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CIK: 0001999898
Total reported value
$132.3M
$132.3M
43 檔
24.5%
At the close of Q1 2026, Kampmann Melissa S. disclosed equity holdings valued at approximately $132.3M, spread across 43 reported holdings.
In Q1 2026, Kampmann Melissa S. adopted a defensive or profit-taking posture, trimming 29 positions and completely liquidating 0 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including GOOG, LLY, AAPL) accounted for 24.5% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.90% | +0.91% | -0.87% | |
| 2 | LLY | Eli Lilly & Co | Stock-Healthcare | 5.80% | +1.23% | -0.78% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.26% | +0.36% | -0.71% | |
| 4 | WMT | Walmart Inc | Stock-Consumer Staples | 4.69% | -0.77% | -1.18% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.41% | +0.20% | -0.53% | |
| 6 | JNJ | Johnson & Johnson | Stock-Healthcare | 4.20% | -0.13% | -0.65% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 4.03% | -0.24% | -0.59% | |
| 8 | FAST | Fastenal Co | Stock-Industrials | 3.65% | -0.08% | +0.47% | |
| 9 | ROK | Rockwell Automation Inc | Stock-Industrials | 3.55% | +1.06% | -0.44% | |
| 10 | UBER | Uber Technologies Inc | Stock-Industrials | 3.46% | -0.28% | -5.73% | |
| 11 | SYK | Stryker CORP | Stock-Healthcare | 3.27% | -0.35% | -0.60% | |
| 12 | MA | Mastercard Inc - A | Stock-Financials | 3.21% | -0.11% | -0.62% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.18% | +0.23% | -0.52% | |
| 14 | GEV | GE Vernova Inc | Stock-Industrials | 3.12% | +0.82% | -0.22% | |
| 15 | CVX | Chevron CORP | Stock-Energy | 2.99% | -0.65% | -0.41% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.97% | -0.13% | — | |
| 17 | ECL | Ecolab Inc | Stock-Materials | 2.85% | -0.02% | -0.22% | |
| 18 | GNRC | Generac Holdings Inc | Stock-Industrials | 2.23% | +0.96% | -0.28% | |
| 19 | IRTC | Irhythm Holdings Inc | Stock-Healthcare | 2.08% | -0.19% | -2.70% | |
| 20 | ICE | Intercontinental Exchange In | Stock-Financials | 2.06% | -0.66% | -8.89% | |
| 21 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.02% | -0.38% | — | |
| 22 | RBA | Rb Global Inc | Stock-Industrials | 1.94% | +0.16% | -3.53% | |
| 23 | SPGI | S&p Global Inc | Stock-Financials | 1.91% | -1.05% | -18.14% | |
| 24 | AON | Aon plc | Stock-Financials | 1.91% | -0.93% | -13.32% | |
| 25 | DXCM | Dexcom Inc | Stock-Healthcare | 1.85% | — | — | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 1.79% | — | -1.46% | |
| 27 | BX | Blackstone Inc | Stock-Financials | 1.72% | -0.45% | -16.52% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.49% | -0.02% | +25.68% | |
| 29 | ORCL | Oracle CORP | Stock-Tech | 1.39% | -0.09% | -1.22% | |
| 30 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.26% | -0.09% | +0.54% | |
| 31 | WM | Waste Management Inc | Stock-Industrials | 1.21% | -0.04% | +3.62% | |
| 32 | WEC | Wec Energy Group Inc | Stock-Utilities | 1.09% | -0.06% | — | |
| 33 | TOST | Toast Inc-class A | Stock-Tech | 1.06% | -0.14% | -1.19% | |
| 34 | CRM | Salesforce Inc | Stock-Tech | 0.99% | -0.49% | -2.65% | |
| 35 | BA | Boeing Co/the | Stock-Industrials | 0.99% | +0.11% | +280.62% | |
| 36 | NOW | Servicenow Inc | Stock-Tech | 0.97% | +0.46% | +37.34% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.84% | -0.01% | — | |
| 38 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.83% | +0.13% | — | |
| 39 | WDAY | Workday Inc-class A | Stock-Tech | 0.81% | -0.81% | EXIT | |
| 40 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.31% | -0.01% | -7.61% | |
| 41 | XYL | Xylem Inc | Stock-Industrials | 0.30% | -0.11% | -3.82% | |
| 42 | NVDA | Nvidia CORP | Stock-Tech | 0.22% | +0.99% | — | |
| 43 | MDLN | Medline Inc-cl A | Stock-Other | 0.19% | +0.23% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GEV | GE Vernova Inc | +0.9% | -0.22% | Trim |
| 2 | CVX | Chevron CORP | +0.8% | -0.41% | Trim |
| 3 | JNJ | Johnson & Johnson | +0.7% | -0.65% | Trim |
| 4 | BA | Boeing Co/the | +0.7% | +280.62% | Add |
| 5 | AAPL | Apple Inc | +0.5% | -0.71% | Trim |
| 6 | WMT | Walmart Inc | +0.5% | -1.18% | Trim |
| 7 | FAST | Fastenal Co | +0.4% | +0.47% | Add |
| 8 | COST | Costco Wholesale CORP | +0.4% | +25.68% | Add |
| 9 | GNRC | Generac Holdings Inc | +0.4% | -0.28% | Trim |
| 10 | JPM | Jpmorgan Chase & Co | +0.2% | -0.53% | Trim |
| 11 | PG | Procter & Gamble Co/the | +0.2% | — | Unchanged |
| 12 | NOW | Servicenow Inc | +0.2% | +37.34% | Add |
| 13 | WM | Waste Management Inc | +0.2% | +3.62% | Add |
| 14 | WEC | Wec Energy Group Inc | +0.1% | — | Unchanged |
| 15 | BIV | Vanguard Intermediate-term B | +0.1% | +0.54% | Add |
| 16 | ECL | Ecolab Inc | +0.1% | -0.22% | Trim |
| 17 | MA | Mastercard Inc - A | +0.1% | -0.62% | Trim |
| 18 | AGG | Ishares Core U.s. Aggregate | +0.1% | — | Unchanged |
| 19 | CNI | Canadian Natl Railway Co | 0% | -7.61% | Trim |
| 20 | SBUX | Starbucks CORP | — | — | Unchanged |
| 21 | XYL | Xylem Inc | 0% | -3.82% | Trim |
| 22 | SYK | Stryker CORP | -0.1% | -0.60% | Trim |
| 23 | AMZN | Amazon.com Inc | -0.1% | -0.52% | Trim |
| 24 | ISRG | Intuitive Surgical Inc | -0.1% | — | Unchanged |
| 25 | DXCM | Dexcom Inc | -0.1% | — | Unchanged |
| 26 | CRM | Salesforce Inc | -0.1% | -2.65% | Trim |
| 27 | ORCL | Oracle CORP | -0.1% | -1.22% | Trim |
| 28 | HD | Home Depot Inc | -0.2% | -1.46% | Trim |
| 29 | AON | Aon plc | -0.2% | -13.32% | Trim |
| 30 | TOST | Toast Inc-class A | -0.2% | -1.19% | Trim |
| 31 | ICE | Intercontinental Exchange In | -0.2% | -8.89% | Trim |
| 32 | ROK | Rockwell Automation Inc | -0.3% | -0.44% | Trim |
| 33 | RBA | Rb Global Inc | -0.3% | -3.53% | Trim |
| 34 | GOOG | Alphabet Inc-cl C | -0.4% | -0.87% | Trim |
| 35 | MSFT | Microsoft CORP | -0.5% | -0.59% | Trim |
| 36 | UBER | Uber Technologies Inc | -0.5% | -5.73% | Trim |
| 37 | LLY | Eli Lilly & Co | -0.5% | -0.78% | Trim |
| 38 | IRTC | Irhythm Holdings Inc | -0.7% | -2.70% | Trim |
| 39 | SPGI | S&p Global Inc | -0.8% | -18.14% | Trim |
| 40 | WDAY | Workday Inc-class A | -0.8% | -35.86% | Trim |
| 41 | BX | Blackstone Inc | -0.9% | -16.52% | Trim |
| 42 | NVDA | Nvidia CORP | — | NEW | New buy |
| 43 | MDLN | Medline Inc-cl A | — | 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 43 disclosed positions in Q1 2026.
During Q1 2026, Kampmann Melissa S.'s top holdings by market value included GOOG (5.9%)、LLY (5.8%)、AAPL (5.3%). The largest single position, GOOG, represented 5.9% of total portfolio value.
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Top New Position Initiated
NVDA
市值: $274.7K
Top Position Liquidated / Trimmed
LLY
前期市值: $8.5M
In Q1 2026, Kampmann Melissa S. made 37 total portfolio adjustments, initiating 2 new buys, adding to 6 positions, trimming 29 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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