The Analysis of Kampmann Melissa S.'s Holdings
Currently, Kampmann Melissa S. holds 41 types of securities in its portfolio with a total value $135.2M. In the most recent quarter, they have increased their positions in COST (+1.5K shares, valued at $1.5M), NOW (+8.4K shares, valued at $1.1M), BA (+1.6K shares, valued at $406.4K); decreased their positions in WM (-3.8K shares, valued at $860.7K), SBUX (-6.3K shares, valued at $608.5K), WMT (-4.7K shares, valued at $557.9K); initiated new positions in COST (+1.5K shares, valued at $1.5M), NOW (+8.4K shares, valued at $1.1M), BA (+1.6K shares, valued at $406.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
LLY LILLY ELI & CO COM7.9K shares-0.76%2025-12-312026-01-26
AAPL APPLE INC COM26.0K shares-0.04%2025-12-312026-01-26 MSFT MICROSOFT CORP COM13.6K shares0.00%2025-12-312026-01-26 WMT WALMART INC47.6K shares-8.94%2025-12-312026-01-26 JPM JPMORGAN CHASE & CO COM18.8K shares-3.09%2025-12-312026-01-26 UBER UBER TECHNOLOGIES INC63.6K shares-1.58%2025-12-312026-01-26 ROK ROCKWELL AUTOMATION12.4K shares4.30%2025-12-312026-01-26 JNJ JOHNSON & JOHNSON COM21.5K shares-1.53%2025-12-312026-01-26 SYK STRYKER CORP12.5K shares-0.28%2025-12-312026-01-26 AMZN AMAZON.COM INC COM19.1K shares0.32%2025-12-312026-01-26 FAST FASTENAL CO COM97.6K shares6.88%2025-12-312026-01-26 MA MASTERCARD INCORPORATED8.1K shares-0.25%2025-12-312026-01-26 PG PROCTER & GAMBLE CO COM25.7K shares-1.50%2025-12-312026-01-26 ECL ECOLAB INC13.4K shares0.30%2025-12-312026-01-26 IRTC IRHYTHM TECHNOLOGIES INC22.6K shares-5.30%2025-12-312026-01-26 SPGI S&P GLOBAL INC6.8K shares-7.22%2025-12-312026-01-26 ICE INTERCONTINENTAL EXCHANGE INC17.9K shares-6.29%2025-12-312026-01-26 CVX CHEVRON CORP NEW COM18.1K shares3.79%2025-12-312026-01-26 RB GLOBAL INC RB GLOBAL INC26.1K shares-6.41%2025-12-312026-01-26 GEV GE VERNOVA INC4.5K shares14.21%2025-12-312026-01-26 ISRG INTUITIVE SURGICAL INC5.4K shares-0.18%2025-12-312026-01-26 AON PLC AON PLC8.5K shares-3.63%2025-12-312026-01-26 DXCM DEXCOM INC36.8K shares-1.50%2025-12-312026-01-26 HD HOME DEPOT INC COM6.9K shares-2.83%2025-12-312026-01-26 GNRC GENERAC HLDGS INC14.3K shares-3.44%2025-12-312026-01-26 WDAY WORKDAY INC A12.1K shares-13.84%2025-12-312026-01-26 ORCL ORACLE CORP11.9K shares0.00%2025-12-312026-01-26 TOST TOAST INC50.4K shares1.82%2025-12-312026-01-26 BIV VANGUARD INTERMEDIATE TERM BOND ETF20.3K shares2.53%2025-12-312026-01-26 CRM SALESFORCE INC6.8K shares-13.66%2025-12-312026-01-26 COST COSTCO WHOLESALE CORP1.5K sharesnew addition2025-12-312026-01-26 WM WASTE MGMT INC DEL COM6.4K shares-37.42%2025-12-312026-01-26 SBUX STARBUCKS CORP COM11.6K shares-35.22%2025-12-312026-01-26 NOW SERVICENOW INC8.4K sharesnew addition2025-12-312026-01-26 AGG ISHARES CORE TOTAL US AGG BOND ETF10.5K shares0.96%2025-12-312026-01-26 XYL XYLEM INC COM3.3K shares-1.21%2025-12-312026-01-26 BA BOEING CO1.6K sharesnew addition2025-12-312026-01-26 CNI CANADIAN NATL RY CO COM4.1K shares-5.23%2025-12-312026-01-26 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available