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CIK: 0001999898
Total reported value
$132.3M
$132.3M
41 檔
26.6%
During the Q4 2025 filing period, Kampmann Melissa S. (CIK: 0001999898) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $132.3M across 41 reported positions.
In Q4 2025, Kampmann Melissa S. adopted a defensive or profit-taking posture, trimming 26 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | Stock-Healthcare | 6.32% | +1.23% | -0.76% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 6.28% | +0.91% | -0.06% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.76% | +0.36% | -0.04% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.48% | -0.24% | — | |
| 5 | WMT | Walmart Inc | Stock-Consumer Staples | 4.20% | -0.77% | -8.94% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.20% | +0.20% | -3.09% | |
| 7 | UBER | Uber Technologies Inc | Stock-Industrials | 3.96% | -0.28% | -1.58% | |
| 8 | ROK | Rockwell Automation Inc | Stock-Industrials | 3.84% | +1.06% | +4.30% | |
| 9 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.47% | -0.13% | -1.53% | |
| 10 | SYK | Stryker CORP | Stock-Healthcare | 3.35% | -0.35% | -0.28% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.27% | +0.23% | +0.32% | |
| 12 | FAST | Fastenal Co | Stock-Industrials | 3.22% | -0.08% | +6.88% | |
| 13 | MA | Mastercard Inc - A | Stock-Financials | 3.14% | -0.11% | -0.25% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.77% | -0.13% | -1.50% | |
| 15 | ECL | Ecolab Inc | Stock-Materials | 2.77% | -0.02% | +0.30% | |
| 16 | IRTC | Irhythm Holdings Inc | Stock-Healthcare | 2.74% | -0.19% | -5.30% | |
| 17 | SPGI | S&p Global Inc | Stock-Financials | 2.69% | -1.05% | -7.22% | |
| 18 | BX | Blackstone Inc | Stock-Financials | 2.57% | -0.45% | -0.22% | |
| 19 | ICE | Intercontinental Exchange In | Stock-Financials | 2.27% | -0.66% | -6.29% | |
| 20 | CVX | Chevron CORP | Stock-Energy | 2.23% | -0.65% | +3.79% | |
| 21 | RBA | Rb Global Inc | Stock-Industrials | 2.23% | +0.16% | -6.41% | |
| 22 | GEV | GE Vernova Inc | Stock-Industrials | 2.20% | +0.82% | +14.21% | |
| 23 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.11% | -0.38% | -0.18% | |
| 24 | AON | Aon plc | Stock-Financials | 2.09% | -0.93% | -3.63% | |
| 25 | DXCM | Dexcom Inc | Stock-Healthcare | 1.96% | — | -1.50% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 1.95% | — | -2.83% | |
| 27 | GNRC | Generac Holdings Inc | Stock-Industrials | 1.82% | +0.96% | -3.44% | |
| 28 | WDAY | Workday Inc-class A | Stock-Tech | 1.64% | -0.81% | EXIT | |
| 29 | ORCL | Oracle CORP | Stock-Tech | 1.53% | -0.09% | — | |
| 30 | TOST | Toast Inc-class A | Stock-Tech | 1.24% | -0.14% | +1.82% | |
| 31 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.16% | -0.09% | +2.53% | |
| 32 | CRM | Salesforce Inc | Stock-Tech | 1.11% | -0.49% | -13.66% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.08% | -0.02% | — | |
| 34 | WM | Waste Management Inc | Stock-Industrials | 1.06% | -0.04% | -37.42% | |
| 35 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.95% | -0.06% | — | |
| 36 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.83% | +0.13% | -35.22% | |
| 37 | NOW | Servicenow Inc | Stock-Tech | 0.78% | +0.46% | — | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.78% | -0.01% | +0.96% | |
| 39 | XYL | Xylem Inc | Stock-Industrials | 0.34% | -0.11% | -1.21% | |
| 40 | BA | Boeing Co/the | Stock-Industrials | 0.30% | +0.11% | — | |
| 41 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.30% | -0.01% | -5.23% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +1.9% | -0.76% | Trim |
| 2 | GOOG | Alphabet Inc-cl C | +1.7% | -0.06% | Trim |
| 3 | ROK | Rockwell Automation Inc | +0.8% | +4.30% | Add |
| 4 | JNJ | Johnson & Johnson | +0.5% | -1.53% | Trim |
| 5 | GEV | GE Vernova Inc | +0.5% | +14.21% | Add |
| 6 | ISRG | Intuitive Surgical Inc | +0.3% | -0.18% | Trim |
| 7 | WMT | Walmart Inc | +0.3% | -8.94% | Trim |
| 8 | CVX | Chevron CORP | +0.3% | +3.79% | Add |
| 9 | AMZN | Amazon.com Inc | +0.2% | +0.32% | Add |
| 10 | DXCM | Dexcom Inc | +0.1% | -1.50% | Trim |
| 11 | ECL | Ecolab Inc | +0.1% | +0.30% | Add |
| 12 | SPGI | S&p Global Inc | +0.1% | -7.22% | Trim |
| 13 | BIV | Vanguard Intermediate-term B | 0% | +2.53% | Add |
| 14 | RBA | Rb Global Inc | 0% | -6.41% | Trim |
| 15 | AGG | Ishares Core U.s. Aggregate | 0% | +0.96% | Add |
| 16 | GNRC | Generac Holdings Inc | 0% | -3.44% | Trim |
| 17 | CNI | Canadian Natl Railway Co | — | -5.23% | Trim |
| 18 | SYK | Stryker CORP | 0% | -0.28% | Trim |
| 19 | XYL | Xylem Inc | 0% | -1.21% | Trim |
| 20 | WEC | Wec Energy Group Inc | 0% | — | Unchanged |
| 21 | FAST | Fastenal Co | -0.1% | +6.88% | Add |
| 22 | AAPL | Apple Inc | -0.1% | -0.04% | Trim |
| 23 | ICE | Intercontinental Exchange In | -0.1% | -6.29% | Trim |
| 24 | TOST | Toast Inc-class A | -0.1% | +1.82% | Add |
| 25 | HD | Home Depot Inc | -0.1% | -2.83% | Trim |
| 26 | PG | Procter & Gamble Co/the | -0.2% | -1.50% | Trim |
| 27 | AON | Aon plc | -0.2% | -3.63% | Trim |
| 28 | MA | Mastercard Inc - A | -0.2% | -0.25% | Trim |
| 29 | BX | Blackstone Inc | -0.2% | -0.22% | Trim |
| 30 | CRM | Salesforce Inc | -0.3% | -13.66% | Trim |
| 31 | JPM | Jpmorgan Chase & Co | -0.3% | -3.09% | Trim |
| 32 | IRTC | Irhythm Holdings Inc | -0.3% | -5.30% | Trim |
| 33 | SBUX | Starbucks CORP | -0.3% | -35.22% | Trim |
| 34 | WM | Waste Management Inc | -0.6% | -37.42% | Trim |
| 35 | UBER | Uber Technologies Inc | -0.7% | -1.58% | Trim |
| 36 | MSFT | Microsoft CORP | -0.7% | — | Unchanged |
| 37 | WDAY | Workday Inc-class A | -0.8% | -13.84% | Trim |
| 38 | ORCL | Oracle CORP | -0.9% | — | Unchanged |
| 39 | CSGP | Costar Group Inc | — | EXIT | Sold out |
| 40 | ZTS | Zoetis Inc | — | EXIT | Sold out |
| 41 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 42 | NOW | Servicenow Inc | — | NEW | New buy |
| 43 | BA | Boeing Co/the | — | NEW | New buy |
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 2025.
During Q4 2025, Kampmann Melissa S.'s top holdings by market value included LLY (6.3%)、GOOG (6.3%)、AAPL (4.8%). The largest single position, LLY, represented 6.3% 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 LLY, GOOG, AAPL) accounted for 26.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
COST
市值: $1.5M
Top Position Liquidated / Trimmed
CSGP
前期市值: $2.4M
In Q4 2025, Kampmann Melissa S. made 40 total portfolio adjustments, initiating 3 new buys, adding to 9 positions, trimming 26 holdings, and fully liquidating 2 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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