Kampmann Melissa S.
44 holdingsFiling period: 2026-06-30Current AUM: $135.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | LLY | Lilly Eli & Co.com | 7.8K | $9.3M | $10.5M | 7.76% | -99 | 2026-06-30 |
| 2 | GOOG | Alphabet Inc C | 25.5K | $9.0M | $7.2M | 5.35% | -101 | 2026-06-30 |
| 3 | AAPL | Apple Inc.com | 25.7K | $7.4M | $8.8M | 6.49% | -140 | 2026-06-30 |
| 4 | ROK | Rockwell Automation | 12.3K | $6.1M | $4.6M | 3.42% | +13 | 2026-06-30 |
| 5 | JPM | JPMorgan Chase & Co.com | 18.6K | $6.1M | $6.2M | 4.60% | -56 | 2026-06-30 |
| 6 | JNJ | Johnson & Johnson.com | 21.2K | $5.4M | $5.9M | 4.32% | -210 | 2026-06-30 |
| 7 | GEV | GE Vernova Inc | 4.4K | $5.2M | $3.4M | 2.53% | -13 | 2026-06-30 |
| 8 | WMT | Walmart Inc | 45.8K | $5.2M | $5.8M | 4.25% | -1,224 | 2026-06-30 |
| 9 | MSFT | Microsoft Corp.com | 13.5K | $5.0M | $7.1M | 5.27% | -93 | 2026-06-30 |
| 10 | FAST | Fastenal Co.com | 98.4K | $4.7M | $5.2M | 3.85% | +298 | 2026-06-30 |
| 11 | AMZN | Amazon.com Inc.com | 19.0K | $4.5M | $4.9M | 3.63% | -40 | 2026-06-30 |
| 12 | GNRC | Generac Hldgs Inc | 14.4K | $4.2M | $2.5M | 1.88% | +166 | 2026-06-30 |
| 13 | UBER | Uber Technologies Inc | 58.3K | $4.2M | $4.0M | 2.95% | -1,700 | 2026-06-30 |
| 14 | MA | Mastercard Incorporated | 8.0K | $4.1M | $5.2M | 3.85% | -16 | 2026-06-30 |
| 15 | SYK | Stryker Corp | 12.3K | $3.9M | $4.0M | 2.95% | -152 | 2026-06-30 |
| 16 | PG | Procter & Gamble Co.com | 25.7K | $3.8M | $4.2M | 3.13% | -2 | 2026-06-30 |
| 17 | ECL | Ecolab Inc | 13.4K | $3.7M | $4.0M | 2.98% | +69 | 2026-06-30 |
| 18 | CVX | Chevron Corp New.com | 18.7K | $3.1M | $4.0M | 2.93% | +686 | 2026-06-30 |
| 19 | RBA | RB Global Inc | 23.9K | $2.8M | $2.2M | 1.65% | -1,258 | 2026-06-30 |
| 20 | IRTC | Irhythm Technologies Inc | 21.0K | $2.5M | $1.9M | 1.40% | -998 | 2026-06-30 |
| 21 | DXCM | Dexcom Inc | 36.3K | $2.4M | $2.9M | 2.13% | -437 | 2026-06-30 |
| 22 | HD | Home Depot Inc.com | 6.7K | $2.4M | $2.3M | 1.70% | -40 | 2026-06-30 |
| 23 | ISRG | Intuitive Surgical Inc | 5.5K | $2.2M | $2.5M | 1.82% | +15 | 2026-06-30 |
| 24 | COST | Costco Wholesale Corp | 2.1K | $1.9M | $2.2M | 1.61% | +216 | 2026-06-30 |
| 25 | NOW | Servicenow Inc | 19.0K | $1.9M | $1.9M | 1.43% | +7.4K | 2026-06-30 |
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