KAMPMANN MELISSA S.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FAST | 98K | $4.35M |
 | UBER | 64K | $5.36M |
 | TOST | 50K | $1.67M |
 | WMT | 48K | $5.68M |
 | DXCM | 37K | $2.65M |
 | RBA | 26K | $3.01M |
 | AAPL | 26K | $6.44M |
 | GOOG | 26K | $8.49M |
 | PG | 26K | $3.75M |
 | IRTC | 23K | $3.70M |
 | BX | 22K | $3.47M |
 | JNJ | 22K | $4.70M |
 | AMZN | 19K | $4.42M |
 | JPM | 19K | $5.68M |
 | CVX | 18K | $3.02M |
 | ICE | 18K | $3.07M |
 | GNRC | 14K | $2.46M |
 | MSFT | 14K | $6.05M |
 | ECL | 13K | $3.75M |
 | SYK | 12K | $4.53M |
Fastenal Company
FAST
Shares Held
98K
Value
$4.35M
Uber Technologies, Inc.
UBER
Shares Held
64K
Value
$5.36M
Toast, Inc.
TOST
Shares Held
50K
Value
$1.67M
Walmart Inc.
WMT
Shares Held
48K
Value
$5.68M
DexCom, Inc.
DXCM
Shares Held
37K
Value
$2.65M
RB Global, Inc.
RBA
Shares Held
26K
Value
$3.01M
Apple Inc.
AAPL
Shares Held
26K
Value
$6.44M
Alphabet Inc.
GOOG
Shares Held
26K
Value
$8.49M
The Procter & Gamble Company
PG
Shares Held
26K
Value
$3.75M
iRhythm Technologies, Inc.
IRTC
Shares Held
23K
Value
$3.70M
Blackstone Inc.
BX
Shares Held
22K
Value
$3.47M
Johnson & Johnson
JNJ
Shares Held
22K
Value
$4.70M
Amazon.com, Inc.
AMZN
Shares Held
19K
Value
$4.42M
JPMorgan Chase & Co.
JPM
Shares Held
19K
Value
$5.68M
Chevron Corporation
CVX
Shares Held
18K
Value
$3.02M
Intercontinental Exchange, Inc.
ICE
Shares Held
18K
Value
$3.07M
Generac Holdings Inc.
GNRC
Shares Held
14K
Value
$2.46M
Microsoft Corporation
MSFT
Shares Held
14K
Value
$6.05M
Ecolab Inc.
ECL
Shares Held
13K
Value
$3.75M
Stryker Corporation
SYK
Shares Held
12K
Value
$4.53M