Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
LILLY ELI & CO COM | 11,162 | -1,231 | $6,507 |
LLY | 11,162 | -1,231 | $6,507 |
APPLE INC COM | 31,107 | -750 | $5,989 |
AAPL | 31,107 | -750 | $5,989 |
MICROSOFT CORP COM | 14,588 | -10 | $5,486 |
MSFT | 14,588 | -10 | $5,486 |
DEXCOM INC | 38,165 | +240 | $4,736 |
DXCM | 38,165 | +240 | $4,736 |
ALPHABET INC C | 33,430 | -180 | $4,711 |
GOOG | 33,430 | -180 | $4,711 |
UBER TECHNOLOGIES INC | 75,245 | -200 | $4,633 |
UBER | 75,245 | -200 | $4,633 |
MASTERCARD INCORPORATED | 10,232 | -902 | $4,364 |
MA | 10,232 | -902 | $4,364 |
PROCTER & GAMBLE CO COM | 28,505 | +555 | $4,177 |
PG | 28,505 | +555 | $4,177 |
WORKDAY INC A | 14,050 | UNCH | $3,879 |
WDAY | 14,050 | UNCH | $3,879 |
STRYKER CORP | 12,930 | -60 | $3,872 |
SYK | 12,930 | -60 | $3,872 |
ROCKWELL AUTOMATION | 12,207 | +130 | $3,790 |
ROK | 12,207 | +130 | $3,790 |
JOHNSON & JOHNSON COM | 24,036 | +445 | $3,767 |
JNJ | 24,036 | +445 | $3,767 |
ZOETIS INC A | 17,890 | UNCH | $3,531 |
ZTS | 17,890 | UNCH | $3,531 |
INTERCONTINENTAL EXCHANGE INC (ICE) | 26,175 | +85 | $3,362 |
ICE | 26,175 | +85 | $3,362 |
ECOLAB INC | 16,944 | +285 | $3,361 |
ECL | 16,944 | +285 | $3,361 |
S&P GLOBAL INC | 7,487 | +221 | $3,298 |
SPGI | 7,487 | +221 | $3,298 |
FASTENAL CO COM | 50,777 | -55 | $3,289 |
FAST | 50,777 | -55 | $3,289 |
JPMORGAN CHASE & CO COM | 19,022 | +700 | $3,236 |
JPM | 19,022 | +700 | $3,236 |
WALMART INC | 20,275 | UNCH | $3,196 |
WMT | 20,275 | UNCH | $3,196 |
BLACKSTONE INC | 21,905 | +305 | $2,868 |
BX | 21,905 | +305 | $2,868 |
SALESFORCE INC | 10,855 | UNCH | $2,856 |
CRM | 10,855 | UNCH | $2,856 |
AMAZON.COM INC COM | 18,340 | +450 | $2,787 |
AMZN | 18,340 | +450 | $2,787 |
STARBUCKS CORP COM | 27,277 | +450 | $2,619 |
SBUX | 27,277 | +450 | $2,619 |
AON PLC | 8,775 | +95 | $2,554 |
AON | 8,775 | +95 | $2,554 |
IRHYTHM TECHNOLOGIES INC | 23,140 | +750 | $2,477 |
IRTC | 23,140 | +750 | $2,477 |
CHEVRON CORP NEW COM | 16,592 | UNCH | $2,475 |
CVX | 16,592 | UNCH | $2,475 |
HOLOGIC INC COM | 32,720 | UNCH | $2,338 |
HOLX | 32,720 | UNCH | $2,338 |
SCHWAB CHARLES CORP | 31,305 | +6,775 | $2,154 |
SCHW | 31,305 | +6,775 | $2,154 |
RB GLOBAL INC | 26,690 | -875 | $1,785 |
RBA | 26,690 | -875 | $1,785 |
INTUITIVE SURGICAL INC | 5,159 | +110 | $1,740 |
ISRG | 5,159 | +110 | $1,740 |
HOME DEPOT INC COM | 4,770 | +165 | $1,653 |
HD | 4,770 | +165 | $1,653 |
NIKE INC | 15,050 | +115 | $1,634 |
NKE | 15,050 | +115 | $1,634 |
VANGUARD INTERMEDIATE TERM BOND ETF (BIV) | 18,839 | -394 | $1,439 |
BIV | 18,839 | -394 | $1,439 |
COSTAR GROUP INC | 15,760 | +1,225 | $1,377 |
CSGP | 15,760 | +1,225 | $1,377 |
CANADIAN NATL RY CO COM | 10,125 | -130 | $1,272 |
CNI | 10,125 | -130 | $1,272 |
XYLEM INC COM | 10,515 | -1,670 | $1,202 |
XYL | 10,515 | -1,670 | $1,202 |
ISHARES CORE TOTAL US AGG BOND ETF (AGG) | 8,621 | +95 | $856 |
AGG | 8,621 | +95 | $856 |
GENERAC HLDGS INC | 5,800 | +5,800 | $750 |
GNRC | 5,800 | +5,800 | $750 |
BERKSHIRE HATHAWAY INC DEL CL A | $543 | ||
BRK.A | 1 | UNCH | $543 |
See Full List: All Stocks Held By Kampmann Melissa S.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Kampmann Melissa S.
Size ($ in 1000's)
At 12/31/2023: $116,774 At 09/30/2023: $103,641 Kampmann Melissa S. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Kampmann Melissa S. 13F filings. Link to 13F filings: SEC filings |