Investor
Kampmann Melissa S.
CIK 0001999898 · filed 2026-04-23 · SEC filing
13F book
$124.6M
Positions
43
2 new · 0 sold
Largest name
5.9%
Alphabet Inc
Est. mark
−$8.99M
Price effect on 41 names still held. Flow −$1.63M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Alphabet Inc | — | 25.6K | $7.35M | 5.9% | −$1.06M | Cut−$1.14M |
| Eli Lilly & Co | LLY | 7.86K | $7.23M | 5.8% | −$1.25M | Cut−$1.31M |
| Apple Inc. | AAPL | 25.8K | $6.55M | 5.3% | $158.6K | Cut$112.8K |
| Walmart Inc. | WMT | 47.1K | $5.85M | 4.7% | $231.5K | Cut$164.7K |
| Jpmorgan Chase & Co. | — | 18.7K | $5.5M | 4.4% | −$147.3K | Cut−$177.5K |
| Johnson & Johnson | JNJ | 21.4K | $5.23M | 4.2% | $565.5K | Cut$535K |
| Microsoft Corp | MSFT | 13.6K | $5.02M | 4.0% | −$1M | Cut−$1.04M |
| Fastenal Co | FAST | 98.1K | $4.55M | 3.7% | $174.7K | Added$195.9K |
| Rockwell Automation, Inc | ROK | 12.3K | $4.42M | 3.5% | −$756.3K | Cut−$779K |
| Uber Technologies, Inc | UBER | 60K | $4.31M | 3.5% | −$739.4K | Cut−$1.05M |
| Stryker Corp | SYK | 12.4K | $4.08M | 3.3% | −$426.3K | Cut−$453.5K |
| Mastercard Inc | MA | 8K | $4M | 3.2% | −$223.4K | Cut−$249.7K |
| Amazon Com Inc | AMZN | 19K | $3.96M | 3.2% | −$437.6K | Cut−$460.8K |
| GE Vernova Inc. | GEV | 4.45K | $3.88M | 3.1% | $912.3K | Cut$905.6K |
| Chevron Corp New | CVX | 18K | $3.73M | 3.0% | $723.7K | Cut$711.2K |
| Procter And Gamble Co | PG | 25.7K | $3.71M | 3.0% | −$41.6K | Held |
| Ecolab Inc. | ECL | 13.4K | $3.55M | 2.9% | −$184.8K | Cut−$193.2K |
| Generac Hldgs Inc | — | 14.3K | $2.78M | 2.2% | $331.7K | Cut$324.8K |
| Irhythm Technologies Inc | IRTC | 22K | $2.6M | 2.1% | −$1M | Cut−$1.1M |
| Intercontinental Exchange In | — | 16.3K | $2.56M | 2.1% | −$238.2K | Cut−$511.5K |
| Intuitive Surgical Inc | ISRG | 5.45K | $2.51M | 2.0% | −$341.6K | Held |
| Rb Global Inc. | RBA | 25.2K | $2.41M | 1.9% | −$494.4K | Cut−$600.7K |
| S&P Global Inc. | SPGI | 5.6K | $2.38M | 1.9% | −$592.2K | Cut−$1.25M |
| Aon plc | AON | 7.36K | $2.37M | 1.9% | −$73.4K | Cut−$449.4K |
| Dexcom Inc | DXCM | 36.8K | $2.31M | 1.9% | −$342.4K | Held |
| Home Depot, Inc. | HD | 6.76K | $2.22M | 1.8% | −$377.1K | Cut−$415.6K |
| Blackstone Inc. | BX | 18.6K | $2.14M | 1.7% | −$761.8K | Cut−$1.34M |
| Costco Whsl Corp New | — | 1.86K | $1.85M | 1.5% | $20.1K | Added$398.7K |
| Oracle Corp | — | 11.8K | $1.73M | 1.4% | −$314.9K | Cut−$340.2K |
| Vanguard Bd Index Fds | — | 20.4K | $1.57M | 1.3% | −$11.3K | Added−$2.85K |
| Waste Mgmt Inc Del | — | 6.58K | $1.51M | 1.2% | $21K | Added$73.8K |
| Wec Energy Group, Inc. | WEC | 11.7K | $1.35M | 1.1% | $73K | Held |
| Toast, Inc. | TOST | 49.8K | $1.32M | 1.1% | −$330.7K | Cut−$350.6K |
| Salesforce, Inc. | CRM | 6.61K | $1.23M | 1.0% | −$230.9K | Cut−$270.8K |
| Boeing Co | — | 6.18K | $1.23M | 1.0% | −$82.9K | Added$824.6K |
| ServiceNow, Inc. | NOW | 11.6K | $1.21M | 1.0% | −$175.3K | Added$154.5K |
| Ishares Tr | — | 10.5K | $1.04M | 0.8% | −$7.67K | Held |
| Starbucks Corp | SBUX | 11.6K | $1.04M | 0.8% | −$79.4K | Held |
| Workday, Inc. | WDAY | 7.75K | $1.01M | 0.8% | −$414.3K | Cut−$1.21M |
| Canadian Natl Ry Co | — | 3.77K | $386.9K | 0.3% | $12.8K | Cut−$18K |
| Xylem Inc. | XYL | 3.15K | $375.8K | 0.3% | −$70K | Cut−$87.7K |
| Nvidia Corp | NVDA | 1.57K | $274.7K | 0.2% | — | New |
| Medline Inc. | MDLN | 5.44K | $242.1K | 0.2% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.