Kampmann Melissa S. Top Holdings and 13F Report (2025) About Kampmann Melissa S.Investment ActivityKampmann Melissa S. has $137.15 million in total holdings as of September 30, 2025.Kampmann Melissa S. owns shares of 40 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 0.77% of the portfolio was purchased this quarter.About 2.01% of the portfolio was sold this quarter.This quarter, Kampmann Melissa S. has purchased 40 new stocks and bought additional shares in 14 stocks.Kampmann Melissa S. sold shares of 24 stocks and completely divested from 0 stocks this quarter.Largest Holdings Microsoft $7,059,658Apple $6,625,473Uber Technologies $6,331,801Alphabet $6,299,421JPMorgan Chase & Co. $6,118,080 Largest Purchases this Quarter GE VERNOVA INC 830 shares (about $510.37K)CoStar Group 4,395 shares (about $370.81K)Waste Management 250 shares (about $55.21K)Stryker 145 shares (about $53.60K)Home Depot 60 shares (about $24.31K) Largest Sales this Quarter Starbucks 6,166 shares (about $521.64K)Zoetis 2,610 shares (about $381.90K)Alphabet 885 shares (about $215.54K)Walmart 2,090 shares (about $215.40K)Eli Lilly and Company 274 shares (about $209.06K) 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$7,059,658$33,667 ▼-0.5%13,6305.1%Computer and TechnologyAAPLApple$6,625,473$168,056 ▼-2.5%26,0204.8%Computer and TechnologyUBERUber Technologies$6,331,801$160,181 ▼-2.5%64,6304.6%Computer and TechnologyGOOGAlphabet$6,299,421$215,542 ▼-3.3%25,8654.6%Computer and TechnologyJPMJPMorgan Chase & Co.$6,118,080$33,120 ▼-0.5%19,3964.5%FinanceLLYEli Lilly and Company$6,091,792$209,062 ▼-3.3%7,9844.4%MedicalWMTWalmart$5,389,419$215,395 ▼-3.8%52,2943.9%Retail/WholesaleSYKStryker$4,628,268$53,602 ▲1.2%12,5203.4%MedicalMAMastercard$4,592,003$14,220 ▼-0.3%8,0733.3%Business ServicesFASTFastenal$4,479,313$4,414 ▲0.1%91,3403.3%Retail/WholesaleAMZNAmazon.com$4,179,515$1,098 ▲0.0%19,0353.0%Retail/WholesaleROKRockwell Automation$4,144,727$3,495 ▼-0.1%11,8583.0%Computer and TechnologyIRTCiRhythm Technologies$4,107,981$114,373 ▼-2.7%23,8853.0%MedicalJNJJohnson & Johnson$4,055,692$20,582 ▼-0.5%21,8733.0%MedicalPGProcter & Gamble$4,001,660$11,524 ▼-0.3%26,0442.9%Consumer StaplesBXBlackstone$3,813,372$5,980 ▲0.2%22,3202.8%FinanceECLEcolab$3,654,388$4,108 ▲0.1%13,3442.7%Basic MaterialsSPGIS&P Global$3,586,0790.0%7,3682.6%FinanceWDAYWorkday$3,373,831$25,277 ▼-0.7%14,0152.5%Computer and TechnologyORCLOracle$3,349,569$9,843 ▲0.3%11,9102.4%Computer and TechnologyICEIntercontinental Exchange$3,214,599$32,854 ▼-1.0%19,0802.3%FinanceAONAON$3,139,687$114,106 ▼-3.5%8,8052.3%FinanceRBARB Global$3,019,452$76,394 ▼-2.5%27,8652.2%Business ServicesHDHome Depot$2,862,668$24,311 ▲0.9%7,0652.1%Retail/WholesaleCVXChevron$2,706,704$3,882 ▼-0.1%17,4302.0%EnergyDXCMDexCom$2,512,609$20,860 ▼-0.8%37,3401.8%MedicalGNRCGenerac$2,478,357$2,511 ▲0.1%14,8051.8%IndustrialsISRGIntuitive Surgical$2,440,982$76,029 ▼-3.0%5,4581.8%MedicalCSGPCoStar Group$2,438,293$370,806 ▲17.9%28,9001.8%Computer and TechnologyGE VERNOVA INC$2,401,185$510,367 ▲27.0%3,9051.8%Common StockWMWaste Management$2,242,529$55,208 ▲2.5%10,1551.6%Business ServicesCRMSalesforce$1,864,953$129,165 ▼-6.5%7,8691.4%Computer and TechnologyTOSTToast$1,807,610$1,278 ▲0.1%49,5101.3%Computer and TechnologyZTSZoetis$1,806,321$381,895 ▼-17.5%12,3451.3%MedicalBIVVanguard Intermediate-Term Bond ETF$1,542,589$3,124 ▲0.2%19,7541.1%ETFSBUXStarbucks$1,515,609$521,644 ▼-25.6%17,9151.1%Retail/WholesaleWECWEC Energy Group$1,338,4110.0%11,6801.0%UtilitiesAGGiShares Core U.S. Aggregate Bond ETF$1,043,403$4,010 ▲0.4%10,4080.8%FinanceXYLXylem$488,225$108,413 ▼-18.2%3,3100.4%Business ServicesCNICanadian National Railway$405,490$68,368 ▼-14.4%4,3000.3%TransportationShowing largest 100 holdings. 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