Kampmann Melissa S.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 26, 2026), Kampmann Melissa S. reported 41 stock positions worth $135.2 million. Its top holding was Eli Lilly (LLY) at 6.3% of the portfolio, followed by Alphabet Class C (GOOG, 6.3%) and Apple (AAPL, 4.8%). Compared with Q3 2025, it opened 3 new positions, sold out of 2, added to 9 and reduced 26. The biggest buy was a new position in Costco Wholesale (COST) and the biggest sale an exit from Costar (CSGP).
- Most Recent 13F
- Q2 2026
- Location
- WAUSAU, WI
- CIK
- 0001999898
- Portfolio Value
- $135.2M (Q4 2025)
- SEC Filing
- 0001999898-26-000001 ↗ filed Jan 26, 2026
Holdings Value
Holdings 41 stocks · $135.2M
| LLY Eli Lilly & Co. | 6.32% | 7,923 | $8.5M | Reduce -0.8% |
| GOOG Alphabet Inc. Class C | 6.28% | 25,850 | $8.5M | Reduce -0.1% |
| AAPL Apple Inc. | 4.76% | 26,010 | $6.4M | Reduce -0.0% |
| MSFT Microsoft Corp. | 4.48% | 13,630 | $6.1M | No change |
| WMT Walmart Inc. | 4.20% | 47,620 | $5.7M | Reduce -8.9% |
| JPM JPMorgan Chase & Co. | 4.20% | 18,796 | $5.7M | Reduce -3.1% |
| UBER Uber Technologies Inc. | 3.96% | 63,610 | $5.4M | Reduce -1.6% |
| ROK Rockwell Automation Inc. | 3.84% | 12,368 | $5.2M | Add +4.3% |
| JNJ Johnson & Johnson | 3.47% | 21,538 | $4.7M | Reduce -1.5% |
| SYK Stryker Corp. | 3.35% | 12,485 | $4.5M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 3.27% | 19,095 | $4.4M | Add +0.3% |
| FAST Fastenal Co. | 3.22% | 97,620 | $4.4M | Add +6.9% |
| MA Mastercard Inc. Class A | 3.14% | 8,053 | $4.2M | Reduce -0.3% |
| PG The Procter & Gamble Co. | 2.77% | 25,654 | $3.7M | Reduce -1.5% |
| ECL Ecolab Inc. | 2.77% | 13,384 | $3.7M | Add +0.3% |
| IRTC Irhythm Holdings Inc. | 2.74% | 22,620 | $3.7M | Reduce -5.3% |
| SPGI S&P Global Inc. | 2.69% | 6,836 | $3.6M | Reduce -7.2% |
| BX Blackstone Inc. | 2.57% | 22,270 | $3.5M | Reduce -0.2% |
| ICE Intercontinental Exchange Inc. | 2.27% | 17,880 | $3.1M | Reduce -6.3% |
| CVX Chevron Corp. | 2.23% | 18,090 | $3.0M | Add +3.8% |
| RBA RB Global Inc. | 2.23% | 26,080 | $3.0M | Reduce -6.4% |
| GEV GE Vernova Inc. | 2.20% | 4,460 | $3.0M | Add +14.2% |
| ISRG Intuitive Surgical Inc. | 2.11% | 5,448 | $2.9M | Reduce -0.2% |
| AON Aon PLC Class A | 2.09% | 8,485 | $2.8M | Reduce -3.6% |
| DXCM Dexcom Inc. | 1.96% | 36,780 | $2.7M | Reduce -1.5% |
| HD Home Depot Inc. | 1.95% | 6,865 | $2.6M | Reduce -2.8% |
| GNRC Generac Holdings Inc. | 1.82% | 14,295 | $2.5M | Reduce -3.4% |
| WDAY Workday Inc. Class A | 1.64% | 12,075 | $2.2M | Reduce -13.8% |
| ORCL Oracle Corp. | 1.53% | 11,910 | $2.1M | No change |
| TOST Toast Inc. Class A | 1.24% | 50,410 | $1.7M | Add +1.8% |
| BIV Vanguard Intermediate-Term B | 1.16% | 20,254 | $1.6M | Add +2.5% |
| CRM Salesforce Inc. | 1.11% | 6,794 | $1.5M | Reduce -13.7% |
| COST Costco Wholesale Corp. | 1.08% | 1,480 | $1.5M | New |
| WM Waste Management Inc. | 1.06% | 6,355 | $1.4M | Reduce -37.4% |
| WEC WEC Energy Group Inc. | 0.95% | 11,680 | $1.3M | No change |
| SBUX Starbucks Corp. | 0.83% | 11,605 | $1.1M | Reduce -35.2% |
| NOW ServiceNow Inc. | 0.78% | 8,450 | $1.1M | New |
| AGG iShares Core U.S. Aggregate | 0.78% | 10,508 | $1.1M | Add +1.0% |
| XYL Xylem Inc. | 0.34% | 3,270 | $464K | Reduce -1.2% |
| BA The Boeing Co. | 0.30% | 1,625 | $406K | New |
| CNI Canadian Natl Railway Co. | 0.30% | 4,075 | $405K | Reduce -5.2% |
Portfolio Sells Q3 2025 → Q4 2025
| CSGP Costar Group Inc. | Sold out | 0.00% | −1.78 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −1.32 |
| WDAY Workday Inc. Class A | Reduce -13.8% | 1.64% | −0.82 |
| UBER Uber Technologies Inc. | Reduce -1.6% | 3.96% | −0.65 |
| WM Waste Management Inc. | Reduce -37.4% | 1.06% | −0.57 |
| SBUX Starbucks Corp. | Reduce -35.2% | 0.83% | −0.28 |
| JPM JPMorgan Chase & Co. | Reduce -3.1% | 4.20% | −0.26 |
| IRTC Irhythm Holdings Inc. | Reduce -5.3% | 2.74% | −0.26 |
| CRM Salesforce Inc. | Reduce -13.7% | 1.11% | −0.25 |
| BX Blackstone Inc. | Reduce -0.2% | 2.57% | −0.21 |
| MA Mastercard Inc. Class A | Reduce -0.3% | 3.14% | −0.21 |
| AON Aon PLC Class A | Reduce -3.6% | 2.09% | −0.20 |
| PG The Procter & Gamble Co. | Reduce -1.5% | 2.77% | −0.15 |
| HD Home Depot Inc. | Reduce -2.8% | 1.95% | −0.13 |
| ICE Intercontinental Exchange Inc. | Reduce -6.3% | 2.27% | −0.07 |
| AAPL Apple Inc. | Reduce -0.0% | 4.76% | −0.07 |
| SYK Stryker Corp. | Reduce -0.3% | 3.35% | −0.02 |
| XYL Xylem Inc. | Reduce -1.2% | 0.34% | −0.01 |
| CNI Canadian Natl Railway Co. | Reduce -5.2% | 0.30% | +0.00 |
| GNRC Generac Holdings Inc. | Reduce -3.4% | 1.82% | +0.01 |
| RBA RB Global Inc. | Reduce -6.4% | 2.23% | +0.03 |
| SPGI S&P Global Inc. | Reduce -7.2% | 2.69% | +0.07 |
| DXCM Dexcom Inc. | Reduce -1.5% | 1.96% | +0.13 |
| WMT Walmart Inc. | Reduce -8.9% | 4.20% | +0.27 |
| ISRG Intuitive Surgical Inc. | Reduce -0.2% | 2.11% | +0.33 |
| JNJ Johnson & Johnson | Reduce -1.5% | 3.47% | +0.52 |
| GOOG Alphabet Inc. Class C | Reduce -0.1% | 6.28% | +1.68 |
| LLY Eli Lilly & Co. | Reduce -0.8% | 6.32% | +1.88 |
Portfolio Buys Q3 2025 → Q4 2025
| COST Costco Wholesale Corp. | New | 1.08% | +1.08 |
| ROK Rockwell Automation Inc. | Add +4.3% | 3.84% | +0.82 |
| NOW ServiceNow Inc. | New | 0.78% | +0.78 |
| GEV GE Vernova Inc. | Add +14.2% | 2.20% | +0.45 |
| BA The Boeing Co. | New | 0.30% | +0.30 |
| CVX Chevron Corp. | Add +3.8% | 2.23% | +0.26 |
| AMZN Amazon.com Inc. | Add +0.3% | 3.27% | +0.22 |
| ECL Ecolab Inc. | Add +0.3% | 2.77% | +0.11 |
| BIV Vanguard Intermediate-Term B | Add +2.5% | 1.16% | +0.04 |
| AGG iShares Core U.S. Aggregate | Add +1.0% | 0.78% | +0.02 |
| FAST Fastenal Co. | Add +6.9% | 3.22% | −0.05 |
| TOST Toast Inc. Class A | Add +1.8% | 1.24% | −0.08 |
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 |