Kampmann Melissa S. Portfolio Holdings

Kampmann Melissa S.

  • $127 Billion
  • Q4 2024

Kampmann Melissa S. has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $127 Billion distributed in 79 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $7.1B, Eli Lilly & CO with a value of $6.54B, Microsoft Corp with a value of $5.92B, Alphabet Inc. with a value of $5.56B, and Walmart Inc. with a value of $5.48B.

Examining the 13F form we can see an decrease of $14.3B in the current position value, from $141B to 127B.

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 $127 Billion
Financial Services: $26.7 Billion
Technology: $26.5 Billion
Healthcare: $25.9 Billion
Industrials: $10.3 Billion
Consumer Defensive: $9.92 Billion
Consumer Cyclical: $9.6 Billion
Communication Services: $5.56 Billion
Basic Materials: $3.4 Billion
Other: $6.48 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.81B
$2.35 Billion 1.85% of portfolio
15,175
Q4 2024 Reduced 10.02%
$3.59B
$2.16 Billion 1.7% of portfolio
23,925
Q4 2024 Reduced 8.39%

Summary

  • Portfolio
  • No. of Stocks 79
  • Current Value $127 Billion
  • Prior Value $141 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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