Kampmann Melissa S.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 9, 2025), Kampmann Melissa S. reported 40 stock positions worth $137.2 million. Its top holding was Microsoft (MSFT) at 5.1% of the portfolio, followed by Apple (AAPL, 4.8%) and Uber Technologies (UBER, 4.6%). Compared with Q2 2025, it added to 14 and reduced 24. The biggest buy was GE Vernova (GEV, shares +27%) and the biggest sale Dexcom (DXCM, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- WAUSAU, WI
- CIK
- 0001999898
- Portfolio Value
- $137.2M (Q3 2025)
- SEC Filing
- 0001999898-25-000006 ↗ filed Oct 9, 2025
Holdings Value
Holdings 40 stocks · $137.2M
| MSFT Microsoft Corp. | 5.15% | 13,630 | $7.1M | Reduce -0.5% |
| AAPL Apple Inc. | 4.83% | 26,020 | $6.6M | Reduce -2.5% |
| UBER Uber Technologies Inc. | 4.62% | 64,630 | $6.3M | Reduce -2.5% |
| GOOG Alphabet Inc. Class C | 4.59% | 25,865 | $6.3M | Reduce -3.3% |
| JPM JPMorgan Chase & Co. | 4.46% | 19,396 | $6.1M | Reduce -0.5% |
| LLY Eli Lilly & Co. | 4.44% | 7,984 | $6.1M | Reduce -3.3% |
| WMT Walmart Inc. | 3.93% | 52,294 | $5.4M | Reduce -3.8% |
| SYK Stryker Corp. | 3.37% | 12,520 | $4.6M | Add +1.2% |
| MA Mastercard Inc. Class A | 3.35% | 8,073 | $4.6M | Reduce -0.3% |
| FAST Fastenal Co. | 3.27% | 91,340 | $4.5M | Add +0.1% |
| AMZN Amazon.com Inc. | 3.05% | 19,035 | $4.2M | Add +0.0% |
| ROK Rockwell Automation Inc. | 3.02% | 11,858 | $4.1M | Reduce -0.1% |
| IRTC Irhythm Holdings Inc. | 3.00% | 23,885 | $4.1M | Reduce -2.7% |
| JNJ Johnson & Johnson | 2.96% | 21,873 | $4.1M | Reduce -0.5% |
| PG The Procter & Gamble Co. | 2.92% | 26,044 | $4.0M | Reduce -0.3% |
| BX Blackstone Inc. | 2.78% | 22,320 | $3.8M | Add +0.2% |
| ECL Ecolab Inc. | 2.66% | 13,344 | $3.7M | Add +0.1% |
| SPGI S&P Global Inc. | 2.61% | 7,368 | $3.6M | No change |
| WDAY Workday Inc. Class A | 2.46% | 14,015 | $3.4M | Reduce -0.7% |
| ORCL Oracle Corp. | 2.44% | 11,910 | $3.3M | Add +0.3% |
| ICE Intercontinental Exchange Inc. | 2.34% | 19,080 | $3.2M | Reduce -1.0% |
| AON Aon PLC Class A | 2.29% | 8,805 | $3.1M | Reduce -3.5% |
| RBA RB Global Inc. | 2.20% | 27,865 | $3.0M | Reduce -2.5% |
| HD Home Depot Inc. | 2.09% | 7,065 | $2.9M | Add +0.9% |
| CVX Chevron Corp. | 1.97% | 17,430 | $2.7M | Reduce -0.1% |
| DXCM Dexcom Inc. | 1.83% | 37,340 | $2.5M | Reduce -0.8% |
| GNRC Generac Holdings Inc. | 1.81% | 14,805 | $2.5M | Add +0.1% |
| ISRG Intuitive Surgical Inc. | 1.78% | 5,458 | $2.4M | Reduce -3.0% |
| CSGP Costar Group Inc. | 1.78% | 28,900 | $2.4M | Add +17.9% |
| GEV GE Vernova Inc. | 1.75% | 3,905 | $2.4M | Add +27.0% |
| WM Waste Management Inc. | 1.64% | 10,155 | $2.2M | Add +2.5% |
| CRM Salesforce Inc. | 1.36% | 7,869 | $1.9M | Reduce -6.5% |
| TOST Toast Inc. Class A | 1.32% | 49,510 | $1.8M | Add +0.1% |
| ZTS Zoetis Inc. | 1.32% | 12,345 | $1.8M | Reduce -17.4% |
| BIV Vanguard Intermediate-Term B | 1.12% | 19,754 | $1.5M | Add +0.2% |
| SBUX Starbucks Corp. | 1.11% | 17,915 | $1.5M | Reduce -25.6% |
| WEC WEC Energy Group Inc. | 0.98% | 11,680 | $1.3M | No change |
| AGG iShares Core U.S. Aggregate | 0.76% | 10,408 | $1.0M | Add +0.4% |
| XYL Xylem Inc. | 0.36% | 3,310 | $488K | Reduce -18.2% |
| CNI Canadian Natl Railway Co. | 0.30% | 4,300 | $405K | Reduce -14.4% |
Portfolio Sells Q2 2025 → Q3 2025
| DXCM Dexcom Inc. | Reduce -0.8% | 1.83% | −0.64 |
| SBUX Starbucks Corp. | Reduce -25.6% | 1.11% | −0.55 |
| ISRG Intuitive Surgical Inc. | Reduce -3.0% | 1.78% | −0.52 |
| ZTS Zoetis Inc. | Reduce -17.4% | 1.32% | −0.43 |
| LLY Eli Lilly & Co. | Reduce -3.3% | 4.44% | −0.39 |
| CRM Salesforce Inc. | Reduce -6.5% | 1.36% | −0.36 |
| ICE Intercontinental Exchange Inc. | Reduce -1.0% | 2.34% | −0.31 |
| PG The Procter & Gamble Co. | Reduce -0.3% | 2.92% | −0.21 |
| AON Aon PLC Class A | Reduce -3.5% | 2.29% | −0.16 |
| CNI Canadian Natl Railway Co. | Reduce -14.4% | 0.30% | −0.10 |
| WDAY Workday Inc. Class A | Reduce -0.7% | 2.46% | −0.08 |
| RBA RB Global Inc. | Reduce -2.5% | 2.20% | −0.08 |
| MA Mastercard Inc. Class A | Reduce -0.3% | 3.35% | −0.07 |
| WMT Walmart Inc. | Reduce -3.8% | 3.93% | −0.06 |
| XYL Xylem Inc. | Reduce -18.2% | 0.36% | −0.04 |
| UBER Uber Technologies Inc. | Reduce -2.5% | 4.62% | −0.03 |
| MSFT Microsoft Corp. | Reduce -0.5% | 5.15% | +0.03 |
| ROK Rockwell Automation Inc. | Reduce -0.1% | 3.02% | +0.06 |
| CVX Chevron Corp. | Reduce -0.1% | 1.97% | +0.10 |
| IRTC Irhythm Holdings Inc. | Reduce -2.7% | 3.00% | +0.16 |
| JPM JPMorgan Chase & Co. | Reduce -0.5% | 4.46% | +0.22 |
| JNJ Johnson & Johnson | Reduce -0.5% | 2.96% | +0.44 |
| AAPL Apple Inc. | Reduce -2.5% | 4.83% | +0.72 |
| GOOG Alphabet Inc. Class C | Reduce -3.3% | 4.59% | +1.03 |
Portfolio Buys Q2 2025 → Q3 2025
| GEV GE Vernova Inc. | Add +27.0% | 1.75% | +0.53 |
| ORCL Oracle Corp. | Add +0.3% | 2.44% | +0.49 |
| FAST Fastenal Co. | Add +0.1% | 3.27% | +0.39 |
| CSGP Costar Group Inc. | Add +17.9% | 1.78% | +0.30 |
| BX Blackstone Inc. | Add +0.2% | 2.78% | +0.28 |
| GNRC Generac Holdings Inc. | Add +0.1% | 1.81% | +0.22 |
| HD Home Depot Inc. | Add +0.9% | 2.09% | +0.16 |
| AGG iShares Core U.S. Aggregate | Add +0.4% | 0.76% | −0.01 |
| BIV Vanguard Intermediate-Term B | Add +0.2% | 1.12% | −0.02 |
| ECL Ecolab Inc. | Add +0.1% | 2.66% | −0.03 |
| WM Waste Management Inc. | Add +2.5% | 1.64% | −0.07 |
| AMZN Amazon.com Inc. | Add +0.0% | 3.05% | −0.09 |
| SYK Stryker Corp. | Add +1.2% | 3.37% | −0.30 |
| TOST Toast Inc. Class A | Add +0.1% | 1.32% | −0.33 |
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 |