StockDriftsStockDriftsTop 43 Kampmann Melissa S. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC C | 5.9% | 25.6K | $7.4M | -0.87%(-225) | $127.41(+213.19%) | 2026-03-31 | |
| LLY | LILLY ELI & CO COM | 5.8% | 7.9K | $7.2M | -0.78%(-62) | $504.45(+101.36%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 5.26% | 25.8K | $6.6M | -0.71%(-185) | $164.95(+81.19%) | 2026-03-31 | |
| WMT | WALMART INC | 4.69% | 47.1K | $5.8M | -1.18%(-560) | $53.26(+146.86%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO COM | 4.41% | 18.7K | $5.5M | -0.53%(-100) | $151.95(+97.60%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON COM | 4.2% | 21.4K | $5.2M | -0.65%(-140) | $159.74(+44.25%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 4.03% | 13.6K | $5.0M | -0.59%(-80) | $334.60(+21.10%) | 2026-03-31 | |
| FAST | FASTENAL CO COM | 3.65% | 98.1K | $4.6M | +0.47%(+455) | $30.04(+45.70%) | 2026-03-31 | |
| ROK | ROCKWELL AUTOMATION | 3.55% | 12.3K | $4.4M | -0.44%(-54) | $308.69(+47.39%) | 2026-03-31 | |
| UBER | UBER TECHNOLOGIES INC | 3.46% | 60.0K | $4.3M | -5.73%(-3.65K) | $46.52(+60.59%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.23% | +45.17% |
| Top 20 Holdings Unweighted | +13.59% | +46.58% |
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