StockDriftsStockDriftsTop 44 Kampmann Melissa S. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LLY | LILLY ELI & CO COM | 7.03% | 7.8K | $9.3M | -1.26%(-99) | $504.45(+143.61%) | 2026-06-30 | |
| GOOG | ALPHABET INC C | 6.81% | 25.5K | $9.0M | -0.39%(-101) | $127.41(+175.09%) | 2026-06-30 | |
| AAPL | APPLE INC COM | 5.62% | 25.7K | $7.4M | -0.54%(-140) | $164.95(+85.92%) | 2026-06-30 | |
| ROK | ROCKWELL AUTOMATION | 4.61% | 12.3K | $6.1M | +0.11%(+13) | $308.81(+43.17%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO COM | 4.61% | 18.6K | $6.1M | -0.30%(-56) | $151.95(+137.90%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON COM | 4.07% | 21.2K | $5.4M | -0.98%(-210) | $159.74(+64.43%) | 2026-06-30 | |
| GEV | GE VERNOVA INC | 3.94% | 4.4K | $5.2M | -0.29%(-13) | $472.22(+115.78%) | 2026-06-30 | |
| WMT | WALMART INC | 3.92% | 45.8K | $5.2M | -2.60%(-1.22K) | $53.26(+112.45%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP COM | 3.79% | 13.5K | $5.0M | -0.69%(-93) | $334.60(+50.26%) | 2026-06-30 | |
| FAST | FASTENAL CO COM | 3.57% | 98.4K | $4.7M | +0.30%(+298) | $30.09(+74.80%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +50.33% |
| Top 20 Holdings Unweighted | — | — | — | — | +49.88% |
Kampmann Melissa S. reports $132.35M in US-listed equity holdings across 44 positions in its most recent 13F filing. Its largest disclosed positions are LLY (7.0%), GOOG (6.8%) and AAPL (5.6%). The top 20 holdings account for 75.77% of reported assets. Its disclosed equity book has returned +50.33% cumulatively over 11 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Kampmann Melissa S.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1999898). View Kampmann Melissa S.’s 13F filings on SEC