Kampmann Melissa S.
Sector Allocation
- Technology28.2%$37.3M
- Healthcare19.8%$26.2M
- Industrials16.0%$21.2M
- Financials12.2%$16.2M
- Consumer Staples8.2%$10.9M
- Consumer Discretionary6.2%$8.2M
- Materials2.8%$3.7M
- Energy2.3%$3.1M
- Utilities2.2%$2.9M
- Other2.0%$2.6M
AUM History
13fpro.ai/research/fund/kampmann-melissa-s-1999898
Conviction and streaks
Concentrating · top 10 = 48.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
LLY
$9.3MGOOG
$9.0MAAPL
$7.4MROK
$6.1MJPM
$6.1MJNJ
$5.4MGEV
$5.2MWMT
$5.2MMSFT
$5.0MFAST
$4.7MAMZN
$4.5MGNRC
$4.2MUBER
$4.2MMA
$4.1MSYK
$3.9MPG
$3.8MECL
$3.7MCVX
$3.1MRBA
$2.8MIRTC
$2.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/kampmann-melissa-s-1999898
Kampmann Melissa S. 13F holdings — Q2 2026
$132.3M portfolio (+6.2% QoQ) · 44 holdings · Q2 2026 13F · top 10 are 48% of the stock portfolio
$9.3M
7.0% of stocks
-1%This quarter+5.7%Since filed7+ qtrsHeld$9.0M
6.8% of stocks
-0.4%This quarter-6.4%Since filed7+ qtrsHeld$7.4M
5.6% of stocks
-0.5%This quarter+1.7%Since filed7+ qtrsHeld$6.1M
4.6% of stocks
+0.1%This quarter-6.4%Since filed7+ qtrsHeld$6.1M
4.6% of stocks
-0.3%This quarter-3.1%Since filed7+ qtrsHeld$5.4M
4.1% of stocks
-1.0%This quarter+0.3%Since filed7+ qtrsHeld$5.2M
3.9% of stocks
-0.3%This quarter-5.0%Since filed5 qtrsHeld$5.2M
3.9% of stocks
-3%This quarter+5.3%Since filed7+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 6 qtrs in a row$5.0M
3.8% of stocks
-0.7%This quarter+36.4%Since filed7+ qtrsHeld$4.7M
3.6% of stocks
+0.3%This quarter+9.8%Since filed7+ qtrsHeld
All holdings — Kampmann Melissa S. (Q2 2026)
44 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | AMAZON COM INC | Consumer Discretionary | $4.5M | 3.4% | 19K | -0.2% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | GENERAC HOLDINGS INC. | Technology | $4.2M | 3.2% | 14K | +1% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Uber Technologies, Inc | Technology | $4.2M | 3.2% | 58K | -3% | 7+ qtrsTrimmed 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Mastercard Inc | Financials | $4.1M | 3.1% | 7,987 | -0.2% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | STRYKER CORP | Healthcare | $3.9M | 2.9% | 12K | -1% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | PROCTER & GAMBLE Co | Consumer Staples | $3.8M | 2.8% | 26K | -0.0% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | ECOLAB INC. | Materials | $3.7M | 2.8% | 13K | +0.5% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | CHEVRON CORP | Energy | $3.1M | 2.3% | 19K | +4% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | RB GLOBAL INC. | Industrials | $2.8M | 2.1% | 24K | -5% | 7+ qtrsTrimmed 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | iRhythm Holdings, Inc. | Healthcare | $2.5M | 1.9% | 21K | -5% | 7+ qtrsTrimmed 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | DEXCOM INC | Healthcare | $2.4M | 1.9% | 36K | -1% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | HOME DEPOT, INC. | Consumer Discretionary | $2.4M | 1.8% | 6,725 | -0.6% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | INTUITIVE SURGICAL INC | Healthcare | $2.2M | 1.6% | 5,463 | +0.3% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.9M | 1.5% | 2,076 | +12% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | ServiceNow, Inc. | Technology | $1.9M | 1.4% | 19K | +64% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $ICE | Intercontinental Exchange, Inc. | Financials | $1.9M | 1.4% | 15K | -7% | |||
| 27 | $ORCL | ORACLE CORP | Technology | $1.7M | 1.3% | 12K | -0.3% | |||
| 28 | $BX | Blackstone Inc. | Financials | $1.7M | 1.3% | 14K | -23% | |||
| 29 | $NVDA | NVIDIA CORP | Technology | $1.6M | 1.2% | 8,020 | +409% | |||
| 30 | $WM | WASTE MANAGEMENT INC | Utilities | $1.5M | 1.2% | 6,945 | +5% | |||
| 31 | — | VANGUARD INTERMEDIATE TERM BOND ETF - Fixed Income ETF | — | $1.5M | 1.2% | 20K | -1% | |||
| 32 | $BA | BOEING CO | Industrials | $1.5M | 1.1% | 6,699 | +8% | |||
| 33 | $WEC | WEC ENERGY GROUP, INC. | Utilities | $1.4M | 1.0% | 12K | — | |||
| 34 | $AON | Aon plc | Financials | $1.3M | 1.0% | 3,900 | -47% | |||
| 35 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $1.3M | 1.0% | 12K | +8% | |||
| 36 | $TOST | Toast, Inc. | Technology | $1.2M | 0.9% | 44K | -12% | |||
| 37 | $SPGI | S&P Global Inc. | Financials | $1.1M | 0.9% | 2,797 | -50% | |||
| 38 | — | ISHARES CORE TOTAL US AGG BOND ETF - Fixed Income ETF | — | $1.1M | 0.8% | 11K | +5% | |||
| 39 | $CRM | Salesforce, Inc. | Technology | $664K | 0.5% | 4,240 | -36% | |||
| 40 | $MDLN | Medline Inc. | Healthcare | $550K | 0.4% | 14K | +156% | |||
| 41 | $CNI | CANADIAN NATIONAL RAILWAY CO | Industrials | $401K | 0.3% | 3,365 | -11% | |||
| 42 | $ANET | Arista Networks, Inc. | Technology | $322K | 0.2% | 1,895 | New | |||
| 43 | $CAT | CATERPILLAR INC | Industrials | $266K | 0.2% | 250 | New | |||
| 44 | $XYL | Xylem Inc. | Industrials | $254K | 0.2% | 2,150 | -32% |
What changed in Q2 2026
Against the previous quarter's 13F: 2 new, 14 added to, 27 trimmed, 1 sold out. Share-count changes; largest moves by dollar size first.
New positions (2)
Added to (14)
$NVDANVIDIA CORP+409%
now $1.6M · held 2 qtrs, 2 adds in a row
$NOWServiceNow, Inc.+64%
now $1.9M · held 3 qtrs, 3 adds in a row
$MDLNMedline Inc.+156%
now $550K · held 2 qtrs, 2 adds in a row
$COSTCOSTCO WHOLESALE CORP /NEW+12%
now $1.9M · held 3 qtrs, 3 adds in a row
now $3.1M · held 7+ qtrs
$BABOEING CO+8%
now $1.5M · held 3 qtrs, 3 adds in a row
+8 more in the Excel export
Trimmed (27)
$AONAon plc-47%
now $1.3M · held 7+ qtrs, 5 trims in a row
$SPGIS&P Global Inc.-50%
now $1.1M · held 7+ qtrs, 3 trims in a row
$BXBlackstone Inc.-23%
now $1.7M · held 7+ qtrs, 2 trims in a row
$CRMSalesforce, Inc.-36%
now $664K · held 7+ qtrs, 5 trims in a row
$TOSTToast, Inc.-12%
now $1.2M · held 7+ qtrs, 2 trims in a row
$ICEIntercontinental Exchange, Inc.-7%
now $1.9M · held 7+ qtrs, 6 trims in a row
+21 more in the Excel export
Sold out (1)
$WDAYWorkday, Inc.was $1.0M
held 6+ qtrs
Holdings by quarter
Every 13F Kampmann Melissa S. has filed, 11 earlier quarters. Pick one to see what it held then.
Is it too late to follow Kampmann Melissa S.?
Q2 2026 13F filed with the SEC on Jul 29, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Kampmann Melissa S.'s top 20 holdings: 72/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
+2.9%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 8% over the last 4
Top 10 weight
48%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
94%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Kampmann Melissa S. disclosed 44 positions worth $132.3M in its Form 13F-HR for Q2 2026, led by $LLY (ELI LILLY & Co) at 7.0% of the equity portfolio, followed by $GOOG and $AAPL. During the quarter the fund opened 2 new positions and exited 1 — including a new stake in $ANET and a full exit from $WDAY. The portfolio is most concentrated in Technology (28.2% of disclosed assets). All figures are sourced directly from Kampmann Melissa S.’s Form 13F-HR filing with the SEC under CIK 1999898.
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AI-Powered Hedge Fund Analysis: Kampmann Melissa S.
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Every holding in Kampmann Melissa S.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.