Kampmann Melissa S. Top Holdings and 13F Report (2024) About Kampmann Melissa S.Investment ActivityKampmann Melissa S. has $141.42 million in total holdings as of September 30, 2024.Kampmann Melissa S. owns shares of 41 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 1.37% of the portfolio was purchased this quarter.About 2.12% of the portfolio was sold this quarter.This quarter, Kampmann Melissa S. has purchased 40 new stocks and bought additional shares in 10 stocks.Kampmann Melissa S. sold shares of 23 stocks and completely divested from 0 stocks this quarter.Largest Holdings Eli Lilly and Company $8,634,371Apple $7,276,124Microsoft $6,764,316Uber Technologies $5,581,382Alphabet $5,505,567 Largest New Holdings this Quarter Oracle $408,108 Holding Largest Purchases this Quarter Home Depot 1,535 shares (about $621.98K)Generac 2,695 shares (about $428.18K)Oracle 2,395 shares (about $408.11K)Toast 12,590 shares (about $356.42K)RB Global 465 shares (about $37.43K) Largest Sales this Quarter Intercontinental Exchange 2,225 shares (about $357.42K)Ecolab 1,225 shares (about $312.78K)Uber Technologies 4,000 shares (about $300.64K)NIKE 3,332 shares (about $294.55K)Salesforce 920 shares (about $251.81K) 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$8,634,371$212,626 ▼-2.4%9,7466.1%MedicalAAPLApple$7,276,124$1,165 ▼0.0%31,2285.1%Computer and TechnologyMSFTMicrosoft$6,764,316$10,758 ▼-0.2%15,7204.8%Computer and TechnologyUBERUber Technologies$5,581,382$300,640 ▼-5.1%74,2603.9%Computer and TechnologyGOOGAlphabet$5,505,567$146,291 ▼-2.6%32,9303.9%Computer and TechnologyWMTWalmart$5,503,678$34,319 ▼-0.6%68,1573.9%Retail/WholesalePGProcter & Gamble$5,144,733$152,243 ▼-2.9%29,7043.6%Consumer StaplesSYKStryker$5,117,248$1,806 ▼0.0%14,1653.6%MedicalJPMJPMorgan Chase & Co.$4,649,6740.0%22,0513.3%FinanceECLEcolab$4,557,386$312,779 ▼-6.4%17,8493.2%Basic MaterialsMAMastercard$4,481,2350.0%9,0753.2%Business ServicesSPGIS&P Global$4,279,6800.0%8,2843.0%Business ServicesAMZNAmazon.com$3,999,5730.0%21,4652.8%Retail/WholesaleBXBlackstone$3,949,988$13,016 ▲0.3%25,7952.8%FinanceZTSZoetis$3,920,300$3,908 ▼-0.1%20,0652.8%MedicalJNJJohnson & Johnson$3,889,279$207,599 ▼-5.1%23,9992.8%MedicalWDAYWorkday$3,689,369$50,104 ▼-1.3%15,0952.6%Computer and TechnologyICEIntercontinental Exchange$3,624,841$357,424 ▼-9.0%22,5652.6%FinanceFASTFastenal$3,587,426$159,267 ▼-4.3%50,2302.5%Retail/WholesaleROKRockwell Automation$3,551,189$64,430 ▼-1.8%13,2282.5%Computer and TechnologyAONAON$3,465,090$8,650 ▲0.3%10,0152.5%FinanceISRGIntuitive Surgical$3,125,951$169,488 ▼-5.1%6,3632.2%MedicalHOLXHologic$3,017,279$27,289 ▼-0.9%37,0402.1%MedicalHDHome Depot$2,945,804$621,982 ▲26.8%7,2702.1%Retail/WholesaleSBUXStarbucks$2,868,7400.0%29,4262.0%Retail/WholesaleCVXChevron$2,854,534$5,891 ▲0.2%19,3832.0%Oils/EnergyDXCMDexCom$2,764,730$3,017 ▼-0.1%41,2402.0%MedicalSCHWCharles Schwab$2,741,463$34,025 ▼-1.2%42,3001.9%FinanceGNRCGenerac$2,679,511$428,182 ▲19.0%16,8651.9%Industrial ProductsRBARB Global$2,662,610$37,428 ▲1.4%33,0801.9%Business ServicesCRMSalesforce$2,586,286$251,813 ▼-8.9%9,4491.8%Computer and TechnologyIRTCiRhythm Technologies$1,938,7770.0%26,1151.4%MedicalCSGPCoStar Group$1,766,427$26,404 ▲1.5%23,4151.2%Computer and TechnologyBIVVanguard Intermediate-Term Bond ETF$1,713,168$14,577 ▲0.9%21,8601.2%ETFTOSTToast$1,588,757$356,423 ▲28.9%56,1201.1%Computer and TechnologyNKENIKE$1,291,082$294,549 ▼-18.6%14,6050.9%Consumer DiscretionaryAGGiShares Core U.S. Aggregate Bond ETF$1,007,940$17,722 ▲1.8%9,9530.7%FinanceXYLXylem$825,033$132,329 ▼-13.8%6,1100.6%Business ServicesCNICanadian National Railway$773,190$63,847 ▼-7.6%6,6000.5%TransportationBRK.ABerkshire Hathaway$691,1800.0%10.5%FinanceORCLOracle$408,108$408,108 ▲New Holding2,3950.3%Computer and TechnologyShowing 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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