Kampmann Melissa S.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 29, 2026), Kampmann Melissa S. reported 44 stock positions worth $132.3 million. Its top holding was Eli Lilly (LLY) at 7.0% of the portfolio, followed by Alphabet Class C (GOOG, 6.8%) and Apple (AAPL, 5.6%). Compared with Q1 2026, it opened 2 new positions, sold out of 1, added to 14 and reduced 27. The biggest buy was Rockwell Automation (ROK, shares +0%) and the biggest sale S&P Global (SPGI, shares −50%).
- Most Recent 13F
- Q2 2026
- Location
- WAUSAU, WI
- CIK
- 0001999898
- Portfolio Value
- $132.3M (Q2 2026)
- SEC Filing
- 0001999898-26-000004 ↗ filed Jul 29, 2026
Holdings Value
Holdings 44 stocks · $132.3M
| LLY Eli Lilly & Co. | 7.03% | 7,762 | $9.3M | Reduce -1.3% |
| GOOG Alphabet Inc. Class C | 6.81% | 25,524 | $9.0M | Reduce -0.4% |
| AAPL Apple Inc. | 5.62% | 25,685 | $7.4M | Reduce -0.5% |
| ROK Rockwell Automation Inc. | 4.61% | 12,327 | $6.1M | Add +0.1% |
| JPM JPMorgan Chase & Co. | 4.61% | 18,640 | $6.1M | Reduce -0.3% |
| JNJ Johnson & Johnson | 4.07% | 21,188 | $5.4M | Reduce -1.0% |
| GEV GE Vernova Inc. | 3.94% | 4,437 | $5.2M | Reduce -0.3% |
| WMT Walmart Inc. | 3.92% | 45,836 | $5.2M | Reduce -2.6% |
| MSFT Microsoft Corp. | 3.79% | 13,457 | $5.0M | Reduce -0.7% |
| FAST Fastenal Co. | 3.57% | 98,373 | $4.7M | Add +0.3% |
| AMZN Amazon.com Inc. | 3.41% | 18,955 | $4.5M | Reduce -0.2% |
| GNRC Generac Holdings Inc. | 3.19% | 14,421 | $4.2M | Add +1.2% |
| UBER Uber Technologies Inc. | 3.18% | 58,265 | $4.2M | Reduce -2.8% |
| MA Mastercard Inc. Class A | 3.10% | 7,987 | $4.1M | Reduce -0.2% |
| SYK Stryker Corp. | 2.92% | 12,258 | $3.9M | Reduce -1.2% |
| PG The Procter & Gamble Co. | 2.84% | 25,652 | $3.8M | Reduce -0.0% |
| ECL Ecolab Inc. | 2.83% | 13,423 | $3.7M | Add +0.5% |
| CVX Chevron Corp. | 2.34% | 18,701 | $3.1M | Add +3.8% |
| RBA RB Global Inc. | 2.10% | 23,902 | $2.8M | Reduce -5.0% |
| IRTC Irhythm Holdings Inc. | 1.89% | 21,012 | $2.5M | Reduce -4.5% |
| DXCM Dexcom Inc. | 1.85% | 36,343 | $2.4M | Reduce -1.2% |
| HD Home Depot Inc. | 1.79% | 6,725 | $2.4M | Reduce -0.6% |
| ISRG Intuitive Surgical Inc. | 1.64% | 5,463 | $2.2M | Add +0.3% |
| COST Costco Wholesale Corp. | 1.47% | 2,076 | $1.9M | Add +11.6% |
| NOW ServiceNow Inc. | 1.43% | 19,020 | $1.9M | Add +63.9% |
| ICE Intercontinental Exchange Inc. | 1.40% | 15,074 | $1.9M | Reduce -7.5% |
| ORCL Oracle Corp. | 1.30% | 11,732 | $1.7M | Reduce -0.3% |
| BX Blackstone Inc. | 1.27% | 14,260 | $1.7M | Reduce -23.3% |
| NVDA Nvidia Corp. | 1.21% | 8,020 | $1.6M | Add +409.2% |
| WM Waste Management Inc. | 1.17% | 6,945 | $1.5M | Add +5.5% |
| BIV Vanguard Intermediate-Term B | 1.17% | 20,151 | $1.5M | Reduce -1.1% |
| BA The Boeing Co. | 1.10% | 6,699 | $1.5M | Add +8.3% |
| WEC WEC Energy Group Inc. | 1.03% | 11,680 | $1.4M | No change |
| AON Aon PLC Class A | 0.98% | 3,900 | $1.3M | Reduce -47.0% |
| SBUX Starbucks Corp. | 0.96% | 12,479 | $1.3M | Add +7.5% |
| TOST Toast Inc. Class A | 0.92% | 43,709 | $1.2M | Reduce -12.3% |
| SPGI S&P Global Inc. | 0.86% | 2,797 | $1.1M | Reduce -50.0% |
| AGG iShares Core U.S. Aggregate | 0.83% | 11,053 | $1.1M | Add +5.2% |
| CRM Salesforce Inc. | 0.50% | 4,240 | $664K | Reduce -35.9% |
| MDLN Medline Inc. Class A | 0.42% | 13,938 | $550K | Add +156.2% |
| CNI Canadian Natl Railway Co. | 0.30% | 3,365 | $401K | Reduce -10.6% |
| ANET Arista Networks Inc. | 0.24% | 1,895 | $322K | New |
| CAT Caterpillar Inc. | 0.20% | 250 | $266K | New |
| XYL Xylem Inc. | 0.19% | 2,150 | $254K | Reduce -31.6% |
Portfolio Sells Q1 2026 → Q2 2026
| SPGI S&P Global Inc. | Reduce -50.0% | 0.86% | −1.05 |
| AON Aon PLC Class A | Reduce -47.0% | 0.98% | −0.93 |
| WDAY Workday Inc. Class A | Sold out | 0.00% | −0.81 |
| WMT Walmart Inc. | Reduce -2.6% | 3.92% | −0.77 |
| ICE Intercontinental Exchange Inc. | Reduce -7.5% | 1.40% | −0.65 |
| CRM Salesforce Inc. | Reduce -35.9% | 0.50% | −0.49 |
| BX Blackstone Inc. | Reduce -23.3% | 1.27% | −0.45 |
| SYK Stryker Corp. | Reduce -1.2% | 2.92% | −0.36 |
| UBER Uber Technologies Inc. | Reduce -2.8% | 3.18% | −0.28 |
| MSFT Microsoft Corp. | Reduce -0.7% | 3.79% | −0.23 |
| IRTC Irhythm Holdings Inc. | Reduce -4.5% | 1.89% | −0.20 |
| TOST Toast Inc. Class A | Reduce -12.3% | 0.92% | −0.14 |
| JNJ Johnson & Johnson | Reduce -1.0% | 4.07% | −0.13 |
| PG The Procter & Gamble Co. | Reduce -0.0% | 2.84% | −0.13 |
| MA Mastercard Inc. Class A | Reduce -0.2% | 3.10% | −0.11 |
| XYL Xylem Inc. | Reduce -31.6% | 0.19% | −0.11 |
| BIV Vanguard Intermediate-Term B | Reduce -1.1% | 1.17% | −0.09 |
| ORCL Oracle Corp. | Reduce -0.3% | 1.30% | −0.09 |
| CNI Canadian Natl Railway Co. | Reduce -10.6% | 0.30% | −0.01 |
| DXCM Dexcom Inc. | Reduce -1.2% | 1.85% | −0.00 |
| HD Home Depot Inc. | Reduce -0.6% | 1.79% | +0.01 |
| RBA RB Global Inc. | Reduce -5.0% | 2.10% | +0.17 |
| JPM JPMorgan Chase & Co. | Reduce -0.3% | 4.61% | +0.20 |
| AMZN Amazon.com Inc. | Reduce -0.2% | 3.41% | +0.24 |
| AAPL Apple Inc. | Reduce -0.5% | 5.62% | +0.36 |
| GEV GE Vernova Inc. | Reduce -0.3% | 3.94% | +0.82 |
| GOOG Alphabet Inc. Class C | Reduce -0.4% | 6.81% | +0.91 |
| LLY Eli Lilly & Co. | Reduce -1.3% | 7.03% | +1.23 |
Portfolio Buys Q1 2026 → Q2 2026
| ROK Rockwell Automation Inc. | Add +0.1% | 4.61% | +1.06 |
| NVDA Nvidia Corp. | Add +409.2% | 1.21% | +0.99 |
| GNRC Generac Holdings Inc. | Add +1.2% | 3.19% | +0.96 |
| NOW ServiceNow Inc. | Add +63.9% | 1.43% | +0.45 |
| ANET Arista Networks Inc. | New | 0.24% | +0.24 |
| MDLN Medline Inc. Class A | Add +156.2% | 0.42% | +0.22 |
| CAT Caterpillar Inc. | New | 0.20% | +0.20 |
| SBUX Starbucks Corp. | Add +7.5% | 0.96% | +0.13 |
| BA The Boeing Co. | Add +8.3% | 1.10% | +0.11 |
| AGG iShares Core U.S. Aggregate | Add +5.2% | 0.83% | −0.01 |
| COST Costco Wholesale Corp. | Add +11.6% | 1.47% | −0.02 |
| ECL Ecolab Inc. | Add +0.5% | 2.83% | −0.03 |
| WM Waste Management Inc. | Add +5.5% | 1.17% | −0.04 |
| FAST Fastenal Co. | Add +0.3% | 3.57% | −0.08 |
| ISRG Intuitive Surgical Inc. | Add +0.3% | 1.64% | −0.37 |
| CVX Chevron Corp. | Add +3.8% | 2.34% | −0.65 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 44 | $132.3M | LLY, GOOG, AAPL, ROK, JPM |
| Q1 2026 | 43 | $124.6M | GOOG, LLY, AAPL, WMT, JPM |
| Q4 2025 | 41 | $135.2M | LLY, GOOG, AAPL, MSFT, WMT |
| Q3 2025 | 40 | $137.2M | MSFT, AAPL, UBER, GOOG, JPM |
| Q2 2025 | 40 | $133.2M | MSFT, LLY, UBER, JPM, AAPL |
| Q1 2025 | 41 | $126.5M | LLY, AAPL, MSFT, WMT, UBER |
| Q4 2024 | 41 | $127.1M | AAPL, LLY, MSFT, GOOG, WMT |
| Q3 2024 | 41 | $141.4M | LLY, AAPL, MSFT, UBER, GOOG |
| Q2 2024 | 40 | $136.9M | LLY, MSFT, AAPL, GOOG, UBER |
| Q1 2024 | 39 | $139.1M | LLY, MSFT, UBER, DXCM, AAPL |