KM
| |
Kampmann Melissa S.13F | |
| Kampmann Melissa S. | |
| Last update 2025-04-25 | 41 Stocks (1 new) |
| Value $127.00 Mil | Turnover 3 % |
Kampmann Melissa S. Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LLY | Eli Lilly and Co | 8,511 | 7,029.3 | +0.47% | 5.560 | +0.03% | 0.000 | -3.48% | +3.87% | 717,192.0 | Drug Manufacturers | |
AAPL | Apple Inc | 27,630 | 6,137.4 | -2.60% | 4.850 | -0.15% | 0.000 | +4.80% | -14.28% | 3,198,507.1 | Hardware | |
MSFT | Microsoft Corp | 14,020 | 5,263.0 | -0.23% | 4.160 | -0.01% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
WMT | Walmart Inc | 56,789 | 4,985.5 | -6.42% | 3.940 | -0.28% | 0.000 | +1.00% | +6.45% | 763,566.4 | Retail - Defensive | |
UBER | Uber Technologies Inc | 67,995 | 4,954.1 | +0.53% | 3.920 | +0.02% | 0.000 | +21.92% | +49.10% | 188,079.7 | Software | |
JPM | JPMorgan Chase & Co | 19,931 | 4,889.1 | +0.68% | 3.860 | +0.03% | 0.000 | +23.79% | +25.81% | 815,993.3 | Banks | |
SYK | Stryker Corp | 12,775 | 4,755.5 | +0.27% | 3.760 | +0.01% | 0.000 | +12.51% | +11.85% | 153,221.4 | Medical Devices & Instruments | |
PG | Procter & Gamble Co | 26,659 | 4,543.2 | +0.83% | 3.590 | +0.03% | 0.000 | -3.84% | -3.77% | 371,094.1 | Consumer Packaged Goods | |
MA | Mastercard Inc | 8,278 | 4,537.3 | -0.27% | 3.590 | -0.01% | 0.000 | +6.20% | +7.22% | 510,423.9 | Credit Services | |
GOOG | Alphabet Inc | 28,810 | 4,501.0 | -1.37% | 3.560 | -0.06% | 0.000 | +21.57% | +0.80% | 2,309,505.8 | Interactive Media |
Kampmann Melissa S.'s Historical Top Holdings Breakdowns
Kampmann Melissa S.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
WM | Waste Management Inc | 2025-03-31 | New Buy New Buy | +1.44% | 200.54 ($221.47) 233.78 | $228.12 | 3.00% | New holding | 7,895 | 7,895 | |
HOLX | Hologic Inc | 2025-03-31 | Sold Out Sold Out | -1.05% | 60.7 ($66.26) 73.77 | $65.95 | -0.47% | Sold Out | 0 | -18,515 | |
SCHW | Charles Schwab Corp | 2025-03-31 | Reduce Reduce | -0.44% | 71.24 ($78.48) 83.64 | $95.15 | 21.24% | Reduce -19.79% | 30,335 | -7,485 | |
CSGP | CoStar Group Inc | 2025-03-31 | Add Add | +0.36% | 69.29 ($76.08) 80.37 | $91.00 | 19.61% | Add 31.77% | 23,950 | 5,775 | |
JNJ | Johnson & Johnson | 2025-03-31 | Add Add | +0.31% | 142.06 ($156.47) 167.7 | $169.10 | 8.07% | Add 11.89% | 22,354 | 2,375 | |
WMT | Walmart Inc | 2025-03-31 | Reduce Reduce | -0.28% | 84.5 ($93.81) 105.05 | $95.68 | 1.99% | Reduce -6.42% | 56,789 | -3,898 | |
DXCM | DexCom Inc | 2025-03-31 | Add Add | +0.24% | 67.74 ($81.6) 90.75 | $86.43 | 5.92% | Add 13.35% | 37,785 | 4,450 | |
ORCL | Oracle Corp | 2025-03-31 | Add Add | +0.21% | 139.81 ($162.81) 186.47 | $241.90 | 48.58% | Add 26.56% | 9,100 | 1,910 | |
ZTS | Zoetis Inc | 2025-03-31 | Reduce Reduce | -0.21% | 156.48 ($166.29) 175.67 | $153.45 | -7.72% | Reduce -9.39% | 15,784 | -1,636 | |
ECL | Ecolab Inc | 2025-03-31 | Reduce Reduce | -0.16% | 229.72 ($252.07) 269.82 | $268.50 | 6.52% | Reduce -5.89% | 13,664 | -855 |
Kampmann Melissa S. Total Holding History ($B)
Kampmann Melissa S.'s Asset Allocation
Kampmann Melissa S. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Kampmann Melissa S.'s Hypothetical Growth since 2025-03-31
Kampmann Melissa S.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Kampmann Melissa S.'s Holdings Heat Map
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Kampmann Melissa S.'s Holdings Bubble Chart
Kampmann Melissa S. News
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