§ 13F · FUND PROFILE
Kampmann Melissa S..
AUM · $132M (13F)Positions · 86Turnover · n/a · Q2Filed · Jul 29, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$513K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | LLY | LILLY ELI & CO COM | 7K | $9M | 6.7% | −1% |
| 2 | GOOG | ALPHABET INC C | 25K | $9M | 6.6% | ±0% |
| 3 | AAPL | APPLE INC COM | 25K | $7M | 5.5% | −1% |
| 4 | ROK | ROCKWELL AUTOMATION | 11K | $5M | 4.1% | ±0% |
| 5 | JPM | JPMORGAN CHASE & CO COM | 16K | $5M | 3.9% | ±0% |
| 6 | WMT | WALMART INC | 44K | $5M | 3.8% | −3% |
| 7 | MSFT | MICROSOFT CORP COM | 13K | $5M | 3.7% | −1% |
| 8 | GEV | GE VERNOVA INC | 4K | $5M | 3.6% | ±0% |
| 9 | JNJ | JOHNSON & JOHNSON COM | 18K | $4M | 3.4% | −1% |
| 10 | FAST | FASTENAL CO COM | 87K | $4M | 3.2% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KAMPMANN SIGNAL
AC read
Kampmann Melissa S. is a Other fund managing $132 million in assets. The fund runs a portfolio of 86 positions.
Read the full dossier →