Kampmann Melissa S.
CIK 1999898 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $101.1M
- 持仓
- 44
- 截至
- 2026年6月30日
按 13F 价值排名第 8336（共 9443） · 前 88.3%
投资组合价值同比（季度）：-7.3% 13F不披露现金
- 前十大持仓权重
- 57.23%
- 前二十五大持仓权重
- 92.70%
- 持仓高于 1%
- 27
- 有效持仓数量
- 21.8
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 0.34% 估计买入 $358830 · 卖出 $16400205
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 86.3% 仍持有
- 新仓位
- 2
- 增加
- 1
- 减少
- 40
- 已结清
- 1
本页内容
与标普500指数的表现对比
年化：+8.6% · 标普500指数：+18.0%
近似于基于季度SEC 13F快照构建的买入并持有投资组合。不包括现金、空头头寸、期权/衍生品和非13(f)证券——仅反映已披露的多头股票账簿，而非基金总资产管理规模。SEC文件延迟最多可达45天；这不是一个可实时复制的交易。
可定价覆盖率：97.8% · 已排除期权：0.0%
行业细分
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%
其他/未映射
1.9%
完整投资组合 44 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| LLY Eli Lilly and Company Common Stock | $8927357 | 8.83% | 7443 | $1770627 | 下跌 ×5 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $8691918 | 8.60% | 24600 | $1407108 | 下跌 ×6 | ||
| AAPL Apple Inc. - Common Stock | $7216638 | 7.14% | 24940 | $712000 | 下跌 ×6 | ||
| ROK Rockwell Automation, Inc. Common Stock | $5390926 | 5.33% | 10889 | $1341324 | 下跌 ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $5208475 | 5.15% | 15912 | $268940 | 下跌 ×5 | ||
| WMT Walmart Inc. - Common Stock | $4990236 | 4.94% | 44060 | $-764549 | 下跌 ×6 | ||
| MSFT Microsoft Corporation - Common Stock | $4854109 | 4.80% | 13013 | $-99876 | 下跌 ×2 | ||
| JNJ Johnson & Johnson Common Stock | $4445237 | 4.40% | 17503 | $-43415 | 下跌 ×5 | ||
| FAST Fastenal Company - Common Stock | $4193259 | 4.15% | 87305 | $4499 | 下跌 ×2 | ||
| MA Mastercard Incorporated Common Stock | $3935717 | 3.89% | 7663 | $-30584 | 下跌 ×6 | ||
| AMZN Amazon.com, Inc. - Common Stock | $3716912 | 3.68% | 15595 | $52401 | 下跌 ×2 | ||
| SYK Stryker Corporation Common Stock | $3669460 | 3.63% | 11655 | $-294978 | 下跌 ×5 | ||
| UBER Uber Technologies, Inc. Common Stock | $3576610 | 3.54% | 49565 | $-432409 | 下跌 ×5 | ||
| PG Procter & Gamble Company (The) Common Stock | $3451026 | 3.41% | 23534 | $-79665 | 下跌 ×1 | ||
| ECL Ecolab Inc. Common Stock | $3430804 | 3.39% | 12314 | $28674 | 下跌 ×2 | ||
| CVX Chevron Corporation Common Stock | $2797863 | 2.77% | 16879 | $-824749 | 下跌 ×2 | ||
| IRTC iRhythm Holdings, Inc. - Common Stock | $2274919 | 2.25% | 19125 | $-162194 | 下跌 ×5 | ||
| RBA RB Global, Inc. Common Stock | $2218955 | 2.19% | 19055 | $-17705 | 下跌 ×5 | ||
| DXCM DexCom, Inc. - Common Stock | $2068319 | 2.05% | 30710 | $50241 | 下跌 ×1 | ||
| ICE Intercontinental Exchange Inc. Common Stock | $1767244 | 1.75% | 14355 | $-746090 | 下跌 ×6 | ||
| HD Home Depot, Inc. (The) Common Stock | $1615274 | 1.60% | 4580 | $-318599 | 下跌 ×2 | ||
| BX Blackstone Inc. Common Stock | $1527357 | 1.51% | 12980 | $-493017 | 下跌 ×6 | ||
| WEC WEC Energy Group, Inc. Common Stock | $1363874 | 1.35% | 11680 | $11680 | |||
| AON Aon plc Class A Ordinary Shares (Ireland) | $1232228 | 1.22% | 3715 | $-1078877 | 下跌 ×5 | ||
| SBUX Starbucks Corporation - Common Stock | $1151170 | 1.14% | 11265 | $111478 | 下跌 ×1 | ||
| SPGI S&P Global Inc. Common Stock | $1041364 | 1.03% | 2557 | $-1214639 | 下跌 ×5 | ||
| BIV | $1009909 | 1.00% | 13167 | $-262326 | 下跌 ×1 | ||
| AGG | $880031 | 0.87% | 8891 | $-36827 | 下跌 ×1 | ||
| CRM Salesforce, Inc. Common Stock | $636040 | 0.63% | 4060 | $-565928 | 下跌 ×5 | ||
| GNRC Generac Holdlings Inc. Common Stock | $524130 | 0.52% | 1790 | $-817787 | 下跌 ×1 | ||
| GEV GE Vernova Inc. Common Stock | $505190 | 0.50% | 430 | $-1140227 | 下跌 ×1 | ||
| CNI Canadian National Railway Company Common Stock | $373817 | 0.37% | 3135 | $-13112 | 下跌 ×6 | ||
| COST Costco Wholesale Corporation - Common Stock | $364833 | 0.36% | 390 | $-560850 | 下跌 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $300135 | 0.30% | 1500 | $53359 | 上涨 ×1 | ||
| NOW ServiceNow, Inc. Common Stock | $281955 | 0.28% | 2840 | $-323912 | 下跌 ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $266225 | 0.26% | 250 | 上涨 ×1 | |||
| ISRG Intuitive Surgical, Inc. - Common Stock | $258890 | 0.26% | 651 | $-760359 | 下跌 ×1 | ||
| XYL Xylem Inc. Common Stock New | $247059 | 0.24% | 2090 | $-128769 | 下跌 ×6 | ||
| BA Boeing Company (The) Common Stock | $218635 | 0.22% | 1010 | $-473989 | 下跌 ×1 | ||
| ORCL Oracle Corporation Common Stock | $179524 | 0.18% | 1225 | $-578828 | 下跌 ×2 | ||
| TOST Toast, Inc. Class A Common Stock | $106968 | 0.11% | 3845 | $-465515 | 下跌 ×1 | ||
| ANET Arista Networks, Inc. Common Stock | $75597 | 0.07% | 445 | 上涨 ×1 | |||
| WM Waste Management, Inc. Common Stock | $65750 | 0.07% | 295 | $-288127 | 下跌 ×1 | ||
| MDLN Medline Inc. - Class A common stock | $45948 | 0.05% | 1165 | $-167430 | 下跌 ×1 | ||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。