Kampmann Melissa S.
43 holdingsFiling period: 2026-03-31Current AUM: $136.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC C | 25.6K | $7.3M | $9.1M | 6.69% | -225 | 2026-03-31 |
| 2 | LLY | LILLY ELI & CO COM | 7.9K | $7.2M | $9.0M | 6.61% | -62 | 2026-03-31 |
| 3 | AAPL | APPLE INC COM | 25.8K | $6.6M | $8.0M | 5.84% | -185 | 2026-03-31 |
| 4 | WMT | WALMART INC | 47.1K | $5.8M | $5.2M | 3.83% | -560 | 2026-03-31 |
| 5 | JPM | JPMORGAN CHASE & CO COM | 18.7K | $5.5M | $6.6M | 4.82% | -100 | 2026-03-31 |
| 6 | JNJ | JOHNSON & JOHNSON COM | 21.4K | $5.2M | $5.5M | 4.02% | -140 | 2026-03-31 |
| 7 | MSFT | MICROSOFT CORP COM | 13.6K | $5.0M | $6.3M | 4.61% | -80 | 2026-03-31 |
| 8 | FAST | FASTENAL CO COM | 98.1K | $4.5M | $4.7M | 3.43% | +455 | 2026-03-31 |
| 9 | ROK | ROCKWELL AUTOMATION | 12.3K | $4.4M | $5.9M | 4.33% | -54 | 2026-03-31 |
| 10 | UBER | UBER TECHNOLOGIES INC | 60.0K | $4.3M | $4.2M | 3.09% | -3,645 | 2026-03-31 |
| 11 | SYK | STRYKER CORP | 12.4K | $4.1M | $4.0M | 2.96% | -75 | 2026-03-31 |
| 12 | MA | MASTERCARD INCORPORATED | 8.0K | $4.0M | $4.6M | 3.36% | -50 | 2026-03-31 |
| 13 | AMZN | AMAZON.COM INC COM | 19.0K | $4.0M | $5.2M | 3.78% | -100 | 2026-03-31 |
| 14 | GEV | GE VERNOVA INC | 4.5K | $3.9M | $4.4M | 3.23% | -10 | 2026-03-31 |
| 15 | CVX | CHEVRON CORP NEW COM | 18.0K | $3.7M | $3.5M | 2.60% | -75 | 2026-03-31 |
| 16 | PG | PROCTER & GAMBLE CO COM | 25.7K | $3.7M | $3.7M | 2.71% | -- | 2026-03-31 |
| 17 | ECL | ECOLAB INC | 13.4K | $3.6M | $3.7M | 2.72% | -30 | 2026-03-31 |
| 18 | GNRC | GENERAC HLDGS INC | 14.3K | $2.8M | $2.8M | 2.06% | -40 | 2026-03-31 |
| 19 | IRTC | IRHYTHM TECHNOLOGIES INC | 22.0K | $2.6M | $2.6M | 1.89% | -610 | 2026-03-31 |
| 20 | ICE | INTERCONTINENTAL EXCHANGE INC | 16.3K | $2.6M | $2.5M | 1.82% | -1,590 | 2026-03-31 |
| 21 | ISRG | INTUITIVE SURGICAL INC | 5.4K | $2.5M | $1.9M | 1.41% | -- | 2026-03-31 |
| 22 | RBA | RB GLOBAL INC | 25.2K | $2.4M | $2.8M | 2.02% | -920 | 2026-03-31 |
| 23 | SPGI | S&P GLOBAL INC | 5.6K | $2.4M | $2.3M | 1.69% | -1,240 | 2026-03-31 |
| 24 | — | AON PLC | 7.4K | $2.4M | $2.4M | 1.74% | -1,130 | 2026-03-31 |
| 25 | DXCM | DEXCOM INC | 36.8K | $2.3M | $3.1M | 2.25% | -- | 2026-03-31 |
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