Kampmann Melissa S.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 25, 2025), Kampmann Melissa S. reported 41 stock positions worth $126.5 million. Its top holding was Eli Lilly (LLY) at 5.6% of the portfolio, followed by Apple (AAPL, 4.9%) and Microsoft (MSFT, 4.2%). Compared with Q4 2024, it opened 1 new position, sold out of 1, added to 25 and reduced 14. The biggest buy was a new position in Waste Management (WM) and the biggest sale an exit from Hologic (HOLX).
- Most Recent 13F
- Q2 2026
- Location
- WAUSAU, WI
- CIK
- 0001999898
- Portfolio Value
- $126.5M (Q1 2025)
- SEC Filing
- 0001999898-25-000002 ↗ filed Apr 25, 2025
Holdings Value
Holdings 41 stocks · $126.5M
| LLY Eli Lilly & Co. | 5.56% | 8,511 | $7.0M | Add +0.5% |
| AAPL Apple Inc. | 4.85% | 27,630 | $6.1M | Reduce -2.6% |
| MSFT Microsoft Corp. | 4.16% | 14,020 | $5.3M | Reduce -0.2% |
| WMT Walmart Inc. | 3.94% | 56,789 | $5.0M | Reduce -6.4% |
| UBER Uber Technologies Inc. | 3.92% | 67,995 | $5.0M | Add +0.5% |
| JPM JPMorgan Chase & Co. | 3.86% | 19,931 | $4.9M | Add +0.7% |
| SYK Stryker Corp. | 3.76% | 12,775 | $4.8M | Add +0.3% |
| PG The Procter & Gamble Co. | 3.59% | 26,659 | $4.5M | Add +0.8% |
| MA Mastercard Inc. Class A | 3.59% | 8,278 | $4.5M | Reduce -0.3% |
| GOOG Alphabet Inc. Class C | 3.56% | 28,810 | $4.5M | Reduce -1.4% |
| SPGI S&P Global Inc. | 3.01% | 7,503 | $3.8M | Add +1.9% |
| JNJ Johnson & Johnson | 2.93% | 22,354 | $3.7M | Add +11.9% |
| AON Aon PLC Class A | 2.91% | 9,235 | $3.7M | Add +0.2% |
| AMZN Amazon.com Inc. | 2.90% | 19,285 | $3.7M | Add +0.6% |
| FAST Fastenal Co. | 2.85% | 46,460 | $3.6M | Add +1.0% |
| ECL Ecolab Inc. | 2.74% | 13,664 | $3.5M | Reduce -5.9% |
| ICE Intercontinental Exchange Inc. | 2.69% | 19,735 | $3.4M | Reduce -4.2% |
| WDAY Workday Inc. Class A | 2.59% | 14,050 | $3.3M | Add +0.8% |
| BX Blackstone Inc. | 2.58% | 23,360 | $3.3M | Reduce -0.7% |
| ROK Rockwell Automation Inc. | 2.47% | 12,073 | $3.1M | Add +2.3% |
| RBA RB Global Inc. | 2.37% | 29,900 | $3.0M | Add +0.5% |
| CVX Chevron Corp. | 2.33% | 17,628 | $2.9M | Add +0.8% |
| ISRG Intuitive Surgical Inc. | 2.26% | 5,763 | $2.9M | Add +0.9% |
| IRTC Irhythm Holdings Inc. | 2.07% | 25,025 | $2.6M | Add +4.6% |
| ZTS Zoetis Inc. | 2.05% | 15,784 | $2.6M | Reduce -9.4% |
| HD Home Depot Inc. | 2.05% | 7,090 | $2.6M | Add +4.2% |
| DXCM Dexcom Inc. | 2.04% | 37,785 | $2.6M | Add +13.3% |
| SBUX Starbucks Corp. | 1.93% | 24,926 | $2.4M | Reduce -3.1% |
| SCHW Schwab (charles) Corp. | 1.88% | 30,335 | $2.4M | Reduce -19.8% |
| CRM Salesforce Inc. | 1.83% | 8,609 | $2.3M | Add +1.8% |
| GNRC Generac Holdings Inc. | 1.59% | 15,915 | $2.0M | Add +4.9% |
| CSGP Costar Group Inc. | 1.50% | 23,950 | $1.9M | Add +31.8% |
| WM Waste Management Inc. | 1.44% | 7,895 | $1.8M | New |
| BIV Vanguard Intermediate-Term B | 1.35% | 22,289 | $1.7M | Add +0.2% |
| TOST Toast Inc. Class A | 1.32% | 50,345 | $1.7M | Add +1.2% |
| ORCL Oracle Corp. | 1.01% | 9,100 | $1.3M | Add +26.6% |
| AGG iShares Core U.S. Aggregate | 0.80% | 10,208 | $1.0M | Add +0.7% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.63% | 1 | $798K | No change |
| XYL Xylem Inc. | 0.48% | 5,095 | $609K | Reduce -6.0% |
| CNI Canadian Natl Railway Co. | 0.44% | 5,740 | $559K | Reduce -9.9% |
| NKE Nike Inc. Class B | 0.17% | 3,305 | $210K | Reduce -37.5% |
Portfolio Sells Q4 2024 → Q1 2025
| HOLX Hologic Inc. | Sold out | 0.00% | −1.05 |
| GOOG Alphabet Inc. Class C | Reduce -1.4% | 3.56% | −0.82 |
| AAPL Apple Inc. | Reduce -2.6% | 4.85% | −0.74 |
| BX Blackstone Inc. | Reduce -0.7% | 2.58% | −0.61 |
| MSFT Microsoft Corp. | Reduce -0.2% | 4.16% | −0.50 |
| WMT Walmart Inc. | Reduce -6.4% | 3.94% | −0.37 |
| SCHW Schwab (charles) Corp. | Reduce -19.8% | 1.88% | −0.33 |
| ZTS Zoetis Inc. | Reduce -9.4% | 2.05% | −0.18 |
| NKE Nike Inc. Class B | Reduce -37.5% | 0.17% | −0.15 |
| CNI Canadian Natl Railway Co. | Reduce -9.9% | 0.44% | −0.07 |
| XYL Xylem Inc. | Reduce -6.0% | 0.48% | −0.01 |
| ECL Ecolab Inc. | Reduce -5.9% | 2.74% | +0.06 |
| SBUX Starbucks Corp. | Reduce -3.1% | 1.93% | +0.09 |
| MA Mastercard Inc. Class A | Reduce -0.3% | 3.59% | +0.15 |
| ICE Intercontinental Exchange Inc. | Reduce -4.2% | 2.69% | +0.28 |
Portfolio Buys Q4 2024 → Q1 2025
| WM Waste Management Inc. | New | 1.44% | +1.44 |
| UBER Uber Technologies Inc. | Add +0.5% | 3.92% | +0.71 |
| JNJ Johnson & Johnson | Add +11.9% | 2.93% | +0.66 |
| CSGP Costar Group Inc. | Add +31.8% | 1.50% | +0.48 |
| LLY Eli Lilly & Co. | Add +0.5% | 5.56% | +0.41 |
| IRTC Irhythm Holdings Inc. | Add +4.6% | 2.07% | +0.37 |
| CVX Chevron Corp. | Add +0.8% | 2.33% | +0.34 |
| AON Aon PLC Class A | Add +0.2% | 2.91% | +0.31 |
| RBA RB Global Inc. | Add +0.5% | 2.37% | +0.26 |
| FAST Fastenal Co. | Add +1.0% | 2.85% | +0.25 |
| SYK Stryker Corp. | Add +0.3% | 3.76% | +0.15 |
| JPM JPMorgan Chase & Co. | Add +0.7% | 3.86% | +0.13 |
| SPGI S&P Global Inc. | Add +1.9% | 3.01% | +0.13 |
| PG The Procter & Gamble Co. | Add +0.8% | 3.59% | +0.10 |
| ORCL Oracle Corp. | Add +26.6% | 1.01% | +0.06 |
| BIV Vanguard Intermediate-Term B | Add +0.2% | 1.35% | +0.04 |
| AGG iShares Core U.S. Aggregate | Add +0.7% | 0.80% | +0.03 |
| DXCM Dexcom Inc. | Add +13.3% | 2.04% | +0.00 |
| HD Home Depot Inc. | Add +4.2% | 2.05% | −0.03 |
| ISRG Intuitive Surgical Inc. | Add +0.9% | 2.26% | −0.09 |
| TOST Toast Inc. Class A | Add +1.2% | 1.32% | −0.11 |
| ROK Rockwell Automation Inc. | Add +2.3% | 2.47% | −0.19 |
| WDAY Workday Inc. Class A | Add +0.8% | 2.59% | −0.24 |
| GNRC Generac Holdings Inc. | Add +4.9% | 1.59% | −0.26 |
| CRM Salesforce Inc. | Add +1.8% | 1.83% | −0.40 |
| AMZN Amazon.com Inc. | Add +0.6% | 2.90% | −0.41 |
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 |