HolderBook

Kampmann Melissa S.

Reported holdings as of Q2 2026, from 12 quarterly filings.

CIK
1999898
Reported value
$132.3M
Positions
44
Top 10 weight
48.0%
Filed
2026-07-29
Days after quarter end
29

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
ELI LILLY & COLLY$9.3M7,7627.03%+1.23pp12q-1.3%-$118.7K
ALPHABET INCGOOG$9.0M25,5246.81%+0.91pp12qHELD
APPLE INCAAPL$7.4M25,6855.62%+0.36pp12q-0.5%-$40.5K
ROCKWELL AUTOMATION INCROK$6.1M12,3274.61%+1.06pp12qHELD
JPMORGAN CHASE & COJPM$6.1M18,6404.61%+0.20pp12qHELD
JOHNSON & JOHNSONJNJ$5.4M21,1884.07%-0.13pp12q-1.0%-$53.3K
GE VERNOVA INCGEV$5.2M4,4373.94%+0.82pp5qHELD
WALMART INCWMT$5.2M45,8363.92%-0.77pp12q-2.6%-$138.6K
MICROSOFT CORPMSFT$5.0M13,4573.79%-0.23pp12q-0.7%-$34.7K
FASTENAL COFAST$4.7M98,3733.57%-0.08pp12qHELD
AMAZON COM INCAMZN$4.5M18,9553.41%+0.24pp12qHELD
GENERAC HLDGS INCGNRC$4.2M14,4213.19%+0.96pp11q+1.2%+$48.6K
UBER TECHNOLOGIES INCUBER$4.2M58,2653.18%-0.28pp12q-2.8%-$122.7K
MASTERCARD INCORPORATEDMA$4.1M7,9873.10%-0.11pp12qHELD
STRYKER CORPORATIONSYK$3.9M12,2582.92%-0.36pp12q-1.2%-$47.9K
PROCTER & GAMBLE COPG$3.8M25,6522.84%-0.13pp12qHELD
ECOLAB INCECL$3.7M13,4232.83%-0.03pp12q+0.5%+$19.2K
CHEVRON CORPORATIONCVX$3.1M18,7012.34%-0.65pp12q+3.8%+$113.7K
RB GLOBAL INCRBA$2.8M23,9022.10%+0.17pp12q-5.0%-$146.5K
IRHYTHM HOLDINGS INCIRTC$2.5M21,0121.89%-0.20pp12q-4.5%-$118.7K
DEXCOM INCDXCM$2.4M36,3431.85%flat12q-1.2%-$29.4K
HOME DEPOT INCHD$2.4M6,7251.79%+0.01pp12q-0.6%-$14.1K
INTUITIVE SURGICAL INCISRG$2.2M5,4631.64%-0.37pp12qHELD
COSTCO WHOLESALE CORPORATIONCOST$1.9M2,0761.47%-0.02pp3q+11.6%+$202.1K
SERVICENOW INCNOW$1.9M19,0201.43%+0.45pp3q+63.9%+$736.2K
INTERCONTINENTAL EXCHANGE INICE$1.9M15,0741.40%-0.65pp12q-7.5%-$149.7K
ORACLE CORPORCL$1.7M11,7321.30%-0.09pp8qHELD
BLACKSTONE INCBX$1.7M14,2601.27%-0.45pp12q-23.3%-$509.5K
NVIDIA CORPORATIONNVDA$1.6M8,0201.21%+0.99pp2q+409.2%+$1.3M
WASTE MGMT INC DELWM$1.5M6,9451.17%-0.04pp6q+5.5%+$80.2K
VANGUARD BD INDEX FDSBIV$1.5M20,1511.17%-0.09pp12q-1.0%-$16.3K
BOEING COBA$1.5M6,6991.10%+0.11pp3q+8.3%+$111.3K
WEC ENERGY GROUP INCWEC$1.4M11,6801.03%-0.05pp5qHELD
AON PLCAON$1.3M3,9000.98%-0.93pp12q-47.0%-$1.1M
STARBUCKS CORPSBUX$1.3M12,4790.96%+0.13pp12q+7.5%+$89.3K
TOAST INCTOST$1.2M43,7090.92%-0.14pp9q-12.2%-$169.7K
S&P GLOBAL INCSPGI$1.1M2,7970.86%-1.05pp12q-50.0%-$1.1M
ISHARES TRAGG$1.1M11,0530.83%-0.01pp12q+5.2%+$53.9K
SALESFORCE INCCRM$664.2K4,2400.50%-0.49pp12q-35.9%-$371.9K
MEDLINE INCMDLN$549.7K13,9380.42%+0.22pp2q+156.2%+$335.2K
CANADIAN NATL RY COCNI$401.2K3,3650.30%-0.01pp12q-10.6%-$47.7K
ARISTA NETWORKS INCANET$321.9K1,8950.24%-newNEW
CATERPILLAR INCCAT$266.2K2500.20%-newNEW
XYLEM INCXYL$254.2K2,1500.19%-0.11pp12q-31.6%-$117.6K

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Retail & Consumer 15.1%Software & IT Services 14.8%Biotech & Pharma 11.1%Business Services 9.2%Medical Devices 8.7%Semiconductors & Electronics 8.3%Computer Hardware 5.9%Chemicals 5.7%Instruments & Controls 4.6%Banks & Lending 4.6%Capital Markets 2.7%Energy 2.3%Other sectors 5.0%Not classified 2.0%
 
SectorValueShare
Retail & Consumer$20.0M15.1%
Software & IT Services$19.5M14.8%
Biotech & Pharma$14.7M11.1%
Business Services$12.2M9.2%
Medical Devices$11.5M8.7%
Semiconductors & Electronics$11.0M8.3%
Computer Hardware$7.8M5.9%
Chemicals$7.5M5.7%
Instruments & Controls$6.1M4.6%
Banks & Lending$6.1M4.6%
Capital Markets$3.5M2.7%
Energy$3.1M2.3%
Other sectors$6.6M5.0%
Not classified$2.6M2.0%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2026$132.3M4421120148.0%29
Q1 2026$124.6M432524045.0%23
Q4 2025$135.2M413720244.9%26
Q3 2025$137.2M400519042.0%9
Q2 2025$133.2M402531340.7%24
Q1 2025$126.5M4112112140.8%25
Q4 2024$127.1M410337041.7%42
Q3 2024$141.4M411718041.5%35
Q2 2024$136.9M4011219042.6%47
Q1 2024$139.1M390344141.3%45
Q4 2023$116.8M401189041.4%53
Q3 2023$103.6M39000042.3%143

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.