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

Currently, Kampmann Melissa S. holds 44 types of securities in its portfolio with a total value $132.3M. In the most recent quarter, they have increased their positions in NVDA (+6.4K shares, valued at $1.3M), N/A (+7.4K shares, valued at $736.2K), MDLN (+8.5K shares, valued at $335.2K); decreased their positions in AON (-3.5K shares, valued at $1.1M), N/A (-2.8K shares, valued at $1.1M), BX (-4.3K shares, valued at $509.5K); initiated new positions in ANET (+1.9K shares, valued at $321.9K), CAT (+250 shares, valued at $266.2K).

1M P&L

-2.4M-2.17%

3M P&L

+370.7K+0.34%

HY P&L

+11.2M+11.46%

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 - General14.7M

13.3%

2Specialty Industrial Machinery10.6M

9.6%

3Internet Content & Information9.0M

8.2%

Top Industries by Stock Count

1Specialty Industrial Machinery3 stocks

8.6%

2Medical Instruments & Supplies2 stocks

5.7%

3Medical Devices2 stocks

5.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

LLY LILLY ELI & CO COM7.8K shares-1.26%2026-06-302026-07-29

GOOG ALPHABET INC C25.5K shares-0.39%2026-06-302026-07-29

AAPL APPLE INC COM25.7K shares-0.54%2026-06-302026-07-29

ROK ROCKWELL AUTOMATION12.3K shares0.11%2026-06-302026-07-29

JPMORGAN CHASE & CO COM JPMORGAN CHASE & CO COM18.6K shares-0.30%2026-06-302026-07-29

JNJ JOHNSON & JOHNSON COM21.2K shares-0.98%2026-06-302026-07-29

GEV GE VERNOVA INC4.4K shares-0.29%2026-06-302026-07-29

WMT WALMART INC45.8K shares-2.60%2026-06-302026-07-29

Sponsored

MSFT MICROSOFT CORP COM13.5K shares-0.69%2026-06-302026-07-29

FAST FASTENAL CO COM98.4K shares0.30%2026-06-302026-07-29

AMZN AMAZON.COM INC COM19.0K shares-0.21%2026-06-302026-07-29

GNRC GENERAC HLDGS INC14.4K shares1.16%2026-06-302026-07-29

UBER UBER TECHNOLOGIES INC58.3K shares-2.83%2026-06-302026-07-29

MASTERCARD INCORPORATED MASTERCARD INCORPORATED8.0K shares-0.20%2026-06-302026-07-29

SYK STRYKER CORP12.3K shares-1.22%2026-06-302026-07-29

PG PROCTER & GAMBLE CO COM25.7K shares-0.01%2026-06-302026-07-29

Sponsored

ECL ECOLAB INC13.4K shares0.52%2026-06-302026-07-29

CVX CHEVRON CORP NEW COM18.7K shares3.81%2026-06-302026-07-29

RBA RB GLOBAL INC23.9K shares-5.00%2026-06-302026-07-29

IRTC IRHYTHM TECHNOLOGIES INC21.0K shares-4.53%2026-06-302026-07-29

DEXCOM INC DEXCOM INC36.3K shares-1.19%2026-06-302026-07-29

HD HOME DEPOT INC COM6.7K shares-0.59%2026-06-302026-07-29

ISRG INTUITIVE SURGICAL INC5.5K shares0.28%2026-06-302026-07-29

COSTCO WHOLESALE CORP COSTCO WHOLESALE CORP2.1K shares11.61%2026-06-302026-07-29

Sponsored

SERVICENOW INC SERVICENOW INC19.0K shares63.89%2026-06-302026-07-29

ICE INTERCONTINENTAL EXCHANGE INC15.1K shares-7.46%2026-06-302026-07-29

ORACLE CORP ORACLE CORP11.7K shares-0.28%2026-06-302026-07-29

BX BLACKSTONE INC14.3K shares-23.29%2026-06-302026-07-29

NVDA NVIDIA CORP COM8.0K shares409.21%2026-06-302026-07-29

WASTE MGMT INC DEL COM WASTE MGMT INC DEL COM6.9K shares5.47%2026-06-302026-07-29

BIV VANGUARD INTERMEDIATE TERM BOND ETF20.2K shares-1.05%2026-06-302026-07-29

BA BOEING CO6.7K shares8.31%2026-06-302026-07-29

Sponsored

WEC WEC ENERGY GROUP INC11.7K shares0.00%2026-06-302026-07-29

AON AON PLC3.9K shares-46.97%2026-06-302026-07-29

SBUX STARBUCKS CORP COM12.5K shares7.53%2026-06-302026-07-29

TOST TOAST INC43.7K shares-12.25%2026-06-302026-07-29

S&P GLOBAL INC S&P GLOBAL INC2.8K shares-50.02%2026-06-302026-07-29

ISHARES CORE TOTAL US AGG BOND ETF ISHARES CORE TOTAL US AGG BOND ETF11.1K shares5.19%2026-06-302026-07-29

CRM SALESFORCE INC4.2K shares-35.89%2026-06-302026-07-29

MDLN MEDLINE INC13.9K shares156.21%2026-06-302026-07-29

Sponsored

CNI CANADIAN NATL RY CO COM3.4K shares-10.62%2026-06-302026-07-29

ANET ARISTA NETWORKS INC1.9K sharesnew addition2026-06-302026-07-29

CAT CATERPILLAR INC COM250 sharesnew addition2026-06-302026-07-29

XYL XYLEM INC COM2.1K shares-31.64%2026-06-302026-07-29

LLY

LILLY ELI & CO COM

-1.26%

Shares7.8K

Event2026-06-30

Filed2026-07-29

GOOG

ALPHABET INC C

-0.39%

Shares25.5K

Event2026-06-30

Filed2026-07-29

AAPL

APPLE INC COM

-0.54%

Shares25.7K

Event2026-06-30

Filed2026-07-29

ROK

ROCKWELL AUTOMATION

0.11%

Shares12.3K

Event2026-06-30

Filed2026-07-29

JPMORGAN CHASE & CO COM

-0.30%

Shares18.6K

Event2026-06-30

Filed2026-07-29

JNJ

JOHNSON & JOHNSON COM

-0.98%

Shares21.2K

Event2026-06-30

Filed2026-07-29

GEV

GE VERNOVA INC

-0.29%

Shares4.4K

Event2026-06-30

Filed2026-07-29

WMT

WALMART INC

-2.60%

Shares45.8K

Event2026-06-30

Filed2026-07-29

MSFT

MICROSOFT CORP COM

-0.69%

Shares13.5K

Event2026-06-30

Filed2026-07-29

FAST

FASTENAL CO COM

0.30%

Shares98.4K

Event2026-06-30

Filed2026-07-29

AMZN

AMAZON.COM INC COM

-0.21%

Shares19.0K

Event2026-06-30

Filed2026-07-29

GNRC

GENERAC HLDGS INC

1.16%

Shares14.4K

Event2026-06-30

Filed2026-07-29

UBER

UBER TECHNOLOGIES INC

-2.83%

Shares58.3K

Event2026-06-30

Filed2026-07-29

MASTERCARD INCORPORATED

-0.20%

Shares8.0K

Event2026-06-30

Filed2026-07-29

SYK

STRYKER CORP

-1.22%

Shares12.3K

Event2026-06-30

Filed2026-07-29

PROCTER & GAMBLE CO COM

-0.01%

Shares25.7K

Event2026-06-30

Filed2026-07-29

ECL

ECOLAB INC

0.52%

Shares13.4K

Event2026-06-30

Filed2026-07-29

CVX

CHEVRON CORP NEW COM

3.81%

Shares18.7K

Event2026-06-30

Filed2026-07-29

RBA

RB GLOBAL INC

-5.00%

Shares23.9K

Event2026-06-30

Filed2026-07-29

IRTC

IRHYTHM TECHNOLOGIES INC

-4.53%

Shares21.0K

Event2026-06-30

Filed2026-07-29

DEXCOM INC

-1.19%

Shares36.3K

Event2026-06-30

Filed2026-07-29

HOME DEPOT INC COM

-0.59%

Shares6.7K

Event2026-06-30

Filed2026-07-29

ISRG

INTUITIVE SURGICAL INC

0.28%

Shares5.5K

Event2026-06-30

Filed2026-07-29

COSTCO WHOLESALE CORP

11.61%

Shares2.1K

Event2026-06-30

Filed2026-07-29

SERVICENOW INC

63.89%

Shares19.0K

Event2026-06-30

Filed2026-07-29

ICE

INTERCONTINENTAL EXCHANGE INC

-7.46%

Shares15.1K

Event2026-06-30

Filed2026-07-29

ORACLE CORP

-0.28%

Shares11.7K

Event2026-06-30

Filed2026-07-29

BLACKSTONE INC

-23.29%

Shares14.3K

Event2026-06-30

Filed2026-07-29

NVDA

NVIDIA CORP COM

409.21%

Shares8.0K

Event2026-06-30

Filed2026-07-29

WASTE MGMT INC DEL COM

5.47%

Shares6.9K

Event2026-06-30

Filed2026-07-29

BIV

VANGUARD INTERMEDIATE TERM BOND ETF

-1.05%

Shares20.2K

Event2026-06-30

Filed2026-07-29

BOEING CO

8.31%

Shares6.7K

Event2026-06-30

Filed2026-07-29

WEC

WEC ENERGY GROUP INC

0.00%

Shares11.7K

Event2026-06-30

Filed2026-07-29

AON

AON PLC

-46.97%

Shares3.9K

Event2026-06-30

Filed2026-07-29

SBUX

STARBUCKS CORP COM

7.53%

Shares12.5K

Event2026-06-30

Filed2026-07-29

TOST

TOAST INC

-12.25%

Shares43.7K

Event2026-06-30

Filed2026-07-29

S&P GLOBAL INC

-50.02%

Shares2.8K

Event2026-06-30

Filed2026-07-29

ISHARES CORE TOTAL US AGG BOND ETF

5.19%

Shares11.1K

Event2026-06-30

Filed2026-07-29

CRM

SALESFORCE INC

-35.89%

Shares4.2K

Event2026-06-30

Filed2026-07-29

MDLN

MEDLINE INC

156.21%

Shares13.9K

Event2026-06-30

Filed2026-07-29

CNI

CANADIAN NATL RY CO COM

-10.62%

Shares3.4K

Event2026-06-30

Filed2026-07-29

ANET

ARISTA NETWORKS INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-29

CAT

CATERPILLAR INC COM

New

Shares250

Event2026-06-30

Filed2026-07-29

XYL

XYLEM INC COM

-31.64%

Shares2.1K

Event2026-06-30

Filed2026-07-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available