Kampmann Melissa S. Top Holdings and 13F Report (2026) About Kampmann Melissa S.Investment ActivityKampmann Melissa S. has $128.40 million in total holdings as of September 30, 2026.Kampmann Melissa S. owns shares of 40 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 2.81% of the portfolio was purchased this quarter.About 5.94% of the portfolio was sold this quarter.This quarter, Kampmann Melissa S. has purchased 44 new stocks and bought additional shares in 26 stocks.Kampmann Melissa S. sold shares of 13 stocks and completely divested from 4 stocks this quarter.Largest Holdings Eli Lilly and Company $8,975,470Alphabet $8,726,010Apple $8,604,238Microsoft $7,003,649JPMorgan Chase & Co. $6,179,904 Largest Purchases this Quarter ARISTA NETWORKS INC 7,035 shares (about $1.43M)NVIDIA 4,701 shares (about $1.07M)Starbucks 1,930 shares (about $181.34K)Microsoft 198 shares (about $101.55K)Chevron 455 shares (about $92.92K) Largest Sales this Quarter RB Global 13,217 shares (about $1.08M)Intercontinental Exchange 5,480 shares (about $833.12K)Blackstone 3,100 shares (about $347.48K)S&P Global 439 shares (about $173.17K)Home Depot 252 shares (about $71.69K) 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 PortfolioSectorLLYEli Lilly and Company$8,975,470$5,785 ▼-0.1%7,7577.0%HealthcareGOOGAlphabet$8,726,010$28,963 ▲0.3%25,6096.8%Communication ServicesAAPLApple$8,604,238$50,619 ▲0.6%25,8376.7%TechnologyMSFTMicrosoft$7,003,649$101,554 ▲1.5%13,6555.5%TechnologyJPMJPMorgan Chase & Co.$6,179,904$13,233 ▲0.2%18,6804.8%FinanceJNJJohnson & Johnson$5,611,958$2,647 ▲0.0%21,1984.4%HealthcareROKRockwell Automation$5,407,669$41,356 ▲0.8%12,4224.2%IndustrialsFASTFastenal$4,903,024$30,610 ▲0.6%98,9913.8%IndustrialsWALMART INC$4,766,187$2,910 ▲0.1%45,8643.7%Common StockAMZNAmazon.com$4,741,325$18,686 ▲0.4%19,0303.7%Consumer DiscretionaryMAMastercard$4,484,003$79,412 ▲1.8%8,1313.5%FinanceGE VERNOVA INC$4,237,284$19,960 ▲0.5%4,4583.3%Common StockUBERUber Technologies$3,973,238$18,498 ▼-0.5%57,9953.1%IndustrialsCVXChevron$3,911,847$92,916 ▲2.4%19,1563.0%EnergyECLEcolab$3,777,398$91,710 ▲2.5%13,7572.9%MaterialsPGProcter & Gamble$3,667,884$58,838 ▼-1.6%25,2472.9%Consumer StaplesSYKStryker$3,407,676$31,945 ▲0.9%12,3742.7%HealthcareDXCMDexCom$3,142,078$6,040 ▲0.2%36,4132.4%HealthcareGNRCGenerac$2,991,670$7,243 ▲0.2%14,4562.3%IndustrialsNVDANVIDIA$2,905,222$1,073,614 ▲58.6%12,7212.3%TechnologyNOWServiceNow$2,513,357$35,513 ▼-1.4%18,7552.0%TechnologyIRTCiRhythm Technologies$2,372,311$15,912 ▼-0.7%20,8721.8%HealthcareISRGIntuitive Surgical$2,278,348$56,928 ▲2.6%5,6031.8%HealthcareCOSTCostco Wholesale$1,950,859$60,993 ▲3.2%2,1431.5%Consumer StaplesHDHome Depot$1,841,504$71,691 ▼-3.7%6,4731.4%Consumer DiscretionaryARISTA NETWORKS INC$1,818,058$1,432,255 ▲371.2%8,9301.4%Common StockBIVVanguard Intermediate-Term Bond ETF$1,539,969$71,767 ▲4.9%21,1361.2%ETFICEIntercontinental Exchange$1,458,576$833,125 ▼-36.4%9,5941.1%FinanceWMWaste Management$1,457,008$40,784 ▲2.9%7,1451.1%IndustrialsSBUXStarbucks$1,353,870$181,343 ▲15.5%14,4091.1%Consumer DiscretionaryTOSTToast$1,271,473$4,349 ▲0.3%43,8591.0%FinanceBABoeing$1,270,535$24,186 ▲1.9%6,8291.0%IndustrialsBXBlackstone$1,250,924$347,479 ▼-21.7%11,1601.0%FinanceAGGiShares Core U.S. Aggregate Bond ETF$1,081,821$36,871 ▲3.5%11,4430.8%ETFCRMSalesforce$959,603$13,774 ▼-1.4%4,1800.7%TechnologySPGIS&P Global$930,161$173,172 ▼-15.7%2,3580.7%FinanceRBARB Global$869,653$1,075,733 ▼-55.3%10,6850.7%IndustrialsCNICanadian National Railway$350,755$49,344 ▼-12.3%2,9500.3%IndustrialsXYLXylem$211,654$6,076 ▼-2.8%2,0900.2%IndustrialsCATCaterpillar$202,6980.0%2500.2%IndustrialsORCLOracle$0$1,719,325 ▼-100.0%00.0%TechnologyWECWEC Energy Group$0$1,363,874 ▼-100.0%00.0%UtilitiesAONAON$0$1,293,591 ▼-100.0%00.0%FinanceMEDLINE INC$0$549,715 ▼-100.0%00.0%Common StockShowing largest 100 holdings. 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