Kampmann Melissa S.: 13F holdings
CIK 19998982026Q2
| Positions | 44 |
|---|
| Reported value | $132.3m |
|---|
| Filed | 2026-07-29 |
|---|
Change since last quarter
| Positions | 44 (+1 vs prior quarter) |
|---|
| Reported value | $132.3m (+6.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| LLY LILLY ELI & CO COM | 7,762 | $9.3m | 7.0% |
| GOOG ALPHABET INC C | 25,524 | $9.0m | 6.8% |
| AAPL APPLE INC COM | 25,685 | $7.4m | 5.6% |
| ROK ROCKWELL AUTOMATION | 12,327 | $6.1m | 4.6% |
| JPM JPMORGAN CHASE & CO COM | 18,640 | $6.1m | 4.6% |
| JNJ JOHNSON & JOHNSON COM | 21,188 | $5.4m | 4.1% |
| GEV GE VERNOVA INC | 4,437 | $5.2m | 3.9% |
| WMT WALMART INC | 45,836 | $5.2m | 3.9% |
| MSFT MICROSOFT CORP COM | 13,457 | $5.0m | 3.8% |
| FAST FASTENAL CO COM | 98,373 | $4.7m | 3.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1999898")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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