Kampmann Melissa S.
Kampmann Melissa S. reported 40 stocks worth $128M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are LLY (7.0%), GOOG (6.8%) and AAPL (6.7%). Compared with Q2 2026, the fund added to GOOG, AAPL and MSFT, trimmed UBER, PG and NOW and sold out of ORCL, WEC and AON.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  LLY Eli Lilly & Co | $9M | 7.0% | 7,757 | No change | 8 of 8 | |
| 2 |  GOOG Alphabet Inc | $8.7M | 6.8% | 26K | +85 (+0%) | 8 of 8 | |
| 3 |  AAPL Apple Inc | $8.6M | 6.7% | 26K | +152 (+1%) | 8 of 8 | |
| 4 |  MSFT Microsoft Corp | $7M | 5.5% | 14K | +198 (+1%) | 8 of 8 | |
| 5 |  JPM Jpmorgan Chase & Co. | $6.2M | 4.8% | 19K | +40 (+0%) | 8 of 8 | |
| 6 |  JNJ Johnson & Johnson | $5.6M | 4.4% | 21K | No change | 8 of 8 | |
| 7 |  ROK Rockwell Automation Inc | $5.4M | 4.2% | 12K | +95 (+1%) | 8 of 8 | |
| 8 |  FAST Fastenal Co | $4.9M | 3.8% | 99K | +618 (+1%) | 8 of 8 | |
| 9 |  WMT Walmart Inc | $4.8M | 3.7% | 46K | No change | 8 of 8 | |
| 10 |  AMZN Amazon Com Inc | $4.7M | 3.7% | 19K | +75 (+0%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 28, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Kampmann Melissa S. 13F FAQ
What does Kampmann Melissa S. own?
Kampmann Melissa S. reported 40 stocks worth $128M in its 13F filing for Q3 2026, filed Oct 28, 2026. The table above lists every position in the filing (the top 10 without an account).
What did Kampmann Melissa S. buy and sell in Q3 2026?
Compared with Q2 2026: 0 new positions, 24 added to, 12 trimmed and 4 sold out. It sold all of ORCL, WEC and AON.
When will Kampmann Melissa S. file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Kampmann Melissa S.'s portfolio worth?
The Q3 2026 filing reports $128M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.