Kampmann Melissa S. Top Holdings and 13F Report (2025) About Kampmann Melissa S.Investment ActivityKampmann Melissa S. has $126.51 million in total holdings as of March 31, 2025.Kampmann Melissa S. owns shares of 41 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 3.22% of the portfolio was purchased this quarter.About 2.75% of the portfolio was sold this quarter.This quarter, Kampmann Melissa S. has purchased 41 new stocks and bought additional shares in 25 stocks.Kampmann Melissa S. sold shares of 14 stocks and completely divested from 1 stock this quarter.Largest Holdings Eli Lilly and Company $7,029,320Apple $6,137,452Microsoft $5,262,968Walmart $4,985,507Uber Technologies $4,954,116 Largest New Holdings this Quarter 94106L109 - Waste Management $1,827,771 Holding Largest Purchases this Quarter Waste Management 7,895 shares (about $1.83M)CoStar Group 5,775 shares (about $457.55K)Johnson & Johnson 2,375 shares (about $393.87K)DexCom 4,450 shares (about $303.89K)Oracle 1,910 shares (about $267.04K) Largest Sales this Quarter Charles Schwab 7,485 shares (about $585.93K)Walmart 3,898 shares (about $342.21K)Zoetis 1,636 shares (about $269.37K)Ecolab 855 shares (about $216.76K)Apple 738 shares (about $163.93K) 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$7,029,320$33,036 ▲0.5%8,5115.6%MedicalAAPLApple$6,137,452$163,932 ▼-2.6%27,6304.9%Computer and TechnologyMSFTMicrosoft$5,262,968$12,388 ▼-0.2%14,0204.2%Computer and TechnologyWMTWalmart$4,985,507$342,205 ▼-6.4%56,7893.9%Retail/WholesaleUBERUber Technologies$4,954,116$26,230 ▲0.5%67,9953.9%Computer and TechnologyJPMJPMorgan Chase & Co.$4,889,074$33,115 ▲0.7%19,9313.9%FinanceSYKStryker$4,755,494$13,029 ▲0.3%12,7753.8%MedicalPGProcter & Gamble$4,543,226$37,492 ▲0.8%26,6593.6%Consumer StaplesMAMastercard$4,537,337$12,059 ▼-0.3%8,2783.6%Business ServicesGOOGAlphabet$4,500,986$62,492 ▼-1.4%28,8103.6%Computer and TechnologySPGIS&P Global$3,812,275$72,658 ▲1.9%7,5033.0%Business ServicesJNJJohnson & Johnson$3,707,187$393,870 ▲11.9%22,3542.9%MedicalAONAON$3,685,596$5,986 ▲0.2%9,2352.9%FinanceAMZNAmazon.com$3,669,164$21,880 ▲0.6%19,2852.9%Retail/WholesaleFASTFastenal$3,602,974$36,061 ▲1.0%46,4602.8%Retail/WholesaleECLEcolab$3,464,097$216,760 ▼-5.9%13,6642.7%Basic MaterialsICEIntercontinental Exchange$3,404,288$148,350 ▼-4.2%19,7352.7%FinanceWDAYWorkday$3,281,096$25,688 ▲0.8%14,0502.6%Computer and TechnologyBXBlackstone$3,265,261$23,064 ▼-0.7%23,3602.6%FinanceROKRockwell Automation$3,119,422$71,055 ▲2.3%12,0732.5%Computer and TechnologyRBARB Global$2,998,971$15,045 ▲0.5%29,9002.4%Business ServicesCVXChevron$2,948,988$22,584 ▲0.8%17,6282.3%EnergyISRGIntuitive Surgical$2,854,241$24,763 ▲0.9%5,7632.3%MedicalIRTCiRhythm Technologies$2,619,617$115,148 ▲4.6%25,0252.1%MedicalZTSZoetis$2,598,836$269,367 ▼-9.4%15,7842.1%MedicalHDHome Depot$2,598,414$104,450 ▲4.2%7,0902.1%Retail/WholesaleDXCMDexCom$2,580,338$303,891 ▲13.3%37,7852.0%MedicalSBUXStarbucks$2,444,992$78,962 ▼-3.1%24,9261.9%Retail/WholesaleSCHWCharles Schwab$2,374,623$585,926 ▼-19.8%30,3351.9%FinanceCRMSalesforce$2,310,312$40,254 ▲1.8%8,6091.8%Computer and TechnologyGNRCGenerac$2,015,635$93,721 ▲4.9%15,9151.6%IndustrialsCSGPCoStar Group$1,897,559$457,553 ▲31.8%23,9501.5%Computer and TechnologyWMWaste Management$1,827,771$1,827,771 ▲New Holding7,8951.4%Business ServicesBIVVanguard Intermediate-Term Bond ETF$1,706,668$3,828 ▲0.2%22,2891.3%ETFTOSTToast$1,669,943$19,073 ▲1.2%50,3451.3%Computer and TechnologyORCLOracle$1,272,271$267,037 ▲26.6%9,1001.0%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$1,009,775$7,419 ▲0.7%10,2080.8%FinanceBRK.ABerkshire Hathaway$798,4420.0%10.6%FinanceXYLXylem$608,649$38,825 ▼-6.0%5,0950.5%Business ServicesCNICanadian National Railway$559,420$61,400 ▼-9.9%5,7400.4%TransportationNKENIKE$209,801$126,008 ▼-37.5%3,3050.2%Consumer DiscretionaryHOLXHologic$0$1,334,746 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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