account_balance

Investment manager · 13F filer · SEC CIK 1999898

Kampmann Melissa S.

Reported value$128Mas of Sep 30, 2026
Positions40 0 new, 4 sold out
Top 10 weight50.6%LLY alone is 7%
FiledOct 2828 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
LLY ELI Lilly & Co 7.0% HeldGOOG Alphabet Inc. 6.8% HeldAAPL Apple Inc. 6.7% HeldMSFT Microsoft Corp 5.5% HeldJPM JPMorgan Chase & Co 4.8% HeldJNJ Johnson & Johnson 4.4% HeldROK Rockwell Automation, Inc 4.2% HeldFAST Fastenal Co 3.8% HeldWMT Walmart Inc. 3.7% HeldAMZN Amazon.com Inc 3.7% HeldMA Mastercard Inc 3.5% HeldGEV GE Vernova Inc. 3.3% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 28, 2026, compared with the Jul 29, 2026 filing
add_circleNew

None

arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist