Kampmann Melissa S. holds a diversified book of 44 reported positions worth $132.3M as of Q2 2026 (disclosed Jul 29, 2026, a ~29-day 13F lag). This quarter they opened Arista Networks Inc and trimmed Eli Lilly & Co. Their largest long position is Eli Lilly & Co at 7% of the reported non-option book. Cloning the disclosed picks since 2024 would be +19% (+9.8%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 4.2 points over this window.
Growth of $10,000 cloning Kampmann Melissa S.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~29 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
98% mapped to company sectors
+1 sector below the cut, 2% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Kampmann Melissa S.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Hoffman, Alan N Investment Management | 6 / 44 | $146.7M |
| Emerald Advisors, LLC | 19 / 44 | $622.5M |
| Oakmont Corp | 11 / 44 | $376.8M |
| Prospect Hill Management, LLC | 6 / 44 | $190.8M |
| Independent Investors Inc | 16 / 44 | $387.0M |
| 9823 Capital, L.P. | 5 / 44 | $108.7M |
| Conway Capital Management, Inc. | 13 / 44 | $158.3M |
| Hoey Investments, Inc | 30 / 44 | $508.8M |
Ranked by the share of each fund's own book sitting in the names it shares with Kampmann Melissa S.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Lilly Eli & Co Com Common Stock | $9.3M | 7.8K | 7.0% | ▼−1.3% Reduced · −99 sh | |
| 2 | Alphabet Inc C Common Stock | $9.0M | 25.5K | 6.8% | ▼−0.4% Reduced · −101 sh | |
| 3 | Apple Inc Com Common Stock | $7.4M | 25.7K | 5.6% | ▼−0.5% Reduced · −140 sh | |
| 4 | Rockwell Automation Common Stock | $6.1M | 12.3K | 4.6% | ▲+0.1% Added · +13 sh | |
| 5 | JPMorgan Chase & Co Com Common Stock | $6.1M | 18.6K | 4.6% | ▼−0.3% Reduced · −56 sh | |
| 6 | Johnson & Johnson Com Common Stock | $5.4M | 21.2K | 4.1% | ▼−1.0% Reduced · −210 sh | |
| 7 | Ge Vernova Inc Common Stock | $5.2M | 4.4K | 3.9% | ▼−0.3% Reduced · −13 sh | |
| 8 | Walmart Inc Common Stock | $5.2M | 45.8K | 3.9% | ▼−2.6% Reduced · −1K sh | |
| 9 | Microsoft Corp Com Common Stock | $5.0M | 13.5K | 3.8% | ▼−0.7% Reduced · −93 sh | |
| 10 | Fastenal Co Com Common Stock | $4.7M | 98.4K | 3.6% | ▲+0.3% Added · +298 sh | |
| 11 | Amazon.com Inc Com Common Stock | $4.5M | 19.0K | 3.4% | ▼−0.2% Reduced · −40 sh | |
| 12 | Generac Hldgs Inc Common Stock | $4.2M | 14.4K | 3.2% | ▲+1.2% Added · +166 sh | |
| 13 | Uber Technologies Inc Common Stock | $4.2M | 58.3K | 3.2% | ▼−2.8% Reduced · −2K sh | |
| 14 | Mastercard Incorporated Common Stock | $4.1M | 8.0K | 3.1% | ▼−0.2% Reduced · −16 sh | |
| 15 | Stryker Corp Common Stock | $3.9M | 12.3K | 2.9% | ▼−1.2% Reduced · −152 sh | |
| 16 | Procter & Gamble Co Com Common Stock | $3.8M | 25.7K | 2.8% | ▼~0% Reduced · −2 sh | |
| 17 | Ecolab Inc Common Stock | $3.7M | 13.4K | 2.8% | ▲+0.5% Added · +69 sh | |
| 18 | Chevron Corp New Com Common Stock | $3.1M | 18.7K | 2.3% | ▲+3.8% Added · +686 sh | |
| 19 | RB Global Inc Int'l Common Stock | $2.8M | 23.9K | 2.1% | ▼−5.0% Reduced · −1K sh | |
| 20 | Irhythm Technologies Inc Common Stock | $2.5M | 21.0K | 1.9% | ▼−4.5% Reduced · −998 sh | |
| 21 | Dexcom Inc Common Stock | $2.4M | 36.3K | 1.8% | ▼−1.2% Reduced · −437 sh | |
| 22 | Home Depot Inc Com Common Stock | $2.4M | 6.7K | 1.8% | ▼−0.6% Reduced · −40 sh | |
| 23 | Intuitive Surgical Inc Common Stock | $2.2M | 5.5K | 1.6% | ▲+0.3% Added · +15 sh | |
| 24 | Costco Wholesale Corp Common Stock | $1.9M | 2.1K | 1.5% | ▲+12% Added · +216 sh | |
| 25 | Servicenow Inc Common Stock | $1.9M | 19.0K | 1.4% | ▲+64% Added · +7K sh | |
| 26 | Intercontinental Exchange Inc Common Stock | $1.9M | 15.1K | 1.4% | ▼−7.5% Reduced · −1K sh | |
| 27 | Oracle Corp Common Stock | $1.7M | 11.7K | 1.3% | ▼−0.3% Reduced · −33 sh | |
| 28 | Blackstone Inc Common Stock | $1.7M | 14.3K | 1.3% | ▼−23% Reduced · −4K sh | |
| 29 | Nvidia Corp Com Common Stock | $1.6M | 8.0K | 1.2% | ▲+409% Added · +6K sh | |
| 30 | Waste Mgmt Inc Del Com Common Stock | $1.5M | 6.9K | 1.2% | ▲+5.5% Added · +360 sh | |
| 31 | Vanguard Intermediate Term Bond ETF Fixed Income ETF | $1.5M | 20.2K | 1.2% | ▼−1.0% Reduced · −213 sh | |
| 32 | Boeing Co Common Stock | $1.5M | 6.7K | 1.1% | ▲+8.3% Added · +514 sh | |
| 33 | Wec Energy Group Inc Common Stock | $1.4M | 11.7K | 1.0% | —Held | |
| 34 | Aon PLC Int'l Common Stock | $1.3M | 3.9K | 1.0% | ▼−47% Reduced · −3K sh | |
| 35 | Starbucks Corp Com Common Stock | $1.3M | 12.5K | 1.0% | ▲+7.5% Added · +874 sh | |
| 36 | Toast Inc Common Stock | $1.2M | 43.7K | 0.9% | ▼−12% Reduced · −6K sh | |
| 37 | S&P Global Inc Common Stock | $1.1M | 2.8K | 0.9% | ▼−50% Reduced · −3K sh | |
| 38 | Ishares Core Total US Agg Bond ETF Fixed Income ETF | $1.1M | 11.1K | 0.8% | ▲+5.2% Added · +545 sh | |
| 39 | Salesforce Inc Common Stock | $664K | 4.2K | 0.5% | ▼−36% Reduced · −2K sh | |
| 40 | Medline Inc Common Stock | $550K | 13.9K | 0.4% | ▲+156% Added · +8K sh | |
| 41 | Canadian Natl Ry Co Com Int'l Common Stock | $401K | 3.4K | 0.3% | ▼−11% Reduced · −400 sh | |
| 42 | Arista Networks Inc Common Stock | $322K | 1.9K | 0.2% | ▲New New position | |
| 43 | Caterpillar Inc Com Common Stock | $266K | 250 | 0.2% | ▲New New position | |
| 44 | Xylem Inc Com Common Stock | $254K | 2.1K | 0.2% | ▼−32% Reduced · −995 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1999898/holdings"
Use Arkolith to show Kampmann Melissa S.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 29d | 86 | $132.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 23, 2026 | 23d | 82 | $124.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 26, 2026 | 26d | 78 | $135.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 9, 2025 | 9d | 77 | $137.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 24, 2025 | 24d | 77 | $133.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 25, 2025 | 25d | 79 | $126.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 11, 2025 | 42d | 79 | $127.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 4, 2024 | 35d | 79 | $141.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.