Kampmann Melissa S.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 24, 2025), Kampmann Melissa S. reported 40 stock positions worth $133.2 million. Its top holding was Microsoft (MSFT) at 5.1% of the portfolio, followed by Eli Lilly (LLY, 4.8%) and Uber Technologies (UBER, 4.6%). Compared with Q1 2025, it opened 2 new positions, sold out of 3, added to 5 and reduced 33. The biggest buy was a new position in GE Vernova (GEV) and the biggest sale an exit from Schwab (charles) (SCHW).
- Most Recent 13F
- Q2 2026
- Location
- WAUSAU, WI
- CIK
- 0001999898
- Portfolio Value
- $133.2M (Q2 2025)
- SEC Filing
- 0001999898-25-000004 ↗ filed Jul 24, 2025
Holdings Value
Holdings 40 stocks · $133.2M
| MSFT Microsoft Corp. | 5.12% | 13,695 | $6.8M | Reduce -2.3% |
| LLY Eli Lilly & Co. | 4.83% | 8,258 | $6.4M | Reduce -3.0% |
| UBER Uber Technologies Inc. | 4.64% | 66,265 | $6.2M | Reduce -2.5% |
| JPM JPMorgan Chase & Co. | 4.25% | 19,501 | $5.7M | Reduce -2.2% |
| AAPL Apple Inc. | 4.11% | 26,680 | $5.5M | Reduce -3.4% |
| WMT Walmart Inc. | 3.99% | 54,384 | $5.3M | Reduce -4.2% |
| SYK Stryker Corp. | 3.68% | 12,375 | $4.9M | Reduce -3.1% |
| GOOG Alphabet Inc. Class C | 3.56% | 26,750 | $4.7M | Reduce -7.2% |
| MA Mastercard Inc. Class A | 3.42% | 8,098 | $4.6M | Reduce -2.2% |
| AMZN Amazon.com Inc. | 3.13% | 19,030 | $4.2M | Reduce -1.3% |
| PG The Procter & Gamble Co. | 3.12% | 26,119 | $4.2M | Reduce -2.0% |
| ROK Rockwell Automation Inc. | 2.96% | 11,868 | $3.9M | Reduce -1.7% |
| SPGI S&P Global Inc. | 2.92% | 7,368 | $3.9M | Reduce -1.8% |
| FAST Fastenal Co. | 2.88% | 91,250 | $3.8M | Reduce -1.8% |
| IRTC Irhythm Holdings Inc. | 2.84% | 24,550 | $3.8M | Reduce -1.9% |
| ECL Ecolab Inc. | 2.70% | 13,329 | $3.6M | Reduce -2.5% |
| ICE Intercontinental Exchange Inc. | 2.66% | 19,275 | $3.5M | Reduce -2.3% |
| WDAY Workday Inc. Class A | 2.54% | 14,120 | $3.4M | Add +0.5% |
| JNJ Johnson & Johnson | 2.52% | 21,984 | $3.4M | Reduce -1.7% |
| BX Blackstone Inc. | 2.50% | 22,285 | $3.3M | Reduce -4.6% |
| DXCM Dexcom Inc. | 2.47% | 37,650 | $3.3M | Reduce -0.4% |
| AON Aon PLC Class A | 2.44% | 9,125 | $3.3M | Reduce -1.2% |
| ISRG Intuitive Surgical Inc. | 2.30% | 5,628 | $3.1M | Reduce -2.3% |
| RBA RB Global Inc. | 2.28% | 28,570 | $3.0M | Reduce -4.5% |
| ORCL Oracle Corp. | 1.95% | 11,875 | $2.6M | Add +30.5% |
| HD Home Depot Inc. | 1.93% | 7,005 | $2.6M | Reduce -1.2% |
| CVX Chevron Corp. | 1.88% | 17,455 | $2.5M | Reduce -1.0% |
| ZTS Zoetis Inc. | 1.75% | 14,955 | $2.3M | Reduce -5.3% |
| CRM Salesforce Inc. | 1.72% | 8,414 | $2.3M | Reduce -2.3% |
| WM Waste Management Inc. | 1.70% | 9,905 | $2.3M | Add +25.5% |
| SBUX Starbucks Corp. | 1.66% | 24,081 | $2.2M | Reduce -3.4% |
| TOST Toast Inc. Class A | 1.65% | 49,475 | $2.2M | Reduce -1.7% |
| GNRC Generac Holdings Inc. | 1.59% | 14,790 | $2.1M | Reduce -7.1% |
| CSGP Costar Group Inc. | 1.48% | 24,505 | $2.0M | Add +2.3% |
| GEV GE Vernova Inc. | 1.22% | 3,075 | $1.6M | New |
| BIV Vanguard Intermediate-Term B | 1.14% | 19,714 | $1.5M | Reduce -11.6% |
| WEC WEC Energy Group Inc. | 0.91% | 11,680 | $1.2M | New |
| AGG iShares Core U.S. Aggregate | 0.77% | 10,368 | $1.0M | Add +1.6% |
| XYL Xylem Inc. | 0.39% | 4,045 | $523K | Reduce -20.6% |
| CNI Canadian Natl Railway Co. | 0.39% | 5,025 | $523K | Reduce -12.5% |
Portfolio Sells Q1 2025 → Q2 2025
| SCHW Schwab (charles) Corp. | Sold out | 0.00% | −1.88 |
| AAPL Apple Inc. | Reduce -3.4% | 4.11% | −0.74 |
| LLY Eli Lilly & Co. | Reduce -3.0% | 4.83% | −0.72 |
| BRK.A Berkshire Hathaway Inc. Class A | Sold out | 0.00% | −0.63 |
| AON Aon PLC Class A | Reduce -1.2% | 2.44% | −0.47 |
| PG The Procter & Gamble Co. | Reduce -2.0% | 3.12% | −0.47 |
| CVX Chevron Corp. | Reduce -1.0% | 1.88% | −0.45 |
| JNJ Johnson & Johnson | Reduce -1.7% | 2.52% | −0.41 |
| ZTS Zoetis Inc. | Reduce -5.3% | 1.75% | −0.30 |
| SBUX Starbucks Corp. | Reduce -3.4% | 1.66% | −0.28 |
| BIV Vanguard Intermediate-Term B | Reduce -11.6% | 1.14% | −0.20 |
| MA Mastercard Inc. Class A | Reduce -2.2% | 3.42% | −0.17 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.17 |
| HD Home Depot Inc. | Reduce -1.2% | 1.93% | −0.13 |
| CRM Salesforce Inc. | Reduce -2.3% | 1.72% | −0.10 |
| SPGI S&P Global Inc. | Reduce -1.8% | 2.92% | −0.10 |
| RBA RB Global Inc. | Reduce -4.5% | 2.28% | −0.09 |
| XYL Xylem Inc. | Reduce -20.6% | 0.39% | −0.09 |
| SYK Stryker Corp. | Reduce -3.1% | 3.68% | −0.08 |
| BX Blackstone Inc. | Reduce -4.6% | 2.50% | −0.08 |
| CNI Canadian Natl Railway Co. | Reduce -12.5% | 0.39% | −0.05 |
| ECL Ecolab Inc. | Reduce -2.5% | 2.70% | −0.04 |
| ICE Intercontinental Exchange Inc. | Reduce -2.3% | 2.66% | −0.04 |
| GNRC Generac Holdings Inc. | Reduce -7.1% | 1.59% | −0.00 |
| GOOG Alphabet Inc. Class C | Reduce -7.2% | 3.56% | +0.01 |
| FAST Fastenal Co. | Reduce -1.8% | 2.88% | +0.03 |
| ISRG Intuitive Surgical Inc. | Reduce -2.3% | 2.30% | +0.04 |
| WMT Walmart Inc. | Reduce -4.2% | 3.99% | +0.05 |
| AMZN Amazon.com Inc. | Reduce -1.3% | 3.13% | +0.23 |
| TOST Toast Inc. Class A | Reduce -1.7% | 1.65% | +0.33 |
| JPM JPMorgan Chase & Co. | Reduce -2.2% | 4.25% | +0.38 |
| DXCM Dexcom Inc. | Reduce -0.4% | 2.47% | +0.43 |
| ROK Rockwell Automation Inc. | Reduce -1.7% | 2.96% | +0.49 |
| UBER Uber Technologies Inc. | Reduce -2.5% | 4.64% | +0.73 |
| IRTC Irhythm Holdings Inc. | Reduce -1.9% | 2.84% | +0.77 |
| MSFT Microsoft Corp. | Reduce -2.3% | 5.12% | +0.96 |
Portfolio Buys Q1 2025 → Q2 2025
| GEV GE Vernova Inc. | New | 1.22% | +1.22 |
| ORCL Oracle Corp. | Add +30.5% | 1.95% | +0.94 |
| WEC WEC Energy Group Inc. | New | 0.91% | +0.91 |
| WM Waste Management Inc. | Add +25.5% | 1.70% | +0.26 |
| CSGP Costar Group Inc. | Add +2.3% | 1.48% | −0.02 |
| AGG iShares Core U.S. Aggregate | Add +1.6% | 0.77% | −0.03 |
| WDAY Workday Inc. Class A | Add +0.5% | 2.54% | −0.05 |
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 |