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Kampmann Melissa S.

hedge fundUpdated 8 days ago

Managed by Kampmann Melissa S. • Latest filing Q3 2026

Portfolio value
$128.4M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
-6.7%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 4 quarters

Show data table
PeriodPortfolio value
Q4 2025$135.2M
Q1 2026$124.6M
Q2 2026$132.3M
Q3 2026$128.4M

Top holdings

79 positions as of Q3 2026

View filing
L

LILLY ELI & CO COM

+2231.7%
Value
$8.6M
Shares
7.4K
% Port
6.70%
G

ALPHABET INC C

+2571.0%
Value
$8.4M
Shares
24.7K
% Port
6.55%
A

APPLE INC COM

+3249.7%
Value
$8.3M
Shares
25.0K
% Port
6.47%
M

MICROSOFT CORP COM

+2841.0%
Value
$6.7M
Shares
13.1K
% Port
5.22%
J

JPMORGAN CHASE & CO COM

+484.8%
Value
$5.3M
Shares
16.0K
% Port
4.11%
R

ROCKWELL AUTOMATION

+662.5%
Value
$4.8M
Shares
11.0K
% Port
3.72%
J

JOHNSON & JOHNSON COM

+375.4%
Value
$4.6M
Shares
17.5K
% Port
3.61%
W

WALMART INC

+2372.4%
Value
$4.6M
Shares
43.9K
% Port
3.55%
F

FASTENAL CO COM

+691.2%
Value
$4.3M
Shares
87.6K
% Port
3.38%
M

MASTERCARD INCORPORATED

+2274.4%
Value
$4.2M
Shares
7.7K
% Port
3.30%
A

AMAZON.COM INC COM

+366.4%
Value
$3.9M
Shares
15.7K
% Port
3.04%
G

GE VERNOVA INC

+0.7%
Value
$3.8M
Shares
4.0K
% Port
2.99%
C

CHEVRON CORP NEW COM

+829.7%
Value
$3.5M
Shares
16.9K
% Port
2.69%
E

ECOLAB INC

+1013.1%
Value
$3.4M
Shares
12.3K
% Port
2.64%
U

UBER TECHNOLOGIES INC

+466.4%
Value
$3.4M
Shares
49.3K
% Port
2.63%
P

PROCTER & GAMBLE CO COM

+984.9%
Value
$3.3M
Shares
23.0K
% Port
2.60%
S

STRYKER CORP

+1840.3%
Value
$3.2M
Shares
11.7K
% Port
2.51%
D

DEXCOM INC

+446.4%
Value
$2.7M
Shares
30.8K
% Port
2.07%
G

GENERAC HLDGS INC

+0.3%
Value
$2.6M
Shares
12.7K
% Port
2.04%
N

NVIDIA CORP COM

+69.7%
Value
$2.5M
Shares
11.1K
% Port
1.97%

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