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CIK: 0001999898
Total reported value
$132.3M
$132.3M
40 檔
24.5%
According to the latest 13F quarterly dataset, Kampmann Melissa S. managed an equity portfolio of $132.3M at the end of Q3 2025, spanning 40 distinct U.S. exchange-listed positions.
In Q3 2025, Kampmann Melissa S. adopted a defensive or profit-taking posture, trimming 33 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.15% | -0.24% | -0.47% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.83% | +0.36% | -2.47% | |
| 3 | UBER | Uber Technologies Inc | Stock-Industrials | 4.62% | -0.28% | -2.47% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.59% | +0.91% | -3.31% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.46% | +0.20% | -0.54% | |
| 6 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.44% | +1.23% | -3.32% | |
| 7 | WMT | Walmart Inc | Stock-Consumer Staples | 3.93% | -0.77% | -3.84% | |
| 8 | SYK | Stryker CORP | Stock-Healthcare | 3.37% | -0.35% | +1.17% | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 3.35% | -0.11% | -0.31% | |
| 10 | FAST | Fastenal Co | Stock-Industrials | 3.27% | -0.08% | +0.10% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.05% | +0.23% | +0.03% | |
| 12 | ROK | Rockwell Automation Inc | Stock-Industrials | 3.02% | +1.06% | -0.08% | |
| 13 | IRTC | Irhythm Holdings Inc | Stock-Healthcare | 3.00% | -0.19% | -2.71% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.96% | -0.13% | -0.50% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.92% | -0.13% | -0.29% | |
| 16 | BX | Blackstone Inc | Stock-Financials | 2.78% | -0.45% | +0.16% | |
| 17 | ECL | Ecolab Inc | Stock-Materials | 2.66% | -0.02% | +0.11% | |
| 18 | SPGI | S&p Global Inc | Stock-Financials | 2.61% | -1.05% | — | |
| 19 | WDAY | Workday Inc-class A | Stock-Tech | 2.46% | -0.81% | EXIT | |
| 20 | ORCL | Oracle CORP | Stock-Tech | 2.44% | -0.09% | +0.29% | |
| 21 | ICE | Intercontinental Exchange In | Stock-Financials | 2.34% | -0.66% | -1.01% | |
| 22 | AON | Aon plc | Stock-Financials | 2.29% | -0.93% | -3.51% | |
| 23 | RBA | Rb Global Inc | Stock-Industrials | 2.20% | +0.16% | -2.47% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 2.09% | — | +0.86% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 1.97% | -0.65% | -0.14% | |
| 26 | DXCM | Dexcom Inc | Stock-Healthcare | 1.83% | — | -0.82% | |
| 27 | GNRC | Generac Holdings Inc | Stock-Industrials | 1.81% | +0.96% | +0.10% | |
| 28 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.78% | -0.38% | -3.02% | |
| 29 | CSGP | Costar Group Inc | Stock-Real Estate | 1.78% | — | +17.94% | |
| 30 | GEV | GE Vernova Inc | Stock-Industrials | 1.75% | +0.82% | +26.99% | |
| 31 | WM | Waste Management Inc | Stock-Industrials | 1.64% | -0.04% | +2.52% | |
| 32 | CRM | Salesforce Inc | Stock-Tech | 1.36% | -0.49% | -6.48% | |
| 33 | TOST | Toast Inc-class A | Stock-Tech | 1.32% | -0.14% | +0.07% | |
| 34 | ZTS | Zoetis Inc | Stock-Healthcare | 1.32% | — | -17.45% | |
| 35 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.12% | -0.09% | +0.20% | |
| 36 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.11% | +0.13% | -25.61% | |
| 37 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.98% | -0.06% | — | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.76% | -0.01% | +0.39% | |
| 39 | XYL | Xylem Inc | Stock-Industrials | 0.36% | -0.11% | -18.17% | |
| 40 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.30% | -0.01% | -14.43% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | +1.4% | +0.29% | Add |
| 2 | GOOG | Alphabet Inc-cl C | +1% | -3.31% | Trim |
| 3 | MSFT | Microsoft CORP | +1% | -0.47% | Trim |
| 4 | IRTC | Irhythm Holdings Inc | +0.9% | -2.71% | Trim |
| 5 | UBER | Uber Technologies Inc | +0.7% | -2.47% | Trim |
| 6 | JPM | Jpmorgan Chase & Co | +0.6% | -0.54% | Trim |
| 7 | ROK | Rockwell Automation Inc | +0.6% | -0.08% | Trim |
| 8 | FAST | Fastenal Co | +0.4% | +0.10% | Add |
| 9 | CSGP | Costar Group Inc | +0.3% | +17.94% | Add |
| 10 | GNRC | Generac Holdings Inc | +0.2% | +0.10% | Trim |
| 11 | BX | Blackstone Inc | +0.2% | +0.16% | Trim |
| 12 | WM | Waste Management Inc | +0.2% | +2.52% | Add |
| 13 | AMZN | Amazon.com Inc | +0.2% | +0.03% | Trim |
| 14 | HD | Home Depot Inc | 0% | +0.86% | Trim |
| 15 | JNJ | Johnson & Johnson | 0% | -0.50% | Trim |
| 16 | TOST | Toast Inc-class A | — | +0.07% | Trim |
| 17 | WMT | Walmart Inc | 0% | -3.84% | Trim |
| 18 | AAPL | Apple Inc | 0% | -2.47% | Trim |
| 19 | AGG | Ishares Core U.s. Aggregate | 0% | +0.39% | Add |
| 20 | ECL | Ecolab Inc | -0.1% | +0.11% | Trim |
| 21 | XYL | Xylem Inc | -0.1% | -18.17% | Trim |
| 22 | WDAY | Workday Inc-class A | -0.1% | -0.74% | Trim |
| 23 | CNI | Canadian Natl Railway Co | -0.1% | -14.43% | Trim |
| 24 | RBA | Rb Global Inc | -0.2% | -2.47% | Trim |
| 25 | DXCM | Dexcom Inc | -0.2% | -0.82% | Trim |
| 26 | BIV | Vanguard Intermediate-term B | -0.2% | +0.20% | Trim |
| 27 | MA | Mastercard Inc - A | -0.2% | -0.31% | Trim |
| 28 | ICE | Intercontinental Exchange In | -0.4% | -1.01% | Trim |
| 29 | CVX | Chevron CORP | -0.4% | -0.14% | Trim |
| 30 | SYK | Stryker CORP | -0.4% | +1.17% | Trim |
| 31 | SPGI | S&p Global Inc | -0.4% | — | Trim |
| 32 | CRM | Salesforce Inc | -0.5% | -6.48% | Trim |
| 33 | ISRG | Intuitive Surgical Inc | -0.5% | -3.02% | Trim |
| 34 | AON | Aon plc | -0.6% | -3.51% | Trim |
| 35 | PG | Procter & Gamble Co/the | -0.7% | -0.29% | Trim |
| 36 | ZTS | Zoetis Inc | -0.7% | -17.45% | Trim |
| 37 | SBUX | Starbucks CORP | -0.8% | -25.61% | Trim |
| 38 | LLY | Eli Lilly & Co | -1.1% | -3.32% | Trim |
| 39 | GEV | GE Vernova Inc | — | NEW | New buy |
| 40 | SCHW | Schwab (charles) CORP | — | EXIT | Sold out |
| 41 | WEC | Wec Energy Group Inc | — | NEW | New buy |
| 42 | BRK-A | Berkshire Hathaway Inc-cl A | — | EXIT | Sold out |
| 43 | NKE | Nike Inc -cl B | — | EXIT | Sold out |
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 Q3 2025.
During Q3 2025, Kampmann Melissa S.'s top holdings by market value included MSFT (5.2%)、AAPL (4.8%)、UBER (4.6%). The largest single position, MSFT, represented 5.2% 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 MSFT, AAPL, UBER) accounted for 24.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
GEV
市值: $2.4M
Top Position Liquidated / Trimmed
SCHW
前期市值: $2.4M
In Q3 2025, Kampmann Melissa S. made 43 total portfolio adjustments, initiating 2 new buys, adding to 5 positions, trimming 33 holdings, and fully liquidating 3 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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