Kampmann Melissa S. Portfolio Holdings by Sector
Kampmann Melissa S.
- $133 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Medical Devices | Healthcare
SYK IRTC DXCM 3 stocks |
$12 Million
9.31% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER WDAY CRM 3 stocks |
$11.9 Million
9.23% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL TOST 3 stocks |
$11.6 Million
9.03% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY JNJ 2 stocks |
$9.8 Million
7.62% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI ICE 2 stocks |
$7.42 Million
5.77% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ROK GNRC XYL 3 stocks |
$6.58 Million
5.12% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$5.65 Million
4.4% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$5.47 Million
4.26% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$5.32 Million
4.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$4.75 Million
3.69% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA 1 stocks |
$4.55 Million
3.54% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$4.17 Million
3.25% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$4.16 Million
3.24% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Industrial Distribution | Industrials
FAST 1 stocks |
$3.83 Million
2.98% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ECL 1 stocks |
$3.59 Million
2.79% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX 1 stocks |
$3.33 Million
2.59% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AON 1 stocks |
$3.26 Million
2.53% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$3.06 Million
2.38% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$2.57 Million
2.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
BIV AGG 2 stocks |
$2.55 Million
1.99% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$2.5 Million
1.94% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$2.33 Million
1.81% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$2.27 Million
1.76% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
SBUX 1 stocks |
$2.21 Million
1.72% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CSGP 1 stocks |
$1.97 Million
1.53% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
WEC 1 stocks |
$1.22 Million
0.95% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Railroads | Industrials
CNI 1 stocks |
$522,801
0.41% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|