Sponsored

The Analysis of Kampmann Melissa S.'s Holdings & P&L

Currently, Kampmann Melissa S. holds 43 types of securities in its portfolio with a total value $124.6M. In the most recent quarter, they have increased their positions in BA (+4.6K shares, valued at $907.6K), COST (+380 shares, valued at $378.6K), NOW (+3.2K shares, valued at $329.9K); decreased their positions in WDAY (-4.3K shares, valued at $562.6K), SPGI (-1.2K shares, valued at $527.4K), N/A (-3.7K shares, valued at $423.2K); initiated new positions in NVDA (+1.6K shares, valued at $274.7K), N/A (+5.4K shares, valued at $242.1K).

1M P&L

+1.6M+1.39%

3M P&L

+857.9K+0.75%

HY P&L

+2.2M+1.95%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Drug Manufacturers - General12.5M

11.5%

2Medical Devices9.0M

8.3%

3Software - Infrastructure8.1M

7.4%

Top Industries by Stock Count

1Software - Application4 stocks

10.8%

2Medical Devices3 stocks

8.1%

3Specialty Industrial Machinery3 stocks

8.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ALPHABET INC C ALPHABET INC C25.6K shares-0.87%2026-03-312026-04-23

LLY LILLY ELI & CO COM7.9K shares-0.78%2026-03-312026-04-23

AAPL APPLE INC COM25.8K shares-0.71%2026-03-312026-04-23

WMT WALMART INC47.1K shares-1.18%2026-03-312026-04-23

JPM JPMORGAN CHASE & CO COM18.7K shares-0.53%2026-03-312026-04-23

JNJ JOHNSON & JOHNSON COM21.4K shares-0.65%2026-03-312026-04-23

MSFT MICROSOFT CORP COM13.6K shares-0.59%2026-03-312026-04-23

FAST FASTENAL CO COM98.1K shares0.47%2026-03-312026-04-23

Sponsored

ROK ROCKWELL AUTOMATION12.3K shares-0.44%2026-03-312026-04-23

UBER UBER TECHNOLOGIES INC60.0K shares-5.73%2026-03-312026-04-23

SYK STRYKER CORP12.4K shares-0.60%2026-03-312026-04-23

MA MASTERCARD INCORPORATED8.0K shares-0.62%2026-03-312026-04-23

AMZN AMAZON.COM INC COM19.0K shares-0.52%2026-03-312026-04-23

GEV GE VERNOVA INC4.5K shares-0.22%2026-03-312026-04-23

CVX CHEVRON CORP NEW COM18.0K shares-0.41%2026-03-312026-04-23

PG PROCTER & GAMBLE CO COM25.7K shares0.00%2026-03-312026-04-23

Sponsored

ECL ECOLAB INC13.4K shares-0.22%2026-03-312026-04-23

GNRC GENERAC HLDGS INC14.3K shares-0.28%2026-03-312026-04-23

IRTC IRHYTHM TECHNOLOGIES INC22.0K shares-2.70%2026-03-312026-04-23

ICE INTERCONTINENTAL EXCHANGE INC16.3K shares-8.89%2026-03-312026-04-23

ISRG INTUITIVE SURGICAL INC5.4K shares0.00%2026-03-312026-04-23

RB GLOBAL INC RB GLOBAL INC25.2K shares-3.53%2026-03-312026-04-23

SPGI S&P GLOBAL INC5.6K shares-18.14%2026-03-312026-04-23

AON PLC AON PLC7.4K shares-13.32%2026-03-312026-04-23

Sponsored

DXCM DEXCOM INC36.8K shares0.00%2026-03-312026-04-23

HD HOME DEPOT INC COM6.8K shares-1.46%2026-03-312026-04-23

BLACKSTONE INC BLACKSTONE INC18.6K shares-16.52%2026-03-312026-04-23

COST COSTCO WHOLESALE CORP1.9K shares25.68%2026-03-312026-04-23

ORCL ORACLE CORP11.8K shares-1.22%2026-03-312026-04-23

BIV VANGUARD INTERMEDIATE TERM BOND ETF20.4K shares0.54%2026-03-312026-04-23

WM WASTE MGMT INC DEL COM6.6K shares3.62%2026-03-312026-04-23

WEC ENERGY GROUP INC WEC ENERGY GROUP INC11.7K shares0.00%2026-03-312026-04-23

Sponsored

TOST TOAST INC49.8K shares-1.19%2026-03-312026-04-23

CRM SALESFORCE INC6.6K shares-2.65%2026-03-312026-04-23

BA BOEING CO6.2K shares280.62%2026-03-312026-04-23

NOW SERVICENOW INC11.6K shares37.34%2026-03-312026-04-23

AGG ISHARES CORE TOTAL US AGG BOND ETF10.5K shares0.00%2026-03-312026-04-23

SBUX STARBUCKS CORP COM11.6K shares0.00%2026-03-312026-04-23

WDAY WORKDAY INC A7.7K shares-35.86%2026-03-312026-04-23

CNI CANADIAN NATL RY CO COM3.8K shares-7.61%2026-03-312026-04-23

Sponsored

XYL XYLEM INC COM3.1K shares-3.82%2026-03-312026-04-23

NVDA NVIDIA CORP COM1.6K sharesnew addition2026-03-312026-04-23

MEDLINE INC MEDLINE INC5.4K sharesnew addition2026-03-312026-04-23

ALPHABET INC C

-0.87%

Shares25.6K

Event2026-03-31

Filed2026-04-23

LLY

LILLY ELI & CO COM

-0.78%

Shares7.9K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC COM

-0.71%

Shares25.8K

Event2026-03-31

Filed2026-04-23

WMT

WALMART INC

-1.18%

Shares47.1K

Event2026-03-31

Filed2026-04-23

JPM

JPMORGAN CHASE & CO COM

-0.53%

Shares18.7K

Event2026-03-31

Filed2026-04-23

JNJ

JOHNSON & JOHNSON COM

-0.65%

Shares21.4K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP COM

-0.59%

Shares13.6K

Event2026-03-31

Filed2026-04-23

FAST

FASTENAL CO COM

0.47%

Shares98.1K

Event2026-03-31

Filed2026-04-23

ROK

ROCKWELL AUTOMATION

-0.44%

Shares12.3K

Event2026-03-31

Filed2026-04-23

UBER

UBER TECHNOLOGIES INC

-5.73%

Shares60.0K

Event2026-03-31

Filed2026-04-23

SYK

STRYKER CORP

-0.60%

Shares12.4K

Event2026-03-31

Filed2026-04-23

MASTERCARD INCORPORATED

-0.62%

Shares8.0K

Event2026-03-31

Filed2026-04-23

AMZN

AMAZON.COM INC COM

-0.52%

Shares19.0K

Event2026-03-31

Filed2026-04-23

GEV

GE VERNOVA INC

-0.22%

Shares4.5K

Event2026-03-31

Filed2026-04-23

CVX

CHEVRON CORP NEW COM

-0.41%

Shares18.0K

Event2026-03-31

Filed2026-04-23

PROCTER & GAMBLE CO COM

0.00%

Shares25.7K

Event2026-03-31

Filed2026-04-23

ECL

ECOLAB INC

-0.22%

Shares13.4K

Event2026-03-31

Filed2026-04-23

GNRC

GENERAC HLDGS INC

-0.28%

Shares14.3K

Event2026-03-31

Filed2026-04-23

IRTC

IRHYTHM TECHNOLOGIES INC

-2.70%

Shares22.0K

Event2026-03-31

Filed2026-04-23

ICE

INTERCONTINENTAL EXCHANGE INC

-8.89%

Shares16.3K

Event2026-03-31

Filed2026-04-23

ISRG

INTUITIVE SURGICAL INC

0.00%

Shares5.4K

Event2026-03-31

Filed2026-04-23

RB GLOBAL INC

-3.53%

Shares25.2K

Event2026-03-31

Filed2026-04-23

SPGI

S&P GLOBAL INC

-18.14%

Shares5.6K

Event2026-03-31

Filed2026-04-23

AON PLC

-13.32%

Shares7.4K

Event2026-03-31

Filed2026-04-23

DXCM

DEXCOM INC

0.00%

Shares36.8K

Event2026-03-31

Filed2026-04-23

HOME DEPOT INC COM

-1.46%

Shares6.8K

Event2026-03-31

Filed2026-04-23

BLACKSTONE INC

-16.52%

Shares18.6K

Event2026-03-31

Filed2026-04-23

COST

COSTCO WHOLESALE CORP

25.68%

Shares1.9K

Event2026-03-31

Filed2026-04-23

ORCL

ORACLE CORP

-1.22%

Shares11.8K

Event2026-03-31

Filed2026-04-23

BIV

VANGUARD INTERMEDIATE TERM BOND ETF

0.54%

Shares20.4K

Event2026-03-31

Filed2026-04-23

WASTE MGMT INC DEL COM

3.62%

Shares6.6K

Event2026-03-31

Filed2026-04-23

WEC ENERGY GROUP INC

0.00%

Shares11.7K

Event2026-03-31

Filed2026-04-23

TOST

TOAST INC

-1.19%

Shares49.8K

Event2026-03-31

Filed2026-04-23

CRM

SALESFORCE INC

-2.65%

Shares6.6K

Event2026-03-31

Filed2026-04-23

BOEING CO

280.62%

Shares6.2K

Event2026-03-31

Filed2026-04-23

NOW

SERVICENOW INC

37.34%

Shares11.6K

Event2026-03-31

Filed2026-04-23

AGG

ISHARES CORE TOTAL US AGG BOND ETF

0.00%

Shares10.5K

Event2026-03-31

Filed2026-04-23

SBUX

STARBUCKS CORP COM

0.00%

Shares11.6K

Event2026-03-31

Filed2026-04-23

WDAY

WORKDAY INC A

-35.86%

Shares7.7K

Event2026-03-31

Filed2026-04-23

CNI

CANADIAN NATL RY CO COM

-7.61%

Shares3.8K

Event2026-03-31

Filed2026-04-23

XYL

XYLEM INC COM

-3.82%

Shares3.1K

Event2026-03-31

Filed2026-04-23

NVDA

NVIDIA CORP COM

New

Shares1.6K

Event2026-03-31

Filed2026-04-23

MEDLINE INC

New

Shares5.4K

Event2026-03-31

Filed2026-04-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available