2.34% | |
| 24 | RBA | Rb Global Inc | Stock-Industrials | 2.28% | +0.16% | -4.45% | |
| 25 | ORCL | Oracle CORP | Stock-Tech | 1.95% | -0.09% | +30.49% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 1.93% | — | -1.20% | |
| 27 | CVX | Chevron CORP | Stock-Energy | 1.88% | -0.65% | -0.98% | |
| 28 | ZTS | Zoetis Inc | Stock-Healthcare | 1.75% | — | -5.25% | |
| 29 | CRM | Salesforce Inc | Stock-Tech | 1.72% | -0.49% | -2.27% | |
| 30 | WM | Waste Management Inc | Stock-Industrials | 1.70% | -0.04% | +25.46% | |
| 31 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.66% | +0.13% | -3.39% | |
| 32 | TOST | Toast Inc-class A | Stock-Tech | 1.65% | -0.14% | -1.73% | |
| 33 | GNRC | Generac Holdings Inc | Stock-Industrials | 1.59% | +0.96% | -7.07% | |
| 34 | CSGP | Costar Group Inc | Stock-Real Estate | 1.48% | — | +2.32% | |
| 35 | GEV | GE Vernova Inc | Stock-Industrials | 1.22% | +0.82% | — | |
| 36 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.14% | -0.09% | -11.55% | |
| 37 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.91% | -0.06% | — | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.77% | -0.01% | +1.57% | |
| 39 | XYL | Xylem Inc | Stock-Industrials | 0.39% | -0.11% | -20.61% | |
| 40 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.39% | -0.01% | -12.46% |
According to official SEC Form 13F filings, Kampmann Melissa S. reported a total U.S. public equity portfolio value of $132.3M across 40 disclosed positions in Q2 2025.
During Q2 2025, Kampmann Melissa S.'s top holdings by market value included MSFT (5.1%)、LLY (4.8%)、UBER (4.6%). The largest single position, MSFT, represented 5.1% of total portfolio value.
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In Q2 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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