Kampmann Melissa S.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 23, 2026), Kampmann Melissa S. reported 43 stock positions worth $124.6 million. Its top holding was Alphabet Class C (GOOG) at 5.9% of the portfolio, followed by Eli Lilly (LLY, 5.8%) and Apple (AAPL, 5.3%). Compared with Q4 2025, it opened 2 new positions, added to 6 and reduced 29. The biggest buy was Boeing (BA, shares +281%) and the biggest sale Blackstone (BX, shares −17%).
- Most Recent 13F
- Q2 2026
- Location
- WAUSAU, WI
- CIK
- 0001999898
- Portfolio Value
- $124.6M (Q1 2026)
- SEC Filing
- 0001999898-26-000002 ↗ filed Apr 23, 2026
Holdings Value
Holdings 43 stocks · $124.6M
| GOOG Alphabet Inc. Class C | 5.90% | 25,625 | $7.4M | Reduce -0.9% |
| LLY Eli Lilly & Co. | 5.80% | 7,861 | $7.2M | Reduce -0.8% |
| AAPL Apple Inc. | 5.26% | 25,825 | $6.6M | Reduce -0.7% |
| WMT Walmart Inc. | 4.69% | 47,060 | $5.8M | Reduce -1.2% |
| JPM JPMorgan Chase & Co. | 4.41% | 18,696 | $5.5M | Reduce -0.5% |
| JNJ Johnson & Johnson | 4.20% | 21,398 | $5.2M | Reduce -0.7% |
| MSFT Microsoft Corp. | 4.03% | 13,550 | $5.0M | Reduce -0.6% |
| FAST Fastenal Co. | 3.65% | 98,075 | $4.6M | Add +0.5% |
| ROK Rockwell Automation Inc. | 3.55% | 12,314 | $4.4M | Reduce -0.4% |
| UBER Uber Technologies Inc. | 3.46% | 59,965 | $4.3M | Reduce -5.7% |
| SYK Stryker Corp. | 3.27% | 12,410 | $4.1M | Reduce -0.6% |
| MA Mastercard Inc. Class A | 3.21% | 8,003 | $4.0M | Reduce -0.6% |
| AMZN Amazon.com Inc. | 3.18% | 18,995 | $4.0M | Reduce -0.5% |
| GEV GE Vernova Inc. | 3.12% | 4,450 | $3.9M | Reduce -0.2% |
| CVX Chevron Corp. | 2.99% | 18,015 | $3.7M | Reduce -0.4% |
| PG The Procter & Gamble Co. | 2.97% | 25,654 | $3.7M | No change |
| ECL Ecolab Inc. | 2.85% | 13,354 | $3.6M | Reduce -0.2% |
| GNRC Generac Holdings Inc. | 2.23% | 14,255 | $2.8M | Reduce -0.3% |
| IRTC Irhythm Holdings Inc. | 2.08% | 22,010 | $2.6M | Reduce -2.7% |
| ICE Intercontinental Exchange Inc. | 2.06% | 16,290 | $2.6M | Reduce -8.9% |
| ISRG Intuitive Surgical Inc. | 2.02% | 5,448 | $2.5M | No change |
| RBA RB Global Inc. | 1.94% | 25,160 | $2.4M | Reduce -3.5% |
| SPGI S&P Global Inc. | 1.91% | 5,596 | $2.4M | Reduce -18.1% |
| AON Aon PLC Class A | 1.91% | 7,355 | $2.4M | Reduce -13.3% |
| DXCM Dexcom Inc. | 1.85% | 36,780 | $2.3M | No change |
| HD Home Depot Inc. | 1.79% | 6,765 | $2.2M | Reduce -1.5% |
| BX Blackstone Inc. | 1.72% | 18,590 | $2.1M | Reduce -16.5% |
| COST Costco Wholesale Corp. | 1.49% | 1,860 | $1.9M | Add +25.7% |
| ORCL Oracle Corp. | 1.39% | 11,765 | $1.7M | Reduce -1.2% |
| BIV Vanguard Intermediate-Term B | 1.26% | 20,364 | $1.6M | Add +0.5% |
| WM Waste Management Inc. | 1.21% | 6,585 | $1.5M | Add +3.6% |
| WEC WEC Energy Group Inc. | 1.09% | 11,680 | $1.4M | No change |
| TOST Toast Inc. Class A | 1.06% | 49,810 | $1.3M | Reduce -1.2% |
| CRM Salesforce Inc. | 0.99% | 6,614 | $1.2M | Reduce -2.6% |
| BA The Boeing Co. | 0.99% | 6,185 | $1.2M | Add +280.6% |
| NOW ServiceNow Inc. | 0.97% | 11,605 | $1.2M | Add +37.3% |
| AGG iShares Core U.S. Aggregate | 0.84% | 10,508 | $1.0M | No change |
| SBUX Starbucks Corp. | 0.83% | 11,605 | $1.0M | No change |
| WDAY Workday Inc. Class A | 0.81% | 7,745 | $1.0M | Reduce -35.9% |
| CNI Canadian Natl Railway Co. | 0.31% | 3,765 | $387K | Reduce -7.6% |
| XYL Xylem Inc. | 0.30% | 3,145 | $376K | Reduce -3.8% |
| NVDA Nvidia Corp. | 0.22% | 1,575 | $275K | New |
| MDLN Medline Inc. Class A | 0.19% | 5,440 | $242K | New |
Portfolio Sells Q4 2025 → Q1 2026
| BX Blackstone Inc. | Reduce -16.5% | 1.72% | −0.85 |
| WDAY Workday Inc. Class A | Reduce -35.9% | 0.81% | −0.83 |
| SPGI S&P Global Inc. | Reduce -18.1% | 1.91% | −0.78 |
| IRTC Irhythm Holdings Inc. | Reduce -2.7% | 2.08% | −0.65 |
| LLY Eli Lilly & Co. | Reduce -0.8% | 5.80% | −0.52 |
| UBER Uber Technologies Inc. | Reduce -5.7% | 3.46% | −0.50 |
| MSFT Microsoft Corp. | Reduce -0.6% | 4.03% | −0.45 |
| GOOG Alphabet Inc. Class C | Reduce -0.9% | 5.90% | −0.38 |
| ROK Rockwell Automation Inc. | Reduce -0.4% | 3.55% | −0.30 |
| RBA RB Global Inc. | Reduce -3.5% | 1.94% | −0.29 |
| ICE Intercontinental Exchange Inc. | Reduce -8.9% | 2.06% | −0.22 |
| AON Aon PLC Class A | Reduce -13.3% | 1.91% | −0.18 |
| TOST Toast Inc. Class A | Reduce -1.2% | 1.06% | −0.18 |
| HD Home Depot Inc. | Reduce -1.5% | 1.79% | −0.17 |
| ORCL Oracle Corp. | Reduce -1.2% | 1.39% | −0.14 |
| CRM Salesforce Inc. | Reduce -2.6% | 0.99% | −0.12 |
| AMZN Amazon.com Inc. | Reduce -0.5% | 3.18% | −0.09 |
| SYK Stryker Corp. | Reduce -0.6% | 3.27% | −0.08 |
| XYL Xylem Inc. | Reduce -3.8% | 0.30% | −0.04 |
| CNI Canadian Natl Railway Co. | Reduce -7.6% | 0.31% | +0.01 |
| MA Mastercard Inc. Class A | Reduce -0.6% | 3.21% | +0.07 |
| ECL Ecolab Inc. | Reduce -0.2% | 2.85% | +0.08 |
| JPM JPMorgan Chase & Co. | Reduce -0.5% | 4.41% | +0.22 |
| GNRC Generac Holdings Inc. | Reduce -0.3% | 2.23% | +0.42 |
| WMT Walmart Inc. | Reduce -1.2% | 4.69% | +0.49 |
| AAPL Apple Inc. | Reduce -0.7% | 5.26% | +0.50 |
| JNJ Johnson & Johnson | Reduce -0.7% | 4.20% | +0.73 |
| CVX Chevron Corp. | Reduce -0.4% | 2.99% | +0.76 |
| GEV GE Vernova Inc. | Reduce -0.2% | 3.12% | +0.91 |
Portfolio Buys Q4 2025 → Q1 2026
| BA The Boeing Co. | Add +280.6% | 0.99% | +0.69 |
| FAST Fastenal Co. | Add +0.5% | 3.65% | +0.43 |
| COST Costco Wholesale Corp. | Add +25.7% | 1.49% | +0.41 |
| NVDA Nvidia Corp. | New | 0.22% | +0.22 |
| MDLN Medline Inc. Class A | New | 0.19% | +0.19 |
| NOW ServiceNow Inc. | Add +37.3% | 0.97% | +0.19 |
| WM Waste Management Inc. | Add +3.6% | 1.21% | +0.15 |
| BIV Vanguard Intermediate-Term B | Add +0.5% | 1.26% | +0.10 |
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 |