Quick Takeaways
- Melissa S. Kampmann reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q4 2025.
- Latest reported holdings value: $135,216,360.
Follow Filing Activity
Follow Melissa S. Kampmann and return when a new 13F portfolio filing appears.
This tracks SEC filing changes for this page using existing product update flows.
Portfolio holdings and changes are grounded in SEC Form 13F filings.
See Original Filing| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 41 | $135,216,360 | +$3,998,786 | -$8,613,917 | -$4,615,131 | LLY, GOOG, AAPL, MSFT, WMT | 13F-HR | 26 Jan 2026, 12:25 |
| Q3 2025 | 40 | $137,151,718 | +$1,050,660 | -$2,758,104 | -$1,707,444 | MSFT, AAPL, UBER, GOOG, JPM | 13F-HR | 09 Oct 2025, 10:42 |
| Q2 2025 | 40 | $133,173,101 | +$5,869,292 | -$7,019,525 | -$1,150,233 | MSFT, LLY, UBER, JPM, AAPL | 13F-HR | 24 Jul 2025, 10:37 |
| Q1 2025 | 41 | $126,512,106 | +$4,072,637 | -$3,476,484 | +$596,153 | LLY, AAPL, MSFT, WMT, UBER | 13F-HR | 25 Apr 2025, 16:40 |
| Q4 2024 | 41 | $127,114,250 | +$844,804 | -$16,851,830 | -$16,007,026 | AAPL, LLY, MSFT, GOOG, WMT | 13F-HR | 11 Feb 2025, 08:45 |
| Q3 2024 | 41 | $141,423,019 | +$1,938,382 | -$2,991,715 | -$1,053,333 | LLY, AAPL, MSFT, UBER, GOOG | 13F-HR | 04 Nov 2024, 08:22 |
| Q2 2024 | 40 | $136,911,816 | +$2,915,076 | -$3,822,054 | -$906,978 | LLY, MSFT, AAPL, GOOG, UBER | 13F-HR | 16 Aug 2024, 14:28 |
| Q1 2024 | 39 | $139,079,409 | +$15,331,105 | -$1,009,428 | +$14,321,677 | LLY, MSFT, UBER, DXCM, AAPL | 13F-HR | 15 May 2024, 14:42 |
| Q4 2023 | 40 | $116,772,285 | +$2,203,499 | -$1,959,980 | +$243,519 | LLY, AAPL, MSFT, DXCM, GOOG | 13F-HR | 22 Feb 2024, 14:16 |
| Q3 2023 | 39 | $103,642,568 | $0 | $0 | $0 | LLY, AAPL, MSFT, GOOG, MA | Restatement | 20 Feb 2024, 09:49 |