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Latest Kampmann Melissa S. Stock Portfolio

$124Million | No. of Holdings #43

Kampmann Melissa S. Performance

2026 Q1-6.89%
YTD-6.89%
2025+13.38%

About Kampmann Melissa S. and 13F Hedge Fund Stock Holdings

On 2026-04-23, the fund reported it's updated stock portfolio. In the 13F Holdings report, Kampmann Melissa S. reported an equity portfolio of $124.6 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Kampmann Melissa S. are GOOG, LLY, AAPL. The fund has invested 5.9% of it's portfolio in ALPHABET INC C and 5.8% of portfolio in LILLY ELI & CO COM. <br><br> They significantly reduced their stock positions in WORKDAY INC A (WDAY), S&P GLOBAL INC (SPGI) and BLACKSTONE INC (BX). Kampmann Melissa S. opened new stock positions in NVIDIA CORP COM (NVDA) and MEDLINE INC. The fund showed a lot of confidence in some stocks as they added substantially to BOEING CO (BA), SERVICENOW INC (NOW) and COSTCO WHOLESALE CORP (COST).
Kampmann Melissa S. Equity Portfolio Value
Last Reported on: 23 Apr, 2026
$124Million
  as of Apr 23, 2026

Kampmann Melissa S. Annual Return Estimates Vs S&P 500

Our best estimate is that Kampmann Melissa S. made a return of -6.89% in the last quarter. In trailing 12 months, it's portfolio return was 6.56%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
nvidia corp com274,680
medline inc242,081
New stocks bought by Kampmann Melissa S.

Additions

Ticker% Inc.
boeing co280
servicenow inc37.34
costco wholesale corp25.68
waste mgmt inc del com3.62
vanguard intermediate term bond etf0.54
fastenal co com0.47
Additions to existing portfolio by Kampmann Melissa S.

Reductions

Ticker% Reduced
workday inc a-35.86
s&p global inc-18.14
blackstone inc-16.52
aon plc-13.32
intercontinental exchange inc-8.89
canadian natl ry co com-7.61
uber technologies inc-5.73
xylem inc com-3.82
Kampmann Melissa S. reduced stake in above stock

Sold off

None of the stocks were completely sold off by Kampmann Melissa S.

Sector Distribution

Kampmann Melissa S. has about 19.2% of it's holdings in Healthcare sector.

  • Healthcare
  • Technology
  • Financial Services
  • Industrials
  • Consumer Defensive
  • Communication Services
  • Consumer Cyclical
  • Others
  • Energy
  • Basic Materials
  • Utilities
Sector%
Healthcare19.2
Technology18.2
Financial Services15.2
Industrials13.9
Consumer Defensive9.2
Communication Services5.9
Consumer Cyclical5.8
Others5.7
Energy3
Basic Materials2.9
Utilities1.1

Market Cap. Distribution

Kampmann Melissa S. has about 92.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP51.5
LARGE-CAP40.7
UNALLOCATED5.7
MID-CAP2.1

Stocks belong to which Index?

About 87% of the stocks held by Kampmann Melissa S. either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50084.9
Others13
RUSSELL 20002.1
Top 5 Winners (%)%
ge vernova inc
30.7 %
CVX
chevron corp new com
24.0 %
GNRC
generac hldgs inc
13.5 %
JNJ
johnson & johnson com
12.1 %
WEC
wec energy group inc
5.7 %
Top 5 Winners ($)$
ge vernova inc
0.9 M
CVX
chevron corp new com
0.7 M
JNJ
johnson & johnson com
0.6 M
GNRC
generac hldgs inc
0.3 M
WMT
walmart inc
0.2 M
Top 5 Losers (%)%
IRTC
irhythm technologies inc
-27.5 %
BX
blackstone inc
-24.1 %
WDAY
workday inc a
-23.9 %
TOST
toast inc
-19.9 %
SPGI
s&p global inc
-18.1 %
Top 5 Losers ($)$
LLY
lilly eli & co com
-1.3 M
GOOG
alphabet inc c
-1.1 M
IRTC
irhythm technologies inc
-1.0 M
MSFT
microsoft corp com
-1.0 M
BX
blackstone inc
-0.8 M

Kampmann Melissa S. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Kampmann Melissa S.

Kampmann Melissa S. has 43 stocks in it's portfolio. About 45% of the portfolio is in top 10 stocks. LLY proved to be the most loss making stock for the portfolio. was the most profitable stock for Kampmann Melissa S. last quarter.

$124.60MTotal Value
43.00Positions
23 Apr, 2026Last Reported
Current holdings of Current Stock Holdings of Kampmann Melissa S., last reported on 23 Apr, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
BIV
Vanguard Intermediate Term Bond Etf

Vanguard Intermediate Term Bond Etf

BIV
Kampmann Melissa S.'s holding in Vanguard Intermediate Term Bond Etf over time
1.26%20,364
$1.57M
1.26%
increased 0.54 percentadded
CNI
Canadian Natl Ry Co Com

Canadian Natl Ry Co Com

CNI
Kampmann Melissa S.'s holding in Canadian Natl Ry Co Com over time
0.31%3,765
$386.9K
0.31%
decreased 7.61 percentreduced
IJR
Ishares Core Total Us Agg Bond Etf

Ishares Core Total Us Agg Bond Etf

IJR
Kampmann Melissa S.'s holding in Ishares Core Total Us Agg Bond Etf over time
0.84%10,508
$1.04M
0.84%
unchanged 0 percentunchanged