§ 13F · FUND PROFILE
Kampmann Melissa S..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $137M (13F)Positions · 77Turnover · — · Q1Filed · Apr 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$460K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC C | 25K | $7M | 5.8% | −1% |
| 2 | LLY | LILLY ELI & CO COM | 8K | $7M | 5.7% | −1% |
| 3 | AAPL | APPLE INC COM | 26K | $7M | 5.2% | −1% |
| 4 | WMT | WALMART INC | 46K | $6M | 4.6% | −1% |
| 5 | MSFT | MICROSOFT CORP COM | 13K | $5M | 4.0% | −1% |
| 6 | JPM | JPMORGAN CHASE & CO COM | 17K | $5M | 4.0% | −1% |
| 7 | JNJ | JOHNSON & JOHNSON COM | 18K | $4M | 3.6% | −1% |
| 8 | FAST | FASTENAL CO COM | 90K | $4M | 3.4% | ±0% |
| 9 | ROK | ROCKWELL AUTOMATION | 11K | $4M | 3.3% | ±0% |
| 10 | UBER | UBER TECHNOLOGIES INC | 56K | $4M | 3.2% | −6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KAMPMANN SIGNAL
AC read
Kampmann Melissa S. is a Other fund managing $137 million in assets. The fund runs a portfolio of 77 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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