Investor Details
| Filer Name: | KAMPMANN MELISSA S. |
|---|---|
| CIK: | 1999898 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-11 |
| Number of Holdings: | 41 |
| Portfolio Value: | $0.13B |
Kampmann Melissa S. Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| AAPL | US | APPLE INC | 28,368 | $7M | 5.59% | -9.2% | - |
| LLY | US | ELI LILLY & CO | 8,471 | $7M | 5.14% | -13.1% | - |
| MSFT | US | MICROSOFT CORP | 14,053 | $6M | 4.66% | -10.6% | - |
| GOOG | US | ALPHABET INC-CL C | 29,210 | $6M | 4.38% | -11.3% | - |
| WMT | US | WALMART INC | 60,687 | $5M | 4.31% | -11.0% | - |
| JPM | US | JPMORGAN CHASE & CO | 19,796 | $5M | 3.73% | -10.2% | - |
| SYK | US | STRYKER CORP | 12,740 | $5M | 3.61% | -10.1% | - |
| PG | US | PROCTER & GAMBLE CO/THE | 26,439 | $4M | 3.49% | -11.0% | - |
| MA | US | MASTERCARD INC - A | 8,300 | $4M | 3.44% | -8.5% | - |
| AMZN | US | AMAZON.COM INC | 19,170 | $4M | 3.31% | -10.7% | - |
| UBER | US | UBER TECHNOLOGIES INC | 67,635 | $4M | 3.21% | -8.9% | - |
| BX | US | BLACKSTONE INC | 23,525 | $4M | 3.19% | -8.8% | - |
| SPGI | US | S&P GLOBAL INC | 7,360 | $4M | 2.88% | -11.2% | - |
| WDAY | US | WORKDAY INC-CLASS A | 13,940 | $4M | 2.83% | -7.7% | - |
| ECL | US | ECOLAB INC | 14,519 | $3M | 2.68% | -18.7% | - |
| ROK | US | ROCKWELL AUTOMATION INC | 11,798 | $3M | 2.65% | -10.8% | - |
| AON | US | AON PLC-CLASS A | 9,220 | $3M | 2.61% | -7.9% | - |
| FAST | US | FASTENAL CO | 45,995 | $3M | 2.60% | -8.4% | - |
| ICE | US | INTERCONTINENTAL EXCHANGE IN | 20,595 | $3M | 2.41% | -8.7% | - |
| ISRG | US | INTUITIVE SURGICAL INC | 5,713 | $3M | 2.35% | -10.2% | - |