Kampmann Melissa S.
Net seller this quarter
$132M
42
-$1.92M
48.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 LLY | $9.31M | 7.03% | 0.00% | -1.3% | Q3 2023 |
 GOOG | $9.02M | 6.81% | Not reported | -0.4% | Q3 2023 |
 AAPL | $7.43M | 5.62% | 0.00% | -0.5% | Q3 2023 |
 ROK | $6.1M | 4.61% | 0.01% | +0.1% | Q3 2023 |
 JPM | $6.1M | 4.61% | 0.00% | -0.3% | Q3 2023 |
 JNJ | $5.38M | 4.07% | 0.00% | -1.0% | Q3 2023 |
 GEV | $5.21M | 3.94% | 0.00% | -0.3% | Q2 2025 |
 WMT | $5.19M | 3.92% | 0.00% | -2.6% | Q3 2023 |
 MSFT | $5.02M | 3.79% | 0.00% | -0.7% | Q3 2023 |
 FAST | $4.72M | 3.57% | 0.01% | +0.3% | Q3 2023 |
 AMZN | $4.52M | 3.41% | 0.00% | -0.2% | Q3 2023 |
 GNRC | $4.22M | 3.19% | 0.02% | +1.2% | Q4 2023 |
 UBER | $4.2M | 3.18% | 0.00% | -2.8% | Q3 2023 |
 MA | $4.1M | 3.10% | 0.00% | -0.2% | Q3 2023 |
 SYK | $3.86M | 2.92% | 0.00% | -1.2% | Q3 2023 |
 PG | $3.76M | 2.84% | 0.00% | 0.0% | Q3 2023 |
 ECL | $3.74M | 2.83% | 0.00% | +0.5% | Q3 2023 |
 CVX | $3.1M | 2.34% | 0.00% | +3.8% | Q3 2023 |
 RBA | $2.78M | 2.10% | 0.01% | -5.0% | Q3 2023 |
 IRTC | $2.5M | 1.89% | 0.06% | -4.5% | Q3 2023 |
 DXCM | $2.45M | 1.85% | 0.01% | -1.2% | Q3 2023 |
 HD | $2.37M | 1.79% | 0.00% | -0.6% | Q3 2023 |
 ISRG | $2.17M | 1.64% | 0.00% | +0.3% | Q3 2023 |
 COST | $1.94M | 1.47% | 0.00% | +11.6% | Q4 2025 |
 NOW | $1.89M | 1.43% | 0.00% | +63.9% | Q4 2025 |
 ICE | $1.86M | 1.40% | 0.00% | -7.5% | Q3 2023 |
 ORCL | $1.72M | 1.30% | 0.00% | -0.3% | Q3 2024 |
 BX | $1.68M | 1.27% | 0.00% | -23.3% | Q3 2023 |
 NVDA | $1.6M | 1.21% | 0.00% | +409.2% | Q1 2026 |
 WM | $1.55M | 1.17% | 0.00% | +5.5% | Q1 2025 |
 BA | $1.45M | 1.10% | 0.00% | +8.3% | Q4 2025 |
 WEC | $1.36M | 1.03% | 0.00% | Not reported | Q2 2025 |
 AON | $1.29M | 0.98% | 0.00% | -47.0% | Q3 2023 |
 SBUX | $1.28M | 0.96% | 0.00% | +7.5% | Q3 2023 |
 TOST | $1.22M | 0.92% | 0.02% | -12.3% | Q2 2024 |
 SPGI | $1.14M | 0.86% | 0.00% | -50.0% | Q3 2023 |
 CRM | $664K | 0.50% | 0.00% | -35.9% | Q3 2023 |
 MDLN | $550K | 0.42% | Not reported | +156.2% | Q1 2026 |
 CNI | $401K | 0.30% | 0.00% | -10.6% | Q3 2023 |
 ANET | $322K | 0.24% | 0.00% | New | Q2 2026 |
 CAT | $266K | 0.20% | 0.00% | New | Q2 2026 |
 XYL | $254K | 0.19% | 0.00% | -31.6% | Q3 2023 |
| Q1 2026 | |||||
| GOOG | $7.35M | 5.90% | Not reported | -0.9% | Q3 2023 |
| LLY | $7.23M | 5.80% | 0.00% | -0.8% | Q3 2023 |
| AAPL | $6.55M | 5.26% | 0.00% | -0.7% | Q3 2023 |
| WMT | $5.85M | 4.69% | 0.00% | -1.2% | Q3 2023 |
| JPM | $5.5M | 4.41% | 0.00% | -0.5% | Q3 2023 |
| JNJ | $5.23M | 4.20% | 0.00% | -0.7% | Q3 2023 |
| MSFT | $5.02M | 4.03% | 0.00% | -0.6% | Q3 2023 |
| FAST | $4.55M | 3.65% | 0.01% | +0.5% | Q3 2023 |
| ROK | $4.42M | 3.55% | 0.01% | -0.4% | Q3 2023 |
| UBER | $4.31M | 3.46% | 0.00% | -5.7% | Q3 2023 |
| SYK | $4.08M | 3.27% | 0.00% | -0.6% | Q3 2023 |
| MA | $4M | 3.21% | 0.00% | -0.6% | Q3 2023 |
| AMZN | $3.96M | 3.18% | 0.00% | -0.5% | Q3 2023 |
| GEV | $3.88M | 3.12% | 0.00% | -0.2% | Q2 2025 |
| CVX | $3.73M | 2.99% | 0.00% | -0.4% | Q3 2023 |
| PG | $3.71M | 2.97% | 0.00% | Not reported | Q3 2023 |
| ECL | $3.55M | 2.85% | 0.00% | -0.2% | Q3 2023 |
| GNRC | $2.78M | 2.23% | 0.02% | -0.3% | Q4 2023 |
| IRTC | $2.6M | 2.08% | 0.07% | -2.7% | Q3 2023 |
| ICE | $2.56M | 2.06% | 0.00% | -8.9% | Q3 2023 |
| ISRG | $2.51M | 2.02% | 0.00% | Not reported | Q3 2023 |
| RBA | $2.41M | 1.94% | 0.01% | -3.5% | Q3 2023 |
| SPGI | $2.38M | 1.91% | 0.00% | -18.1% | Q3 2023 |
| AON | $2.37M | 1.91% | 0.00% | -13.3% | Q3 2023 |
| DXCM | $2.31M | 1.85% | 0.01% | Not reported | Q3 2023 |
| HD | $2.22M | 1.79% | 0.00% | -1.5% | Q3 2023 |
| BX | $2.14M | 1.72% | 0.00% | -16.5% | Q3 2023 |
| COST | $1.85M | 1.49% | 0.00% | +25.7% | Q4 2025 |
| ORCL | $1.73M | 1.39% | 0.00% | -1.2% | Q3 2024 |
| WM | $1.51M | 1.21% | 0.00% | +3.6% | Q1 2025 |
| WEC | $1.35M | 1.09% | 0.00% | Not reported | Q2 2025 |
| TOST | $1.32M | 1.06% | 0.02% | -1.2% | Q2 2024 |
| CRM | $1.23M | 0.99% | 0.00% | -2.7% | Q3 2023 |
| BA | $1.23M | 0.99% | 0.00% | +280.6% | Q4 2025 |
| NOW | $1.21M | 0.97% | 0.00% | +37.3% | Q4 2025 |
| SBUX | $1.04M | 0.83% | 0.00% | Not reported | Q3 2023 |
 WDAY | $1.01M | 0.81% | 0.00% | -35.9% | Q3 2023 |
| CNI | $387K | 0.31% | 0.00% | -7.6% | Q3 2023 |
| XYL | $376K | 0.30% | 0.00% | -3.8% | Q3 2023 |
| NVDA | $275K | 0.22% | 0.00% | New | Q1 2026 |
| MDLN | $242K | 0.19% | Not reported | New | Q1 2026 |
| Q4 2025 | |||||
| LLY | $8.55M | 6.32% | 0.00% | -0.8% | Q3 2023 |
| GOOG | $8.49M | 6.28% | Not reported | -0.1% | Q3 2023 |
| AAPL | $6.44M | 4.76% | 0.00% | 0.0% | Q3 2023 |
| MSFT | $6.05M | 4.48% | 0.00% | Not reported | Q3 2023 |
| WMT | $5.68M | 4.20% | 0.00% | -8.9% | Q3 2023 |
| JPM | $5.68M | 4.20% | 0.00% | -3.1% | Q3 2023 |
| UBER | $5.36M | 3.96% | 0.00% | -1.6% | Q3 2023 |
| ROK | $5.2M | 3.84% | 0.01% | +4.3% | Q3 2023 |
| JNJ | $4.7M | 3.47% | 0.00% | -1.5% | Q3 2023 |
| SYK | $4.53M | 3.35% | 0.00% | -0.3% | Q3 2023 |
| AMZN | $4.42M | 3.27% | 0.00% | +0.3% | Q3 2023 |
| FAST | $4.35M | 3.22% | 0.01% | +6.9% | Q3 2023 |
| MA | $4.25M | 3.14% | 0.00% | -0.3% | Q3 2023 |
| PG | $3.75M | 2.77% | 0.00% | -1.5% | Q3 2023 |
| ECL | $3.75M | 2.77% | 0.00% | +0.3% | Q3 2023 |
| IRTC | $3.7M | 2.74% | 0.07% | -5.3% | Q3 2023 |
| SPGI | $3.63M | 2.69% | 0.00% | -7.2% | Q3 2023 |
| BX | $3.47M | 2.57% | 0.00% | -0.2% | Q3 2023 |
| ICE | $3.07M | 2.27% | 0.00% | -6.3% | Q3 2023 |
| CVX | $3.02M | 2.23% | 0.00% | +3.8% | Q3 2023 |
| RBA | $3.01M | 2.23% | 0.01% | -6.4% | Q3 2023 |
| GEV | $2.98M | 2.20% | 0.00% | +14.2% | Q2 2025 |
| ISRG | $2.85M | 2.11% | 0.00% | -0.2% | Q3 2023 |
| AON | $2.82M | 2.09% | 0.00% | -3.6% | Q3 2023 |
| DXCM | $2.65M | 1.96% | 0.01% | -1.5% | Q3 2023 |
| HD | $2.64M | 1.95% | 0.00% | -2.8% | Q3 2023 |
| GNRC | $2.46M | 1.82% | 0.02% | -3.4% | Q4 2023 |
| WDAY | $2.21M | 1.64% | 0.01% | -13.8% | Q3 2023 |
| ORCL | $2.07M | 1.53% | 0.00% | Not reported | Q3 2024 |
| TOST | $1.67M | 1.24% | 0.02% | +1.8% | Q2 2024 |
| CRM | $1.51M | 1.11% | 0.00% | -13.7% | Q3 2023 |
| COST | $1.45M | 1.08% | 0.00% | New | Q4 2025 |
| WM | $1.44M | 1.06% | 0.00% | -37.4% | Q1 2025 |
| WEC | $1.28M | 0.95% | 0.00% | Not reported | Q2 2025 |
| SBUX | $1.12M | 0.83% | 0.00% | -35.2% | Q3 2023 |
| NOW | $1.06M | 0.78% | 0.00% | New | Q4 2025 |
| XYL | $464K | 0.34% | 0.00% | -1.2% | Q3 2023 |
| BA | $406K | 0.30% | 0.00% | New | Q4 2025 |
| CNI | $405K | 0.30% | 0.00% | -5.2% | Q3 2023 |
| Q3 2025 | |||||
| MSFT | $7.06M | 5.15% | 0.00% | -0.5% | Q3 2023 |
| AAPL | $6.63M | 4.83% | 0.00% | -2.5% | Q3 2023 |
| UBER | $6.33M | 4.62% | 0.00% | -2.5% | Q3 2023 |
| GOOG | $6.3M | 4.59% | Not reported | -3.3% | Q3 2023 |
| JPM | $6.12M | 4.46% | 0.00% | -0.5% | Q3 2023 |
| LLY | $6.09M | 4.44% | 0.00% | -3.3% | Q3 2023 |
| WMT | $5.39M | 3.93% | 0.00% | -3.8% | Q3 2023 |
| SYK | $4.63M | 3.37% | 0.00% | +1.2% | Q3 2023 |
| MA | $4.59M | 3.35% | 0.00% | -0.3% | Q3 2023 |
| FAST | $4.48M | 3.27% | 0.01% | +0.1% | Q3 2023 |
| AMZN | $4.18M | 3.05% | 0.00% | 0.0% | Q3 2023 |
| ROK | $4.14M | 3.02% | 0.01% | -0.1% | Q3 2023 |
| IRTC | $4.11M | 3.00% | 0.07% | -2.7% | Q3 2023 |
| JNJ | $4.06M | 2.96% | 0.00% | -0.5% | Q3 2023 |
| PG | $4M | 2.92% | 0.00% | -0.3% | Q3 2023 |
| BX | $3.81M | 2.78% | 0.00% | +0.2% | Q3 2023 |
| ECL | $3.65M | 2.66% | 0.00% | +0.1% | Q3 2023 |
| SPGI | $3.59M | 2.61% | 0.00% | Not reported | Q3 2023 |
| WDAY | $3.37M | 2.46% | 0.01% | -0.7% | Q3 2023 |
| ORCL | $3.35M | 2.44% | 0.00% | +0.3% | Q3 2024 |
| ICE | $3.21M | 2.34% | 0.00% | -1.0% | Q3 2023 |
| AON | $3.14M | 2.29% | 0.00% | -3.5% | Q3 2023 |
| RBA | $3.02M | 2.20% | 0.02% | -2.5% | Q3 2023 |
| HD | $2.86M | 2.09% | 0.00% | +0.9% | Q3 2023 |
| CVX | $2.71M | 1.97% | 0.00% | -0.1% | Q3 2023 |
| DXCM | $2.51M | 1.83% | 0.01% | -0.8% | Q3 2023 |
| GNRC | $2.48M | 1.81% | 0.03% | +0.1% | Q4 2023 |
| ISRG | $2.44M | 1.78% | 0.00% | -3.0% | Q3 2023 |
 CSGP | $2.44M | 1.78% | 0.01% | +17.9% | Q3 2023 |
| GEV | $2.4M | 1.75% | 0.00% | +27.0% | Q2 2025 |
| WM | $2.24M | 1.64% | 0.00% | +2.5% | Q1 2025 |
| CRM | $1.86M | 1.36% | 0.00% | -6.5% | Q3 2023 |
| TOST | $1.81M | 1.32% | 0.02% | +0.1% | Q2 2024 |
 ZTS | $1.81M | 1.32% | 0.00% | -17.5% | Q3 2023 |
| SBUX | $1.52M | 1.11% | 0.00% | -25.6% | Q3 2023 |
| WEC | $1.34M | 0.98% | 0.00% | Not reported | Q2 2025 |
| XYL | $488K | 0.36% | 0.00% | -18.2% | Q3 2023 |
| CNI | $405K | 0.30% | 0.00% | -14.4% | Q3 2023 |