DOSSIER · 13F-HR · Q2 2026

Kampmann Melissa S.

$132M in tracked AUM across 86 positions as of Q2 2026.

KM
CIK 0001999898 · last filed Jun 30, 2026
Total AUM
$132M
as of Q2 2026
Holdings
86
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Kampmann Melissa S. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
LLY
LILLY ELI & CO COM
$9M8K7.0%
02
GOOG
ALPHABET INC C
$9M26K6.8%
03
AAPL
APPLE INC COM
$7M26K5.6%
04
ROK
ROCKWELL AUTOMATION
$6M12K4.6%
05
JPM
JPMORGAN CHASE & CO COM
$6M19K4.6%
06
JNJ
JOHNSON & JOHNSON COM
$5M21K4.1%
07
GEV
GE VERNOVA INC
$5M4K3.9%
08
WMT
WALMART INC
$5M46K3.9%
09
MSFT
MICROSOFT CORP COM
$5M13K3.8%
10
FAST
FASTENAL CO COM
$5M98K3.6%

Filing history

2026Q2Jun 30
$132M 6.2%
86 positionsView →
2026Q1Mar 31
$125M 7.9%
82 positionsView →
2025Q4Dec 31
$135M 1.4%
78 positionsView →
2025Q3Sep 30
$137M 3.0%
77 positionsView →
2025Q2Jun 30
$133M 5.3%
77 positionsLocked
2025Q1Mar 31
$127M 0.5%
79 positionsLocked
2024Q4Dec 31
$127M 10.1%
79 positionsLocked
2024Q3Sep 30
$141M 3.3%
79 positionsLocked
2024Q2Jun 30
$137M 1.6%
77 positionsLocked
2024Q1Mar 31
$139M 19.1%
68 positionsLocked
2023Q4Dec 31
$117M 12.7%
68 positionsLocked
2023Q3Sep 30
$104M
58 positionsLocked