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Home > Institutional Investor > Kampmann Melissa S. > Profile

Instuitional Investor - Kampmann Melissa S.

Fund Profile
Filing Period:
Fund Name: Kampmann Melissa S.
Portfolio Value $126,512,106
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Eli Lilly & Co
 LLY 8,511 $7,029,320 5.56%
2.
Apple Inc.
 AAPL 27,630 $6,137,452 4.85%
3.
Microsoft Corp
 MSFT 14,020 $5,262,968 4.16%
4.
Walmart Inc.
 WMT 56,789 $4,985,507 3.94%
5.
Uber Technologies Inc
 UBER 67,995 $4,954,116 3.92%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)