Kampmann Melissa S.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 11, 2025), Kampmann Melissa S. reported 41 stock positions worth $127.1 million. Its top holding was Apple (AAPL) at 5.6% of the portfolio, followed by Eli Lilly (LLY, 5.1%) and Microsoft (MSFT, 4.7%). Compared with Q3 2024, it added to 3 and reduced 37. The biggest buy was Oracle (ORCL, shares +200%) and the biggest sale Hologic (HOLX, shares −50%).
- Most Recent 13F
- Q2 2026
- Location
- WAUSAU, WI
- CIK
- 0001999898
- Portfolio Value
- $127.1M (Q4 2024)
- SEC Filing
- 0001999898-25-000001 ↗ filed Feb 11, 2025
Holdings Value
Holdings 41 stocks · $127.1M
| AAPL Apple Inc. | 5.59% | 28,368 | $7.1M | Reduce -9.2% |
| LLY Eli Lilly & Co. | 5.14% | 8,471 | $6.5M | Reduce -13.1% |
| MSFT Microsoft Corp. | 4.66% | 14,053 | $5.9M | Reduce -10.6% |
| GOOG Alphabet Inc. Class C | 4.38% | 29,210 | $5.6M | Reduce -11.3% |
| WMT Walmart Inc. | 4.31% | 60,687 | $5.5M | Reduce -11.0% |
| JPM JPMorgan Chase & Co. | 3.73% | 19,796 | $4.7M | Reduce -10.2% |
| SYK Stryker Corp. | 3.61% | 12,740 | $4.6M | Reduce -10.1% |
| PG The Procter & Gamble Co. | 3.49% | 26,439 | $4.4M | Reduce -11.0% |
| MA Mastercard Inc. Class A | 3.44% | 8,300 | $4.4M | Reduce -8.5% |
| AMZN Amazon.com Inc. | 3.31% | 19,170 | $4.2M | Reduce -10.7% |
| UBER Uber Technologies Inc. | 3.21% | 67,635 | $4.1M | Reduce -8.9% |
| BX Blackstone Inc. | 3.19% | 23,525 | $4.1M | Reduce -8.8% |
| SPGI S&P Global Inc. | 2.88% | 7,360 | $3.7M | Reduce -11.2% |
| WDAY Workday Inc. Class A | 2.83% | 13,940 | $3.6M | Reduce -7.7% |
| ECL Ecolab Inc. | 2.68% | 14,519 | $3.4M | Reduce -18.7% |
| ROK Rockwell Automation Inc. | 2.65% | 11,798 | $3.4M | Reduce -10.8% |
| AON Aon PLC Class A | 2.61% | 9,220 | $3.3M | Reduce -7.9% |
| FAST Fastenal Co. | 2.60% | 45,995 | $3.3M | Reduce -8.4% |
| ICE Intercontinental Exchange Inc. | 2.41% | 20,595 | $3.1M | Reduce -8.7% |
| ISRG Intuitive Surgical Inc. | 2.35% | 5,713 | $3.0M | Reduce -10.2% |
| JNJ Johnson & Johnson | 2.27% | 19,979 | $2.9M | Reduce -16.8% |
| ZTS Zoetis Inc. | 2.23% | 17,420 | $2.8M | Reduce -13.2% |
| CRM Salesforce Inc. | 2.22% | 8,459 | $2.8M | Reduce -10.5% |
| SCHW Schwab (charles) Corp. | 2.20% | 37,820 | $2.8M | Reduce -10.6% |
| RBA RB Global Inc. | 2.11% | 29,750 | $2.7M | Reduce -10.1% |
| HD Home Depot Inc. | 2.08% | 6,805 | $2.6M | Reduce -6.4% |
| DXCM Dexcom Inc. | 2.04% | 33,335 | $2.6M | Reduce -19.2% |
| CVX Chevron Corp. | 1.99% | 17,493 | $2.5M | Reduce -9.8% |
| GNRC Generac Holdings Inc. | 1.85% | 15,175 | $2.4M | Reduce -10.0% |
| SBUX Starbucks Corp. | 1.85% | 25,731 | $2.3M | Reduce -12.6% |
| IRTC Irhythm Holdings Inc. | 1.70% | 23,925 | $2.2M | Reduce -8.4% |
| TOST Toast Inc. Class A | 1.43% | 49,770 | $1.8M | Reduce -11.3% |
| BIV Vanguard Intermediate-Term B | 1.31% | 22,239 | $1.7M | Add +1.7% |
| HOLX Hologic Inc. | 1.05% | 18,515 | $1.3M | Reduce -50.0% |
| CSGP Costar Group Inc. | 1.02% | 18,175 | $1.3M | Reduce -22.4% |
| ORCL Oracle Corp. | 0.94% | 7,190 | $1.2M | Add +200.2% |
| AGG iShares Core U.S. Aggregate | 0.77% | 10,133 | $982K | Add +1.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.54% | 1 | $681K | No change |
| CNI Canadian Natl Railway Co. | 0.51% | 6,370 | $647K | Reduce -3.5% |
| XYL Xylem Inc. | 0.49% | 5,420 | $629K | Reduce -11.3% |
| NKE Nike Inc. Class B | 0.31% | 5,290 | $400K | Reduce -63.8% |
Portfolio Sells Q3 2024 → Q4 2024
| HOLX Hologic Inc. | Reduce -50.0% | 1.05% | −1.08 |
| LLY Eli Lilly & Co. | Reduce -13.1% | 5.14% | −0.96 |
| UBER Uber Technologies Inc. | Reduce -8.9% | 3.21% | −0.74 |
| NKE Nike Inc. Class B | Reduce -63.8% | 0.31% | −0.60 |
| ECL Ecolab Inc. | Reduce -18.7% | 2.68% | −0.55 |
| ZTS Zoetis Inc. | Reduce -13.2% | 2.23% | −0.54 |
| JNJ Johnson & Johnson | Reduce -16.8% | 2.27% | −0.48 |
| CSGP Costar Group Inc. | Reduce -22.4% | 1.02% | −0.23 |
| SBUX Starbucks Corp. | Reduce -12.6% | 1.85% | −0.18 |
| PG The Procter & Gamble Co. | Reduce -11.0% | 3.49% | −0.15 |
| ICE Intercontinental Exchange Inc. | Reduce -8.7% | 2.41% | −0.15 |
| SPGI S&P Global Inc. | Reduce -11.2% | 2.88% | −0.14 |
| MSFT Microsoft Corp. | Reduce -10.6% | 4.66% | −0.12 |
| XYL Xylem Inc. | Reduce -11.3% | 0.49% | −0.09 |
| GNRC Generac Holdings Inc. | Reduce -10.0% | 1.85% | −0.04 |
| CNI Canadian Natl Railway Co. | Reduce -3.5% | 0.51% | −0.04 |
| CVX Chevron Corp. | Reduce -9.8% | 1.99% | −0.03 |
| SYK Stryker Corp. | Reduce -10.1% | 3.61% | −0.01 |
| HD Home Depot Inc. | Reduce -6.4% | 2.08% | −0.00 |
| FAST Fastenal Co. | Reduce -8.4% | 2.60% | +0.07 |
| DXCM Dexcom Inc. | Reduce -19.2% | 2.04% | +0.08 |
| ISRG Intuitive Surgical Inc. | Reduce -10.2% | 2.35% | +0.14 |
| ROK Rockwell Automation Inc. | Reduce -10.8% | 2.65% | +0.14 |
| AON Aon PLC Class A | Reduce -7.9% | 2.61% | +0.15 |
| WDAY Workday Inc. Class A | Reduce -7.7% | 2.83% | +0.22 |
| RBA RB Global Inc. | Reduce -10.1% | 2.11% | +0.23 |
| SCHW Schwab (charles) Corp. | Reduce -10.6% | 2.20% | +0.26 |
| MA Mastercard Inc. Class A | Reduce -8.5% | 3.44% | +0.27 |
| TOST Toast Inc. Class A | Reduce -11.3% | 1.43% | +0.30 |
| IRTC Irhythm Holdings Inc. | Reduce -8.4% | 1.70% | +0.33 |
| CRM Salesforce Inc. | Reduce -10.5% | 2.22% | +0.40 |
| BX Blackstone Inc. | Reduce -8.8% | 3.19% | +0.40 |
| WMT Walmart Inc. | Reduce -11.0% | 4.31% | +0.42 |
| AAPL Apple Inc. | Reduce -9.2% | 5.59% | +0.44 |
| JPM JPMorgan Chase & Co. | Reduce -10.2% | 3.73% | +0.45 |
| AMZN Amazon.com Inc. | Reduce -10.7% | 3.31% | +0.48 |
| GOOG Alphabet Inc. Class C | Reduce -11.3% | 4.38% | +0.48 |
Portfolio Buys Q3 2024 → Q4 2024
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 |