Kampmann Melissa S. Top Holdings and 13F Report (2026) About Kampmann Melissa S.Investment ActivityKampmann Melissa S. has $132.35 million in total holdings as of June 30, 2026.Kampmann Melissa S. owns shares of 44 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 2.79% of the portfolio was purchased this quarter.About 4.26% of the portfolio was sold this quarter.This quarter, Kampmann Melissa S. has purchased 43 new stocks and bought additional shares in 14 stocks.Kampmann Melissa S. sold shares of 27 stocks and completely divested from 1 stock this quarter.Largest Holdings Eli Lilly and Company $9,309,975Alphabet $9,018,395Apple $7,432,211Rockwell Automation $6,102,851JPMorgan Chase & Co. $6,101,431 Largest New Holdings this Quarter 040413205 - ARISTA NETWORKS INC $321,923 Holding149123101 - Caterpillar $266,225 Holding Largest Purchases this Quarter NVIDIA 6,445 shares (about $1.29M)ServiceNow 7,415 shares (about $736.16K)MEDLINE INC 8,498 shares (about $335.16K)ARISTA NETWORKS INC 1,895 shares (about $321.92K)Caterpillar 250 shares (about $266.23K) Largest Sales this Quarter AON 3,455 shares (about $1.15M)S&P Global 2,799 shares (about $1.14M)Blackstone 4,330 shares (about $509.51K)Salesforce 2,374 shares (about $371.91K)Toast 6,101 shares (about $169.73K) 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$9,309,975$118,744 â–¼-1.3%7,7627.0%HealthcareGOOGAlphabet$9,018,395$35,686 â–¼-0.4%25,5246.8%Communication ServicesAAPLApple$7,432,211$40,510 â–¼-0.5%25,6855.6%TechnologyROKRockwell Automation$6,102,851$6,436 â–²0.1%12,3274.6%IndustrialsJPMJPMorgan Chase & Co.$6,101,431$18,330 â–¼-0.3%18,6404.6%FinanceJNJJohnson & Johnson$5,381,116$53,334 â–¼-1.0%21,1884.1%HealthcareGE VERNOVA INC$5,212,854$15,273 â–¼-0.3%4,4373.9%Common StockWALMART INC$5,191,386$138,630 â–¼-2.6%45,8363.9%Common StockMSFTMicrosoft$5,019,730$34,691 â–¼-0.7%13,4573.8%TechnologyFASTFastenal$4,724,855$14,313 â–²0.3%98,3733.6%IndustrialsAMZNAmazon.com$4,517,734$9,534 â–¼-0.2%18,9553.4%Consumer DiscretionaryGNRCGenerac$4,222,613$48,606 â–²1.2%14,4213.2%IndustrialsUBERUber Technologies$4,204,402$122,672 â–¼-2.8%58,2653.2%IndustrialsMAMastercard$4,102,123$8,218 â–¼-0.2%7,9873.1%FinanceSYKStryker$3,859,309$47,856 â–¼-1.2%12,2582.9%HealthcarePGProcter & Gamble$3,761,610$293 â–¼0.0%25,6522.8%Consumer StaplesECLEcolab$3,739,782$19,224 â–²0.5%13,4232.8%MaterialsCVXChevron$3,099,878$113,711 â–²3.8%18,7012.3%EnergyRBARB Global$2,783,388$146,494 â–¼-5.0%23,9022.1%IndustrialsIRTCiRhythm Technologies$2,499,378$118,712 â–¼-4.5%21,0121.9%HealthcareDXCMDexCom$2,447,702$29,432 â–¼-1.2%36,3431.8%HealthcareHDHome Depot$2,371,773$14,107 â–¼-0.6%6,7251.8%Consumer DiscretionaryISRGIntuitive Surgical$2,172,526$5,965 â–²0.3%5,4631.6%HealthcareCOSTCostco Wholesale$1,942,035$202,061 â–²11.6%2,0761.5%Consumer StaplesNOWServiceNow$1,888,305$736,161 â–²63.9%19,0201.4%TechnologyICEIntercontinental Exchange$1,855,760$149,702 â–¼-7.5%15,0741.4%FinanceORCLOracle$1,719,325$4,836 â–¼-0.3%11,7321.3%TechnologyBXBlackstone$1,677,975$509,511 â–¼-23.3%14,2601.3%FinanceNVDANVIDIA$1,604,722$1,289,580 â–²409.2%8,0201.2%TechnologyWMWaste Management$1,547,902$80,237 â–²5.5%6,9451.2%IndustrialsBIVVanguard Intermediate-Term Bond ETF$1,545,582$16,337 â–¼-1.0%20,1511.2%ETFBABoeing$1,450,133$111,266 â–²8.3%6,6991.1%IndustrialsWECWEC Energy Group$1,363,8740.0%11,6801.0%UtilitiesAONAON$1,293,591$1,145,989 â–¼-47.0%3,9001.0%FinanceSBUXStarbucks$1,275,229$89,314 â–²7.5%12,4791.0%Consumer DiscretionaryTOSTToast$1,215,984$169,730 â–¼-12.2%43,7090.9%FinanceSPGIS&P Global$1,139,106$1,139,921 â–¼-50.0%2,7970.9%FinanceAGGiShares Core U.S. Aggregate Bond ETF$1,094,026$53,944 â–²5.2%11,0530.8%ETFCRMSalesforce$664,239$371,911 â–¼-35.9%4,2400.5%TechnologyMEDLINE INC$549,715$335,161 â–²156.2%13,9380.4%Common StockCNICanadian National Railway$401,242$47,696 â–¼-10.6%3,3650.3%IndustrialsARISTA NETWORKS INC$321,923$321,923 â–²New Holding1,8950.2%Common StockCATCaterpillar$266,225$266,225 â–²New Holding2500.2%IndustrialsXYLXylem$254,152$117,619 â–¼-31.6%2,1500.2%IndustrialsWDAYWorkday$0$1,006,230 â–¼-100.0%00.0%TechnologyShowing largest 100 holdings. 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