Kampmann Melissa S. Top Holdings and 13F Report (2024) → Kiss of death from Joe Biden (From Porter & Company) (Ad) About Kampmann Melissa S.Investment ActivityKampmann Melissa S. has $139.08 million in total holdings as of March 31, 2024.Kampmann Melissa S. owns shares of 39 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 11.02% of the portfolio was purchased this quarter.About 0.73% of the portfolio was sold this quarter.This quarter, Kampmann Melissa S. has purchased 40 new stocks and bought additional shares in 34 stocks.Kampmann Melissa S. sold shares of 4 stocks and completely divested from 1 stock this quarter.Largest Holdings Eli Lilly and Company $8,460,315Microsoft $6,758,867Uber Technologies $6,256,208DexCom $5,783,513Apple $5,534,346 Largest Purchases this Quarter Walmart 48,475 shares (about $2.92M)Generac 5,695 shares (about $718.37K)Microsoft 1,477 shares (about $621.40K)JPMorgan Chase & Co. 2,725 shares (about $545.82K)Workday 1,980 shares (about $540.05K) Largest Sales this Quarter Canadian National Railway 1,845 shares (about $243.00K)Eli Lilly and Company 287 shares (about $223.27K)Xylem 1,450 shares (about $187.40K)Mastercard 300 shares (about $144.47K) 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 PortfolioSectorLLYEli Lilly and Company$8,460,315$223,275 ▼-2.6%10,8756.1%MedicalMSFTMicrosoft$6,758,867$621,403 ▲10.1%16,0654.9%Computer and TechnologyUBERUber Technologies$6,256,208$463,095 ▲8.0%81,2604.5%Computer and TechnologyDXCMDexCom$5,783,513$490,027 ▲9.3%41,6984.2%MedicalAAPLApple$5,534,346$200,117 ▲3.8%32,2744.0%Computer and TechnologyGOOGAlphabet$5,355,746$265,694 ▲5.2%35,1753.9%Computer and TechnologySYKStryker$5,069,229$441,969 ▲9.6%14,1653.6%MedicalPGProcter & Gamble$4,987,565$362,629 ▲7.8%30,7403.6%Consumer StaplesMAMastercard$4,782,953$144,471 ▼-2.9%9,9323.4%Business ServicesECLEcolab$4,390,333$477,963 ▲12.2%19,0143.2%Basic MaterialsWDAYWorkday$4,372,183$540,045 ▲14.1%16,0303.1%Computer and TechnologyJPMJPMorgan Chase & Co.$4,355,924$545,817 ▲14.3%21,7473.1%FinanceFASTFastenal$4,193,716$276,778 ▲7.1%54,3653.0%Retail/WholesaleJNJJohnson & Johnson$4,181,911$379,656 ▲10.0%26,4363.0%MedicalWMTWalmart$4,136,688$2,916,741 ▲239.1%68,7503.0%Retail/WholesaleROKRockwell Automation$3,964,127$407,862 ▲11.5%13,6072.9%Industrial ProductsICEIntercontinental Exchange$3,853,537$256,307 ▲7.1%28,0402.8%FinanceAMZNAmazon.com$3,778,059$469,890 ▲14.2%20,9452.7%Retail/WholesaleSPGIS&P Global$3,515,493$330,149 ▲10.4%8,2632.5%Business ServicesCRMSalesforce$3,451,523$182,214 ▲5.6%11,4602.5%Computer and TechnologyZTSZoetis$3,448,500$421,333 ▲13.9%20,3802.5%MedicalAONAON$3,343,874$415,481 ▲14.2%10,0202.4%FinanceBXBlackstone$3,298,044$420,384 ▲14.6%25,1052.4%FinanceCVXChevron$3,043,120$425,898 ▲16.3%19,2922.2%Oils/EnergyIRTCiRhythm Technologies$3,032,240$348,000 ▲13.0%26,1402.2%MedicalHOLXHologic$2,930,516$379,665 ▲14.9%37,5902.1%MedicalSCHWCharles Schwab$2,797,026$532,422 ▲23.5%38,6652.0%FinanceSBUXStarbucks$2,721,320$228,475 ▲9.2%29,7772.0%Retail/WholesaleISRGIntuitive Surgical$2,537,813$478,908 ▲23.3%6,3591.8%MedicalRBARB Global$2,336,515$303,537 ▲14.9%30,6751.7%Business ServicesHDHome Depot$2,175,012$345,240 ▲18.9%5,6701.6%Retail/WholesaleCSGPCoStar Group$2,012,661$490,245 ▲32.2%20,8351.4%Computer and TechnologyNKENIKE$1,534,694$120,294 ▲8.5%16,3301.1%Consumer DiscretionaryBIVVanguard Intermediate-Term Bond ETF$1,486,436$65,975 ▲4.6%19,7141.1%ETFGNRCGenerac$1,449,980$718,368 ▲98.2%11,4951.0%Computer and TechnologyXYLXylem$1,171,561$187,398 ▼-13.8%9,0650.8%Industrial ProductsCNICanadian National Railway$1,090,559$243,005 ▼-18.2%8,2800.8%TransportationAGGiShares Core U.S. Aggregate Bond ETF$852,862$8,521 ▲1.0%8,7080.6%FinanceBRK.ABerkshire Hathaway$634,4400.0%10.5%FinanceDISWalt Disney$0$211,279 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. 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