Kampmann Melissa S.
CIK 1999898 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $101.1M
- Posisi
- 44
- Per tanggal
- 30 Juni 2026
#8.336 dari 9.443 berdasarkan nilai 13F · top 88.3%
Nilai portofolio QoQ: -7.3% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 57,23%
- Bobot 25 kepemilikan teratas
- 92,70%
- Posisi di atas 1%
- 27
- Jumlah posisi efektif
- 21,8
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 0,34% Perkiraan pembelian $358.830 · penjualan $16.400.205
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 86,3% masih dipegang
- Posisi baru
- 2
- Meningkat
- 1
- Menurun
- 40
- Tertutup
- 1
Di halaman ini
- Kinerja vs S&P Bagaimana portofolio 13F manajer ini berkinerja terhadap S&P 500.
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Kinerja vs S&P 500
Tahunan: +8.6% · S&P 500: +18.0%
Perkiraan portofolio beli-dan-tahan yang dibangun dari snapshot 13F SEC triwulanan. Mengecualikan kas, posisi jual, opsi/derivatif, dan sekuritas non-13(f) — mencerminkan buku ekuitas long yang diungkapkan saja, bukan total AUM dana. Keterlambatan pengajuan SEC hingga 45 hari; ini bukan waktu yang dapat disalin secara real-time.
Cakupan yang dapat dihargai: 97,8% · Opsi dikecualikan: 0,0%
Rincian sektor
Health Care
21,4%
Industrials
17,4%
Technology
13,3%
Retail
10,6%
Communication Services
8,6%
Financial Services
8,3%
Financials
6,4%
Consumer products
3,4%
Materials
3,4%
Energy
2,8%
Utilities
1,3%
Consumer Discretionary
1,1%
Communications
0,1%
Lainnya/Tidak terpetakan
1,9%
Portofolio lengkap 44 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| LLY Eli Lilly and Company Common Stock | $8.927.357 | 8,83% | 7.443 | $1.770.627 | Turun ×5 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $8.691.918 | 8,60% | 24.600 | $1.407.108 | Turun ×6 | ||
| AAPL Apple Inc. - Common Stock | $7.216.638 | 7,14% | 24.940 | $712.000 | Turun ×6 | ||
| ROK Rockwell Automation, Inc. Common Stock | $5.390.926 | 5,33% | 10.889 | $1.341.324 | Turun ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $5.208.475 | 5,15% | 15.912 | $268.940 | Turun ×5 | ||
| WMT Walmart Inc. - Common Stock | $4.990.236 | 4,94% | 44.060 | $-764.549 | Turun ×6 | ||
| MSFT Microsoft Corporation - Common Stock | $4.854.109 | 4,80% | 13.013 | $-99.876 | Turun ×2 | ||
| JNJ Johnson & Johnson Common Stock | $4.445.237 | 4,40% | 17.503 | $-43.415 | Turun ×5 | ||
| FAST Fastenal Company - Common Stock | $4.193.259 | 4,15% | 87.305 | $4.499 | Turun ×2 | ||
| MA Mastercard Incorporated Common Stock | $3.935.717 | 3,89% | 7.663 | $-30.584 | Turun ×6 | ||
| AMZN Amazon.com, Inc. - Common Stock | $3.716.912 | 3,68% | 15.595 | $52.401 | Turun ×2 | ||
| SYK Stryker Corporation Common Stock | $3.669.460 | 3,63% | 11.655 | $-294.978 | Turun ×5 | ||
| UBER Uber Technologies, Inc. Common Stock | $3.576.610 | 3,54% | 49.565 | $-432.409 | Turun ×5 | ||
| PG Procter & Gamble Company (The) Common Stock | $3.451.026 | 3,41% | 23.534 | $-79.665 | Turun ×1 | ||
| ECL Ecolab Inc. Common Stock | $3.430.804 | 3,39% | 12.314 | $28.674 | Turun ×2 | ||
| CVX Chevron Corporation Common Stock | $2.797.863 | 2,77% | 16.879 | $-824.749 | Turun ×2 | ||
| IRTC iRhythm Holdings, Inc. - Common Stock | $2.274.919 | 2,25% | 19.125 | $-162.194 | Turun ×5 | ||
| RBA RB Global, Inc. Common Stock | $2.218.955 | 2,19% | 19.055 | $-17.705 | Turun ×5 | ||
| DXCM DexCom, Inc. - Common Stock | $2.068.319 | 2,05% | 30.710 | $50.241 | Turun ×1 | ||
| ICE Intercontinental Exchange Inc. Common Stock | $1.767.244 | 1,75% | 14.355 | $-746.090 | Turun ×6 | ||
| HD Home Depot, Inc. (The) Common Stock | $1.615.274 | 1,60% | 4.580 | $-318.599 | Turun ×2 | ||
| BX Blackstone Inc. Common Stock | $1.527.357 | 1,51% | 12.980 | $-493.017 | Turun ×6 | ||
| WEC WEC Energy Group, Inc. Common Stock | $1.363.874 | 1,35% | 11.680 | $11.680 | |||
| AON Aon plc Class A Ordinary Shares (Ireland) | $1.232.228 | 1,22% | 3.715 | $-1.078.877 | Turun ×5 | ||
| SBUX Starbucks Corporation - Common Stock | $1.151.170 | 1,14% | 11.265 | $111.478 | Turun ×1 | ||
| SPGI S&P Global Inc. Common Stock | $1.041.364 | 1,03% | 2.557 | $-1.214.639 | Turun ×5 | ||
| BIV | $1.009.909 | 1,00% | 13.167 | $-262.326 | Turun ×1 | ||
| AGG | $880.031 | 0,87% | 8.891 | $-36.827 | Turun ×1 | ||
| CRM Salesforce, Inc. Common Stock | $636.040 | 0,63% | 4.060 | $-565.928 | Turun ×5 | ||
| GNRC Generac Holdlings Inc. Common Stock | $524.130 | 0,52% | 1.790 | $-817.787 | Turun ×1 | ||
| GEV GE Vernova Inc. Common Stock | $505.190 | 0,50% | 430 | $-1.140.227 | Turun ×1 | ||
| CNI Canadian National Railway Company Common Stock | $373.817 | 0,37% | 3.135 | $-13.112 | Turun ×6 | ||
| COST Costco Wholesale Corporation - Common Stock | $364.833 | 0,36% | 390 | $-560.850 | Turun ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $300.135 | 0,30% | 1.500 | $53.359 | Naik ×1 | ||
| NOW ServiceNow, Inc. Common Stock | $281.955 | 0,28% | 2.840 | $-323.912 | Turun ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $266.225 | 0,26% | 250 | Naik ×1 | |||
| ISRG Intuitive Surgical, Inc. - Common Stock | $258.890 | 0,26% | 651 | $-760.359 | Turun ×1 | ||
| XYL Xylem Inc. Common Stock New | $247.059 | 0,24% | 2.090 | $-128.769 | Turun ×6 | ||
| BA Boeing Company (The) Common Stock | $218.635 | 0,22% | 1.010 | $-473.989 | Turun ×1 | ||
| ORCL Oracle Corporation Common Stock | $179.524 | 0,18% | 1.225 | $-578.828 | Turun ×2 | ||
| TOST Toast, Inc. Class A Common Stock | $106.968 | 0,11% | 3.845 | $-465.515 | Turun ×1 | ||
| ANET Arista Networks, Inc. Common Stock | $75.597 | 0,07% | 445 | Naik ×1 | |||
| WM Waste Management, Inc. Common Stock | $65.750 | 0,07% | 295 | $-288.127 | Turun ×1 | ||
| MDLN Medline Inc. - Class A common stock | $45.948 | 0,05% | 1.165 | $-167.430 | Turun ×1 | ||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| ZTS | 31 Des. 2025 | 12.140 | $1.776.325 | -38,8% |
| HOLX | 31 Maret 2025 | 18.060 | $1.301.945 | Tidak lagi dilacak |
| CSGP | 31 Des. 2025 | 14.220 | $1.199.741 | -50,6% |
| SCHW | 30 Juni 2025 | 12.755 | $998.461 | 22,7% |
| WDAY | 30 Juni 2026 | 7.260 | $943.219 | 60,2% |
| BRKA | 30 Juni 2025 | 1 | $798.442 | Tidak lagi dilacak |
| NKE | 30 Juni 2025 | 2.905 | $184.409 | -42,4% |