Portfolio (Quarterly) Guide ↗

Kampmann Melissa S.

· CIK 0001999898

13F Portfolio $132M AUM 86 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 2 New 11 Added 20 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	WDAY	WORKDAY INC A	Technology	7,745	$1.0M	0.81%	SOLD

Sector Allocation

Healthcare 22.2%

Technology 20.4%

Industrials 16.1%

Financial Services 13.7%

Consumer Defensive 9.2%

Consumer Cyclical 6.9%

Utilities 5.6%

Basic Materials 3.2%

Energy 2.6%