Long-term investor
Kampmann Melissa S. @kampmannmelissas
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001999898).
Record
- Tracked since 2025-06-30 (486 days), 67 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +10.9% · 1 year +18.5% · all +18.5%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- LLY · 7.0% · long · since 2025-09-30
- 02079K107 · 6.8% · long · since 2025-09-30
- AAPL · 6.7% · long · since 2025-09-30
- MSFT · 5.5% · long · since 2025-09-30
- JPM · 4.8% · long · since 2025-09-30
- JNJ · 4.4% · long · since 2025-09-30
- ROK · 4.2% · long · since 2025-09-30
- FAST · 3.8% · long · since 2025-09-30
- WMT · 3.7% · long · since 2025-09-30
- AMZN · 3.7% · long · since 2025-09-30
- MA · 3.5% · long · since 2025-09-30
- GEV · 3.3% · long · since 2025-09-30