Kampmann Melissa S. 13F 持仓 · 2026年Q2
Kampmann Melissa S. 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 44 只证券，申报市值合计 1.32 亿美元。前几大持仓：LLY（7.03%）、GOOG（6.81%）、AAPL（5.62%）。本季前 25 大持仓中：增持 8 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | LLY | LILLY ELI & CO COM | $9.3M | 7.03% | 7,762 | 减持 |
| 2 | GOOG | ALPHABET INC C | $9.0M | 6.81% | 25,524 | 减持 |
| 3 | AAPL | APPLE INC COM | $7.4M | 5.62% | 25,685 | 减持 |
| 4 | JPM | JPMORGAN CHASE & CO COM | $6.1M | 4.61% | 18,640 | 减持 |
| 5 | ROK | ROCKWELL AUTOMATION | $6.1M | 4.61% | 12,327 | 增持 |
| 6 | JNJ | JOHNSON & JOHNSON COM | $5.4M | 4.07% | 21,188 | 减持 |
| 7 | GEV | GE VERNOVA INC | $5.2M | 3.94% | 4,437 | 减持 |
| 8 | WMT | WALMART INC | $5.2M | 3.92% | 45,836 | 减持 |
| 9 | MSFT | MICROSOFT CORP COM | $5.0M | 3.79% | 13,457 | 减持 |
| 10 | FAST | FASTENAL CO COM | $4.7M | 3.57% | 98,373 | 增持 |
| 11 | AMZN | AMAZON.COM INC COM | $4.5M | 3.41% | 18,955 | 减持 |
| 12 | GNRC | GENERAC HLDGS INC | $4.2M | 3.19% | 14,421 | 增持 |
| 13 | UBER | UBER TECHNOLOGIES INC | $4.2M | 3.18% | 58,265 | 减持 |
| 14 | MA | MASTERCARD INCORPORATED | $4.1M | 3.10% | 7,987 | 减持 |
| 15 | SYK | STRYKER CORP | $3.9M | 2.92% | 12,258 | 减持 |
| 16 | PG | PROCTER & GAMBLE CO COM | $3.8M | 2.84% | 25,652 | 减持 |
| 17 | ECL | ECOLAB INC | $3.7M | 2.83% | 13,423 | 增持 |
| 18 | CVX | CHEVRON CORP NEW COM | $3.1M | 2.34% | 18,701 | 增持 |
| 19 | RBA | RB GLOBAL INC | $2.8M | 2.10% | 23,902 | 减持 |
| 20 | IRTC | IRHYTHM TECHNOLOGIES INC | $2.5M | 1.89% | 21,012 | 减持 |
| 21 | DXCM | DEXCOM INC | $2.4M | 1.85% | 36,343 | 减持 |
| 22 | HD | HOME DEPOT INC COM | $2.4M | 1.79% | 6,725 | 减持 |
| 23 | ISRG | INTUITIVE SURGICAL INC | $2.2M | 1.64% | 5,463 | 增持 |
| 24 | COST | COSTCO WHOLESALE CORP | $1.9M | 1.47% | 2,076 | 增持 |
| 25 | NOW | SERVICENOW INC | $1.9M | 1.43% | 19,020 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR