Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Kampmann Melissa S. (CIK 1999898) reported $124.6M across 42 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOG ($7.4M, 5.90%), LLY ($7.2M, 5.80%), AAPL ($6.6M, 5.26%), WMT ($5.8M, 4.69%), JPM ($5.5M, 4.41%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC C | $7.4M | 5.90% | 25,625 | Trimmed |
| 2 | LLY | LILLY ELI & CO COM | $7.2M | 5.80% | 7,861 | Trimmed |
| 3 | AAPL | APPLE INC COM | $6.6M | 5.26% | 25,825 | Trimmed |
| 4 | WMT | WALMART INC | $5.8M | 4.69% | 47,060 | Trimmed |
| 5 | JPM | JPMORGAN CHASE & CO COM | $5.5M | 4.41% | 18,696 | Trimmed |
| 6 | JNJ | JOHNSON & JOHNSON COM | $5.2M | 4.20% | 21,398 | Trimmed |
| 7 | MSFT | MICROSOFT CORP COM | $5.0M | 4.03% | 13,550 | Trimmed |
| 8 | FAST | FASTENAL CO COM | $4.6M | 3.65% | 98,075 | Added |
| 9 | ROK | ROCKWELL AUTOMATION | $4.4M | 3.55% | 12,314 | Trimmed |
| 10 | UBER | UBER TECHNOLOGIES INC | $4.3M | 3.46% | 59,965 | Trimmed |
| 11 | SYK | STRYKER CORP | $4.1M | 3.27% | 12,410 | Trimmed |
| 12 | MA | MASTERCARD INCORPORATED | $4.0M | 3.21% | 8,003 | Trimmed |
| 13 | AMZN | AMAZON.COM INC COM | $4.0M | 3.18% | 18,995 | Trimmed |
| 14 | GEV | GE VERNOVA INC | $3.9M | 3.12% | 4,450 | Trimmed |
| 15 | CVX | CHEVRON CORP NEW COM | $3.7M | 2.99% | 18,015 | Trimmed |
| 16 | PG | PROCTER & GAMBLE CO COM | $3.7M | 2.97% | 25,654 | Hold |
| 17 | ECL | ECOLAB INC | $3.6M | 2.85% | 13,354 | Trimmed |
| 18 | GNRC | GENERAC HLDGS INC | $2.8M | 2.23% | 14,255 | Trimmed |
| 19 | IRTC | IRHYTHM TECHNOLOGIES INC | $2.6M | 2.08% | 22,010 | Trimmed |
| 20 | ICE | INTERCONTINENTAL EXCHANGE INC | $2.6M | 2.06% | 16,290 | Trimmed |
| 21 | ISRG | INTUITIVE SURGICAL INC | $2.5M | 2.02% | 5,448 | Hold |
| 22 | RBA | RB GLOBAL INC | $2.4M | 1.94% | 25,160 | Trimmed |
| 23 | AON | AON PLC | $2.4M | 1.91% | 7,355 | Trimmed |
| 24 | SPGI | S&P GLOBAL INC | $2.4M | 1.91% | 5,596 | Trimmed |
| 25 | DXCM | DEXCOM INC | $2.3M | 1.85% | 36,780 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31