Kampmann Melissa S.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$124.6M
Q ending 2026-03-31
Prior quarter
$135.2M
Q ending 2025-12-31
Change
-7.9% QoQ · -1.5% YoY
Positions
43
reported holdings
Largest positions
All 43 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Alphabet Inc C | GOOG | Shares | $7.4M | 26K |
| Lilly Eli & Co Com | LLY | Shares | $7.2M | 8K |
| Apple Inc Com | AAPL | Shares | $6.6M | 26K |
| Walmart Inc | WMT | Shares | $5.8M | 47K |
| Jpmorgan Chase & Co Com | JPM | Shares | $5.5M | 19K |
| Johnson & Johnson Com | JNJ | Shares | $5.2M | 21K |
| Microsoft Corp Com | MSFT | Shares | $5.0M | 14K |
| Fastenal Co Com | FAST | Shares | $4.6M | 98K |
| Rockwell Automation | ROK | Shares | $4.4M | 12K |
| Uber Technologies Inc | UBER | Shares | $4.3M | 60K |
| Stryker Corp | SYK | Shares | $4.1M | 12K |
| Mastercard Incorporated | MA | Shares | $4.0M | 8K |
| Amazon.Com Inc Com | AMZN | Shares | $4.0M | 19K |
| Ge Vernova Inc | GEV | Shares | $3.9M | 4K |
| Chevron Corp New Com | CVX | Shares | $3.7M | 18K |
| Procter & Gamble Co Com | PG | Shares | $3.7M | 26K |
| Ecolab Inc | ECL | Shares | $3.6M | 13K |
| Generac Hldgs Inc | GNRC | Shares | $2.8M | 14K |
| Irhythm Technologies Inc | IRTC | Shares | $2.6M | 22K |
| Intercontinental Exchange Inc | ICE | Shares | $2.6M | 16K |
| Intuitive Surgical Inc | ISRG | Shares | $2.5M | 5K |
| Rb Global Inc | RBA | Shares | $2.4M | 25K |
| S&P Global Inc | SPGI | Shares | $2.4M | 6K |
| Aon Plc | Shares | $2.4M | 7K | |
| Dexcom Inc | DXCM | Shares | $2.3M | 37K |
| Home Depot Inc Com | HD | Shares | $2.2M | 7K |
| Blackstone Inc | BX | Shares | $2.1M | 19K |
| Costco Wholesale Corp | COST | Shares | $1.9M | 2K |
| Oracle Corp | ORCL | Shares | $1.7M | 12K |
| Vanguard Intermediate Term Bond Et | BIV | Shares | $1.6M | 20K |
| Waste Mgmt Inc Del Com | WM | Shares | $1.5M | 7K |
| Wec Energy Group Inc | WEC | Shares | $1.4M | 12K |
| Toast Inc | TOST | Shares | $1.3M | 50K |
| Salesforce Inc | CRM | Shares | $1.2M | 7K |
| Boeing Co | BA | Shares | $1.2M | 6K |
| Servicenow Inc | NOW | Shares | $1.2M | 12K |
| Ishares Core Total Us Agg Bond Etf | AGG | Shares | $1.0M | 11K |
| Starbucks Corp Com | SBUX | Shares | $1.0M | 12K |
| Workday Inc A | WDAY | Shares | $1.0M | 8K |
| Canadian Natl Ry Co Com | CNI | Shares | $387K | 4K |
| Xylem Inc Com | XYL | Shares | $376K | 3K |
| Nvidia Corp Com | NVDA | Shares | $275K | 2K |
| Medline Inc | MDLN | Shares | $242K | 5K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.