Kampmann Melissa S. Top Holdings and 13F Report (2025) About Kampmann Melissa S.Investment ActivityKampmann Melissa S. has $133.17 million in total holdings as of June 30, 2025.Kampmann Melissa S. owns shares of 40 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 4.41% of the portfolio was purchased this quarter.About 5.27% of the portfolio was sold this quarter.This quarter, Kampmann Melissa S. has purchased 41 new stocks and bought additional shares in 6 stocks.Kampmann Melissa S. sold shares of 32 stocks and completely divested from 3 stocks this quarter.Largest Holdings Microsoft $6,812,030Eli Lilly and Company $6,437,358Uber Technologies $6,182,525JPMorgan Chase & Co. $5,653,535Apple $5,473,935 Largest New Holdings this Quarter 36828A101 - GE VERNOVA INC $1,627,136 Holding92939U106 - WEC Energy Group $1,217,056 Holding Largest Purchases this Quarter Fastenal 44,790 shares (about $1.88M)GE VERNOVA INC 3,075 shares (about $1.63M)WEC Energy Group 11,680 shares (about $1.22M)Oracle 2,775 shares (about $606.70K)Waste Management 2,010 shares (about $459.93K) Largest Sales this Quarter Alphabet 2,060 shares (about $365.42K)Walmart 2,405 shares (about $235.16K)Vanguard Intermediate-Term Bond ETF 2,575 shares (about $199.15K)Eli Lilly and Company 253 shares (about $197.22K)Apple 950 shares (about $194.91K) Sector Allocation Over TimeMap of 500 Largest Holdings ofKampmann Melissa S. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$6,812,030$161,658 ▼-2.3%13,6955.1%Computer and TechnologyLLYEli Lilly and Company$6,437,358$197,221 ▼-3.0%8,2584.8%MedicalUBERUber Technologies$6,182,525$161,409 ▼-2.5%66,2654.6%Computer and TechnologyJPMJPMorgan Chase & Co.$5,653,535$124,661 ▼-2.2%19,5014.2%FinanceAAPLApple$5,473,935$194,911 ▼-3.4%26,6804.1%Computer and TechnologyWMTWalmart$5,317,667$235,161 ▼-4.2%54,3844.0%Retail/WholesaleSYKStryker$4,895,921$158,252 ▼-3.1%12,3753.7%MedicalGOOGAlphabet$4,745,183$365,423 ▼-7.2%26,7503.6%Computer and TechnologyMAMastercard$4,550,590$101,149 ▼-2.2%8,0983.4%Business ServicesAMZNAmazon.com$4,174,992$55,944 ▼-1.3%19,0303.1%Retail/WholesalePGProcter & Gamble$4,161,279$86,033 ▼-2.0%26,1193.1%Consumer StaplesROKRockwell Automation$3,942,193$68,095 ▼-1.7%11,8683.0%Computer and TechnologySPGIS&P Global$3,885,073$71,184 ▼-1.8%7,3682.9%FinanceFASTFastenal$3,832,500$1,881,180 ▲96.4%91,2502.9%Retail/WholesaleIRTCiRhythm Technologies$3,779,718$73,131 ▼-1.9%24,5502.8%MedicalECLEcolab$3,591,365$90,262 ▼-2.5%13,3292.7%Basic MaterialsICEIntercontinental Exchange$3,536,385$84,396 ▼-2.3%19,2752.7%FinanceWDAYWorkday$3,388,800$16,800 ▲0.5%14,1202.5%Computer and TechnologyJNJJohnson & Johnson$3,358,056$56,518 ▼-1.7%21,9842.5%MedicalBXBlackstone$3,333,390$160,798 ▼-4.6%22,2852.5%FinanceDXCMDexCom$3,286,469$11,784 ▼-0.4%37,6502.5%MedicalAONAON$3,255,435$39,244 ▼-1.2%9,1252.4%FinanceISRGIntuitive Surgical$3,058,312$73,360 ▼-2.3%5,6282.3%MedicalRBARB Global$3,033,849$141,233 ▼-4.4%28,5702.3%Business ServicesORCLOracle$2,596,231$606,698 ▲30.5%11,8751.9%Computer and TechnologyHDHome Depot$2,568,313$31,164 ▼-1.2%7,0051.9%Retail/WholesaleCVXChevron$2,499,381$24,772 ▼-1.0%17,4551.9%EnergyZTSZoetis$2,332,233$129,283 ▼-5.3%14,9551.8%MedicalCRMSalesforce$2,294,413$53,175 ▼-2.3%8,4141.7%Computer and TechnologyWMWaste Management$2,266,462$459,928 ▲25.5%9,9051.7%Business ServicesSBUXStarbucks$2,206,542$77,427 ▼-3.4%24,0811.7%Retail/WholesaleTOSTToast$2,191,248$38,532 ▼-1.7%49,4751.6%Computer and TechnologyGNRCGenerac$2,118,076$161,111 ▼-7.1%14,7901.6%IndustrialsCSGPCoStar Group$1,970,202$44,622 ▲2.3%24,5051.5%Computer and TechnologyGE VERNOVA INC$1,627,136$1,627,136 ▲New Holding3,0751.2%Common StockBIVVanguard Intermediate-Term Bond ETF$1,524,681$199,151 ▼-11.6%19,7141.1%ETFWECWEC Energy Group$1,217,056$1,217,056 ▲New Holding11,6800.9%UtilitiesAGGiShares Core U.S. Aggregate Bond ETF$1,028,505$15,872 ▲1.6%10,3680.8%FinanceXYLXylem$523,261$135,828 ▼-20.6%4,0450.4%Business ServicesCNICanadian National Railway$522,801$74,389 ▼-12.5%5,0250.4%TransportationSCHWCharles Schwab$0$2,374,623 ▼-100.0%00.0%FinanceBRK.ABerkshire Hathaway$0$798,442 ▼-100.0%00.0%FinanceNKENIKE$0$209,801 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. 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