Kampmann Melissa S.
Kampmann Melissa S. reported 86 holdings worth US$132M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 29, 2026
Kampmann Melissa S. reported 86 holdings worth US$132M as of Jun 30, 2026. Largest: Eli Lilly And Company, Alphabet Inc (google) Class C and Apple Inc. Filed Jul 29, 2026 (Form 13F).
- Holdings
- 86
- Value as reported
- US$132M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Eli Lilly And Company | 7,762 | US$9.31M | 7.0% |
| Alphabet Inc (google) Class C | 25,235 | US$9.02M | 6.8% |
| Apple Inc | 25,685 | US$7.43M | 5.6% |
| Rockwell Automation, Inc. | 12,327 | US$6.1M | 4.6% |
| Jp Morgan Chase & Co. | 18,640 | US$6.1M | 4.6% |
| Johnson & Johnson | 21,188 | US$5.38M | 4.1% |
| Ge Vernova Inc. | 4,437 | US$5.21M | 3.9% |
| Walmart Inc. | 45,836 | US$5.19M | 3.9% |
| Microsoft Corp. | 13,457 | US$5.02M | 3.8% |
| Fastenal Company | 98,373 | US$4.72M | 3.6% |
| Amazon.com, Inc. | 18,955 | US$4.52M | 3.4% |
| Generac Holdings Inc. | 14,421 | US$4.22M | 3.2% |
| Uber Technologies, Inc. | 58,265 | US$4.2M | 3.2% |
| Mastercard Incorporated | 7,987 | US$4.1M | 3.1% |
| Stryker Corporation | 12,258 | US$3.86M | 2.9% |
| Procter & Gamble Company (the) | 25,652 | US$3.76M | 2.8% |
| Ecolab Inc. | 13,423 | US$3.74M | 2.8% |
| Chevron Corporation | 18,701 | US$3.1M | 2.3% |
| Rb Global, Inc. | 23,902 | US$2.78M | 2.1% |
| Irhythm Holdings, Inc. | 21,012 | US$2.5M | 1.9% |
| Dexcom, Inc. | 36,343 | US$2.45M | 1.8% |
| Home Depot, Inc. (the) | 6,725 | US$2.37M | 1.8% |
| Intuitive Surgical, Inc. | 5,463 | US$2.17M | 1.6% |
| Costco Wholesale Corporation | 2,076 | US$1.94M | 1.5% |
| Servicenow, Inc. | 19,020 | US$1.89M | 1.4% |
| Intercontinental Exchange Inc. | 15,074 | US$1.86M | 1.4% |
| Oracle Corporation | 11,732 | US$1.72M | 1.3% |
| Blackstone Inc. | 14,260 | US$1.68M | 1.3% |
| Nvidia Corporation | 8,020 | US$1.6M | 1.2% |
| Waste Management, Inc. | 6,945 | US$1.55M | 1.2% |
| Boeing Company (the) | 6,699 | US$1.45M | 1.1% |
| Wec Energy Group, Inc. | 11,680 | US$1.36M | 1.0% |
| Starbucks Corporation | 12,479 | US$1.28M | 0.96% |
| Toast, Inc. | 43,709 | US$1.22M | 0.92% |
| S&p Global Inc. | 2,797 | US$1.14M | 0.86% |
| Salesforce, Inc. | 4,240 | US$664K | 0.50% |
| Medline Inc. | 13,938 | US$550K | 0.42% |
| Canadian National Railway Company | 3,365 | US$401K | 0.30% |
| Arista Networks, Inc. | 1,895 | US$322K | 0.24% |
| Caterpillar, Inc. | 250 | US$266K | 0.20% |
| Xylem Inc. | 2,150 | US$254K | 0.19% |
| Workday, Inc. | 0 | US$0 | 0.00% |
Source
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