Kampmann Melissa S. Top Holdings and 13F Report (2026) About Kampmann Melissa S.Investment ActivityKampmann Melissa S. has $124.60 million in total holdings as of March 31, 2026.Kampmann Melissa S. owns shares of 43 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 1.78% of the portfolio was purchased this quarter.About 2.54% 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 29 stocks and completely divested from 0 stocks this quarter.Largest Holdings Alphabet $7,350,788Eli Lilly and Company $7,230,312Apple $6,554,127WALMART INC $5,848,616JPMorgan Chase & Co. $5,499,616 Largest New Holdings this Quarter 67066G104 - NVIDIA $274,680 Holding58507V107 - MEDLINE INC $242,081 Holding Largest Purchases this Quarter Boeing 4,560 shares (about $907.58K)Costco Wholesale 380 shares (about $378.64K)ServiceNow 3,155 shares (about $329.86K)NVIDIA 1,575 shares (about $274.68K)MEDLINE INC 5,440 shares (about $242.08K) Largest Sales this Quarter Workday 4,330 shares (about $562.55K)S&P Global 1,240 shares (about $527.42K)Blackstone 3,680 shares (about $423.16K)AON 1,130 shares (about $364.74K)Uber Technologies 3,645 shares (about $262.18K) 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 PortfolioSectorGOOGAlphabet$7,350,788$64,544 ▼-0.9%25,6255.9%Computer and TechnologyLLYEli Lilly and Company$7,230,312$57,026 ▼-0.8%7,8615.8%MedicalAAPLApple$6,554,127$46,951 ▼-0.7%25,8255.3%Computer and TechnologyWALMART INC$5,848,616$69,597 ▼-1.2%47,0604.7%Common StockJPMJPMorgan Chase & Co.$5,499,616$29,416 ▼-0.5%18,6964.4%FinanceJNJJohnson & Johnson$5,230,527$34,222 ▼-0.7%21,3984.2%MedicalMSFTMicrosoft$5,015,803$29,614 ▼-0.6%13,5504.0%Computer and TechnologyFASTFastenal$4,550,680$21,112 ▲0.5%98,0753.7%Retail/WholesaleROKRockwell Automation$4,419,248$19,380 ▼-0.4%12,3143.5%Computer and TechnologyUBERUber Technologies$4,313,283$262,185 ▼-5.7%59,9653.5%Computer and TechnologySYKStryker$4,077,802$24,644 ▼-0.6%12,4103.3%MedicalMAMastercard$3,998,779$24,983 ▼-0.6%8,0033.2%Business ServicesAMZNAmazon.com$3,956,089$20,827 ▼-0.5%18,9953.2%Retail/WholesaleGE VERNOVA INC$3,884,406$8,729 ▼-0.2%4,4503.1%Common StockCVXChevron$3,727,303$15,517 ▼-0.4%18,0153.0%EnergyPGProcter & Gamble$3,705,4630.0%25,6543.0%Consumer StaplesECLEcolab$3,552,431$7,981 ▼-0.2%13,3542.9%Basic MaterialsGNRCGenerac$2,784,429$7,813 ▼-0.3%14,2552.2%IndustrialsIRTCiRhythm Technologies$2,597,620$71,992 ▼-2.7%22,0102.1%MedicalICEIntercontinental Exchange$2,562,091$250,075 ▼-8.9%16,2902.1%FinanceISRGIntuitive Surgical$2,511,4740.0%5,4482.0%MedicalRBARB Global$2,411,586$88,182 ▼-3.5%25,1601.9%Business ServicesSPGIS&P Global$2,380,202$527,421 ▼-18.1%5,5961.9%FinanceAONAON$2,374,047$364,741 ▼-13.3%7,3551.9%FinanceDXCMDexCom$2,309,7840.0%36,7801.9%MedicalHDHome Depot$2,224,941$32,889 ▼-1.5%6,7651.8%Retail/WholesaleBXBlackstone$2,137,664$423,163 ▼-16.5%18,5901.7%FinanceCOSTCostco Wholesale$1,853,359$378,643 ▲25.7%1,8601.5%Retail/WholesaleORCLOracle$1,730,749$21,331 ▼-1.2%11,7651.4%Computer and TechnologyBIVVanguard Intermediate-Term Bond ETF$1,571,693$8,490 ▲0.5%20,3641.3%ETFWMWaste Management$1,513,168$52,852 ▲3.6%6,5851.2%Business ServicesWECWEC Energy Group$1,352,1940.0%11,6801.1%UtilitiesTOSTToast$1,320,463$15,906 ▼-1.2%49,8101.1%Computer and TechnologyCRMSalesforce$1,234,635$33,601 ▼-2.6%6,6141.0%Computer and TechnologyBABoeing$1,231,000$907,576 ▲280.6%6,1851.0%AerospaceNOWServiceNow$1,213,303$329,855 ▲37.3%11,6051.0%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$1,043,1290.0%10,5080.8%FinanceSBUXStarbucks$1,039,6920.0%11,6050.8%Retail/WholesaleWDAYWorkday$1,006,230$562,553 ▼-35.9%7,7450.8%Computer and TechnologyCNICanadian National Railway$386,929$31,859 ▼-7.6%3,7650.3%TransportationXYLXylem$375,828$14,938 ▼-3.8%3,1450.3%Business ServicesNVDANVIDIA$274,680$274,680 ▲New Holding1,5750.2%Computer and TechnologyMEDLINE INC$242,081$242,081 ▲New Holding5,4400.2%Common StockShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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