Kampmann Melissa S. holds a diversified book of 44 stocks worth $132.3M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-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 equity book.
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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.
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
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, no cost basis
Other tracked managers holding the same core names as Kampmann Melissa S.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| VANGUARD GROUP INC | 51 / 44 | $2.3T |
| BlackRock, Inc. | 51 / 44 | $1.7T |
| FMR LLC | 51 / 44 | $578.2B |
| MORGAN STANLEY | 51 / 44 | $391.3B |
| JPMORGAN CHASE & CO | 51 / 44 | $369.4B |
| NORTHERN TRUST CORP | 51 / 44 | $233.4B |
| BANK OF AMERICA CORP /DE/ | 51 / 44 | $226.7B |
| GOLDMAN SACHS GROUP INC | 51 / 44 | $168.4B |
Ranked by how many of Kampmann Melissa S.'s top 44 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 86 | $132.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 23, 2026 | 82 | $124.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 26, 2026 | 78 | $135.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 9, 2025 | 77 | $137.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 24, 2025 | 77 | $133.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 25, 2025 | 79 | $126.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 11, 2025 | 79 | $127.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 4, 2024 | 79 | $141.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.