Kampmann Melissa S.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Kampmann Melissa S. reported 39 stock positions worth $139.1 million. Its top holding was Eli Lilly (LLY) at 6.1% of the portfolio, followed by Microsoft (MSFT, 4.9%) and Uber Technologies (UBER, 4.5%). Compared with Q4 2023, it sold out of 1, added to 34 and reduced 4. The biggest buy was Uber Technologies (UBER, shares +8%) and the biggest sale Canadian Natl Railway (CNI, shares −18%).
- Most Recent 13F
- Q2 2026
- Location
- WAUSAU, WI
- CIK
- 0001999898
- Portfolio Value
- $139.1M (Q1 2024)
- SEC Filing
- 0001999898-24-000003 ↗ filed May 15, 2024
Holdings Value
Holdings 39 stocks · $139.1M
| LLY Eli Lilly & Co. | 6.08% | 10,875 | $8.5M | Reduce -2.6% |
| MSFT Microsoft Corp. | 4.86% | 16,065 | $6.8M | Add +10.1% |
| UBER Uber Technologies Inc. | 4.50% | 81,260 | $6.3M | Add +8.0% |
| DXCM Dexcom Inc. | 4.16% | 41,698 | $5.8M | Add +9.3% |
| AAPL Apple Inc. | 3.98% | 32,274 | $5.5M | Add +3.8% |
| GOOG Alphabet Inc. Class C | 3.85% | 35,175 | $5.4M | Add +5.2% |
| SYK Stryker Corp. | 3.64% | 14,165 | $5.1M | Add +9.6% |
| PG The Procter & Gamble Co. | 3.59% | 30,740 | $5.0M | Add +7.8% |
| MA Mastercard Inc. Class A | 3.44% | 9,932 | $4.8M | Reduce -2.9% |
| ECL Ecolab Inc. | 3.16% | 19,014 | $4.4M | Add +12.2% |
| WDAY Workday Inc. Class A | 3.14% | 16,030 | $4.4M | Add +14.1% |
| JPM JPMorgan Chase & Co. | 3.13% | 21,747 | $4.4M | Add +14.3% |
| FAST Fastenal Co. | 3.02% | 54,365 | $4.2M | Add +7.1% |
| JNJ Johnson & Johnson | 3.01% | 26,436 | $4.2M | Add +10.0% |
| WMT Walmart Inc. | 2.97% | 68,750 | $4.1M | Add +13.0% |
| ROK Rockwell Automation Inc. | 2.85% | 13,607 | $4.0M | Add +11.5% |
| ICE Intercontinental Exchange Inc. | 2.77% | 28,040 | $3.9M | Add +7.1% |
| AMZN Amazon.com Inc. | 2.72% | 20,945 | $3.8M | Add +14.2% |
| SPGI S&P Global Inc. | 2.53% | 8,263 | $3.5M | Add +10.4% |
| CRM Salesforce Inc. | 2.48% | 11,460 | $3.5M | Add +5.6% |
| ZTS Zoetis Inc. | 2.48% | 20,380 | $3.4M | Add +13.9% |
| AON Aon PLC Class A | 2.40% | 10,020 | $3.3M | Add +14.2% |
| BX Blackstone Inc. | 2.37% | 25,105 | $3.3M | Add +14.6% |
| CVX Chevron Corp. | 2.19% | 19,292 | $3.0M | Add +16.3% |
| IRTC Irhythm Holdings Inc. | 2.18% | 26,140 | $3.0M | Add +13.0% |
| HOLX Hologic Inc. | 2.11% | 37,590 | $2.9M | Add +14.9% |
| SCHW Schwab (charles) Corp. | 2.01% | 38,665 | $2.8M | Add +23.5% |
| SBUX Starbucks Corp. | 1.96% | 29,777 | $2.7M | Add +9.2% |
| ISRG Intuitive Surgical Inc. | 1.82% | 6,359 | $2.5M | Add +23.3% |
| RBA RB Global Inc. | 1.68% | 30,675 | $2.3M | Add +14.9% |
| HD Home Depot Inc. | 1.56% | 5,670 | $2.2M | Add +18.9% |
| CSGP Costar Group Inc. | 1.45% | 20,835 | $2.0M | Add +32.2% |
| NKE Nike Inc. Class B | 1.10% | 16,330 | $1.5M | Add +8.5% |
| BIV Vanguard Intermediate-Term B | 1.07% | 19,714 | $1.5M | Add +4.6% |
| GNRC Generac Holdings Inc. | 1.04% | 11,495 | $1.4M | Add +98.2% |
| XYL Xylem Inc. | 0.84% | 9,065 | $1.2M | Reduce -13.8% |
| CNI Canadian Natl Railway Co. | 0.78% | 8,280 | $1.1M | Reduce -18.2% |
| AGG iShares Core U.S. Aggregate | 0.61% | 8,708 | $853K | Add +1.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.46% | 1 | $634K | No change |
Portfolio Sells Q4 2023 → Q1 2024
Portfolio Buys Q4 2023 → Q1 2024
| UBER Uber Technologies Inc. | Add +8.0% | 4.50% | +0.53 |
| GNRC Generac Holdings Inc. | Add +98.2% | 1.04% | +0.40 |
| JPM JPMorgan Chase & Co. | Add +14.3% | 3.13% | +0.36 |
| ISRG Intuitive Surgical Inc. | Add +23.3% | 1.82% | +0.33 |
| AMZN Amazon.com Inc. | Add +14.2% | 2.72% | +0.33 |
| SYK Stryker Corp. | Add +9.6% | 3.64% | +0.33 |
| ECL Ecolab Inc. | Add +12.2% | 3.16% | +0.28 |
| CSGP Costar Group Inc. | Add +32.2% | 1.45% | +0.27 |
| WMT Walmart Inc. | Add +13.0% | 2.97% | +0.24 |
| AON Aon PLC Class A | Add +14.2% | 2.40% | +0.22 |
| FAST Fastenal Co. | Add +7.1% | 3.02% | +0.20 |
| SCHW Schwab (charles) Corp. | Add +23.5% | 2.01% | +0.17 |
| MSFT Microsoft Corp. | Add +10.1% | 4.86% | +0.16 |
| RBA RB Global Inc. | Add +14.9% | 1.68% | +0.15 |
| HD Home Depot Inc. | Add +18.9% | 1.56% | +0.15 |
| HOLX Hologic Inc. | Add +14.9% | 2.11% | +0.10 |
| DXCM Dexcom Inc. | Add +9.3% | 4.16% | +0.10 |
| CVX Chevron Corp. | Add +16.3% | 2.19% | +0.07 |
| IRTC Irhythm Holdings Inc. | Add +13.0% | 2.18% | +0.06 |
| CRM Salesforce Inc. | Add +5.6% | 2.48% | +0.04 |
| PG The Procter & Gamble Co. | Add +7.8% | 3.59% | +0.01 |
| BX Blackstone Inc. | Add +14.6% | 2.37% | −0.08 |
| ICE Intercontinental Exchange Inc. | Add +7.1% | 2.77% | −0.11 |
| AGG iShares Core U.S. Aggregate | Add +1.0% | 0.61% | −0.12 |
| BIV Vanguard Intermediate-Term B | Add +4.6% | 1.07% | −0.16 |
| WDAY Workday Inc. Class A | Add +14.1% | 3.14% | −0.18 |
| GOOG Alphabet Inc. Class C | Add +5.2% | 3.85% | −0.18 |
| JNJ Johnson & Johnson | Add +10.0% | 3.01% | −0.22 |
| SBUX Starbucks Corp. | Add +9.2% | 1.96% | −0.29 |
| NKE Nike Inc. Class B | Add +8.5% | 1.10% | −0.30 |
| SPGI S&P Global Inc. | Add +10.4% | 2.53% | −0.30 |
| ROK Rockwell Automation Inc. | Add +11.5% | 2.85% | −0.40 |
| ZTS Zoetis Inc. | Add +13.9% | 2.48% | −0.54 |
| AAPL Apple Inc. | Add +3.8% | 3.98% | −1.15 |
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 |