Kampmann Melissa S. Top Holdings and 13F Report (2025) About Kampmann Melissa S.Investment ActivityKampmann Melissa S. has $127.11 million in total holdings as of December 31, 2024.Kampmann Melissa S. owns shares of 41 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 0.66% of the portfolio was purchased this quarter.About 13.26% of the portfolio was sold this quarter.This quarter, Kampmann Melissa S. has purchased 41 new stocks and bought additional shares in 3 stocks.Kampmann Melissa S. sold shares of 37 stocks and completely divested from 0 stocks this quarter.Largest Holdings Apple $7,103,914Eli Lilly and Company $6,539,612Microsoft $5,923,340Alphabet $5,562,752Walmart $5,483,070 Largest Purchases this Quarter Oracle 4,795 shares (about $799.04K)Vanguard Intermediate-Term Bond ETF 379 shares (about $28.32K)iShares Core U.S. Aggregate Bond ETF 180 shares (about $17.44K) Largest Sales this Quarter Hologic 18,525 shares (about $1.34M)Eli Lilly and Company 1,275 shares (about $984.30K)Ecolab 3,330 shares (about $780.29K)Apple 2,860 shares (about $716.20K)Alphabet 3,720 shares (about $708.44K) 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 PortfolioSectorAAPLApple$7,103,914$716,201 ▼-9.2%28,3685.6%Computer and TechnologyLLYEli Lilly and Company$6,539,612$984,300 ▼-13.1%8,4715.1%MedicalMSFTMicrosoft$5,923,340$702,641 ▼-10.6%14,0534.7%Computer and TechnologyGOOGAlphabet$5,562,752$708,437 ▼-11.3%29,2104.4%Computer and TechnologyWMTWalmart$5,483,070$674,914 ▼-11.0%60,6874.3%Retail/WholesaleJPMJPMorgan Chase & Co.$4,745,299$540,546 ▼-10.2%19,7963.7%FinanceSYKStryker$4,587,037$513,071 ▼-10.1%12,7403.6%MedicalPGProcter & Gamble$4,432,499$547,377 ▼-11.0%26,4393.5%Consumer StaplesMAMastercard$4,370,531$408,092 ▼-8.5%8,3003.4%Business ServicesAMZNAmazon.com$4,205,706$503,500 ▼-10.7%19,1703.3%Retail/WholesaleUBERUber Technologies$4,079,743$399,620 ▼-8.9%67,6353.2%Computer and TechnologyBXBlackstone$4,056,180$391,393 ▼-8.8%23,5253.2%FinanceSPGIS&P Global$3,665,500$460,180 ▼-11.2%7,3602.9%Business ServicesWDAYWorkday$3,596,938$298,025 ▼-7.7%13,9402.8%Computer and TechnologyECLEcolab$3,402,092$780,286 ▼-18.7%14,5192.7%Basic MaterialsROKRockwell Automation$3,371,750$408,680 ▼-10.8%11,7982.7%Computer and TechnologyAONAON$3,311,455$285,532 ▼-7.9%9,2202.6%FinanceFASTFastenal$3,307,501$304,539 ▼-8.4%45,9952.6%Retail/WholesaleICEIntercontinental Exchange$3,068,861$293,550 ▼-8.7%20,5952.4%FinanceISRGIntuitive Surgical$2,981,958$339,274 ▼-10.2%5,7132.3%MedicalJNJJohnson & Johnson$2,889,364$581,373 ▼-16.8%19,9792.3%MedicalZTSZoetis$2,838,241$430,950 ▼-13.2%17,4202.2%MedicalCRMSalesforce$2,828,097$330,987 ▼-10.5%8,4592.2%Computer and TechnologySCHWCharles Schwab$2,799,058$331,565 ▼-10.6%37,8202.2%FinanceRBARB Global$2,683,747$300,399 ▼-10.1%29,7502.1%Business ServicesHDHome Depot$2,647,077$180,880 ▼-6.4%6,8052.1%Retail/WholesaleDXCMDexCom$2,592,463$614,772 ▼-19.2%33,3352.0%MedicalCVXChevron$2,533,686$273,748 ▼-9.8%17,4932.0%EnergyGNRCGenerac$2,352,884$262,035 ▼-10.0%15,1751.9%IndustrialsSBUXStarbucks$2,347,954$337,169 ▼-12.6%25,7311.8%Retail/WholesaleIRTCiRhythm Technologies$2,157,317$197,472 ▼-8.4%23,9251.7%MedicalTOSTToast$1,814,117$231,458 ▼-11.3%49,7701.4%Computer and TechnologyBIVVanguard Intermediate-Term Bond ETF$1,661,921$28,323 ▲1.7%22,2391.3%ETFHOLXHologic$1,334,746$1,335,467 ▼-50.0%18,5151.1%MedicalCSGPCoStar Group$1,301,148$375,132 ▼-22.4%18,1751.0%Computer and TechnologyORCLOracle$1,198,142$799,039 ▲200.2%7,1900.9%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$981,888$17,442 ▲1.8%10,1330.8%FinanceBRK.ABerkshire Hathaway$680,9200.0%10.5%FinanceCNICanadian National Railway$646,619$23,347 ▼-3.5%6,3700.5%TransportationXYLXylem$628,828$80,054 ▼-11.3%5,4200.5%Business ServicesNKENIKE$400,295$704,867 ▼-63.8%5,2900.3%Consumer DiscretionaryShowing largest 100 holdings. 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