Melissa S. Kampmann Portfolio
Invests via Kampmann Melissa S. | Managed by Melissa S. Kampmann
Invests via Kampmann Melissa S.
Managed by Melissa S. Kampmann
Automatically Tracked
Melissa S. Kampmann Profile
Corporate finance and strategic transactions specialist with experience advising growth-stage healthcare and technology companies and investors. Melissa S. Kampmann combines operational leadership and M&A execution, having managed cross-border deals, capital raises and integrations while partnering with PE and venture investors. Market-facing skills include financial modelling, commercial diligence and board-level communications. Regularly engages on exit planning, corporate development and investor relations for founder-led businesses.
Corporate finance and strategic transactions specialist with experience advising growth-stage healthcare and technology companies and investors. Melissa S. Kampmann combines operational leadership and M&A execution, having managed cross-border deals, capital raises and integrations while partnering with PE and venture investors. Market-facing skills include financial modelling, commercial diligence and board-level communications. Regularly engages on exit planning, corporate development and investor relations for founder-led businesses.
Investment Philosophy & Strategy
Prioritizes disciplined, growth‑oriented capital allocation in healthcare and technology, favoring scalable, founder-led businesses where strategic corporate development and operational improvements unlock value. Emphasizes rigorous financial modelling, commercial diligence and deal structuring to align incentives across founders, PE and venture partners. Prefers cross‑border opportunities with clear exit pathways, active board engagement and integration plans; balances conviction bets with portfolio-level risk controls and milestone‑driven capital deployment.
Prioritizes disciplined, growth‑oriented capital allocation in healthcare and technology, favoring scalable, founder-led businesses where strategic corporate development and operational improvements unlock value. Emphasizes rigorous financial modelling, commercial diligence and deal structuring to align incentives across founders, PE and venture partners. Prefers cross‑border opportunities with clear exit pathways, active board engagement and integration plans; balances conviction bets with portfolio-level risk controls and milestone‑driven capital deployment.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
18.96%
Gain -0.3%
Monthly
0.5%
Yearly
6.13%
Drawdown
33.25%
$134.57M
Equity
Holdings
$134.57M
Investment
$111.93M
$22.87M
Profit -$415,732.74
Realized
$230,519.11
Unrealized
$22.64M
Dividends
$3.82M
Goals
Avg. 77% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.3%
Profit
-$415,732.74
Win %
52%
This Week
Compared To Last Week
Gain
-1.38%
Profit
-$1.88M
Win %
52%
This Month
Compared to last month
Gain
-0.31%
Profit
-$415,732.74
Win %
52%
This Year
Compared to last year
Gain
2.7%
Profit
$3.56M
Win %
51%
AMZN Amazon.com Inc
+15.32%
+$683,896.21 
DXCM DexCom, Inc.
+11.95%
+$323,816.13 
GOOG Alphabet Inc
+6.88%
+$586,286.28 
ANET Arista Networks, Inc.
+5.46%
+$17,680.36 
MSFT Microsoft Corp.
+3.02%
+$183,284.21 
NVDA NVIDIA Corporation
+2.93%
+$45,794.26 
GNRC Generac Holdings Inc.
+2.71%
+$74,989.2 
CVX Chevron Corporation
+2.35%
+$84,528.52 
FAST Fastenal Co.
+2.25%
+$103,291.65 
ROK Rockwell Automation, Inc.
+1.93%
+$111,805.61 
CRM Salesforce Inc
+1.83%
+$14,034.37 
ORCL Oracle Corporation
+1.81%
+$27,100.92 
NOW ServiceNow, Inc.
+1.05%
+$22,063.2 
GEV GE Vernova Inc.
+0.85%
+$36,871.47 
CAT Caterpillar Inc.
+0.7%
+$1,417.5 
MDLN Medline Inc.
+0.41%
+$2,230.08 
PG Procter & Gamble Co
+0.37%
+$13,595.56 
JPM JPMorgan Chase & Co.
+0.27%
+$17,521.6 
JNJ Johnson & Johnson
+0.21%
+$11,229.64 
XYL Xylem Inc.
+0.13%
+$322.5 
ISRG Intuitive Surgical, Inc.
+0.1%
+$1,966.63 
WM Waste Management, Inc.
+0.1%
+$1,527.9 
WMT Walmart Inc.
+0.09%
+$4,583.69 
CDNMF EGR Exploration Ltd.
0%
$0 
AAPL Apple Inc.
-7.35%
-$629,796.2 
SYK Stryker Corporation
-6.42%
-$273,843.71 
ICE Intercontinental Exchange, Inc.
-2.42%
-$57,130.46 
BA Boeing Company
-2.15%
-$31,887.17 
TOST Toast Inc.
-1.77%
-$25,351.22 
AON Aon plc
-1.64%
-$23,478.08 
IRTC Irhythm Technologies Inc.
-1.6%
-$40,132.96 
SPGI S&P Global Inc.
-0.74%
-$8,586.82 
MA Mastercard Incorporated
-0.74%
-$33,944.78 
ECL Ecolab Inc.
-0.61%
-$22,953.33 
WEC WEC Energy Group Inc.
-0.57%
-$7,358.44 
SBUX Starbucks Corporation
-0.57%
-$7,487.4 
LLY Eli Lilly and Company
-0.53%
-$47,581.06 
HD The Home Depot, Inc.
-0.42%
-$9,347.88 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$2,763.25 
BX Blackstone Inc.
-0.25%
-$4,563.3 
RBA Rb Global Inc.
-0.24%
-$6,453.59 
COST Costco Wholesale Corporation
-0.24%
-$4,733.22 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$3,022.65 
UBER Uber Technologies, Inc.
-0.01%
-$582.65 Events
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Dividends
Dividend Analysis
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| Trades 420 | Longs Won 270/420 64% | Profit Factor 5.68 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $478,943.77 |
| Average Win $217,750.32 | Best Trade (Aug 05) $5.59M | Sharpe Ratio -9.03 |
| Average Loss -$68,988.06 | Worst Trade (Dec 30) -$983,883.55 | Z-Score -0.68 (50.12%) |
| Commissions $0 | Avg. Trade Length 9m 3w 3d | Expectancy $54,447.22 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.12% |
| Consecutive Losing Trades | 1,949 | 1,754 | 1,559 | 1,365 | 1,170 | 975 | 780 | 585 | 390 | 195 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 25,685 | $5.71M | $7.93M | - | $2.23M | 39.07% | -7.354% |
| AGG iShares Core U.S. Aggregate Bond ETF | 11,053 | $1.09M | $1.08M | - | -$17,370.49 | -1.59% | -0.256% |
| AMZN Amazon.com Inc | 18,955 | $3.61M | $5.15M | - | $1.54M | 42.64% | +15.321% |
| ANET Arista Networks, Inc. | 1,895 | $321,923 | $341,763.27 | - | $19,840.27 | 6.16% | +5.456% |
| AON Aon plc | 3,900 | $1.56M | $1.41M | - | -$150,305.98 | -9.66% | -1.642% |
| BA Boeing Company | 6,699 | $1.37M | $1.45M | - | $76,259.85 | 5.56% | -2.155% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 20,151 | $1.54M | $1.52M | - | -$21,467.79 | -1.39% | -0.198% |
| BX Blackstone Inc. | 14,260 | $1.99M | $1.82M | - | -$172,635.37 | -8.66% | -0.25% |
| CAT Caterpillar Inc. | 250 | $266,225 | $203,702.5 | - | -$62,522.5 | -23.48% | +0.701% |
| CDNMF EGR Exploration Ltd. | 3,365 | $13.79 | $336.5 | - | $322.71 | 2,340.17% | 0.0 |
| COST Costco Wholesale Corporation | 2,076 | $1.86M | $1.98M | - | $119,155.78 | 6.42% | -0.239% |
| CRM Salesforce Inc | 4,240 | $1.14M | $780,244.82 | - | -$357,601.95 | -31.43% | +1.832% |
| CVX Chevron Corporation | 18,701 | $3.13M | $3.68M | - | $549,536.87 | 17.55% | +2.35% |
| DXCM DexCom, Inc. | 36,343 | $2.48M | $3.03M | - | $550,959.54 | 22.2% | +11.953% |
| ECL Ecolab Inc. | 13,423 | $3.41M | $3.73M | - | $321,232.49 | 9.43% | -0.612% |
| FAST Fastenal Co. | 98,373 | $3.83M | $4.69M | - | $863,302.14 | 22.54% | +2.25% |
| GEV GE Vernova Inc. | 4,437 | $2.5M | $4.39M | - | $1.9M | 76.04% | +0.846% |
| GNRC Generac Holdings Inc. | 14,421 | $1.85M | $2.84M | - | $987,909.63 | 53.27% | +2.71% |
| GOOG Alphabet Inc | 25,524 | $3.99M | $9.1M | - | $5.12M | 128.29% | +6.884% |
| HD The Home Depot, Inc. | 6,725 | $2.47M | $2.23M | - | -$234,536.23 | -9.51% | -0.417% |
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FAQ
Which stocks have generated the highest profits for Melissa S. Kampmann?
The largest contributions to the portfolio's profits come from the following stocks: Eli Lilly and Company - $4.1M, Uber Technologies, Inc - $2.26M, Walmart Inc - $2.17M, Apple Inc - $2.09M, and Microsoft Corp - $1.86M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: DexCom, Inc - $1.24M, Workday Inc - $943,178.98, Irhythm Technologies Inc - $414,704.55, Chevron Corporation - $83,741.41, and Aon plc - $77,464.42. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Melissa S. Kampmann's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.82M earned over time. The largest contributors to dividend income include Procter & Gamble Co - $310,982.72, Chevron Corporation - $300,732.35, Johnson & Johnson - $293,309.75, JPMorgan Chase & Co - $285,639.45, and Blackstone Inc - $248,587. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Melissa S. Kampmann's monthly returns?
Melissa S. Kampmann's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Melissa S. Kampmann's strategy be considered aggressive or moderate?
Melissa S. Kampmann's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Melissa S. Kampmann's strategy?
Melissa S. Kampmann's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
