§ 13F · FUND PROFILE
Kampmann Melissa S..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $133.2T (13F)Positions · 77Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | LLY | LILLY ELI & CO COM | 8K | $8.5T | 6.3% | −1% |
| 2 | GOOG | ALPHABET INC C | 26K | $8.4T | 6.2% | ±0% |
| 3 | AAPL | APPLE INC COM | 26K | $6.4T | 4.7% | ±0% |
| 4 | MSFT | MICROSOFT CORP COM | 13K | $6.0T | 4.4% | ±0% |
| 5 | WMT | WALMART INC | 47K | $5.6T | 4.1% | −9% |
| 6 | JPM | JPMORGAN CHASE & CO COM | 17K | $5.1T | 3.8% | +713% |
| 7 | UBER | UBER TECHNOLOGIES INC | 59K | $5.0T | 3.7% | −2% |
| 8 | ROK | ROCKWELL AUTOMATION | 11K | $4.8T | 3.5% | ±0% |
| 9 | SYK | STRYKER CORP | 12K | $4.4T | 3.3% | — |
| 10 | MA | MASTERCARD INCORPORATED | 8K | $4.2T | 3.1% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KAMPMANN SIGNAL
AC read
Kampmann Melissa S. is a Other fund managing $133173.1 trillion in assets. The fund runs a portfolio of 77 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed