Arkolith/Funds/Kampmann Melissa S.

Kampmann Melissa S.

CIK 1999898
Holdings as of Jun 30, 2026·disclosed Jul 29, 2026·~29-day 13F lag·13F-HR
Active Filer

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.

Opened
2
bought for the first time
Sold out
1
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+18.9%
+9.8%/yr · since Nov '24
Their reported book
+14.8%
held from quarter-end
S&P 500
+36.8%
same window
$9K$10K$11K$13K$14KNov '24Mar '25Aug '25Dec '25Apr '26Sep '26
Kampmann Melissa S. (copied at disclosure) S&P 500

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.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
29%
Top 10 holdings
48%
Top 20 holdings
76%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

98% mapped to company sectors

Information Technology
26%
Health Care
20%
Consumer Discretionary
15%
Industrials
14%
Financials
12%
Materials
6%
Energy
2%
Utilities
2%

+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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Kampmann Melissa S.

Manager / fundShared namesTheir $ in those
Hoffman, Alan N Investment Management6 / 44$146.7M
Emerald Advisors, LLC19 / 44$622.5M
Oakmont Corp11 / 44$376.8M
Prospect Hill Management, LLC6 / 44$190.8M
Independent Investors Inc16 / 44$387.0M
9823 Capital, L.P.5 / 44$108.7M
Conway Capital Management, Inc.13 / 44$158.3M
Hoey Investments, Inc30 / 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.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

44 positions
#SecurityValueShares% PortLast moveHistory
1Lilly Eli & Co Com
Common Stock
$9.3M7.8K
7.0%
−1.3%
Reduced · −99 sh
2Alphabet Inc C
Common Stock
$9.0M25.5K
6.8%
−0.4%
Reduced · −101 sh
3Apple Inc Com
Common Stock
$7.4M25.7K
5.6%
−0.5%
Reduced · −140 sh
4Rockwell Automation
Common Stock
$6.1M12.3K
4.6%
+0.1%
Added · +13 sh
5JPMorgan Chase & Co Com
Common Stock
$6.1M18.6K
4.6%
−0.3%
Reduced · −56 sh
6Johnson & Johnson Com
Common Stock
$5.4M21.2K
4.1%
−1.0%
Reduced · −210 sh
7Ge Vernova Inc
Common Stock
$5.2M4.4K
3.9%
−0.3%
Reduced · −13 sh
8Walmart Inc
Common Stock
$5.2M45.8K
3.9%
−2.6%
Reduced · −1K sh
9Microsoft Corp Com
Common Stock
$5.0M13.5K
3.8%
−0.7%
Reduced · −93 sh
10Fastenal Co Com
Common Stock
$4.7M98.4K
3.6%
+0.3%
Added · +298 sh
11Amazon.com Inc Com
Common Stock
$4.5M19.0K
3.4%
−0.2%
Reduced · −40 sh
12Generac Hldgs Inc
Common Stock
$4.2M14.4K
3.2%
+1.2%
Added · +166 sh
13Uber Technologies Inc
Common Stock
$4.2M58.3K
3.2%
−2.8%
Reduced · −2K sh
14Mastercard Incorporated
Common Stock
$4.1M8.0K
3.1%
−0.2%
Reduced · −16 sh
15Stryker Corp
Common Stock
$3.9M12.3K
2.9%
−1.2%
Reduced · −152 sh
16Procter & Gamble Co Com
Common Stock
$3.8M25.7K
2.8%
~0%
Reduced · −2 sh
17Ecolab Inc
Common Stock
$3.7M13.4K
2.8%
+0.5%
Added · +69 sh
18Chevron Corp New Com
Common Stock
$3.1M18.7K
2.3%
+3.8%
Added · +686 sh
19RB Global Inc
Int'l Common Stock
$2.8M23.9K
2.1%
−5.0%
Reduced · −1K sh
20Irhythm Technologies Inc
Common Stock
$2.5M21.0K
1.9%
−4.5%
Reduced · −998 sh
21Dexcom Inc
Common Stock
$2.4M36.3K
1.8%
−1.2%
Reduced · −437 sh
22Home Depot Inc Com
Common Stock
$2.4M6.7K
1.8%
−0.6%
Reduced · −40 sh
23Intuitive Surgical Inc
Common Stock
$2.2M5.5K
1.6%
+0.3%
Added · +15 sh
24Costco Wholesale Corp
Common Stock
$1.9M2.1K
1.5%
+12%
Added · +216 sh
25Servicenow Inc
Common Stock
$1.9M19.0K
1.4%
+64%
Added · +7K sh
26Intercontinental Exchange Inc
Common Stock
$1.9M15.1K
1.4%
−7.5%
Reduced · −1K sh
27Oracle Corp
Common Stock
$1.7M11.7K
1.3%
−0.3%
Reduced · −33 sh
28Blackstone Inc
Common Stock
$1.7M14.3K
1.3%
−23%
Reduced · −4K sh
29Nvidia Corp Com
Common Stock
$1.6M8.0K
1.2%
+409%
Added · +6K sh
30Waste Mgmt Inc Del Com
Common Stock
$1.5M6.9K
1.2%
+5.5%
Added · +360 sh
31Vanguard Intermediate Term Bond ETF
Fixed Income ETF
$1.5M20.2K
1.2%
−1.0%
Reduced · −213 sh
32Boeing Co
Common Stock
$1.5M6.7K
1.1%
+8.3%
Added · +514 sh
33Wec Energy Group Inc
Common Stock
$1.4M11.7K
1.0%
Held
34Aon PLC
Int'l Common Stock
$1.3M3.9K
1.0%
−47%
Reduced · −3K sh
35Starbucks Corp Com
Common Stock
$1.3M12.5K
1.0%
+7.5%
Added · +874 sh
36Toast Inc
Common Stock
$1.2M43.7K
0.9%
−12%
Reduced · −6K sh
37S&P Global Inc
Common Stock
$1.1M2.8K
0.9%
−50%
Reduced · −3K sh
38Ishares Core Total US Agg Bond ETF
Fixed Income ETF
$1.1M11.1K
0.8%
+5.2%
Added · +545 sh
39Salesforce Inc
Common Stock
$664K4.2K
0.5%
−36%
Reduced · −2K sh
40Medline Inc
Common Stock
$550K13.9K
0.4%
+156%
Added · +8K sh
41Canadian Natl Ry Co Com
Int'l Common Stock
$401K3.4K
0.3%
−11%
Reduced · −400 sh
42Arista Networks Inc
Common Stock
$322K1.9K
0.2%
New
New position
43Caterpillar Inc Com
Common Stock
$266K250
0.2%
New
New position
44Xylem Inc Com
Common Stock
$254K2.1K
0.2%
−32%
Reduced · −995 sh
Showing all 44 positions
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Filing history

As-of date vs the date the SEC received each filing

$141.4M · Q3 2024Q3 2024 · $141.4MQ2 2026 · $132.3M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 29, 202629d86$132.3M13F-HR
Q1 2026Mar 31, 2026Apr 23, 202623d82$124.6M13F-HR
Q4 2025Dec 31, 2025Jan 26, 202626d78$135.2M13F-HR
Q3 2025Sep 30, 2025Oct 9, 20259d77$137.2M13F-HR
Q2 2025Jun 30, 2025Jul 24, 202524d77$133.2M13F-HR
Q1 2025Mar 31, 2025Apr 25, 202525d79$126.5M13F-HR
Q4 2024Dec 31, 2024Feb 11, 202542d79$127.1M13F-HR
Q3 2024Sep 30, 2024Nov 4, 202435d79$141.4M13F-HR

Data source

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.