Kampmann Melissa S. Portfolio Holdings

Kampmann Melissa S.

  • $133 Billion
  • Q2 2025

Kampmann Melissa S. has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $133 Billion distributed in 77 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $6.81B, Eli Lilly & CO with a value of $6.44B, Uber Technologies, Inc with a value of $6.18B, Jpmorgan Chase & CO with a value of $5.65B, and Apple Inc. with a value of $5.47B.

Examining the 13F form we can see an increase of $6.66B in the current position value, from $127B to 133B.

Kampmann Melissa S. is based out at Wausau, WI

Below you can find more details about Kampmann Melissa S. portfolio as well as his latest detailed transactions.

Portfolio value $133 Billion
Technology: $28.9 Billion
Healthcare: $27.1 Billion
Financial Services: $24.2 Billion
Industrials: $13.2 Billion
Consumer Defensive: $9.48 Billion
Consumer Cyclical: $8.95 Billion
Communication Services: $4.75 Billion
Basic Materials: $3.59 Billion
Other: $8.24 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$182B
$6.18 Billion 4.64% of portfolio
66,265
Q2 2025 Reduced 2.54%
$149B
$4.9 Billion 3.68% of portfolio
12,375
Q2 2025 Reduced 3.13%
$40.8B
$3.94 Billion 2.96% of portfolio
11,868
Q2 2025 Reduced 1.7%
$169B
$3.89 Billion 2.92% of portfolio
7,368
Q2 2025 Reduced 1.8%
$27B
$3.83 Billion 2.88% of portfolio
91,250
Q2 2025 Added 96.41%
$77.1B
$3.59 Billion 2.7% of portfolio
13,329
Q2 2025 Reduced 2.45%
$101B
$3.54 Billion 2.66% of portfolio
19,275
Q2 2025 Reduced 2.33%
$48.1B
$3.39 Billion 2.54% of portfolio
14,120
Q2 2025 Added 0.5%
$120B
$3.33 Billion 2.5% of portfolio
22,285
Q2 2025 Reduced 4.6%
$32.9B
$3.29 Billion 2.47% of portfolio
37,650
Q2 2025 Reduced 0.36%
$73.3B
$3.26 Billion 2.44% of portfolio
9,125
Q2 2025 Reduced 1.19%
$181B
$3.06 Billion 2.3% of portfolio
5,628
Q2 2025 Reduced 2.34%
$70.8B
$2.33 Billion 1.75% of portfolio
14,955
Q2 2025 Reduced 5.25%
$93.2B
$2.27 Billion 1.7% of portfolio
9,905
Q2 2025 Added 25.46%
$111B
$2.21 Billion 1.66% of portfolio
24,081
Q2 2025 Reduced 3.39%
$15.4B
$2.19 Billion 1.65% of portfolio
49,475
Q2 2025 Reduced 1.73%
$34.7B
$1.22 Billion 0.91% of portfolio
11,680
Q2 2025 New
$68B
$523 Million 0.39% of portfolio
5,025
Q2 2025 Reduced 12.46%
$23.6B
$523 Million 0.39% of portfolio
4,045
Q2 2025 Reduced 20.61%

Summary

  • Portfolio
  • No. of Stocks 77
  • Current Value $133 Billion
  • Prior Value $127 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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